Alexander Gross is a CFP® with 22 years of experience in the financial industry. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously spent a decade at Daintree Advisors LLC. Gross holds the Series 65 designation and is based in Boston, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other entities. The firm offers customized portfolio management with a focus on diversified asset allocation and provides services such as financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Barbara Cummings is a financial advisor at William Blair with 22 years of industry experience. She holds Series 65 and Series 63 licenses and has been with William Blair since 2015. 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 emphasizes active, research-driven management across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

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, MA, holding a Series 65 credential. He has been in the industry for less than a year, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services.

Nicholas Tuccelli is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. serves a diverse group of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures including wrap programs and third-party money manager access. The firm emphasizes recommendation-based, non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

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 seven years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, Allspring Funds Distributor, and T. Rowe Price. Breckinridge Capital Advisors provides 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 committee outlook with fundamental credit research and systematic, tax-aware portfolio management techniques, managing over $54 billion in client assets as of December 31, 2025.

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. Prior to joining Voya, he worked at Fidelity Investments and has held various roles including positions at Needham Public Schools and the University of New Hampshire. He has also been involved with community organizations such as the Dedham Country & Polo Club and Needham Pool and Racquet Club. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice with a mix of discretionary and non-discretionary arrangements.

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 experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior roles include positions at Prio Wealth, Inc., Prio Wealth Business Trust, and Seaward Management entities. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, charitable institutions, and institutional investors. The firm provides customized portfolio management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Stacey Marino is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Oppenheimer. She previously worked at Morgan Stanley in various private banking roles from 2016 to 2021. Marino is also the sole trustee of an irrevocable family trust that holds investments for a beneficiary, including a passive interest in a restaurant. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with accounts reviewed regularly and custodied at Oppenheimer.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Fidelity Investments. Outside of his advisory role, he serves as a flag referee for youth flag football and delivers food as a Dasher for DoorDash. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting through a range of program structures, emphasizing non-discretionary advice and maintaining both SEC-registered investment adviser and broker-dealer roles.

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 bringing 45 years of industry experience. He has worked at Commonwealth since 1994 and is also the managing partner of Beacon Investment Management, LLC, a private securities business. Additionally, he serves as a co-trustee in a non-investment capacity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice management support, allowing advisors discretion to construct client portfolios using diverse securities and insurance products alongside firm-managed model portfolios.

Ethan Howe is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, including Unified Managed Account wrap programs and third-party money manager access.

Elena Hogan 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. She has worked at Eagle Strategies and affiliated firms since 2022 and previously operated a business called Elena Hogan Healing. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.