Seth Washington is a financial advisor with Schwab Wealth Advisory in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Fidelity Investments and Greystar. His background also includes experience in the food and retail sectors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many peers.

Mac Isaac Armstrong is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Ameriprise Financial Services LLC. Prior to his financial advisory roles, he held various positions in industries such as hospitality and recreation. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, with a focus on recommendation-based, non-discretionary advice.

Dylan Morris is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and previously held roles with Dorothy Forde, Ken Cotton, and Gayle Samuels. Voya Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and third-party money manager access through various program structures, emphasizing recommendation-based advice over discretionary management.

Matthew O'Brien is a CFP® with 19 years of experience in financial advising, currently serving as CEO of Madison House Wealth Management, where he focuses on retirement income planning and stock-based compensation strategies. He has been with Voya Financial Advisors, Inc. since 2016 and has maintained involvement with Financial Foundations since 2011. Outside of his advisory roles, he is an independent insurance agent and president of SNJ Ventures Inc., an LLC used for business administration purposes. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through various program structures, with an emphasis on non-discretionary advisory relationships.

Robb Scott is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for six years and held a position at Vanderbilt University for two years. Outside of his advisory role, he serves as a committee member for Thompson Island Outward Bound and as a corporate trustee for the Trustees of Reservations, both nonprofit organizations in Boston. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides specialized services including Core Family Office offerings and employer financial-wellness tools.

Andrew Ivens Sr. is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His work history includes roles at ETHIC Wealth Advisors LLC and Citizens Bank. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities by offering advisory and brokerage services. The firm uses a client process centered on financial needs assessments and applies fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Bernard Layon is a financial advisor with Empower Advisory Group in Malden, MA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Gwfs Equities Inc/Great West Life & Annuity Insurance Company since 2008 and has been advising at Assets Group, LLC since 2018. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and client savings rates.

Elizabeth Campbell is a financial advisor at Mariner with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Oak Leaf Wealth Management Services and Commonwealth Financial Network. Campbell is based in Boston, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Lisa Neira is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Corient and has held previous roles at RegentAtlantic and Fidelity Investments. Neira serves on the board of Advisers Give Back, a nonprofit providing pro bono financial planning, and is a National Pride Group Committee Member of the National Association of Personal Financial Advisors (NAPFA). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Richardson is a financial advisor with Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Triple 5 Consulting and Trinity Wealth Securities, among other roles. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Eric Anderson is a CFP® with 22 years of experience in financial advising. He has been with Mercer Global Advisors Inc. since 2017, with brief intervals away from the industry. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, focusing on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and customized strategies.

Thomas Brussard Jr. is a CFP® and CFA® professional with seven years of industry experience. He currently specializes in non-variable insurance and annuities in addition to his advisory role. His prior experience includes positions at Geode Capital Management, Northwestern Mutual, Raymond James, and Boston Harbor Wealth Advisors. He is an advisor with SPC, a firm serving a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. SPC offers tailored, discretionary investment advice through a large advisory network and maintains operational partnerships with broker-dealers and insurance agencies.

Robert Bortnick is a CFA® charterholder with 32 years of industry experience, currently serving as an advisor at Corient in Boston, MA. His career includes long tenures at Eaton Vance Management and Eaton Vance WaterOak Advisors, and he has been with Corient and its related entities since 2022. He also acts as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Patrick Gallagher is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services, John Hancock, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including Unified Managed Account wrap programs and third-party money manager programs. The firm’s advisory approach predominantly involves non-discretionary recommendations, with a dual role as both an SEC-registered investment adviser and a broker-dealer.

Eric Sachetta is a financial advisor with Allworth Financial, L.P. in Lynnfield, MA. He holds CFP® and ChFC® designations as well as a Series 65 license, and has nine years of industry experience. Prior to joining Allworth Financial in 2026, he was a principal at Sachetta & Callahan, LLC for ten years. Outside of his advisory work, he is an author and speaker focusing on leadership and personal development, delivering talks at colleges since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model portfolio strategies and uses technology to manage held-away retirement accounts, with distinctive operations including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan, as well as specialized divisions and affiliated businesses.

Amanda Magee is a Series 65-licensed financial advisor with nine years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Financially In Tune, LLC and Resolute Financial. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO services to a diverse client base including high-net-worth individuals and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Justin Ketola is a financial advisor at Empower Advisory Group with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Empower Retirement since 2021. Outside of his advisory role, he serves as a collegiate ice hockey goaltending coach at Tufts University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Robert Conaty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Coburn & Meredith Inc for 16 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Outside of his advisory work, he teaches skiing at local ski resorts. 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 with a long-term investment approach while utilizing model portfolios and multiple third-party asset managers.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.