Justin Ketola is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Empower Retirement in 2021, he held various roles including collegiate goaltending coach and positions at multiple educational institutions. Outside of his advisory work, he serves as a goaltending coach for Tufts University’s collegiate ice hockey team. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s offerings include point-in-time financial plans and managed account solutions, delivered through an integrated model tied to Empower’s administrative platforms.

Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Robert Conaty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Coburn & Meredith Inc for 16 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Outside of his advisory work, he teaches skiing at local ski resorts. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs with a long-term investment approach while utilizing model portfolios and multiple third-party asset managers.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. 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 combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.

Mohammad Zeeshan is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. His prior roles include positions at LPL Enterprise LLC and Packerland Brokerage Services. Outside of advising, he has worked as a barback in Marblehead, MA. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and more to individuals, pension plans, charities, and corporate clients. The firm employs a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Eric Maiuri is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and Morgan Stanley Smith Barney LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Ballentine Partners LLC, and Morningside Tech Advisory. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Mary Flanigan is a CFP® with 21 years of experience in the financial services industry. She is currently with Kestra Advisory, LLC, where she has worked since 2020, and previously spent over a decade at Morgan Stanley in various capacities. Flanigan also serves as a Wealth Strategist at Windsor Private Wealth, LLC, focusing on financial planning and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse client types, including large institutional investors.

Lauren Cecchini is a CFP® professional with one year of experience, currently with Savant Wealth Management. She previously worked at Heritage Financial and Weiss Asset Management and has a background that includes work outside finance as a chef. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by a broad range of in-house capabilities and affiliated entities.

Brandon Franco is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Claro Advisors, Morgan Stanley, and Putnam Investments. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Alyssa Estro is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and Charles Schwab, with additional experience outside finance including a position at Dirty Taco and Tequila. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Jane Chrumka is a CFP®-certified financial advisor with Cerity Partners LLC in Boston, MA, and has eight years of industry experience. She has been with Cerity Partners since 2023 and previously focused on full-time parenting. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm’s approach combines tailored asset allocation, manager selection, and quantitative screening to build client portfolios, alongside a range of additional services such as retirement plan consulting and access to private-market investments.

Timothy Moynihan is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, and offers brokerage services, financial planning, and advisory programs combining in-house and third-party portfolio management.

William Dynan is a financial advisor at Janney Montgomery Scott in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, and State Street Corporation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by in-house portfolio management and third-party managers.

Richard Mullaney is a CFP® with eight years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, MA. His prior experience includes roles at SVB Private and Boston Private Wealth LLC. 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 combines an internal investment team with governance committees to deliver customized portfolio management, including access to options strategies and coordinated Family Office services for complex needs.

Max Easterday is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver predominantly non-discretionary investment solutions.

Joshua Haapanen is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Fidelity Investments, Citizens Bank, and Measured Wealth Private Client Group, LLC. Outside of his advisory work, he also works as an independent contractor delivering food for Uber Eats and DoorDash. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and primarily manages assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Glenn Allen Prichett is a financial advisor at PNC Wealth Management in Boston, MA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at MBSC Securities Corporation and Mellon Corporation, where he worked for 17 years, as well as BNY Mellon NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments to guide portfolio strategy and delegates portfolio implementation to third parties.

Hal Newman is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services since 2016, including roles at Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management with technology-supported research and inter-affiliate integration.

Jarred D'amico is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Voya in 2025, he worked at Citizens Securities, Inc. and PHX Financial Inc., and he is also involved with Damico Innovation Media. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, offering financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to implement recommendations, operating under both advisory and broker-dealer capacities.