Anthony Lischio is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Putnam Investments, and BNY Mellon. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Nicholas Souza is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 registrations with two years of industry experience. He has worked previously at Fidelity Investments and has entrepreneurial experience as a partner in Boatwise LLC, a boating and licensing training service where he handles social media marketing and website design. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to support client recommendations across both advisory and broker-dealer capacities.

Ryan Vallee is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with 22 years of industry experience. He has been with Voya Financial Advisors since 2016. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support client recommendations, operating largely through non-discretionary client authorization.

Jeffrey Aron is a CFP® and holds a Series 65 license with 18 years of industry experience. He is currently with Allworth Financial, L.P. and has prior experience at Sachetta, LLC and Wealth Management Advisors, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and incorporates technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Michael Caggiano is a financial advisor with Commonwealth Financial Network in Salem, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he is an ice hockey referee officiating high school and college games and serves as a gun safety instructor through his sole proprietorship, Salem Firearm Safety. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and a variety of program structures.

Robert Pearl is a CFP® and Series 66 professional with two years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held positions at Ameriprise, Aptiv, Bowdoin College, and Dexter Southfield. Outside of his primary role, he serves as an Associate Financial Advisor at Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term focus complemented by shorter-term adjustments.

Timothy Mc Coole is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for five years and State Street for ten years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Kyle Meek is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at Merrill, TD Bank, and Bank of America. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients, employing a client-focused process that integrates fundamental, quantitative, and technical analysis across diverse investment vehicles. The firm offers various portfolio management options, including wrap programs and model portfolios, with a predominance of non-discretionary client arrangements.

Stephen Luna is a financial advisor at TLG Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including John Hancock and Voya Financial Partners. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program called Starlight Portfolios.

Dylan Kehoe is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he held roles at Fidelity Investments and Putnam Investments. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, and retirement advisory services. The firm employs a combination of in-house and third-party strategies, utilizing both discretionary and non-discretionary management approaches through a large network of advisors.

Rachel Richwine is a financial advisor at Oppenheimer with 32 years of industry experience. She has been with Oppenheimer since 2003 and holds Series 63 and Series 66 licenses. She currently holds a Massachusetts real estate salesperson license, which is not active and not affiliated with any firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs, including asset management, consulting, and retirement services, with both discretionary and non-discretionary advisory approaches.

Julia Cormican is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Boston, MA. She has recently begun her career in the financial industry, joining Wealth Enhancement Advisory Services in 2025 after roles at the Wealth Enhancement Group and Brown Brothers Harriman. Outside of her financial career, she has been involved with Fontbonne Academy since 2015. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process includes diversified, risk-class based allocations combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Burt Freedman is a financial advisor at Oppenheimer with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. for 23 years. Freedman serves as vice president of Linas Hazadek Beth Israel Cemetery Corp., a nonprofit religious organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine years at Raymond James & Associates. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and various advisory programs.

Ronald Cooper Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Eagle Strategies (New York Life) in Danvers, MA. He has been with New York Life since 2001 and leads The Cooper Fauteux Team since 2026. Outside of his advisory role, he owns Greyhorn LLC, a clothing company involved in product design and distribution. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis and a notable focus on retirement plan clients.

Lee Newman is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Guardian Life since 2018, including his current role beginning in 2024, and previously worked at JF Hillebrand. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

David Mc Cabe is a financial advisor with Corient in Boston, MA, holding Series 63, 65, and 66 licenses and 21 years of industry experience. His career includes roles at Eaton Vance WaterOak Advisors, CIPW Service Company, and Voyageur Asset Management. He also serves as an individual trustee for certain clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers, using risk management tools and offering specialized private fund capabilities.

Jennifer Kundrot is a CFP®-certified financial advisor with nine years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been associated with Financially in Tune, Salem Five Investment Services, and LPL Financial, LLC. Outside of her advisory role, she is a co-owner of a real estate rental business in Belmont, Massachusetts. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, employing both active and passive investment strategies across public and private asset classes.

John Ligget IV is a financial advisor at Corient in Boston, MA, holding a Series 65 designation with five years of industry experience. He previously worked at Penobscot Investment Management Company, Inc. and BNY Mellon (Pershing LLC). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Elizabeth Bivings is a CFP® professional associated with Beacon Pointe Advisors, LLC, bringing 18 years of industry experience. She previously worked at Artemis Financial Advisors LLC for 17 years and continues to assist with transitioning its advisory business following an acquisition. Beacon Pointe Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, providing wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.