Alexander Scheier is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA. He has 13 years of industry experience, including prior roles at The AYCO Company, L.P./Mercer Allied from 2014 to 2021 and Goldman Sachs & Co. LLC since 2021. Outside of his advisory work, he is involved with Luck Wingfield LLC, a timber production company, where he assists with investing cash generated by the business. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Joseph Hayes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to that, he spent 11 years at Boston Hill Advisors, LLC. He also has a background in brokerage, life, and health sales dating back to 1995. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm's approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research to build customized portfolios.

Jeffrey St. Mary is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Prio Wealth and Seaward Management. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners is an SEC-registered investment adviser managing approximately $127 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, institutions, and corporations, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

William Jordan is a financial advisor at Goldman Sachs Wealth Services based in Boston, MA. He holds a Series 66 designation and has two years of industry experience, including previous roles at Goldman Sachs and JM Family Enterprises. His work history also includes diverse experiences in education and franchise operations. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Cary Florio is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory in Boston, MA. He has worked at Charles Schwab since 2025 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he managed a hobby-focused food production LLC that did not become operational. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as part of the Schwab ecosystem, delivering advice without discretionary trading authority and serving primarily individual clients rather than institutional accounts.

Doreen Galligani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Advised Asset Group, LLC since 2018 and Gwfs Equities Inc since 2015. 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’s integrated services focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Sullivan is a CFP® professional with 22 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Wells Fargo Funds Management, Sentinel Pension Advisors, and GWFS Equities. Outside of his advisory work, he serves on the Saugus Public Library Board of Trustees, chairs the Saugus Cultural Council, and participates in the Town of Saugus Master Plan Advisory Committee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, serving a large participant base within plan lineups selected by plan sponsors.

Bradley Cohen is a financial advisor at William Blair in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morningstar Investment Services LLC and Putnam Retail Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Zachary Beyloune is a CFA® charterholder and holds the Series 66 designation. He has five years of industry experience and has been with Oppenheimer & Co. Inc. since 2020. His prior work includes roles at Union College, the United States Postal Service, a law office, State Street Corporation, and Bosse Sports. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs across discretionary and non-discretionary advisory services, including asset management, consulting, and retirement planning.

Lauren Gouffault is a financial advisor with Commonwealth Financial Network in Medford, MA, holding Series 66 and Series 63 licenses and two years of industry experience. Her work history includes roles at Treadstone Wealth Advisors and Commonwealth Financial Network beginning in 2025, with a prior decade spent as a stay-at-home mother. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Nicolas Ruiz Colodrero is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience and holds the Series 66 designation. He has held roles at Equitable Advisors and currently performs building maintenance and janitorial services at William James College. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through multiple program structures that emphasize non-discretionary advice.

Cameron Dunn is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His earlier career includes positions at DPSS Law Firm and educational institutions. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

James Devins III is a financial advisor at William Blair with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory arrangements, and private investment opportunities.

John Bratschi is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prio Wealth and Seaward Management in various roles. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 designations with 17 years of industry experience. She previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tamara Lee is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Raymond James & Associates from 2010 to 2023. Lee serves on the board and personnel committee of Berkshire Place, a nursing care facility in Pittsfield, MA. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Scott Lomes is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, focusing on business development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Katherine Schultz is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at UBS and Goldman Sachs & Co. LLC, as well as managing Perks Coffee Shop and Beer Garden. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses both strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver customized advice and access to alternative investments.