Robert Quinn is a financial advisor at Corient in Boston, MA, holding the CFP®, CFA®, and Series 63 designations with three years of industry experience. His prior work includes 12 years at Eaton Vance WaterOak Advisors and roles at Corient and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings, including private fund capabilities and affiliated trust services.

Alec Bedard is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining VOYA, he worked at GWFS Equities, Inc. and has a diverse background including roles at Fidelity Investments and participation in political campaigns. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, primarily on a non-discretionary basis, and operates as both an SEC-registered investment adviser and broker-dealer.

Matthew Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Darmody, Merlino & Co., LLP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem to offer integrated financial services and advanced research tools.

Thomas Powell is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley, Eaton Vance Distributors, Rise Private Wealth Management, and the Federal Reserve Bank of Boston. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals‑based, team investment approach that combines in‑house strategies with third‑party solutions, employing continuous portfolio monitoring and risk management tools.

Allison Gaines is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Gaines Deluca CPA LLC, a CPA firm. Her prior work includes four years at Samet & Company PC and four years at Blum Shapiro & Company PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

Caitlyn Frament is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Morgan Stanley. 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 provides discretionary investment management, financial planning, and consulting services, employing a primarily long-term approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Yoon Hi King is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory work, she serves as a co-trustee of the Andrew D. King Trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports discretionary and non-discretionary account management.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Auctane and positions in education at several schools and The University of Texas at Austin. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rachel Zibrak is a Series 65-licensed advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She has previously worked at The Colony Group, LLC, Derby And Company, Inc., Rinet Company, LLC, and New England Private Wealth Advisors, LLC. 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 combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jacob Hall is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including unified managed accounts and third-party money manager access. The firm primarily provides non-discretionary advice and operates both as an SEC-registered investment adviser and a broker-dealer.

Madison Burr is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Fidelity Investments. Outside of advising, she has held roles with community and regional organizations, including the Newport Gulls Baseball Club and various hospitality positions. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and third-party manager access through multiple program structures, primarily providing non-discretionary, recommendation-based advice.

Stephen Stelljes is a CFP® with 20 years of industry experience and holds Series 63 and Series 65 licenses. He has been with The Colony Group, LLC since 1998. Stelljes is affiliated with Focus Partners Wealth, LLC, an enterprise firm based in Hingham, MA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, fundamental and quantitative analysis, and innovative portfolio tools.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation. He joined Focus Partners Wealth in 2025 and has prior work experience at several organizations including Neighborhood House Charter School and the US Postal Service. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Mohan is a financial advisor at Creative Planning with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at GWFS Equities and Advised Assets Group. Outside of finance, he serves as a high school basketball referee. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering various institutional and retirement plan services.

Raymond Coscia is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with Voya-affiliated firms since 2014. Outside of his advisory role, he is a commissioned Notary Public in the Commonwealth of Massachusetts. Voya Financial Advisors, Inc. serves a diverse range of clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on non-discretionary advice and multiple program structures.

Damien Autissier is a financial advisor with Money Concepts Capital Corp and holds a Series 65 designation. He has worked in the financial industry since 2023, including roles at Rise North Capital and Foundations Investment Advisors, LLC. Outside of advisory work, he is involved in insurance sales, assisting clients with retirement plan questions and insurance policy education. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm uses model-driven and asset-allocation approaches and offers both discretionary and non-discretionary programs supported by third-party managers and service providers.

Connor Mc Lenithan is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower, he worked at GWFS Equities for six years and has held various roles including at Maloney Properties and Hannaford Brothers Inc. He completed his education at the University of Vermont. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through integrated platforms with a focus on long-term portfolio returns and client savings rates.

Braeden True is a financial advisor at Janney Montgomery Scott LLC with five years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Janney in 2025, he worked at Fidelity Investments for three years. Outside of finance, he has experience in the food service industry with Riva Pizzeria and in landscaping through True Landscaping. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Jonathan Barnett is a CFP® professional with five years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent ten years with Covalent Partners LLC and completed the Boston University Financial Planning Program before entering his advisory roles. Outside of his financial career, he serves as power of attorney and healthcare proxy for a family member. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs with both discretionary and non-discretionary options.

Richard Paine Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 registrations, with 39 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory work, he occasionally conducts life, disability, and long-term care insurance business independently. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary models and third-party managers, and supports various account-level services such as lending solutions and donor-advised funds.