Alexander Gross is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. His prior roles include a decade at Daintree Advisors LLC and six years at Calibre Advisory Services Inc. Gross holds a Series 65 license and is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions.

Barbara Cummings is a financial advisor at William Blair with Series 65 and Series 63 credentials and 23 years of industry experience. She has been with William Blair & Company since 2015, based in Boston, MA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Samuel Dunn is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Fidelity Investments and has experience outside of finance, including roles at Dunn Detailing and YMCA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of advisors using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Teresa Swimm is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Janney Montgomery Scott LLC is a 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, holding a Series 65 designation. He has been in the financial industry since 2021, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within a long-term, tax- and fee-sensitive framework, supported by fundamental and quantitative analysis.

Nicholas Tuccelli is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked for Fidelity Investments for two years. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Mark Haser is a CFP® with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He previously worked at Artemis Financial Advisors for six years and has held positions at Kyruus and Athenahealth. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to 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.

Evan Couture is a financial advisor at Breckinridge Capital Advisors Inc with eight years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, LLC, Allspring Funds Distributor, LLC, and T. Rowe Price. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down investment outlook with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Laura Keelon is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Dawn Rimari is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Commonwealth since 2004. Outside of her advisory role, she presents financial literacy programs to charter schools in Lawrence, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs, including discretionary model portfolios and personalized investment options. The firm offers operational, compliance, and practice-management support while advisors maintain discretion over client portfolios.

Jason Bertsch is a CFP® professional with 27 years of experience in the financial industry. He is currently with NewEdge Advisors, where he has worked since 2026, following a 14-year tenure at TIAA and TIAA-CREF. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence, technology integration, and a variety of program structures.

Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held positions in education and various clubs in the Boston area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools and provides services primarily on a non-discretionary basis, with some discretionary management options.

Medha Nadgir is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor, Beacon Pointe Wealth Advisors, since 2015. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines active and passive strategies with a formal due diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for several private funds.

Stephen Petersen is a CFA® charterholder with 12 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, Inc., Prio Wealth Business Trust, Seaward Management entities, and Seaward Fiduciary Services LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors. The firm’s investment approach emphasizes customized wealth management through client-specific investment profiles, quantitative screening, and manager selection, offering access to both third-party strategies and direct security selection.

John Walsh is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments, State Street, Brown & Brown, and has an academic background from Bryant University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, 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 investment decisions, primarily managing assets on a non-discretionary basis.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at Fidelity Investments and has engaged in various roles including flag referee for the Town of Plymouth and food delivery for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, offering a mix of discretionary and non-discretionary management approaches.

Stephen Lucero is a financial advisor with TIAA-CREF in Andover, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm combines point-in-time planning with ongoing portfolio management, offering both model-based and customized investment solutions.

Matthew Antonellis is a CFP® professional with nine years of industry experience, currently serving as a private wealth advisor at Integrated Wealth Concepts LLC. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2026. Antonellis also manages an advisory business through Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, 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, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been with Commonwealth since 1994 and previously spent 21 years at Beacon Investment Management, where he was managing partner and owner of a private securities business. He also serves as a co-trustee for a long-term friend in a non-investment-related capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.