Sally Bowen is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and 34 years of industry experience. She previously worked at Nationwide Investment Services Corporation for 21 years before joining T. Rowe Price in 2022. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with an emphasis on tax-aware strategies and interactive online planning tools.

Stephen Bruneau is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Ameritas in various capacities since 2006 and is also president of Boston 128 Companies Inc and Boston 128 Insurance Agency Inc, where he is involved in sales, training, and management. Outside of finance, he is an author of thriller fiction and writes under SLB Publishing LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, relying on model portfolios, third-party sub-advisers, and custom strategies, with a focus on client reviews and plan sponsor consulting.

Scott Fontaine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior career includes roles at True North Financial Partners, Ritchie Financial, and New York Life Insurance Company. He is also an insurance broker, managing outside insurance through various carriers. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly for retirement investors.

Dmitry Frenklakh is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Eagle Strategies since 2018 and at River Financial Group, LLC from 2019 to 2026. He is also engaged in insurance brokering for non-registered insurance products through outside carriers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Daniel Lahiff Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2015 and was previously associated with Axial Benefits Group. His other business activities include fixed insurance sales. 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 offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Audrey Binder is a financial advisor at Oppenheimer based in Boston, MA, holding a Series 66 designation. She joined Oppenheimer in 2025 and has prior experience at Fidelity Investments and various academic institutions including Northeastern University and the London School of Economics & Political Science. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, manager selection, and a range of investment products, while also acting as a qualified custodian.

Rajiv Dayal is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and nearly two decades of industry experience. His career includes roles at LPL Financial and Lincoln Financial Advisors Corporation, and he has also been involved with Cohen Cohen & Co., a CPA affiliate program, where he serves as president and shareholder. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a primarily long-term investment approach.

David Kaminski is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 16 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers, providing tailored wealth management solutions within a large integrated financial group.

Christopher Hemhauser is a financial advisor at Breckinridge Capital Advisors Inc with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foreside Fund Services, PanAgora Asset Management, Massachusetts Crease LLC, and State Street Bank & Trust Company. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines top-down investment outlooks with fundamental research and rules-based models, employing tax-aware techniques and proprietary portfolio management systems.

Samuel Afari Aikins is a CFP® professional with eight years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent eight years at Daintree Advisors LLC. Based in Boston, MA, he is currently affiliated with Cerity Partners LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Jeremy Krol is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 21 years of industry experience. He has been with Commonwealth since 2003. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting advisors with operations, technology, compliance, and practice management.

Brendan Gaffney is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Goldman Sachs & Co. since 2016. 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 leverages centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Nicholas Murphy is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and nine years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent time at Cantella & Co., Inc. Additionally, he is involved with Midway Pest Control. 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 provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Jack Oricoli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and four years of industry experience. His prior roles include six years at M1 Finance and positions in healthcare and education sectors. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm uses a combination of model portfolios, affiliated strategies, and third-party managers, delivering mostly non-discretionary advisory services alongside commission-based product offerings.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 credential. He has previously worked at Focus Partners Wealth, LLC, LPL Financial, and has experience in various roles outside the financial industry, including marketing and hospitality. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, and access to alternative investments. The firm emphasizes tailored asset allocation and manager selection, supported by proprietary quantitative screening and private markets expertise.

Jeffrey Davis is a financial advisor at Commonwealth Financial Network with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Isaak Bond Investments, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operations, technology, investment management, compliance, and practice-management support to its advisors.

Lorraine Lincoln is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Commonwealth Financial Network since 2012. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from a broad range of securities and insurance products.

Jason Lang is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Dmi, First American Insurance Underwriters, Ameritas Investment Corp, and Symetra Securities Inc. Outside of his advisory work, he is involved in the resale of New England Patriots season tickets. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and offers operational, trading, technology, and compliance support to affiliated advisors.

John Podleski is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Angelo Planning Group. His prior experience includes a 14-year tenure at American Portfolios Financial Services, Inc. Outside of advisory work, he is involved in tax preparation through his CPA practice in Rochester, NY. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operates as a platform provider delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

John Sherwin is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth since 2021. His prior experience includes roles at Equitable Advisors and AXA Advisors, where he worked from 2013 to 2020. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.