Keith Lucier is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year. Voya Financial Advisors serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and access to third-party money managers through multiple program structures, primarily providing non-discretionary, recommendation-based advice.

Frederick Miller Jr. is a CFP® with 24 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2025. Prior to joining Beacon Pointe, he was with Sensible Financial Planning for 24 years and continues to oversee the transition of that advisory business following its acquisition. Miller also serves as a trustee responsible for overseeing the town endowment in Concord, MA. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Jeffrey Campbell is a financial advisor at Capital Analysts with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory work, he owns and helps operate a company that offers hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, providing portfolio management through both discretionary and non-discretionary programs supported by an in-house investment research team.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. She has held positions at Cerity Partners since 2022 and previously worked at PricewaterhouseCoopers LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. He serves on the board and investment committee of the MetroWest Health Foundation, a nonprofit focused on regional health philanthropy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and a range of investment options.

Keith Crowley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Commonwealth since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Bryce Shaw is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at Forge Financial, The Bulfinch Group, and Park Avenue Securities. Before entering the financial industry, he served in the U.S. Navy and worked in construction for several years. Park Avenue® Wealth Management, a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies, incorporating both proprietary and third-party models.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Domenica Lurvey is a CFP® professional with 11 years of industry experience, currently serving at Allworth Financial, L.P. She has held positions at firms including Sachetta, LLC, NYLIFE Securities LLC, LPL Financial, and AXA Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Matthew Halpin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill and UBS Hingham Street Partners. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based programs.

David Daniels is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at John Hancock and John Hancock Distributors LLC for seven years before joining Voya in 2025. Voya Financial Advisors serves a broad range of individual and institutional clients and offers services including financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures with an emphasis on non-discretionary recommendations and operates as both an SEC-registered investment adviser and a broker-dealer.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.

Mark Valickus is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other entities, advising on over $126 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.