Colin Kelter is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of experience. His background includes roles in education and recreation departments prior to joining Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Suzanne Matheson is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding a Series 66 license and 13 years of industry experience. She has been with TD Private Client Wealth LLC since 2012 and has worked at TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides 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 with investments from affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody services.

Andrea Bates is a financial advisor with VOYA Financial Advisors, Inc., holding the CFP® designation and over 34 years of industry experience. She has worked at VOYA Financial Advisors since 2014 and previously operated her own insurance agency for 17 years. Bates serves as secretary of the Medford Kiwanis Club and co-manages a retirement income planning venture called Retirebridge. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, institutions, and retirement plan sponsors. The firm offers a range of financial planning and investment management services through various program structures, primarily providing non-discretionary, recommendation-based advice.

Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

William Hall is a financial advisor with Money Concepts Capital Corp in Peabody, MA, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of experience with Money Concepts Capital Corp and over 40 years at R. A. Hall Co., a CPA firm. Outside of his advisory role, he serves as an officer and director of the charity BigEd.Org and is involved in consulting through Hall Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Christopher Twomey is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a co-trustee on several family trusts and is a corporator for Winchester Savings Bank. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment strategies.

Muhammed Kaleel is a financial advisor at Farther with 54 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Financial Securities Corporation and ownership of Kaleel Investment Advisors, LLC and The Kaleel Company, Inc., where he remains president. Outside of advisory services, he is involved in insurance sales and ownership through The Kaleel Company Insurance Agency, Inc. and Lion Street. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across ETFs, mutual funds, equities, fixed income, and independent managers.

Nicholas Gaskell is a CFA® charterholder with six years of industry experience, currently serving at Corient in Boston, MA. His work history includes roles at Eaton Vance WaterOak Advisors and Crestwood 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 combines in-house security and fixed-income strategies with third-party managers and customized asset allocation.

Guthrie Cook is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Cetera Investment Advisors LLC, Northwestern Mutual Investment Services LLC, and New York Life. Outside of his advisory role, Cook serves as a board member and co-chair of the nonprofit North Park Main Street, where he helps organize community events and engage with local business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm provides a combination of advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a supervisory framework.

Bryan Olson is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He currently works at Schwab Wealth Advisory in Boston, MA, where he has been since 2018, following previous roles at Windhaven Investment Management and ThomasPartners. Outside of his advisory work, Olson serves on the investment committee at Weber State University, overseeing the university endowment’s investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management typically residing with affiliated or third-party managers.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and Rockefeller Capital Management. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, offering a range of discretionary and non-discretionary solutions including direct portfolio management, third-party managers, and customized managed account services.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for 12 years before joining Rockefeller Financial in 2023. 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 a range of portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Shane Comeau is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and Pure Hockey. VOYA Financial Advisors serves a broad range of clients including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary recommendation-based relationships.

Andreane Bolduc is a CFA® charterholder at Savant Wealth Management with four years of industry experience. Prior to joining Savant in 2026, she worked at Heritage Financial Services, LLC for eight years and Wellington Management for two years. She also has a background that includes time at Northeastern University. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm offers comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services, utilizing a blend of evidence-based, model-driven asset allocation and actively managed strategies.

Stephen Carson is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Axial Financial Group since 2012 and Commonwealth Equity Services, Inc. since 1997. Outside of advising, he is a notary public. Commonwealth Financial Network supports a nationwide network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers comprehensive back-office, technology, and compliance support, while its Investment Management and Research team manages discretionary model portfolios and distinctive program structures.

Muriel Dol is a Series 66-credentialed financial advisor with two years of industry experience, currently affiliated with Voya Financial Advisors, Inc. Prior to joining Voya, she held roles at Goldman Sachs and has worked in various other positions including a part-time role with The Global Horizon Press, an educational organization where she assists with college preparation. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based advice over discretionary management.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Nuveen Securities, Nuveen Asset Management, and TIAA. He serves as a trustee of his condominium association, overseeing operating accounts and bill payments. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates under a fiduciary standard for its advisory services and provides a range of investment management options using model and customized portfolios.

Joseph Sabelli is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes 13 years at Lincoln Financial Advisors Corp and over 40 years with Sabelli & Company. Sabelli operates through Integrated Wealth Concepts, an independent advisory firm he joined in 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with a focus on both long-term strategies and tactical rebalancing.

Michael Callahan is a CFP® with 20 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Sachetta & Callahan, LLC for 13 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based allocations and options-based overlays, and offers both discretionary and non-discretionary asset management.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.