Unai Loyola is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 credential and has one year of industry experience, including prior roles at Merrill and The Gardiner House. Outside of his advisory work, he is involved as a DJ for events and venues, including weddings and late-night functions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs with an emphasis on recommendation-based, non-discretionary services.

Joseph Najm is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary recommendation-based relationships.

Steven Navarro is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Navarro is also involved in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003, holding Series 65 and Series 66 credentials. 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 specialized programs and access to alternative investments, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined the Rockefeller organization in 2022 following prior roles at Sanford C. Bernstein & Co. and First Republic Securities Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through its Private Advisor model and integrated investment platform.

Jonathan Glennon is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm is notable for its dual registration as an SEC investment adviser and broker-dealer, and its predominant use of non-discretionary advisory relationships.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.

Clare Ciervo is a CFP®-credentialed financial advisor with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Balanced Rock Investment Advisors, McVittie Financial Advisors, FSC Securities Corp, and Northstar Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive 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.

Tyler Fouhey is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc. since 2018. Prior to his financial services career, he was employed at Jimmy's Steer House. Outside of his advisory role, he has experience working as a restaurant server specializing in American BBQ. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Joseph Salvati is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior experience includes roles at The Colony Group, LLC and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Tia Mc Namara is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. She is currently with Integrated Wealth Concepts LLC and has previously worked at Ameriprise Financial Services and Cascade Pacific Financial Planners. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life insurance. Integrated Wealth Concepts LLC 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 advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Troy Donahue is a financial advisor with Focus Partners Wealth, LLC in Boston, MA. He holds the Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Focus Partners Wealth in 2025, he worked at Fidelity Investments in various roles from 2017 to 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, advisory, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Nicholas Cross is a financial advisor with Eagle Strategies (NY Life) in Peabody, MA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Tritower Real Estate Capital, DMB Financial, and TD Bank. He operates under the DBA Dickinson Wealth Strategies LLC to sell New York Life products and services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

John Howard Jr. is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding Series 63 and Series 65 designations with 19 years of industry experience. He has been associated with Eagle Strategies since 2009 and has operated under the DBA Rocco Insurance and Financial Group since 2019, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate framework.

Kimberly Clouse is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at firms including Mariner Platform Solutions, AdvicePeriod, LLC, and Via Global Advisors. She is a board member of YPO Gold New England and leads its women's recruiting initiative. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach with affiliated and third-party managers and a variety of investment vehicles.

Ryan Jordan is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has been with TIAA-CREF since 2016. 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 trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Michael Wood is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary programs encompassing equity, balanced, and fixed-income portfolios, with services including asset management, consulting, and retirement planning.

Erin Nicholls is a financial advisor at Breckinridge Capital Advisors Inc with six years of industry experience. She has held roles at Breckinridge since 2017 and previously worked at J.P. Morgan from 2015 to 2017. Nicholls holds a Series 65 designation and is based in Boston, MA. 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, and corporations. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Max Byron is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Voya, he attended Bentley University and gained experience at Hannaford and Hall Dale. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Edward Rich is a CFP® with 31 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisor Group and SII. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.