Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Bryan Olson is a CFA® charterholder with 27 years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory, where he has worked since 2018. His prior experience includes roles at Windhaven Investment Management and ThomasPartners, Inc. Outside of his advisory work, Olson serves on the investment committee for Weber State University, overseeing the university endowment’s adherence to governance policies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s standardized asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, offering a range of discretionary and non-discretionary solutions including direct portfolio management, third-party managers, and customized managed account services.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for 12 years before joining Rockefeller Financial in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Erin Manganello is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012 and at Mintz Levin Financial Advisors LLC from 2005 to 2012. Manganello is based in Hingham, MA. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm provides wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Juan Restrepo Vanegas is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Bank of America, Merrill, and American Consumer Credit Counseling. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and select retail clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Shane Comeau is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Morgan Stanley. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary account management.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Muriel Dol is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs. Outside of her advisory role, she contributes part-time to The Global Horizon Press, assisting with college preparation and providing weekly news article summaries. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations through financial planning, portfolio management, and retirement advisory services. The firm employs both discretionary and non-discretionary management strategies, combining in-house and third-party resources to implement model allocations and investment policy statements.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses. His prior experience includes roles at Nuveen Securities, Nuveen Asset Management, Columbia Management Investment Advisers, and Bofa Advisors. Robbins serves as a trustee for a condominium association in Boston. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm’s offerings include model-based and customized portfolio management under a fiduciary standard within a vertically integrated structure.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial 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 using model and wrap programs it directly sponsors.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Landon Wriedt is a CFP® professional with six years of industry experience currently with Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at State Street Bank & Trust and Charles Schwab Investment Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning and portfolio management services, employing a combination of in-house and external strategists and technology tools to implement mostly non-discretionary client relationships.

Stephen Morris is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Rise North Capital and Wells Fargo Advisors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, UMA and wrap programs, and other retirement services, integrating in-house and external strategists with technology-enabled tools to implement client-specific investment strategies.

Cynthia Reilly is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and previously worked at TD Bank N.A. Cynthia also manages a small residential rental property through an independent property management company. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management through a variety of TD-guided and third-party investment solutions.

Thomas Gill III is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has been with Voya since 2025. Prior to joining Voya, he held roles at BeyondTrust, MoneyLion, and WB&B Executive Search. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to a variety of clients including individuals, pension plans, and charitable organizations. The firm uses a combination of in-house and external strategists along with technology-enabled tools to implement client recommendations, operating in both advisory and broker-dealer capacities.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Powers is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Edward Jones. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory programs through a network of representatives, combining model portfolios with technology-enabled tools to support mostly non-discretionary client relationships.

Andrew Svonovec is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2026. Prior to joining VOYA, he held roles in the mortgage and retail sectors and has experience in education and business operations. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.