Ognjen Sosa is a financial advisor at Breckinridge Capital Advisors Inc with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2007. Outside of his advisory role, he serves as an advisor to the technology startup Inspired Futures AI, LLC, providing guidance on growth strategy. Breckinridge Capital Advisors manages over $54 billion in client assets, offering separately managed fixed income and equity strategies, sub-advisory services, and investment management primarily through intermediaries. The firm combines top-down outlooks with bottom-up credit research and employs rules-based models, emphasizing tax-aware techniques executed through proprietary portfolio management systems.

Lauren Ledger is a CFP® with nine years of industry experience, currently with Focus Partners Wealth, LLC. She previously worked at The Colony Group, LLC and Cooper Lapman Financial, LLC. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and offers a broad range of wealth management and advisory services.

Edward Valestin is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Boston, MA. His prior experience includes roles at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations through Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Jeffrey Levine is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and having 13 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation and has had a long career with Alkon & Levine PC. Levine is currently involved with Lga LLP since 2024. 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, and retirement plan advisory services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has experience at Amazon and McKinstry, as well as service in the U.S. Marine Corps. Sivright has been with Focus Partners Wealth since 2026. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clientele, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates services across managed and held-away assets.

Natasha Esplin is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing Services and several educational institutions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and third-party money manager access. The firm operates through multiple program structures and primarily provides non-discretionary investment recommendations.

Jonathan Dunham is a CFP® affiliated with Cerity Partners LLC in Boston, MA, with a total of nine years in the financial services industry. Before joining Cerity Partners in 2026, he worked at Commonwealth Financial Network for four years, was self-employed for one year, and spent five years at Daintree Advisors LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investments through a combination of proprietary quantitative tools and third-party managers.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Mohammed El Kassem is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Bank of America and Merrill. Voya Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, with a predominance of non-discretionary advisory arrangements.

Shreyans Patel is a financial advisor at Voya Financial Advisors, Inc. with credentials including Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. 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 services like financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary management.

John Gregorio is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Commonwealth and Capital Management Partners, LLC since 2007 and previously spent one year at Veravest Investment Advisors, Inc. Gregorio serves as adjunct faculty at Endicott College and teaches in the CFP Program through Dalton Educational. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services while providing a range of investment options through both proprietary and outsourced models.

Thomas Saul is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Commonwealth since 2011. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chloe Warren is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 credential. She has four years of industry experience with prior roles at Fidelity Investments and Merrill. Outside of her advisory work, she teaches Megaformer Pilates at Sculpt 41 and works as a delivery driver for Instacart. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services, delivering advice primarily through non-discretionary programs and multiple advisory structures.

Griffin Coates is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Keenan Financial and The SEFA Group. Outside of his advisory role, Coates serves as the head coach for a third-grade soccer team with The Soccer Unity Project in Boston. 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 employs a diversified, risk-class based investment approach that blends passive and active management and utilizes quantitative, momentum, and fundamental analysis.

Christopher Mcmorrow is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Manulife John Hancock Brokerage Services LLC and John Hancock. He has also worked in a variety of other sectors, including education and hospitality. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through both discretionary and non-discretionary arrangements.

Paul Roy IV is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with &Partners and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Nicholas Gopaul is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Voya Financial Advisors, Inc., having previously worked at Fidelity Investments and in other roles including at GNC and FJ Auto Sales Ltd. He is based in Boston, MA. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides comprehensive financial planning and portfolio management through various program structures, primarily offering non-discretionary advisory services alongside broker-dealer products.

James Wall is a CFP®-certified financial advisor with Oppenheimer in Boston, MA, where he has worked for 10 years. He holds Series 63 and Series 65 licenses and has a decade of industry experience. Oppenheimer serves individuals—including high-net-worth clients—corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs varied investment approaches including strategic and tactical asset allocation, manager selection, and periodic rebalancing.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.

Kevin Callaghan is a financial advisor at TIAA-CREF in Boston, MA, with 22 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as president of Harvard Youth Lacrosse, an organization that provides lacrosse opportunities for children at Harvard. TIAA-CREF Individual & Institutional Services, LLC 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 distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.