Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and 65 licenses and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in energy and transportation sectors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities, and offers specialized private-market investments and affiliated pension consulting and insurance services.

Andrew Belastock is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with 7 years of industry experience. He has been with Focus Partners since 2014. Focus Partners Wealth 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 combines active and passive strategies within an enhanced open architecture framework.

Luke Shapiro is a financial advisor with Voya Financial Advisors, Inc. Based in Boston, MA, he holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for two years. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting through multiple program structures, primarily delivering non-discretionary, recommendation-based advice.

Tammy Dong is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held various roles including at the National League of Cities and Fast Retailing USA. Outside of advising, she has been involved with the Intergenerational Literacy Program. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides a range of financial services through multiple program structures, primarily offering non-discretionary, recommendation-based advice.

Cole Deletti is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Voya, he worked at Fidelity Investments and has experience in various roles including real estate consulting and the restaurant industry. 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 offers a broad range of services including financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based relationships through multiple program structures.

Gregg Manis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2013 and previously with Fidelity from 2007 to 2013. Manis is involved with several investment-related activities, including operating under Blackstone Wealth Management and Blackstone Valley Wealth Management as part of his advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that combines client goals with a range of investment strategies and third-party managers, supported by proprietary and external technology platforms.

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 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 a technology firm, 9th Gear Technologies. Outside of financial advising, he is involved with uReVu, a social media network where he develops a social media application. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of advisory services through multiple program structures, with a significant portion of its assets managed on a non-discretionary basis.

Adelaide Magee is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and previously at O'Brien Wealth Partners LLC and Merrill Lynch. Before entering the financial industry, she spent several years in full-time education. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and diversification in its investment approach, utilizing mutual funds, ETFs, and occasionally interval funds and ESG-focused strategies.

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.

John Agudelo is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at John Hancock Funds LLC and Manulife John Hancock Brokerage Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market exposure.

Marissa Malone is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and GW & Wade LLC, among other positions in clinical research and legal/business education. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

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.

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.