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.

John Coyle is a financial advisor at TIAA-CREF with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Guardian Life and FNEX Capital LLC, among other firms. He is also Vice President Sales Director at New Age Alpha, LLC, involved in mutual fund and ETF wholesaling. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model-based strategies.

Sean Brown is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Commonwealth Financial Network since 1994 and is also the managing partner and sole owner of Liquid Capital, Inc., a private entity engaged in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party managers, retirement consulting, and custody services.

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.

Christopher Ruta is a CFP® professional with five years of experience in the financial services industry. He has worked at Savant Wealth Management since 2026, following nine years at Heritage Financial Services and two years at Ernst & Young. Ruta is based in Rockland, MA. Savant Wealth Management provides comprehensive wealth management, financial planning, portfolio management, retirement plan consulting, and family office services to a wide range of clients including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers distinctive affiliated services such as accounting, legal, and trust services.

John Mulligan is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Investments, Johnson Brunetti, and Cambridge Savings Bank. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives. The firm employs a combination of in-house and external strategists alongside technology-enabled tools to deliver primarily non-discretionary investment services with some discretionary management options.

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.

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.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003 and holds Series 65 and Series 66 licenses. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, specialized wealth programs, and access to alternative investments, leveraging its integration 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.

Joseph Salvati is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior experience includes roles at The Colony Group, LLC and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Tia Mc Namara is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. She is currently with Integrated Wealth Concepts LLC and has previously worked at Ameriprise Financial Services and Cascade Pacific Financial Planners. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office and retirement advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Troy Donahue is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Focus Partners in 2025, he worked at Fidelity Investments in various roles from 2017 to 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Kimberly Clouse is a financial advisor with Hightower Advisors, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Mariner Platform Solutions, AdvicePeriod, Via Global Advisors, and Fiduciary Trust International. She serves as a board member and head of the women's recruiting initiative for YPO Gold New England and participates on the Vanguard Advisor Steering Committee. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a range of investment options.

Ryan Jordan is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.