Michael Moniz is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Empower Retirement, Equitable Advisors, Axa Advisors, and Voya Financial. 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 select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within an administration platform linked to Empower’s recordkeeping and brokerage services.

Andrew Vernazza is a financial advisor with Creative Planning, holding a Series 66 designation and 15 years of industry experience. He previously worked at Ferris Capital, LLC for ten years before joining Creative Planning in 2022. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio management techniques.

Benjamin Warren is a CFP® with nine years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at John Hancock, Manulife John Hancock Brokerage Services LLC, LPL Financial, and Oxford Global Resources. Outside of his advisory work, he manages and rents a duplex, where his family resides in one unit and rents the other. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures. The firm is known for its combination of non-discretionary recommendations and its dual registration as both an SEC-registered investment adviser and a broker-dealer.

Daniel Sharkey is a financial advisor at Mariner with four years of industry experience. He holds a Series 65 designation and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for 14 years. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to implement customized portfolios and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Michael Syer is a CFP® professional based in Boston, MA, with seven years of industry experience. He has worked at Mariner since 2025 and previously held roles at Cerity Partners LLC, Bainco International Investors LLC, and The Colony Group. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers and offers specialized solutions such as Core Family Office services and employer financial-wellness tools.

Timothy Ostrander is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA, and has 20 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for 17 years before joining Goldman Sachs in 2021. Outside of his advisory role, Ostrander serves on the Advisory Board at SUNY Geneseo and is Treasurer and a Finance Committee member for the Mass Mentoring Partnership Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm integrates centralized investment resources and cross-affiliate capabilities to deliver tailored wealth management solutions.

Andrew Mcgrade is a CFA® charterholder with 15 years of industry experience. He is currently with TD Private Client Wealth LLC in Boston, MA, where he has worked since 2016. His work history includes roles with TD Bank, N.A., overlapping with his tenure at TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation across affiliated and third-party managers, offering financial planning support and custody services through third-party custodians.

Andrew Mason is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and four years of industry experience. He has operated Andrew J Mason CPA since 1989. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports approximately 2,900 affiliated advisors nationwide. The firm offers a broad range of managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients with approximately $212.7 billion in assets under management.

Georgios Liakakis is a Certified Financial Planner® with six years of industry experience. He is currently with Allworth Financial, L.P. and previously worked for ten years at Sachetta & Callahan, LLC. Outside of financial advising, he is the owner-president of The Corner Cafe, a restaurant in Lowell, Massachusetts. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of customized investment strategies and financial planning services, utilizing both discretionary and non-discretionary approaches, and features ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Weili Yu is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Yu worked at WFGIA and spent 17 years with Procter & Gamble. Yu is involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Julie Sacchiero is a CFP® and holds a Series 65 license with four years of industry experience. She currently works at Mariner and previously spent 21 years at GW&K Investment Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized operational solutions for employer clients.

John Viola is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include eight years at John Hancock and ongoing involvement with Franklin Soccer School. Outside of financial services, he works as a sales associate at Home Depot. Savant Wealth Management serves a diverse client base including individuals, families, pension plans, and corporations, offering comprehensive wealth management, financial planning, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and maintains integrated accounting, legal, and trust service affiliates.

Kyle Westfall is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and began his advisory career with Cerity Partners in 2024 after spending ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a broad range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolios and access to alternative and private-market investments.

Tyler Small is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and various educational institutions, including the University of Massachusetts Amherst. Outside of finance, he has been involved with the Coyotes Lacrosse Club LLC. Voya Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and investment services through multiple program structures, emphasizing recommendation-based, non-discretionary advice.

Michael Klier Jr. is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Armory Group LLC and ROTH Capital Partners, as well as work in education and small business. Outside of finance, he has been involved with Petrel Fishing Charters. Voya Financial Advisors, Inc. serves a wide range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Owen O'Brien is a financial advisor with Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for four years. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through various program structures, primarily offering non-discretionary recommendations.

Bruce Thompson is a financial advisor at Hightower Advisors with 25 years of industry experience. He holds a Series 63 designation and was previously with Thompson Wealth Management, Ltd. for 23 years before joining Hightower in 2021. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers alongside proprietary research.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is involved with Envisioning Access, a nonprofit charitable organization, where she serves on the finance committee. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily using Schwab’s asset allocation models and research tools.

Jonathan Harding is a CFP® and ChFC® with seven years of industry experience. He has worked at Savant Wealth Management since 2026 and previously spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to 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 maintains affiliated entities specializing in accounting, legal, and trust services.

Mark Felt is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Commonwealth since 2013. Outside of his advisory role, he owns Mark Felt Inc., which operates a securities business, and is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.