Joshua Sullivan is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Bank. Outside of his advisory work, he serves as Secretary for the Hooksett Flag Football League in Hooksett, New Hampshire. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a range of strategic and tactical asset allocation portfolios that incorporate affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Kelly Hudak is a CFP® professional with 22 years of industry experience, currently with Integrated Wealth Concepts LLC since 2026. She previously worked at Ameriprise Financial Services, Inc. and its affiliate from 2004 to 2026. Outside of advisory work, Hudak co-owns several real estate-related entities and is involved with a marketing and educational business, Sarson Funds, LLC. 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, and family office services, employing a primarily long-term investment approach while utilizing internal and third-party asset management.

Douglas Rogers is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank. Rogers serves as an at-large trustee for Friends of Reading Scouting, a volunteer organization supporting local scouting programs. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, and charitable clients, offering asset allocation, fiduciary support, and third-party manager selection programs. The firm integrates inter-affiliate resources and utilizes both discretionary and non-discretionary investment approaches.

Charlotte Sigg is a financial advisor at Oppenheimer with a Series 65 credential and less than one year of industry experience. Prior to joining Oppenheimer, she held roles at Whole Foods, Keenan Financial, and several other organizations. Outside of advising, she is an independent licensed insurance agent, occasionally offering insurance products to clients. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services utilizing strategic asset allocation and manager selection, with a notable share of non-discretionary advisory assets and custody of client assets as a qualified custodian.

Kaelyn Marsano is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Timothy Havern is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Commonwealth Financial Network, Raymond James & Associates, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Connor Sullivan is a CFP® professional with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2013. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including investment management, financial and tax planning, and private fund access.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. 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 clients. The firm provides a comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Thomas Mc Donnell is a financial advisor at Corient with a Series 65 designation and three years of industry experience. Prior to joining Corient, he worked at Socius Family Office, LLC and Morgan Stanley. Outside of finance, he has experience in collegiate football with Ohio State University and Cornell University. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm utilizes a goals-based, team investment approach that blends in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Abigail Gonzalez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs LLC and Goldman Sachs Ayco. Outside of finance, she has experience in the hospitality industry, including roles at Delmonico's Italian Steakhouse and Guptills Ice Cream. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide a wide range of advisory services and investment strategies.

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 registrations and having 11 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Roderick Macdonald is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, LLC and Long Wharf Investors. Outside of his advisory work, he is an owner, officer, and director of several companies that own investment real estate properties. Focus Partners Wealth, LLC serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Mcgunigle is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments and Enterprise Bank. Voya Financial Advisors serves a diverse client base ranging from individual investors to institutional entities, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs and maintains both SEC-registered investment adviser and broker-dealer registrations.

Jordan Fauci is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Fidelity Investments. Outside of finance, he has operated Fauci Sports Nutrition since 2012. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.

Khurram Gillani is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. He holds a Series 65 designation and has been with Breckinridge Capital Advisors since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and features a distinctive operational structure as a Massachusetts Benefit Corporation and certified B Corp.

Daniel Coleman Jr. is a CFP®-certified financial advisor with three years of industry experience. He is currently with Cerity Partners LLC, having joined in 2025, and previously worked at Prio Wealth, LP and BNY Mellon Wealth Management’s Family Office. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio solutions.

John Salvaggio is a financial advisor at OSAIC Institutions, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc., Marblehead Capital, LLC, Citizens Securities, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on supervision and client choice in account management.