Michael Smith Vaughan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, offering tailored investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Alexandra Goodson is a CFP®-certified financial advisor with seven years of industry experience, currently with Corient in Boston, MA. Her background includes roles at Aristotle Capital Management and RBC Capital Markets. She is also co-founder of Cloud-y Cleaner S-corp, a cleaning product manufacturing and distribution business. 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 combining in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Lori Ann Garside is a Series 66-licensed financial advisor at VALIC Financial Advisors with three years of industry experience. She previously worked at MainePERS for 27 years and currently holds a position as an agent at Agia, where she is involved with non-securities insurance products. VALIC Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Iman Farimani is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including GW & Wade, LLC. Farimani also has an academic background with Northeastern University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment options.

Nathan Ballentine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life, and affiliated businesses dating back to 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles.

Stephen High is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His career includes roles at firms such as BlackRock, Merrill, Bank of America, and Commonwealth Financial Network. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and maintains both SEC-registered investment adviser and broker-dealer registrations.

Benjamin Kachur is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans tailored to their goals and financial needs. He emphasizes understanding clients' priorities through attentive questioning and listening, using Fidelity's investment tools to construct and monitor financial plans. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024 before assuming his current role in 2024. His approach involves continuous progress monitoring and plan adjustments in response to changes in clients' situations and economic conditions. Outside of his professional work, Benjamin enjoys fishing, fitness, golf, running, and skiing.

Stephanie Mccann is a financial advisor with Commonwealth Financial Network in Waltham, MA. She holds the Series 66 designation and has 16 years of industry experience, having been with Commonwealth since 2005. 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 provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, trading, technology, and compliance infrastructure.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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 provides a range of advisory programs and services, including wealth management, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Robert Vallee is a financial advisor at Commonwealth Financial Network with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Santander Bank, NA and Santander Securities, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC based in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC and Brown Brothers Harriman. Before entering the financial industry, he was affiliated with the Greenville Swamp Rabbits and attended Dartmouth College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized offerings.

Brooke Gordon is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, she was affiliated with The Ayco Company, L.P. for several years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm’s advisory teams employ strategic and tactical allocation models and utilize a range of fee arrangements and platforms, leveraging proprietary and third-party analytics as well as integration across the broader Goldman Sachs ecosystem.

Michael Maida is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds a Series 66 designation and previously worked at AGIA and VALIC Financial Advisors. Outside of his advisory role, he has held an agent position involving non-securities insurance products. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm is noted for its use of non-discretionary, recommendation-based advisory approaches and operates both as an SEC-registered investment adviser and broker-dealer.

Hai Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been affiliated with Eagle Strategies since 2025 and previously with Nylife Securities and New York Life Insurance Company since 2010. Outside of his advisory role, he is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial asset base primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Nancy Schwartz is a financial advisor with Primerica Advisors in Newtonville, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. Her career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves as a power of attorney for her parents. Primerica Advisors supports a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers proprietary and third-party investment programs and integrates various account-level services such as lending solutions and donor-advised funds.

John Hays is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and 27 years of industry experience. He previously worked at Morgan Stanley Smith Barney for 15 years and was associated with Greenwood Ventures, LLC. John is based in Waltham, MA. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis.

Andrew Ross is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 65 licenses. Prior to joining Integrated Wealth Concepts in 2016, Ross worked at Lincoln Financial Advisors from 2014 to 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios with a long-term investment approach.

Matthew Valentine is a financial advisor with Focus Partners Wealth, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at GW & Wade, LLC and State Street Global Advisors affiliates. Outside of advisory work, he holds a real estate broker license and manages residential rental properties. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary and sub-advisory solutions. The firm employs a tax- and fee-sensitive investment approach with enhanced open architecture, combining fundamental and quantitative analysis, and integrates a broad range of public and private investment strategies alongside affiliated service companies and product relationships.

Ari Stonehill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Guardian Life since 1996 and has been with Park Avenue Securities since 2018. Outside of his advisory role, he occasionally sells insurance products that fall outside of Guardian's offerings. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of discretionary and non-discretionary advisory relationships and utilizes both proprietary and third-party investment models.