Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

Kevin Garland is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2009. Garland is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide client base. The firm provides a comprehensive support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Rafael Okon 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 work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. He has also been involved with educational institutions such as Salem State University and Marblehead High School. Voya Financial Advisors serves a broad range of individual and institutional clients, offering services including financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures and primarily delivers non-discretionary recommendations requiring client approval.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in energy and transportation sectors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Andrew Belastock is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. He has been with Focus Partners Wealth since 2014. Focus Partners Wealth provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a variety of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Luke Shapiro is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior work at Fidelity Investments. Voya Financial Advisors 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 offers financial planning, portfolio management, and consulting services through various program structures, focusing primarily on recommendation-based, non-discretionary asset management.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. Her background includes various roles in nonprofit and public sector organizations as well as involvement with the Intergenerational Literacy Program. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside several affiliated investment and retirement offerings.

Cole Deletti is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including consulting and the restaurant industry. His background includes involvement with Greek House/University Tees and several dining establishments. 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 plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates as both an SEC-registered investment adviser and broker-dealer with multiple affiliated programs.

Kyle Mortimer is a Series 65-licensed financial advisor with Money Concepts Capital Corp, based in Braintree, MA, and has two years of industry experience. He has held roles at multiple firms including Foundations Investment Advisors and Rise North Capital. Outside of advisory work, Mortimer serves as an ambassador for MyDebtNavigator, assisting individuals with student loan forgiveness and debt consolidation. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, supported by third-party managers and technology platforms, and offers services integrated with its broker-dealer and insurance operations.

John Coutu is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with four years of industry experience. He previously worked at Fidelity Investments and has held various positions including roles at the City of Cranston Parks and Recreation Department and the University of Rhode Island. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a preference for non-discretionary, recommendation-based client relationships.

Christopher Goolgasian is a CFA® charterholder based in Boston, MA, currently with Breckinridge Capital Advisors Inc. He has over a decade of prior experience at Wellington Management Company and has been affiliated with Bryant University since 2005. His current tenure at Breckinridge began in 2026. Breckinridge Capital Advisors manages over $54 billion in fixed income and equity strategies for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation and proprietary management systems.

Ellen Duffy is a CFP® with 13 years of industry experience, currently affiliated with Private Advisor Group, LLC. She also provides investment advice through Parkway Wealth Management, a business name she uses within the firm. Ms. Duffy has served on the Parkway YMCA Board of Directors since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party asset management programs.

Nathan Swift is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience developing a social media application through his involvement with uReVu, a social media network. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations rather than discretionary management.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Naji Karam is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior roles include positions at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he has experience managing a property-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a variety of discretionary and non-discretionary advisory models and combines proprietary and third-party strategies.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Logan Ryan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and Ayco. Goldman Sachs Wealth Services offers 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 variety of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

John Medeiros is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Uber Technologies Inc. and various community and nonprofit organizations. Medeiros serves on the Pastoral Council at St. Stanislaus Parish and is a board member for the City of Fall River Port Authority and Housing Authority, as well as a member of the local advisory council for the Coalition for Health Equity & Early Development. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of model portfolios and access to third-party money managers, delivering discretionary and non-discretionary investment programs.

Ruhan Inanoglu is a CFP® and CFA® charterholder with 12 years of industry experience. He has been with Citizens Securities, Inc. since 2021 and previously worked at Natixis Global Asset Management and Raymond James Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.