Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Powers is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and Edward Jones. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and various advisory programs through a network of representatives, combining model portfolios with technology-enabled tools to support mostly non-discretionary client relationships.

Andrew Svonovec is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has been with VOYA Financial Advisors since 2026. Prior to joining VOYA, he held roles in the mortgage and retail sectors and has experience in education and business operations. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, retirement plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Michael O'Brien is a financial advisor with Cerity Partners LLC in Boston, MA, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of financial services, he is a co-manager of OWL Sanitation, LLC, a business providing trash barrel sanitation for personal and commercial clients. Cerity Partners serves a diverse clientele including high-net-worth individuals, families, trusts, estates, and institutional investors, managing approximately $166.2 billion in assets. The firm delivers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and having two years of industry experience. Prior to Cerity Partners, he worked at The Colony Group, LLC and Cantella & Company Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach combines customized investment profiles, quantitative screening, and access to alternative and private market solutions.

Bernard Caniff Jr. is a financial advisor with Money Concepts Capital Corp in Lynnfield, MA, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked with Money Concepts Capital Corp since 2008 and has managed his own tax preparation and valuation analysis business, Caniff & Associates, since 1987. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Thomas Sullivan is a CFP® with 45 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 1988 and has a longstanding history at Penn Mutual dating back to 1977. In addition to his advisory role, he is involved in life insurance brokerage through Cornerstone Financial Group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets as of year-end 2025.

Daniel Desmarais is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Investments and Cammack Retirement Group. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides financial planning, portfolio management, and retirement advisory services through a large network of advisers, combining in-house and external strategists with technology-driven tools to implement investment recommendations.

Dylan Lemis is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Sentinel Group and Equitable Advisors, LLC. Outside of finance, he has worked as a server and bartender at The Hourly Oyster House. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using investment policy statements, model portfolios, and technology-enabled tools across both discretionary and non-discretionary arrangements.

Andrew Barton is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including at Crystal Lake Golf Club and Blue Hill Country Club. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm uses investment policy statements and model allocations supported by both in-house and external strategists, offering a range of managed account programs with both discretionary and non-discretionary management.

Robert Devinney is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. His prior roles include positions at Prio Wealth LP and Fidelity Investments. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines proprietary quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Richard West is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Spearhead Capital Advisors, Perspecta Trust Company, and founding West Family Wealth Advisors, a single-family office providing trust, estate, and investment advisory services to his family. He continues to serve as president of West Family Wealth Advisors on a part-time basis. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including variable insurance products, placement, and investment banking.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Bethany Coughlin is a financial advisor at Voya Financial Advisors, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Voya since 2015. Outside of her professional role, she assists as a team manager for Milton Youth Hockey. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement investment recommendations through both discretionary and non-discretionary account management.

George James is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and having one year of industry experience. Prior to Voya, he was with Fidelity Investments for one year. His background includes experience in the restaurant and energy sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate serving individuals, pension plans, charities, and corporate clients. The firm offers a broad range of financial planning and portfolio management services with both affiliated and unaffiliated investment products, emphasizing client-approved, non-discretionary relationships supported by model portfolios and technology-enabled tools.

John Cheney is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked primarily at Goldman Sachs & Co LLC since 2021, with prior roles including positions at Siena College and Strategic Solutions Healthcare Management Consultants. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, integrating services across its affiliated entities within a large financial group.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. Before joining Savant, he worked at Heritage Financial Services and held various roles in public and charter schools. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by a large team and affiliated accounting, legal, and trust service entities.

Jackson Rajchel is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. He has recently begun his career in financial advisory with prior experience at Goldman Sachs & Co. LLC and Pioneer Bank. Outside of finance, his background includes work in the food service and landscaping industries. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized teams and integrates capabilities from across the Goldman Sachs ecosystem.