Scott Lomes is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, focusing on business development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Katherine Schultz is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at UBS and Goldman Sachs & Co. LLC, as well as managing Perks Coffee Shop and Beer Garden. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses both strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver customized advice and access to alternative investments.

Seth Washington is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Fidelity Investments and Greystar, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

Mac Isaac Armstrong is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services LLC, and several other organizations in various sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools to implement client investment strategies.

Dylan Morris is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and several smaller firms. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Matthew O'Brien is a CFP® with 19 years of experience in the financial services industry, currently serving as CEO of Madison House Wealth Management, where he focuses on retirement income planning and stock-based compensation strategies. He has worked at Voya Financial Advisors, Inc. since 2016 and previously at Financial Foundations and Voya Financial Partners, LLC. Outside of his advisory roles, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, institutions, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships and deliver both discretionary and non-discretionary investment management.

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.

Vincenzo Greco is a financial advisor with Voya Financial Advisors, Inc. in Boston, holding Series 63 and Series 65 credentials. He has recent experience with MML Investors Services, LLC and MassMutual Life Insurance Co, and has worked in collegiate athletics administration and sports organizations. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a range of advisory services. The firm utilizes investment policy statements, model portfolios, and both in-house and external strategists to manage accounts primarily on a non-discretionary basis.

Andrew Ivens Sr. is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at ETHIC Wealth Advisors LLC, ETHIC, A Wealth Bank, Citizens Securities, Inc., and Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm utilizes a client process focused on financial needs assessment and applies fundamental, quantitative, and technical analysis to asset allocation across equities, fixed income, mutual funds, and ETFs.

Bernard Layon is a financial advisor with Empower Advisory Group in Malden, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Advised Assets Group, LLC since 2018 and Gwfs Equities Inc/Great West Life & Ann Ins Co since 2008. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

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 33 years of industry experience. He is currently with Corient in Boston, MA, where he has worked since 2022, following a long tenure at Eaton Vance Management and Eaton Vance WaterOak Advisors. Bortnick serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Patrick Gallagher is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Manulife John Hancock Brokerage Services, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement-plan advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, offering both non-discretionary and limited discretionary management arrangements.

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.