Aidan Magnotta is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Fidelity Investments, Stifel, and MAP Estate Planning, along with time spent at the University of Rhode Island. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial providing financial planning, portfolio management, retirement and IRA advisory services to individuals, pension plans, nonprofits, and corporate clients. The firm uses investment policy statements, model allocations, and both in-house and external strategists to deliver services primarily through non-discretionary client-approved relationships.

Greta Ferguson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working in various roles including at Mercer Global Advisors, Murraysmith, Inc., and educational institutions such as Boston College and Oregon Episcopal School. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and various implementation options.

Joshua Perez is a CFA® charterholder with eight years at Breckinridge Capital Advisors Inc and a total of 15 years in the financial industry, including seven years at Sun Life Financial. He is based in Boston, MA. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down committee outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Joshua Sullivan is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fidelity Investments and Citizens Bank. Outside of his advisory work, he serves as Secretary for the Hooksett Flag Football League in Hooksett, New Hampshire. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm utilizes a range of strategic and tactical asset allocation portfolios that incorporate affiliated and third-party sub-managers, offering ongoing portfolio management and financial planning support.

Kelly Hudak is a CFP® professional with 22 years of industry experience, currently with Integrated Wealth Concepts LLC since 2026. She previously worked at Ameriprise Financial Services, Inc. and its affiliate from 2004 to 2026. Outside of advisory work, Hudak co-owns several real estate-related entities and is involved with a marketing and educational business, Sarson Funds, LLC. 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, and family office services, employing a primarily long-term investment approach while utilizing internal and third-party asset management.

Douglas Rogers is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank. Rogers serves as an at-large trustee for Friends of Reading Scouting, a volunteer organization supporting local scouting programs. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, and charitable clients, offering asset allocation, fiduciary support, and third-party manager selection programs. The firm integrates inter-affiliate resources and utilizes both discretionary and non-discretionary investment approaches.

Charlotte Sigg is a financial advisor at Oppenheimer in Boston, MA, holding Series 63 and Series 65 licenses. She joined Oppenheimer in 2026 and has prior experience at firms including Keenan Financial and has worked in various roles outside the financial industry. Sigg is also a licensed insurance agent and occasionally offers insurance products to clients. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a broad range of advisory services including asset management, consulting, and retirement planning through both discretionary and non-discretionary programs.

Kaelyn Marsano is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Timothy Havern is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Commonwealth Financial Network, Raymond James & Associates, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Brendan Maloy is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing 10 years of industry experience. He has been with Commonwealth since 2015 and also maintains a role at Insight Financial Horizons since 2014. Maloy owns Maloy Wealth Management, Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, retirement plan consulting, and technology platforms, while allowing advisors discretion in constructing client portfolios.

Connor Sullivan is a CFP® professional with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2013. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, combining active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including investment management, financial and tax planning, and private fund access.

Eileen Currie is a financial advisor at Hightower Advisors with four years of industry experience. She holds a Series 65 designation and previously worked at Boston Hill Advisors, LLC and Arbella Insurance Group. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Thomas Flynn is a CFP® professional with five years of industry experience, currently with Commonwealth Financial Network. His prior roles include positions at One Charles Private Wealth and Putnam Investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform offering discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Thomas Mc Donnell is a financial advisor at Corient with four years of industry experience and holds a Series 65 designation. His prior roles include positions at Socius Family Office, Morgan Stanley, and involvement with collegiate football programs at Ohio State University and Cornell University. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach incorporating in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives, while also offering specialized private fund and trust services through affiliated platforms.

Abigail Gonzalez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs LLC and Goldman Sachs Ayco. Outside of finance, she has experience in the hospitality industry, including roles at Delmonico's Italian Steakhouse and Guptills Ice Cream. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide a wide range of advisory services and investment strategies.

Christopher Kuhn is a financial advisor with Empower Advisory Group in Melrose, MA, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2016 to 2019. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, emphasizing integrated solutions aligned with Empower’s recordkeeping and administrative platforms.

Roderick Macdonald is a CFP® and Series 65 credentialed advisor with 21 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, LLC and Long Wharf Investors. Outside of his advisory work, he is an owner, officer, and director of several companies that own investment real estate properties. Focus Partners Wealth, LLC serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a range of 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.

Brian Mcgunigle is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles outside the financial sector. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide tailored investment solutions primarily on a non-discretionary basis.

Jordan Fauci 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, he worked at Fidelity Investments and has been involved with Fauci Sports Nutrition since 2012. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support client investment decisions, offering both advisory and broker-dealer services.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.