Ajay Narang is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He also has over 20 years of experience as a CPA at Robert A. Cooper CPA PC. Integrated Wealth Concepts 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, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income.

Chloe Green is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has two years of industry experience. Prior to joining Goldman Sachs Ayco, she worked at Bucknell Center for Career Advancement and Bucknell University. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, providing financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm’s advisory teams tailor plans using strategic allocation models and manager selections, supported by proprietary research and tools within the broader Goldman Sachs ecosystem.

Ted Tiger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of finance, he has been involved in photography since 1990 and acting since 2000. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm offers financial planning and portfolio management through multiple platforms, employing a mix of passive and active strategies tailored to client risk profiles.

Daniel Krall is a financial advisor at Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Company, Acadian Asset Management, BNY Mellon, and RSM US LLP. He operates Daniel Krall Wealth Solutions, LLC, which assists with tax filing services. Oppenheimer is a registered investment adviser and broker-dealer that serves a wide range of clients, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive advisory programs across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management, and it uniquely maintains custody of client assets while operating its broker-dealer and advisory businesses.

Dennis Dickinson is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has operated Dickinson Wealth Strategies, LLC since 2018 and has been associated with Eagle Strategies and New York Life entities since 2009. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Hunter Pemrick is a Series 66-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked at Rockefeller Financial LLC and BHG Financial, and has experience with Goldman Sachs. He has been involved with Kevin Holmes Painting and has an educational background that includes time at Siena College. 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 2025. The firm offers customized wealth management services and combines proprietary quantitative screening, manager selection, and asset allocation with access to alternative and private market investments for qualified clients.

Rebecca Martel is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and three years of industry experience. She has been with Money Concepts Capital Corp and Quadrant Financial Services LLC since 2016. Outside of her advisory role, she is employed with R.A. Hall & Co, CPAs, LLC, where she performs clerical work related to CPA and tax preparation services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Neil Flaherty is a CFP® professional with 28 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2023. Prior to that, he spent 22 years at TIAA and held roles at Cambridge Investment Research Advisors and The Foundry Financial Group. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies, supported by technology and centralized due diligence.

Mark Kane is a CFP® with 15 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He previously worked at Atlantic Trust Company, N.A. from 2014 to 2017 and has been with CIBC National Trust Company since 2017. Kane serves as a board member for the American Heart Association, where he focuses on developing strategic initiatives and promoting collaborations with major partners including the NFL. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach blends an internal team with Relationship Managers and governance committees to create customized portfolios using both proprietary and external strategies, and it manages significant assets with a notably high advisor-to-assets ratio.

Patrick Leary is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with two years of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes roles outside finance. Leary holds Series 63 and Series 65 licenses. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of advisors, using a mix of in-house and external strategies along with technology-enabled tools to implement client recommendations.

Alexander Sherr is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 11 years of industry experience. He has operated Sherr Financial Associates since 2013. In addition to advisory work, he is co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm offers various portfolio management options and acts as a back-office provider delivering operations, trading, technology, compliance, and practice-management support.

James Hayward is a financial advisor with Eagle Strategies (NY Life) based in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been associated with Eagle Strategies since 2018 and also operates Hayward Financial, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions delivered through multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Ezekiel Waisel is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at SHP Wealth Management, John Hancock, and Prudential. Outside of advisory work, he is involved in event networking through Schmooze N Booze and serves as CFO-owner of a vending machine business, BEZ Unlimited, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combined passive and active investment approach guided by an internal Investment Committee and supported by quantitative and fundamental research.

Marc Charette is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 credentials and over 21 years of industry experience. His career includes roles at Charles Schwab & Co. Inc., PFSI Investments Inc., and Primerica Financial Services. Outside of finance, he works as a weekend shift supervisor at Young Pharmaceuticals and is involved in a music consulting business as a drummer. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm utilizes a combination of affiliated and third-party sub-managers in its portfolio construction and offers services including ongoing portfolio management, financial planning, and custody through third-party custodians.

Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Suzanne Matheson is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2012 and has worked at TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Andrea Bates is a CFP®-certified financial advisor with 34 years of industry experience, currently practicing at VOYA Financial Advisors, Inc. in Medford, MA. Her career includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, and she operated Bates Insurance Agency, Inc. for 17 years. She serves as secretary of the Medford Kiwanis Club and co-founded Retirebridge, focusing on retirement income planning strategies. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and outside strategists and technology-enabled tools to deliver both discretionary and non-discretionary investment management across a broad product shelf.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

William Hall is a financial advisor with Money Concepts Capital Corp in Peabody, MA, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of experience with Money Concepts Capital Corp and over 40 years at R. A. Hall Co., a CPA firm. Outside of his advisory role, he serves as an officer and director of the charity BigEd.Org and is involved in consulting through Hall Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Christopher Twomey is a financial advisor at Oppenheimer with 31 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Oppenheimer since 2007. Twomey serves as co-trustee on several family trusts and is a corporator for Winchester Savings Bank. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a wide range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.