Emily Lynch is a financial advisor at Cerity Partners LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Lynch is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

Seth Kelly is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory role, Seth is an adjunct professor at Roger Williams University teaching Introduction to Financial Planning and serves as a board member for the Domestic Violence Resource Center of South County. Mariner serves a diverse range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, with notable integration of tax and accounting services uncommon for a large advisory enterprise.

Thomas Stephens is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, Trinity, Ameritas Life Insurance Corp, Financial Resource Partners, and Ameritas Investment Corp. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to implement client recommendations, operating primarily through non-discretionary accounts with some discretionary management options.

William Marshall is a financial advisor at Oppenheimer with a Series 66 designation and experience starting in 2025. His career includes roles at Oppenheimer, Antonio's, Corrigan Financial, and positions in education and food service prior to entering the financial industry. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches spanning equity, balanced, and fixed-income portfolios delivered on both discretionary and non-discretionary bases.

Adam Firely is a CFP® professional with eight years of industry experience. He has worked at Focus Partners Wealth, LLC since 2021 and previously spent four years at myCIO Wealth Partners, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a variety of 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.

William Bradford is a Series 66-licensed financial advisor at Empower Advisory Group with 17 years of industry experience. His career includes positions at firms such as Citizens Securities, Santander Securities, Kestra Financial, and Carson Wealth. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Nicholas Ferguson is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Merrill and Bank of America N.A. from 2019 to 2024, as well as experience with New York Life Insurance Company and State Street Corporation. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers discretionary management through model portfolios and customized strategies while operating as investment adviser to the TIAA Donor Advised Fund.

Andrew Breare is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked for Fidelity Investments from 2024 to 2026. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a combination of in-house and external strategists, technology-enabled tools, and a broad network of investment advisers.

Curtis Browne is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience, including roles at Manulife John Hancock Brokerage Services LLC, John Hancock, and Fidelity Investments. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to deliver both discretionary and non-discretionary investment solutions.

James Fratello is a financial advisor at Independent Financial Group, LLC with 52 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including H. Beck, Inc. and Grove Point Investments, LLC. His career has focused on securities sales and investment advisory services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a mix of active and passive investment strategies and offers portfolio management through various platforms and third-party asset managers.

Lindsay Hellmuth is a CFP® and holds a Series 66 license, with 11 years of industry experience. She is currently with Commonwealth Financial Network and T.A. Holland & Co, having previously worked at Cetera Advisor Networks. Her outside business activities include fixed insurance sales conducted at her branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management services.

Catherine Farago is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been involved with Principal Life Insurance Company since 2014, as well as operating C.A.S. Wealth Resources since 2011. Outside of her advisory role, she holds an outside sales position focused on the sale and service of fixed and life insurance products, annuities, disability insurance, and long-term care. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions under various advisory and promoter arrangements.

Kole Kelly is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at John Hancock, Manulife John Hancock Brokerage Services, and Eaton Vance Management. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to a broad client base including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology-driven tools to implement investment strategies, often managing accounts on a non-discretionary basis with client authorization for trades.

Mackenzie Howe is a financial advisor at Oppenheimer with five years of industry experience and holds a Series 66 designation. Prior to rejoining Oppenheimer in 2025, Howe worked at Morgan Stanley and Boston Partners. Outside of finance, Howe coaches lacrosse with Granite State Elite Lacrosse in Milford, New Hampshire. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Michael Polito is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with Eagle Strategies since 2019. Polito is also the owner of Polito Financial and Insurance and serves on the Dedham Board of Assessors and the Board of Governors of the Norfolk Golf Club. He is a board member of the Charles River chapter of Ducks Unlimited. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Aimee Korch is a financial advisor at Breckinridge Capital Advisors Inc with 18 years of industry experience. She holds the Series 66 designation and has worked at Breckinridge since 2018. Prior to that, she was employed by BlackRock Investments, LLC from 2016 to 2018. 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. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Kevin Radavich is a financial advisor with Eagle Strategies (NY Life) based in Boston, MA. He holds the ChFC® designation and a Series 63 license, with six years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLife Securities LLC and New York Life Insurance Company, among other roles. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management.

Lawrence Martin is a financial advisor at Citizens Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2019, with prior experience at Morgan Stanley and other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

John Dorso is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at U.S. Bank, Ameriprise Financial Services, TD Ameritrade, Merrill, and Citizens Securities. Outside of advising, he serves as an adjunct professor at Salem State University, teaching accounting and finance courses. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, providing integrated financial planning and investment management services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

Callie Maloney is a financial advisor with Oppenheimer in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Oppenheimer, she held various roles including at the Babson Center for Global Commerce and the Sewanee Center for Speaking and Listening. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of advisory programs, including asset management, consulting, and retirement services across discretionary and non-discretionary accounts.