Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Daniel Wagner is a financial advisor with Kestra Advisory and Kestra Investment Services, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Boston Wealth Strategies, MassMutual, and Metlife Securities. He also serves as a senior advisor at NFP Corporate Services, providing investment reviews of corporate retirement plans. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, compliance testing, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets and AssetMark, Inc. Valley has a background that includes consulting at Deloitte and a period of full-time education at Bentley University. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Duke Laflamme is a CFA® charterholder based in Boston, MA, with three years of industry experience. He has been with Corient and its affiliated entities since 2022, following a 24-year tenure at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs continuous portfolio monitoring and risk management tools.

James Johnston is a CFP® professional with five years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

James Gilloran is a CFP® with 10 years of experience in financial advising, currently with Corient in Boston, MA. His prior roles include positions at Eaton Vance WaterOak Advisors and Argent Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm offers specialized services through affiliated entities, including private fund advisory and trust services.

Karen Van Voorhis is a CFP® with 22 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. She has worked at several firms including Ameritas Investment Corp, Daniel J. Galli & Associates, and Lion Street Advisors. Van Voorhis also provides financial education and counseling to corporate clients through PFE Group. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach that includes model portfolios, third-party managers, and co-advisory relationships, serving a broad range of investors including high-net-worth individuals.

Hunter Shaughnessy is a financial advisor at Farther with a Series 65 credential and one year of industry experience. Prior to joining Farther, he held roles at SAP America and other organizations across various sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Martin Joyce is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Bestgen Wealth Management, LLC, CWM, LLC, and Hirst Financial Independence Planning, Inc. He has also worked in education and retail sectors, including at the University of Massachusetts Dartmouth and Braintree High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider to affiliated advisors.

Thomas Garcia Meitin is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2019. His prior work includes roles at East China Normal University, CIRCOR International LLC, Safe & Secure LLC, and Elon University. 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 with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering customized portfolio management under a fiduciary standard within a vertically integrated structure.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC based in Newton, MA. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. His prior work includes roles at The Colony Group, LLC, Derby and Company, Inc., Ferris Capital, LLC, and Siharum Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Jason Friday is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2017, he worked at Sii from 2015 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a managed account program, and is 100% owned by Citizens Bank, N.A.

Joseph Purtell is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Fidelity Investments, Solomon Private Wealth, and Good360, among others. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary recommendations.

Brian Donoghue is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent five years with Strategic Advisers, Inc., as well as a brief tenure at Columbia Management Investment Advisers, LLC. Outside of his advisory role, he manages two residential rental properties in Massachusetts and New Hampshire. 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 relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers both model-based and customized investment solutions.

James Spidle is a financial advisor at Breckinridge Capital Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2010. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary trading systems and team-based portfolio management.

Chase Stratton is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Breckinridge Capital Advisors Inc. He previously worked at Columbia Management Investment Distributors, Inc., Cambridge Insurance Advisors, and has an academic background from the College of the Holy Cross. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down Investment Committee outlook with fundamental credit research and rules-based models, and emphasizes tax-aware implementation techniques through proprietary portfolio management systems.

John Ferren is a financial advisor at Voya Financial Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Voya, he held positions at Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base that includes individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, primarily offering recommendation-based advice.

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, New York Life Insurance Co., and NYLIFE Securities LLC. He also has experience with Tufts University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement plan consulting, with access to proprietary and third-party investment programs.

Jacob Mc Clary is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers various services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, often providing non-discretionary recommendations that clients must approve.

William Bain is a CFP® professional with five years of industry experience. He currently works at Savant Wealth Management and previously held roles at Heritage Financial Services and Brown Brothers Harriman. Savant Wealth Management provides comprehensive wealth management and related services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with active management strategies and offers integrated accounting, legal, and trust services through affiliated entities.