Robert Beshere Jr. is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and previously worked at Breeds Hill Capital LLC and Morgan Stanley. He has held various roles including positions at Northeastern University and Fidelity Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both internal strategies and third-party managers, with continuous portfolio monitoring and risk management.

Andrew Scanlon is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having previously worked at Eaton Vance Distributors, Inc. from 2014 to 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach utilizing a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

John Bliss is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes roles outside of finance, such as his involvement with Pizza Hollywood and The Aquidneck Club. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through various program structures, primarily focusing on non-discretionary advice.

Cody Manfrim is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Voya, he worked at Merrill and has diverse experience including roles in bartending services and retail. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm commonly provides non-discretionary advice and operates both as an SEC-registered investment adviser and a broker-dealer.

Alexis Mena is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for three years. 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 financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing non-discretionary, recommendation-based advice.

Daniel Croll is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Keenan Financial and has experience at Lehigh University and ESL Federal Credit Union. He also worked briefly with Irondequoit Beer Company. 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 around $213 billion in client assets. The firm provides a broad range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Keith Lucier is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year. Voya Financial Advisors serves a diverse 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, and access to third-party money managers through multiple program structures, primarily providing non-discretionary, recommendation-based advice.

Frederick Miller Jr. is a CFP® with 24 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2025. Prior to joining Beacon Pointe, he was with Sensible Financial Planning for 24 years and continues to oversee the transition of that advisory business following its acquisition. Miller also serves as a trustee responsible for overseeing the town endowment in Concord, MA. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Jeffrey Campbell is a financial advisor at Capital Analysts with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory work, he owns and helps operate a company that offers hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, providing portfolio management through both discretionary and non-discretionary programs supported by an in-house investment research team.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. She has held positions at Cerity Partners since 2022 and previously worked at PricewaterhouseCoopers LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Todd Stockwell is a CFP®-credentialed financial advisor at Schwab Wealth Advisory with 32 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, Adviser Investments, and Charles Schwab & Co., Inc. He is based in Boston, MA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for advisory services.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and First Republic Investment Management. He serves on the board and investment committee of the MetroWest Health Foundation, a nonprofit focused on regional health philanthropy. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through a designated Private Advisor and a range of investment options.

Keith Crowley is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Commonwealth since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and support services, including wealth management and retirement plan consulting, while providing operational, trading, technology, compliance, and practice-management support to its affiliated advisors.

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Bryce Shaw is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at Forge Financial, The Bulfinch Group, and Park Avenue Securities. Before entering the financial industry, he served in the U.S. Navy and worked in construction for several years. Park Avenue® Wealth Management, a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies, incorporating both proprietary and third-party models.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Matthew Halpin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Merrill and UBS Hingham Street Partners. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, primarily delivering advice through non-discretionary recommendation-based programs.