Mark Golden Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with TIAA-CREF and TIAA since 2005. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and offers customized portfolio management alongside model portfolio programs.

Andrew Kehoe is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and The Bullfinch Group. Outside of his advisory work, Kehoe has been involved in the hospitality industry and volunteers with the Association of Financial Educators, conducting workshops and seminars. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.

Beth Griffith is a CFP® professional with 22 years of experience in the financial industry. She has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. She holds Series 63 and Series 65 licenses. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across various asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Ali Shah Mohammadi is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Citizens Securities, Inc., Santander Bank, and Prudential Insurance Company of America. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

Leanne Drayton is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and 26 years of industry experience. She has worked at Commonwealth Financial Network for over 12 years, including her current role at Wealthspring. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing around $212.7 billion in assets. The firm provides various managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Libby Ricciardi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Commonwealth since 2012. 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 wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Joseph Roberts Jr is a financial advisor at Integrated Wealth Concepts LLC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Lincoln Financial Advisors. Outside of his advisory work, he has an ownership interest in Terrier Sports, Inc. Integrated Wealth Concepts serves a range of clients including individuals, high-net-worth families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios utilizing mutual funds, ETFs, equities, and fixed income.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital, LP. Outside of finance, she is a partial owner and general manager of a women's footwear business in Boston. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios across various asset classes.

James Beyloune is a financial advisor at Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Oppenheimer & Co., Inc. since 1994 and has worked at Fahnestock & Co. Inc. since 2003. He serves as trustee for the Beyloune Family Investment Trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm’s approach includes strategic and tactical asset allocation, manager selection, and the use of mutual funds, ETFs, and fixed-income and equity strategies tailored to client objectives.

Julie Ruane is a financial advisor with Commonwealth Financial Network, holding 19 years of industry experience. She has worked at the Massachusetts Bay Transportation Authority (MBTA) since 1987. 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 operational support, enabling affiliated advisors to offer customized portfolio solutions and wealth management services.

Mary Ellen Fillo is a financial advisor with Commonwealth Financial Network based in Wellesley, MA. She holds 20 years of industry experience and has operated Fillo Financial LLC since 1994. 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 wealth management and retirement plan consulting, supported by extensive operations, trading, technology, investment management, compliance, and practice-management resources.

Paul Beggan is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes long-term roles with Nylife Securities Inc. and N.Y. Life Insurance Co since 1985, along with tenures at The Incentive Group LLC and The Hilb Group of New England, LLC. Outside of his advisory role, he serves as a board member for the Stonehurst Village Condominium Owners Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Judith Cranna is a CFA® charterholder based in Boston, MA, with three years of industry experience. She currently works at Corient, where she has been employed since 2022. Prior to Corient, she spent 15 years at Eaton Vance WaterOak Advisors. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools to align portfolios with client objectives.

Riley Linden is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Voya, Riley worked at Fidelity Investments and has a diverse background including roles at UMass Amherst, Karla Cassidy Designs, Timothy S. Hopkins Catering, and Sail Salem. Voya Financial Advisors, Inc. serves a broad range of clients including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary recommendations through multiple advisory programs.

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.