Bethany Coughlin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Voya Financial Advisors since 2015 and has also been self-employed since 2013. Outside of her advisory role, she serves as a team manager for Milton Youth Hockey. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm offers a broad range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based programs.

George James is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Voya, he worked briefly at Fidelity Investments and has experience in several other fields including the restaurant industry and energy sector. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a variety of advisory services through multiple program structures, emphasizing non-discretionary, recommendation-based relationships.

John Cheney is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked primarily at Goldman Sachs & Co LLC since 2021, with prior roles including positions at Siena College and Strategic Solutions Healthcare Management Consultants. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, integrating services across its affiliated entities within a large financial group.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at TD Private Client Wealth LLC and CITIZENS Bank. Outside of his financial career, he serves as a worship leader at Calvary Baptist Church. 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 employs a platform-focused approach with discretionary model portfolios and serves over 127,000 clients through 444 advisors.

Cormac Hayes is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments for two years. His background also includes roles at South Shore Beach and various country clubs. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary programs and maintains both SEC-registered adviser and broker-dealer statuses.

Bridget Holbrook is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Pedro Henrique Tameirao is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. He previously worked at Eaton Vance Distributors, Inc. and has been involved with Burnham's Catering for four years. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and operates as both an SEC-registered investment adviser and broker-dealer.

Fraser Mc Lean is a CFP® and CFA® with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously worked at North American Management Corp. for 10 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

James Moore is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His background includes roles at Dynamic Skating and Michigan State University prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard on its RIA services and manages portfolios through model and customized strategies within a vertically integrated structure.

Matthew Carron is a CFP® professional with 20 years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent 19 years at Heritage Financial Services. He holds the Series 63 designation and is based in Rockland, MA. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blended investment approach combining evidence-based, model-driven asset allocation with actively managed strategies, supported by in-house capabilities including accounting, legal, and trust services.

Jake Amell is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Pioneer Bank, and Bentley University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary management strategies.

Richard Rodeschini is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with NYLIFE Securities LLC, New York Life Insurance Co., and New York Private Trust Company. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on personalized advisory relationships and access to alternative and private investments.

William Smiegal is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC in Boston, MA. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a broad range of services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers.

Edward Evers is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc and Cantella & Co., Inc. In addition to his advisory role, he is involved as a financial advisor and insurance producer at Centinel Financial Group. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing an enhanced open architecture that combines fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, offering a broad range of portfolio strategies and integrated wealth services.

Bela Vonnak is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Empower Advisory Group in 2026, Vonnak worked at Mutual of America, Sentry, Gardner Resources Consulting, and other firms across various roles since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm operates through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jeffrey Feccia is a CFP® professional with eight years of industry experience, currently affiliated with Creative Planning. His prior roles include positions at Morgan Stanley and Eaton Vance Management. Outside of his advisory work, he is the sole proprietor of a holiday-themed agriculture business called Christmas Tree For Me. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure across a broad range of service offerings.

Sean Smyth is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential. He has three years of industry experience, including prior work at GW & Wade LLC and seven years at Square Cafe before entering the financial services field. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized offerings.

Christy Turner is a CFA® charterholder with 22 years of industry experience. She is currently with &PARTNERS in Boston, where she has worked since 2025. Prior to joining &PARTNERS, she spent nine years at Wells Fargo Clearing and six years with Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, combining fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

James Mc Kenna is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has previously worked at KPMG. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a wide client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, consulting, and various advisory programs.

David Sullivan is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Ballentine Partners LLC, Citizens Securities, Inc., and Fidelity Brokerage Services LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a broad range of fiduciary, financial counseling, and portfolio management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.