Luke Shapiro is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience, including prior work at Fidelity Investments. Voya Financial Advisors serves a diverse client base, including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, focusing primarily on recommendation-based, non-discretionary asset management.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments. Her background includes various roles in nonprofit and public sector organizations as well as involvement with the Intergenerational Literacy Program. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, institutional clients, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting, delivering advice primarily through recommendation-based, non-discretionary programs alongside several affiliated investment and retirement offerings.

Cole Deletti is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including consulting and the restaurant industry. His background includes involvement with Greek House/University Tees and several dining establishments. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm emphasizes recommendation-based advice, primarily through non-discretionary arrangements, and operates as both an SEC-registered investment adviser and broker-dealer with multiple affiliated programs.

Kyle Mortimer is a Series 65-licensed financial advisor with Money Concepts Capital Corp, based in Braintree, MA, and has two years of industry experience. He has held roles at multiple firms including Foundations Investment Advisors and Rise North Capital. Outside of advisory work, Mortimer serves as an ambassador for MyDebtNavigator, assisting individuals with student loan forgiveness and debt consolidation. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies across various discretionary and non-discretionary programs, supported by third-party managers and technology platforms, and offers services integrated with its broker-dealer and insurance operations.

John Coutu is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with four years of industry experience. He previously worked at Fidelity Investments and has held various positions including roles at the City of Cranston Parks and Recreation Department and the University of Rhode Island. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a preference for non-discretionary, recommendation-based client relationships.

Christopher Goolgasian is a CFA® charterholder based in Boston, MA, currently with Breckinridge Capital Advisors Inc. He has over a decade of prior experience at Wellington Management Company and has been affiliated with Bryant University since 2005. His current tenure at Breckinridge began in 2026. Breckinridge Capital Advisors manages over $54 billion in fixed income and equity strategies for individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with fundamental credit research and rules-based models, emphasizing tax-aware portfolio implementation and proprietary management systems.

Ellen Duffy is a CFP® professional affiliated with Private Advisor Group, LLC, with 13 years of industry experience. She has worked with Michael A. Schreiber & Associates since 2013 and has been associated with both Private Advisor Group and Parkway Wealth Management LLC since 2020. Duffy serves on the Parkway YMCA Board of Directors, a nonprofit focused on community health and well-being. Private Advisor Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a fiduciary-based advisory model utilizing multiple investment strategies and technology platforms, often implementing advice through third-party managers and TAMPs.

Nathan Swift is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 66 and Series 63 credentials with four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience developing a social media application through his involvement with uReVu, a social media network. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations rather than discretionary management.

David Baker is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to joining Wealth Enhancement, he spent 20 years at North American Management Corp. Outside of his advisory work, Baker serves as president of the United Sports Foundation in Epping, NH, and is managing member of Somedowntown LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Naji Karam is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of finance, he has experience managing a retail business, Somerset Country Wine & Spirits. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage, financial planning, and investment advisory services to individuals, retirement plans, charitable organizations, and corporations, offering both discretionary and non-discretionary advisory relationships supported by a range of in-house and third-party investment strategies.

Daniel Brady is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA. He holds the CFP®, CFA®, and Series 63 designations and has six years of industry experience. His prior roles include positions at Northern Lights Distributors, Pinnacle Family Advisors, TrendRATING S.A., and MFS Investment Management. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management, financial and estate planning, manager selection, and coordinated Family Office services, combining proprietary and external strategies with governance from dedicated committees.

Logan Ryan is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and Ayco. Goldman Sachs Wealth Services offers 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 a variety of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

John Medeiros is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Uber Technologies Inc. and various community and nonprofit organizations. Medeiros serves on the Pastoral Council at St. Stanislaus Parish and is a board member for the City of Fall River Port Authority and Housing Authority, as well as a member of the local advisory council for the Coalition for Health Equity & Early Development. 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 with a variety of model portfolios and access to third-party money managers, delivering discretionary and non-discretionary investment programs.

Ruhan Inanoglu is a CFP® and CFA® charterholder with 12 years of industry experience. He has been with Citizens Securities, Inc. since 2021 and previously worked at Natixis Global Asset Management and Raymond James Financial Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering a range of investment advisory, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Alanna Spada is a CFP® professional at Cerity Partners LLC with six years of industry experience. She previously worked at Prio Wealth LP and BNY Mellon Wealth Management. Based in Boston, MA, her current role at Cerity Partners began 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 and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Cheryle Maloon is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 18 years of industry experience, including roles at TD Bank N.A., Gregory Telge, and Northwestern Mutual Investment Management. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Matthew Simoni is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked for Heritage Financial Services, LLC for 22 years. Savant Wealth Management provides comprehensive wealth management, portfolio 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 a range of actively managed strategies and integrated legal, accounting, and trust services.

Kayleigh Harris is a Series 65-licensed financial advisor at Cerity Partners LLC with two years of industry experience. She has worked at Cerity Partners since 2022 and previously held positions at Evofem Biosciences and Rippling. Prior to entering the financial industry, she spent four years in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative tools, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative investments.

Adam Hershman is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Securities Inc. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through recommendation-based, non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Kevin Griffin is a CFP® with 12 years of industry experience and is currently affiliated with Empower Advisory Group. He previously worked at Griffin Financial Planning, LLC from 2014 to 2019 before joining GWFS Equities, Inc. outside of his advisory role, Griffin serves as a basketball official for scholastic athletics, promoting fair play by applying the rules of high school basketball. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with offerings including point-in-time financial plans and optional managed accounts.