Paul Mckenna IV is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Boston, MA. He holds the CFP® designation and has 20 years of industry experience, including prior roles at Franklin Distributors LLC, ClearBridge Investments LLC, and Legg Mason & Co LLC. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs within model portfolios.

Leo Pandolfi is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior experience including roles at the Fulbright Association and self-employment. Pandolfi’s background also includes four years at Boston College and earlier positions in education and hospitality. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

John Esposito is a financial advisor with Commonwealth Financial Network based in Georgetown, MA. He holds the CFP® designation and Series 63 license, with 44 years of industry experience. Since 2006, he has operated Esposito Financial Group, LLC alongside his role at Commonwealth. He also sells fixed insurance products as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, including custom portfolio solutions and retirement plan consulting, while providing operational and compliance support to affiliated advisors.

Griffin Knowlton is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Inc. for 12 years before joining Rockefeller Financial in 2021. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering placement and investment banking services alongside its investment management capabilities.

Kristopher Tedeschi is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Tedeschi serves as a trustee for a business partner outside of his advisory role. &Partners serves a broad mix of individual and institutional clients, providing investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and utilizes both proprietary and third-party managers within its dual registration as a registered investment adviser and broker-dealer.

Shalini Guglani is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and HSBC Securities (USA) INC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, with advisory options that have included a digital advisory program and a managed account program.

Renata Schindler is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 licenses and has nine years of industry experience. Her previous roles include positions at Watertown Savings Bank, Infinex Investments, Envision Bank, and Citizens Bank. She is also a public notary for the state of Massachusetts. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services and financial planning, combining adviser supervision with a hybrid adviser/broker-dealer structure that includes access to alternative investments and lending solutions.

Darci Cloutier Ham is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors and Johnson & Hill Staffing. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supporting a range of investment solutions.

Connor O'Toole is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in both the financial services and hospitality sectors. He also works as a bartender at O'Tooles Pub and is a fixed insurance agent. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver customized investment solutions primarily through a large network of investment adviser representatives.

Laura Mchugo is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The AYCO Company, L.P./Mercer Allied and John Hancock. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by integrated teams and proprietary analytical tools, leveraging the broader Goldman Sachs network to provide access to specialized wealth programs and alternative investments.

Seamus Mc Grath is a financial advisor at VOYA Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Merrill before joining VOYA. Outside of advising, he works as a bartender at Providence Burger Bar. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm uses a combination of in-house and external strategists, technology tools, and model portfolios to manage primarily non-discretionary client relationships.

Kurt Schaefer is a financial advisor at TD Private Client Wealth LLC with 35 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Horace Mann Investors, Mass Mutual Investors Services, Metlife Securities, and Valic Financial Advisors. 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, financial planning support, and custody services through third-party custodians. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party managers.

Joseph Stone is a financial advisor with Kestra Advisory in Hingham, MA, holding Series 63 and Series 65 licenses and over 53 years of industry experience. He has worked with Kestra Advisory since 2016 and has prior experience with Kestra Investment Services, LLC and Berkshire Life dating back to 1981. Stone is also the owner of MSW Investment Related, a business involved in consulting, insurance, and investment advisory services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, and serves large clients including sovereign wealth funds, reflecting a broad and complex range of capabilities.

Jed Kelly is a financial advisor with Oppenheimer in Boston, MA, holding a Series 63 designation and 15 years of industry experience. He has been with Oppenheimer since 2012. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers various programs across equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Nicolino Zullo is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Merrill, TD Private Client Wealth LLC, RBC Capital Markets, and Bank of America. He also serves as president of the Andover Soccer Association. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities, utilizing a client-focused process that incorporates fundamental, quantitative, and technical analysis across various investment products.

Cigdem Sonmez is a financial advisor at TIAA-CREF with three years of industry experience. She holds a Series 66 designation and has been with TIAA and its related entities since 2014. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm combines point-in-time planning with ongoing discretionary portfolio management, operating within a vertically integrated model that includes affiliated funds and donor-advised fund advisory services.

Anthony Gasbarro is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 registrations with two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has entrepreneurial experience running Gasbarro Fitness. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to implement client strategies, delivering both non-discretionary and discretionary management options.

Dominic Glasson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience, including roles at Rise North Capital and Foundations Investment Advisors. Outside of his advisory work, he is also a licensed life insurance agent focusing on premium financing strategies. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Kevin Quilty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. He has been with Commonwealth Financial Network since 2010. Outside of advising, he is involved in fixed insurance sales as an agent and serves as a trustee for a family member’s account. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.

Patrick Evers is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments. Voya Financial Advisors is an enterprise-scale firm that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver customized investment solutions, primarily through non-discretionary client relationships.