Alanna Spada is a CFP® professional at Cerity Partners LLC with six years of industry experience. She previously worked at Prio Wealth LP and BNY Mellon Wealth Management. Based in Boston, MA, her current role at Cerity Partners began in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at TD Bank N.A., Gregory Telge, and Northwestern Mutual Investment Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Matthew Simoni is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked for Heritage Financial Services, LLC for 22 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to 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 a range of actively managed strategies and integrated legal, accounting, and trust services.

Kayleigh Harris is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. She has worked at Cerity Partners since 2022 and previously held positions at Evofem Biosciences and Rippling. Prior to entering the financial industry, she spent four years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative tools, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Adam Hershman is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Securities Inc. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through recommendation-based, non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Kevin Griffin is a CFP® with 12 years of industry experience and is currently affiliated with Empower Advisory Group. He previously worked at Griffin Financial Planning, LLC from 2014 to 2019 before joining GWFS Equities, Inc. outside of his advisory role, Griffin serves as a basketball official for scholastic athletics, promoting fair play by applying the rules of high school basketball. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with offerings including point-in-time financial plans and optional managed accounts.

Daniel O'Neill III is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Investment Management, and SII. 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, consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mark Lapman is a CFA® charterholder with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing the pension assets of the Commonwealth of Massachusetts. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Michael Waldron is a CFP® and CFA® at Savant Wealth Management with 11 years of industry experience. He previously worked at Heritage Financial Services for 12 years before joining Savant. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting approximately $55.6 billion in assets under management.

Eric Merrigan is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc, Invesco, and National Financial Services LLC. He also engages in fixed insurance sales on a limited basis. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with managed-account programs, access to third-party asset managers, and custody services, providing a range of investment options including mutual funds, ETFs, and personalized indexing strategies.

Jared Ravech is a CFP® professional with one year of industry experience, currently with Savant Wealth Management. Prior to joining Savant, he worked at Heritage Financial Services and Integrated Financial Partners. His background also includes four years at Tufts University and four years at Belmont Hill High School. Savant Wealth Management serves a diverse client base, including 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 services through affiliated accounting, legal, and trust entities.

Leo Choquette is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, SagePoint Financial, and New York Life Insurance Company. Outside of his advisory work, he serves as a Political Officer and Ward Councilor for the City of New Bedford and is a board member of PACE, a nonprofit that disburses federal funds to local charities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised fund options.

Richard Allison Jr. is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He is currently with RBC Rochdale, LLC, where he has worked since 2021. His prior experience includes roles at JP Morgan Securities, MassMutual, and MML Investors Services. Outside of his financial career, he has brief experience in the hospitality industry with La Lou Bistro. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process that integrates quantitative screening, fundamental analysis, and proprietary tools to create tailored portfolios across various asset classes.

John Hellmuth is a CFP® with 43 years of industry experience, currently affiliated with Commonwealth Financial Network and T.A. Holland & Co. He has worked at Cetera Advisor Networks LLC from 2013 to 2021 before joining his current firms. Outside of advisory work, he is co-owner of T.A. Holland & Co. Insurance, LLC, which facilitates property and casualty insurance business, and owns CTL Capital Holdings, LLC, a non-investment related entity. Commonwealth Financial Network is a registered investment adviser that supports a nationwide network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational and compliance support to affiliated advisors.

Kimberlee Fricker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 13 years of industry experience. She has worked with The Financial Services Group and Commonwealth Financial Network since 2013 and has been involved with Worthpartners, LLC since 2009. Outside of advisory work, she provides client services for a tax preparation business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and supports advisors with operations, trading, technology, and compliance resources.

Sandro Gelfusa is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Purshe Kaplan Sterling Investments, Savior Wealth, Morgan Stanley, and UBS Financial Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining in-house and third-party strategies with centralized due diligence and technological support.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2010 to 2022. She has been with Janney Montgomery Scott since 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, high-net-worth clients, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Patrick Considine is a financial advisor at Integrated Wealth Concepts LLC in Newton, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at LPL Financial LLC, BNY Mellon Investment Servicing US Inc., and the Commonwealth of Massachusetts. 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, and family office services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Ashley Weir is a financial advisor at Breckinridge Capital Advisors Inc with seven years of industry experience. She held a prior role at Belle Haven Investments, LP for nine years before joining Breckinridge Capital Advisors in 2025. Weir holds Series 65 and Series 63 licenses. Breckinridge Capital Advisors manages separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines a top-down committee outlook with bottom-up research and rule-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Joseph Ferrara is a financial advisor with GWN Securities Inc. in Winthrop, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with GWN Securities since 2015. Outside of his advisory role, Ferrara serves as chairman of the board for The 11 Foundation, a nonprofit organization. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm operates a large network of advisors and offers a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.