Jacob Solomita is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior experience includes roles at Equitable Advisors and various other positions outside the financial industry. 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 and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and third-party strategies and offers both discretionary and non-discretionary account management.

Panayiota Mouchlian is a financial advisor with Integrated Wealth Concepts LLC and holds both legal and financial expertise, having worked as an attorney at Koutsis Mouchlian Law, P.C. since 2021 and previously at Benson Law Group from 2014 to 2021. She has three years of experience in the financial industry. 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, utilizing customized portfolios and a combination of internal management and third-party asset managers.

John Coyle is a financial advisor at TIAA-CREF with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Guardian Life and FNEX Capital LLC, among other firms. He is also Vice President Sales Director at New Age Alpha, LLC, involved in mutual fund and ETF wholesaling. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model-based strategies.

Sean Brown is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network since 1994 and is also the managing partner and sole owner of Liquid Capital, Inc., a private entity engaged in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party managers, retirement consulting, and custody services.

Kathlene Donahue is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm utilizes a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, supported by third-party custodians and technology platforms.

Yina Bae is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. She has worked at Guardian Life and its subsidiary Park Avenue Securities and previously at Cadaret Grant & Co., Inc. Outside of her advisory role, she volunteers with the International Institute of Buffalo as a Korean-to-English interpreter and provides tax preparation assistance for low- to moderately low-income households through the Boston Tax Help Coalition. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing a range of financial planning and consulting services tailored to client needs.

Susan Arnold is a CFP®-certified financial advisor with 26 years of industry experience. She is affiliated with Private Advisor Group, LLC and is also an owner of Northward Financial Group, where she operates a financial services practice independently from Private Advisor Group. In addition to investment advisory services, Ms. Arnold provides tax advice and preparation, separate from her work at Private Advisor Group, and holds a license to sell insurance products on a commission basis. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based advisory model combines client goal setting with portfolio management or assistance in selecting third-party managers and model portfolios, utilizing multiple investment strategies and technology platforms.

Ryan Quinn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for 11 years and held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Christopher Ruta is a CFP® professional with five years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026, following nine years at Heritage Financial Services and two years at Ernst & Young. Ruta is based in Rockland, MA. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, retirement plan consulting, and family office services to a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers distinctive affiliated services such as accounting, legal, and trust services.

John Mulligan is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Investments, Johnson Brunetti, and Cambridge Savings Bank. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives. The firm employs a combination of in-house and external strategists alongside technology-enabled tools to deliver primarily non-discretionary investment services with some discretionary management options.

Dylan Mc Lane is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya in 2026, he worked at Merrill from 2024 to 2026 and held various roles in the food delivery and retail sectors. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-driven tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

Jeffrey Tancreti is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC and GW & Wade, LLC. Prior to his advisory career, he spent eight years at the Massachusetts Office of Campaign and Political Finance. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Robert Weisse is a CFP®, CFA®, and Series 66 credentialed advisor with 17 years of industry experience. He has been with Savant Wealth Management since 2026, following a 22-year tenure at Heritage Financial Services, LLC. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Unai Loyola is a Series 66 licensed financial advisor with one year of industry experience, currently practicing at Voya Financial Advisors, Inc. Prior to this role, he worked at Merrill and The Gardiner House. Outside of his advisory work, he DJs at events and venues such as Boon St Market Place and Gardiner House. Voya Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, retirement plans, and corporate clients through a network of investment adviser representatives. The firm emphasizes client relationships structured around investment policy statements and model allocations, offering both non-discretionary and discretionary management options supported by in-house and external strategists.

Joseph Najm is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in the service industry outside of finance. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to manage accounts primarily on a non-discretionary basis while providing access to a broad range of investment products.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003 and holds Series 65 and Series 66 licenses. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, specialized wealth programs, and access to alternative investments, leveraging its integration within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined the Rockefeller organization in 2022 following prior roles at Sanford C. Bernstein & Co. and First Republic Securities Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through its Private Advisor model and integrated investment platform.

Jonathan Glennon is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-focused investment solutions, emphasizing both non-discretionary and limited discretionary management approaches.

Corrine Sonia is a financial advisor with Commonwealth Financial Network based in Framingham, MA. She holds a Series 66 designation and has 18 years of industry experience. Corrine has worked at KSP Financial Consultants since 2007 and has been involved with RE/MAX First Realty, Inc. since 2004. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.