Kenneth Connors is a financial advisor with Truist Advisory Services and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Wells Fargo Clearing and Wachovia Bank. Connors has been with Truist Advisory Services and Truist Investment Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, combining discretionary and non-discretionary approaches with third-party platform arrangements and AI-enabled research tools.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Voya, she held roles at Fidelity Investments and various businesses outside finance. Voya Financial Advisors, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning and portfolio management services with a focus on investment policy statements and model allocations, combining both in-house and external strategists supported by technology-enabled tools.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Lisa Prezzano is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Empower, Kronos, ADP, and AARP Financial. 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 combines in-house and external strategists with technology-enabled tools to deliver financial planning, portfolio management, and retirement services through a large network of advisers.

Cameron Aleksa is a financial advisor with Empower Advisory Group based in Dorchester, MA, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Putnam Investments, as well as an academic position at the University of Massachusetts Lowell. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Joseph Valenty is a financial advisor at PNC Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Osaic Wealth and PNC Investments LLC. Outside of his financial advisory role, Valenty serves as a Judge of Elections for the Allegheny County Board of Elections. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments primarily via mutual funds and ETFs.

Adam Armstrong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, Fisher Investments, and Equitable Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Jacob Dickson is a Series 66-licensed financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. His prior roles include positions at LPL Enterprise and The Prudential Insurance Company of America. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both in-house and third-party strategies alongside technology-enabled tools to implement client recommendations.

Jason Duponte is a financial advisor at TIAA-CREF with 25 years of industry experience. He has been with TIAA-CREF since 2008. Outside of advising, he owns and manages a single-family rental property. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard tailored to service scope.

Jonathan Sullivan is a financial advisor at Guardian Life with 24 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2007, following a prior role at Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance brokerage for group medical, dental, disability, and life coverage for small businesses. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and a digital platform, tailoring client relationships with a range of financial planning and consulting services.

David Tremblay is a CFP® professional with 10 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Michael Carretta is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has 18 years of industry experience, including over two decades with Commonwealth and most recently joining LPL Financial LLC. He is based in Waltham, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, providing various investment options through both internal and external model portfolios.

Brett Lonergan is a CFP® and CFA® with seven years of industry experience. He currently operates a financial services practice through his ownership in Northward Financial Group and is affiliated with Private Advisor Group, LLC. His prior experience includes roles at Washington Trust Advisors, Inc. and Weston Financial Group, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while offering access to third-party managers and proprietary solutions like WealthSuite.

Ty Rocheleau is a CFP® and Series 66 credentialed advisor with 19 years of industry experience. He has been with Commonwealth Financial Network since 2006 and also works with Strategic Financial Alliance. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Anthony Kosinski is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at The Colony Group, LLC, GW & Wade, LLC, GW & Wade Asset Management Company, and DeFranceschi & Klemm PC. Outside of his advisory role, he is involved in buying and selling sports trading cards as a sole practitioner. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management, advisory, and consulting services. The firm employs an investment approach that combines active and passive strategies within a long-term, tax- and fee-sensitive portfolio framework.

David Swallow is a financial advisor at Cerity Partners LLC in Boston, MA, holding Series 63 and Series 65 designations with two years of industry experience. He previously worked at Prio Wealth, LP for six years and Standish Fund Distributors, L.P. for seventeen years. Cerity Partners advises a broad range of clients, including high-net-worth individuals, families, institutions, and charitable organizations, offering customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines client-specific profiles with proprietary quantitative screening and access to alternative and private market solutions.

Lincoln Hurney is a Series 65-licensed financial advisor with three years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held roles at Claro Advisors, LLC, Tufts University, Shawmut Design & Construction, and Harvard University. 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, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with TIAA-CREF since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm provides both point-in-time financial planning and ongoing discretionary portfolio management using model and customized portfolios.

Andrew Kehoe is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including prior roles at The Bullfinch Group and Park Avenue Securities. Outside of his advisory work, he volunteers with the Association of Financial Educators, conducting workshops and seminars. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary and third-party platforms to tailor client relationships.

Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.