Nune Khachatiran is a CPA and financial advisor with Integrated Wealth Concepts LLC, bringing 14 years of experience through her ongoing role as president of her own CPA firm since 2012. She joined Integrated Wealth Concepts in 2024. In addition to her advisory work, she leads a separate accounting practice. Integrated Wealth Concepts serves a range of clients including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, managing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income using a combination of internal management and third-party sub-advisers.

Xiyin Xu is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. Xu has been with Transamerica Financial Advisors since 2012 and also serves as president of Pengbo Group Inc. Outside of advisory work, Xu is involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and the TFA365 Advisory Program, managing approximately $1.7 billion in assets under management.

Nicholas Fortier is a Series 66 licensed advisor at Voya Financial Advisors, Inc. in Boston, MA, with one year of industry experience. His prior roles include positions at Twelve Points Wealth Management and Bowdoin College. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists, model portfolios, and technology-enabled tools to implement client recommendations across discretionary and non-discretionary account arrangements.

Joseph Casale is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Luttner Financial Group. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions, including both discretionary and non-discretionary account management.

William Rourke is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 registrations and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services through a large network of advisers, utilizing both affiliated and unaffiliated investment products.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent a decade at Matarin Capital Management. Cerity Partners is an SEC-registered investment adviser serving a broad 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, with a focus on diversified asset allocation and customized portfolios.

Samuel Perry is a CFA® charterholder with over 50 years of experience in the financial industry. He currently serves at Corient and has held positions at Eaton Vance WaterOak Advisors and CIPW Service Company. Outside of his advisory work, he is a trustee of King’s Chapel, one of the oldest Anglican churches in New England, and serves on the investment committee for the New Hampshire Society of the Cincinnati, which promotes education about the American Revolution. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and monitors portfolios continuously using risk management tools and stress testing.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC based in Boston, MA, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes roles at TD Bank N.A., Fisher Investments, Charles Schwab, TD Ameritrade, and Voya Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Richard Held is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

William Weydemeyer is a CFP® professional with 14 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Leilany Acosta is a financial advisor with Empower Advisory Group in Brockton, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Her prior work includes roles at GWFS Equities, John Hancock, and Santander Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms through both point-in-time financial plans and optional managed account solutions.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Thomas Livingstone is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including two years at Fidelity Investments prior to joining Voya. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charities, and corporate clients through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, primarily managing assets on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Citizens Securities, Inc., and Clarfeld. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

Nadia Sturgill is a financial advisor at Janney Montgomery Scott in Boston, MA, with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney since 2011. 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, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Shannon Tivnan is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, Shannon worked at Fidelity Investments for three years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements, combining model portfolios and technology-enabled tools with a mix of non-discretionary and discretionary management approaches.

Jennifer Stevens is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent seven years at The Colony Group, LLC and one year at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Alexander Bodio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation. Based in Boston, MA, he has been with Focus Partners since 2022. Prior to joining the firm, he worked at Sacred Heart University and Thayer Academy. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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.