Hunter Pemrick is a Series 66-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he worked at Rockefeller Financial LLC and BHG Financial, and has experience with Goldman Sachs. He has been involved with Kevin Holmes Painting and has an educational background that includes time at Siena College. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative screening, manager selection, and asset allocation with access to alternative and private market investments for qualified clients.

Michael Merrick is a financial advisor with GWN Securities Inc. in Natick, MA, holding a Series 66 designation and 18 years of industry experience. He has been with GWN Securities since 2015 and previously worked at Equitable Advisors from 2013 to 2015. Merrick also holds a life insurance agent license. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager introductions. The firm uses a combination of discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory, incorporating both affiliated and unaffiliated sub-advisers, with an emphasis on market-timing and momentum-based trading strategies in certain legacy programs.

Brad Champion is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 13 years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides 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 and offers a range of financial planning and consulting services tailored to clients’ needs.

Jesse Bateman is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has worked at Kestra Investment Services, LLC since 2009. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual clients. The firm delivers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, managing approximately $79.8 billion in assets.

Mark Kane is a CFP® with 15 years of industry experience, currently serving as an advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He previously worked at Atlantic Trust Company, N.A. from 2014 to 2017 and has been with CIBC National Trust Company since 2017. Kane serves as a board member for the American Heart Association, where he focuses on developing strategic initiatives and promoting collaborations with major partners including the NFL. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach blends an internal team with Relationship Managers and governance committees to create customized portfolios using both proprietary and external strategies, and it manages significant assets with a notably high advisor-to-assets ratio.

Patrick Leary is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience, including prior roles at Fidelity Investments and Newburyport Lighting. VOYA Financial Advisors, Inc. is a large enterprise advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and retirement advisory services through a range of investment products and combines internal and external strategies with technology tools to support client investment decisions.

Azadeh Ward is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at MassMutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing over $200 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, and a range of investment options.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

Muhammed Kaleel is a financial advisor at Farther with over 55 years of industry experience. He holds the ChFC® and Series 63 designations and has held roles at Lincoln Financial Securities Corporation, OSAIC, and has owned Kaleel Investment Advisors, LLC and The Kaleel Company, Inc. Outside of advisory work, he serves as president of The Kaleel Company Insurance Agency, Inc. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform complemented by in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equity, fixed income, and independent managers.

Mark Driscoll is a financial advisor with Focus Advisor Solutions, LLC and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including roles at Fidelity Brokerage Services and Envestnet, Inc. Outside of his advisory work, he is a sports official, refereeing youth, high school, and college sports. Focus Advisor Solutions provides turnkey asset management and back-office services to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a team of about 42 advisors.

Guthrie Cook is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Cetera Investment Advisors LLC, Northwestern Mutual Investment Services LLC, and New York Life. Outside of his advisory role, Cook serves as a board member and co-chair of the nonprofit North Park Main Street, where he helps organize community events and engage with local business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm provides a combination of advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a supervisory framework.

Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Bryan Olson is a CFA® charterholder with 27 years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory, where he has worked since 2018. His prior experience includes roles at Windhaven Investment Management and ThomasPartners, Inc. Outside of his advisory work, Olson serves on the investment committee for Weber State University, overseeing the university endowment’s adherence to governance policies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s standardized asset allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and Rockefeller Capital Management. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, offering a range of discretionary and non-discretionary solutions including direct portfolio management, third-party managers, and customized managed account services.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for 12 years before joining Rockefeller Financial in 2023. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Robert Curran is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and MassMutual. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides various financial planning and consulting services tailored to client needs.

Erin Manganello is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012 and at Mintz Levin Financial Advisors LLC from 2005 to 2012. Manganello is based in Hingham, MA. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm provides wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Juan Restrepo Vanegas is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. His background includes roles at Bank of America, Merrill, and American Consumer Credit Counseling. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and select retail clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Shane Comeau is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Morgan Stanley. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to support both discretionary and non-discretionary account management.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.