Stephanie Casey is a financial advisor at TIAA-CREF in Cambridge, MA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2018. Prior to that, she was employed by Citizens Securities Inc. and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, employing a fiduciary standard and operating within a vertically integrated structure that includes affiliated funds.

Kelly Morgan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prio Wealth and Seaward Management. Kelly joined Cerity Partners in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers access to alternative and private-market investments.

Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Jacob Solomita is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior experience includes roles at Equitable Advisors and various other positions outside the financial industry. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and third-party strategies and offers both discretionary and non-discretionary account management.

Erin Sullivan is a CFP® and Series 65 professional at Focus Partners Wealth, LLC with 12 years of industry experience. She previously worked at Long Wharf Investors before joining The Colony Group, LLC, where she has been since 2014. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. Integrated Wealth Concepts LLC 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, and consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.

Ryan Quinn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for 11 years and held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Donald Gregory Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in residential rental real estate ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model-based and customized portfolio options.

John Mulligan is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at Fidelity Investments and Johnson Brunetti. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations, offering services such as financial planning, portfolio management, and retirement advisory. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to deliver a mix of discretionary and non-discretionary investment solutions.

Cheyanda Myers is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at MassMutual, Valic Financial Advisors, and Lincoln Financial Group. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, managing portfolios across various securities to align with clients' goals and risk tolerances.

Dylan Mc Lane is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya in 2026, he worked at Merrill from 2024 to 2026 and held various roles in the food delivery and retail sectors. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-driven tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

Dennis Franson is a financial advisor at Commonwealth Financial Network with over 51 years of industry experience. He holds the Series 63 designation and has been associated with Commonwealth Equity Services, Inc. since 1994. Additionally, he is involved in fixed insurance sales, dedicating a small portion of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Unai Loyola is a Series 66 licensed financial advisor with one year of industry experience, currently practicing at Voya Financial Advisors, Inc. Prior to this role, he worked at Merrill and The Gardiner House. Outside of his advisory work, he DJs at events and venues such as Boon St Market Place and Gardiner House. Voya Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, retirement plans, and corporate clients through a network of investment adviser representatives. The firm emphasizes client relationships structured around investment policy statements and model allocations, offering both non-discretionary and discretionary management options supported by in-house and external strategists.

Joseph Najm is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in the service industry outside of finance. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to manage accounts primarily on a non-discretionary basis while providing access to a broad range of investment products.

Steven Navarro is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Navarro is also involved in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies and specialized programs, utilizing both proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined the Rockefeller organization in 2022 following prior roles at Sanford C. Bernstein & Co. and First Republic Securities Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through its Private Advisor model and integrated investment platform.

Jonathan Glennon is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-focused investment solutions, emphasizing both non-discretionary and limited discretionary management approaches.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.

Clare Ciervo is a CFP®-credentialed financial advisor with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Balanced Rock Investment Advisors, McVittie Financial Advisors, FSC Securities Corp, and Northstar Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.