Dylan Kehoe is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 registrations. He has one year of industry experience, including prior roles at Fidelity Investments, Putnam Investments, and Tegra Medical. Voya Financial Advisors serves a broad range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting through multiple program structures, focusing primarily on non-discretionary, recommendation-based advice.

Rachel Richwine is a financial advisor with Oppenheimer in Boston, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Oppenheimer since 2003. She currently holds a Massachusetts real estate salesperson license, though it is not in active use. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Julia Cormican is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and based in Boston, MA. She has recently begun her career in the financial industry, joining Wealth Enhancement Advisory Services in 2025 after roles at the Wealth Enhancement Group and Brown Brothers Harriman. Outside of her financial career, she has been involved with Fontbonne Academy since 2015. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment process includes diversified, risk-class based allocations combining passive and active managers, with portfolio oversight by an internal Investment Committee.

Burt Freedman is a financial advisor at Oppenheimer with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as Vice President of Linas Hazadek Beth Israel Cemetery Corp., a nonprofit religious organization. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm utilizes strategic and tactical asset allocation alongside various investment vehicles, and acts as a qualified custodian with distinct features like commission-based advisory programs and non-discretionary asset management.

Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine years at Raymond James & Associates. Janney Montgomery Scott LLC 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 including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and various advisory programs.

Lindsey Hardy is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Lightship Wealth Strategies, Bank of America, and Merrill. She also serves as Director of Operations for Grandview Partners, managing client service functions and staff oversight. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Lee Newman is a financial advisor at Guardian Life with two years of experience in the industry. He holds Series 65 and Series 63 licenses and has prior work experience with JF Hillebrand. Newman is based in Boston, MA. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

David Mc Cabe is a financial advisor with Corient, holding Series 63, Series 65, and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors. He also serves as an individual trustee for a client of Corient. 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 advanced risk management tools to align portfolios with client objectives.

Brad Bestgen is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Commonwealth since 2008 and operates Bestgen Wealth Management, LLC, which he founded in 2014. Outside of advisory work, he is involved in Medicare product referrals through a business called E Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside discretionary model portfolios managed by Commonwealth’s Investment Management and Research team.

Janine Beal is a financial advisor with Empower Advisory Group in Scituate, MA, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for nine years before joining Empower Retirement in 2020. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions through Empower’s recordkeeping and administrative platforms.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Capital Analysts since 1999 and concurrently affiliated with Lincoln Investment since 2012. Outside of advisory services, he is the owner of a software business called CloudSynergies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools, while offering various portfolio management options and maintaining affiliations with Lincoln Investment and Pershing/BNY.

John Ligget IV is a financial advisor at Corient in Boston, MA, holding a Series 65 designation with five years of industry experience. He previously worked at Penobscot Investment Management Company, Inc. and BNY Mellon (Pershing LLC). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit‑sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach integrating in-house strategies with third-party managers and specialized offerings such as family office and trustee services.

Elizabeth Bivings is a CFP® and holds a Series 65 license with 18 years of industry experience. She is currently with Beacon Pointe Advisors, LLC and has been involved with Artemis Financial Advisors LLC since 2007, where she continues to assist in transitioning the advisory business following an acquisition. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven, asset allocation approach utilizing both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Andrew Graham is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Voya Financial Advisors, Inc. and has previously been affiliated with firms including LPL Financial, MML Investors Services, Mass Mutual Life Insurance Company, and Edward Jones. Graham receives trailing commissions from a prior broker-dealer relationship with Mass Mutual. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs, emphasizing non-discretionary recommendations and operating as both an SEC-registered investment adviser and broker-dealer.

Alexander Guccione is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 licenses and has worked previously at John Hancock and Human Interest. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Dylan Chandler is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Outside of finance, he has experience in party rental and manufacturing sectors. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a range of services such as financial planning, portfolio management, and plan-sponsor consulting, and provides advice primarily through recommendation-based, non-discretionary arrangements.

Jessica Soucia is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and five years of industry experience. She previously worked at Bestgen Wealth Management for nine years and Rockefeller & Co for seven years. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice management. The firm offers various discretionary model portfolios and program structures designed to support affiliated advisors in managing retail and institutional client assets.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.