Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Jason Wojciechowski is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent seven years at HSBC Bank USA N.A. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA employer retirement plan relationships, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers model portfolio and customized portfolio management, operates a donor-advised fund, and applies a fiduciary standard to its advisory services.

David Nathanson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nathanson has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of financial services, including planning, portfolio management, wrap programs, and third-party money manager access, typically delivering non-discretionary recommendations.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. 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 with a focus on customized portfolios and a primarily long-term investment approach.

Alexander Travers is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Commonwealth Financial Network since 2007. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Kimberly Miles is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She previously worked at Rockefeller Capital Management and Cambridge Associates LLC. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jack Patalano is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and involvement in local community activities such as a city council campaign and work with Newport Hospital, as well as experience in the restaurant industry. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and broker-dealer, offering multiple program structures and affiliated services.

Blair Breton is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with firms including Creative Wealth Solutions and Insurance Services, LLC, Keith, Meadows & Dunn, LLC, Nylife Securities, and New York Life Insurance Company. Outside of advisory roles, he is engaged in insurance brokering and property & casualty sales through affiliated entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and manages a significant portion of assets on a non-discretionary basis, working extensively with plan sponsors and retirement investors.

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at G. W. & Wade Asset Management Company, Inc. for over three decades before joining The Colony Group, LLC. Outside of advisory work, he is involved as a passive owner of race horses and serves on the council of Glastonbury Abbey, a religious non-profit, as well as on the board of the Mass Soldier's Legacy Fund, a charitable trust providing educational grants to children of Massachusetts fallen servicemen and servicewomen. Focus Partners Wealth serves a diverse client base including high-net-worth individuals, family offices, corporations, retirement plans, and institutions, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, multiple asset classes, and integrates advice across managed and held-away assets.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. 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, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.

David Keefe III is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including longstanding roles with New York Life Insurance Company and Nylife Securities Inc. He operates 4 Point Financial, through which he sells New York Life products and brokers non-registered insurance products. Keefe is also a board member of the Boston Estate Planning Council and participates in a professional networking group, NE500. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice across multiple program types, focusing mainly on non-discretionary assets and working with individual investors, institutional sponsors, and plan sponsors within an integrated New York Life affiliate structure.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Ryan Will is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Pioneer Institutional Asset Management. Outside of his advisory work, he is the president and owner of Boston Residential, a business he has run since 2003. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, 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, employing customized portfolios with a long-term approach and oversight of third-party managers.

Brad Capland is a Series 66-credentialed financial advisor with 26 years of industry experience. He is affiliated with Integrated Wealth Concepts LLC since 2016 and has prior experience at LPL Financial and MetLife Securities Inc. He also operates a CPA practice providing accounting and tax services for businesses, trusts, and individuals. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with mutual funds, ETFs, equities, and fixed income using primarily long-term strategies alongside tactical rebalancing.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Bryan Gesualdo is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. He has worked with Eagle Strategies since 2019 and has been affiliated with New York Life Insurance Company and its related entities since 2014. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering solutions through various program types while focusing on tailoring recommendations to client objectives and plan sponsor criteria.

Courtney Dunnells is a CFP® and Series 66 licensed advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Ameriprise, The Colony Group, Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Dunnells has also held various roles during her time at Bryant University. 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, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.

Christopher Helms is a CFP®-credentialed financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He has previously worked at Columbia Management Investment Distributors Inc and various Cetera affiliates before joining Rockefeller in 2025. Based in Boston, MA, Helms holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm provides portfolio management, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes direct portfolio management, third-party managers, and model delivery solutions across multiple asset classes.

Jon Paul Karpf is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at LPL Financial and the University of Rhode Island. VOYA Financial Advisors serves a diverse range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, including Unified Managed Account wraps and third-party money manager access.