Christopher Paiva is a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Ernst & Young for several years. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

John Finney is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held roles at Overvue, Inc., Bleakley Financial Group, LPL Financial LLC, and other firms. He has worked primarily in the Boston, MA area. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes and offers comprehensive reporting and plan-level analytics.

Stephanie Casey is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked with TIAA-CREF since 2018, following five years at Citizens Securities Inc. and overlapping tenure at Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and brokerage services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model including donor-advised fund services and combines point-in-time planning with ongoing discretionary portfolio management.

Kelly Morgan is a financial advisor at Cerity Partners LLC with 17 years of industry experience. Morgan holds the Series 65 designation and has previously worked at Seaward Management and Prio Wealth, among other firms. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio solutions.

Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Jacob Solomita is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work includes roles at Equitable Advisors and various other positions outside the financial industry. Voya Financial Advisors serves a diverse range of clients, including individuals, institutional investors, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and advisory services through multiple program structures, focusing primarily on non-discretionary relationships.

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.

Erin Sullivan is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has been with The Colony Group, LLC since 2014. Focus Partners Wealth, LLC 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 emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

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.

Ryan Quinn is a financial advisor with Rockefeller Financial LLC in Boston, MA, holding a Series 66 designation and two years of industry experience. He previously worked at Brown Brothers Harriman for 11 years and held roles at First Republic Securities Company, LLC and First Republic Investment Management, Inc. in 2023. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments and a dedicated Private Advisor model.

Donald Gregory Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in residential rental real estate ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model-based and customized portfolio options.

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.

Dylan Mc Lane is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, he worked at Merrill for two years and held positions outside the financial industry, including roles at UberEats/DoorDash and Trader Joe's. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides a range of advisory services such as financial planning, portfolio management, wrap programs, and third-party money manager access, with an emphasis on non-discretionary, recommendation-based relationships.

Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. Mccarthy has worked at Lincoln Investment since 2012 and has been with Capital Analysts since 1986. Outside of advisory work, he serves as Chair of the Board of Directors for South Shore Health, a community health system. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients through discretionary and non-discretionary portfolio management. The firm operates an in-house investment management team, provides access to third-party managers, and supports advisors with various portfolio options and fiduciary services.

Unai Loyola is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill and The Gardiner House. Outside of his advisory role, Loyola DJs at events and venues, including weddings and late-night gatherings. Voya Financial Advisors serves a broad 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, combining SEC-registered investment adviser and broker-dealer capabilities.

Joseph Najm is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary recommendation-based relationships.

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, holding Series 65 and Series 66 credentials. 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 and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder with 11 years of industry experience, currently serving at Rockefeller Financial LLC. His prior roles include positions at First Republic Securities Company, LLC and Sanford C. Bernstein & Co., LLC. Finin is based in Boston, MA. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, and it is notable for its recapitalized ownership structure and its role as a distributor and placement agent for private funds under the Rockefeller Global Family Office platform.

Jonathan Glennon is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm is notable for its dual registration as an SEC investment adviser and broker-dealer, and its predominant use of non-discretionary advisory relationships.