Jacqueline Price is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 designation. She has worked professionally since 2017, including roles at Putnam Investments and Grantham Mayo Van Otterloo & Co., and was engaged in full-time education from 2013 to 2021. Cerity Partners serves a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Matthew Conroy is a CFP® professional with 12 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent six years at Argent Wealth Management. Conroy also has over a decade of experience with Pillar Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Mark Gudaitis is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2008. He holds Series 63 and Series 65 licenses. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to deliver customized portfolio management, financial planning, and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Matthew Almeida is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. He currently works at Mariner and previously held positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Citi Private Bank. Almeida is based in Boston, MA. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party managers to provide discretionary, customized portfolios and also offers integrated tax, accounting, and family office services.

Lisa Cardinal is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at GWFS Equities, Inc. since 2012. Cardinal is also an independent associate of the Framingham State alumni association and serves frequently on one of their committees. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Stephen Armstrong is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Great West Life & Annuity Insurance Company since 2009. Outside of his advisory role, he works as a contract driver for Uber, DoorDash, and Lyft, typically outside normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, employing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through point-in-time plans and offers optional managed account solutions.

Victoria Trotsky is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Rockefeller Capital Management, Rockefeller & Co., and Cambridge Associates. 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 portfolio management, financial planning, and consulting services, operating with a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives.

Colin Olsen is a financial advisor at Cerity Partners LLC in Boston, MA. He holds the CFP® and CFA® designations and has prior experience with Gray Private Wealth, LLC, Wellington Management, Broadridge Financial Solutions, and BNY Mellon Asset Management. He began his current role at Cerity Partners in 2026. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using a proprietary investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Steven Fafel is affiliated with Commonwealth Financial Network and holds ownership in Leonard Fafel, CPA PC, where he has provided CPA services since 2011. He joined Commonwealth Financial Network in 2025. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Patrick Caine is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked for Putnam Retail Management for 10 years and has been the owner of Somerville Collectibles, a sports card buying and selling business, since 2024. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers a broad range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines internal and external strategists with technology-enabled tools to deliver customized investment solutions through both non-discretionary and limited discretionary account management.

Gledia Nasrah is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Citizens Securities Inc., and Clarfeld Financial Advisors LLC. Outside of her advisory role, she is a minor silent partner in a family-owned fitness studio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

John Switchenko is a CFP® professional with four years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, where he has been employed since 2012. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment process involves an internal team and committees to build customized portfolios, utilizing both proprietary and external managers, and offers a range of strategies including options hedging and structured notes.

Anthony Lischio is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Putnam Investments, and BNY Mellon. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Nicholas Souza is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 registrations with two years of industry experience. He has worked previously at Fidelity Investments and has entrepreneurial experience as a partner in Boatwise LLC, a boating and licensing training service where he handles social media marketing and website design. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services through a large network of investment adviser representatives. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to support client recommendations across both advisory and broker-dealer capacities.

John Kozelian is a CFP® with 32 years of industry experience, currently serving at Commonwealth Financial Network since 1999. He holds a Series 63 license and works out of Belmont, MA. His other business activities include fixed insurance sales at his branch location. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ryan Vallee is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with 22 years of industry experience. He has been with Voya Financial Advisors since 2016. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support client recommendations, operating largely through non-discretionary client authorization.

Jeffrey Aron is a CFP® with 18 years of experience in the financial industry. He is currently with Allworth Financial, L.P., where he has worked since 2026. His prior experience includes roles at Sachetta, LLC, Wealth Management Advisors, LLC, and North American Management Corp. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, qualified retirement plan consulting, and variable annuity sub-account servicing, utilizing both quantitative and qualitative analysis to create customized investment strategies.

Michael Caggiano is a financial advisor with Commonwealth Financial Network in Salem, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth since 2004. Outside of his advisory role, he is an ice hockey referee officiating high school and college games and serves as a gun safety instructor through his sole proprietorship, Salem Firearm Safety. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction while offering managed model portfolios and a variety of program structures.

Robert Pearl is a CFP® and Series 66 professional with two years of industry experience. He currently works at Integrated Wealth Concepts LLC and previously held positions at Ameriprise, Aptiv, Bowdoin College, and Dexter Southfield. Outside of his primary role, he serves as an Associate Financial Advisor at Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term focus complemented by shorter-term adjustments.

Timothy Mc Coole is a financial advisor at Integrated Wealth Concepts LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for five years and State Street for ten years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and oversight of third-party asset managers.