Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.

Joseph Decarolis Jr. is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and with 34 years of industry experience. He has worked at Steward Partners since 2016 and previously at MML Investors Services, Inc. and Northeastern Mutual Life Insurance Company since the early 1990s. He is also the owner of Decarolis Insurance Agency Inc., a property and casualty brokerage. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. 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 plan-sponsor consulting through various program structures, primarily providing non-discretionary advice.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 66 and Series 63 credentials and totaling 10 years of industry experience. She has been with TD-affiliated firms since 2008, including TD Bank N.A. and TD Private Client Wealth LLC. Outside of her advisory role, she serves as secretary of Southpike Auto Inc., a used auto sales and service business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, utilizing both affiliated and third-party managers through a platform supported by Envestnet and Pershing.

Gavin Symington is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles in the hospitality and service industries. Outside of finance, he works as an independent contractor marketing for Whalers Brewing Company. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary programs.

Juan Falcon 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 StoneX Securities Inc, LPL Enterprise, and The Prudential Insurance Company of America. Outside of finance, he has been involved with Boston College and entrepreneurial ventures such as One Call Junk Haul and Plantas Tropicales. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering services like financial planning, portfolio management, and plan-sponsor consulting through various program structures.

Steven Perlman is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Janney Montgomery Scott in 2018. Janney Montgomery Scott is a large dual-registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

David Varela is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates from 2006 to 2017 before joining Janney in 2017. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Joshua Trubow is a CFP® professional with nine years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning and Management, LLC for nine years. 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 using a proprietary “Focus List” and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Ryan Mcsally is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Voya, he worked at Wells Fargo Clearing and was self-employed for seven years. Voya Financial Advisors serves individual and institutional clients, including 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 recommendation-based advice over discretionary management.

Brett Argall is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and five years of industry experience. He has worked with Voya Financial Advisors since 2020 and also serves as an independent insurance agent. Outside of his advisory role, he coaches girls junior varsity volleyball teams and serves as president of the Douglas Athletic Boosters, organizing fundraising events for local school athletic programs. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting through multiple program structures, with a focus on non-discretionary, recommendation-based client relationships.

Felix Cincotta is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Integrated Wealth Concepts since 2016, following a 12-year tenure at Lincoln Financial Advisors Corp and ongoing CPA work since 1990. He is also a licensed notary and operates a CPA affiliate program. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach combined with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Robert Ellison is a financial advisor with Commonwealth Financial Network in Lynnfield, MA. He holds the ChFC® designation and Series 63 and 65 licenses, and has 28 years of industry experience. He has been with Commonwealth Financial Network since 2002. Outside of advisory work, he is involved in fixed insurance sales. 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 back-office support, including operations, trading, technology, investment management, and compliance, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Joanna Antonopoulos is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has worked at Eagle Strategies and affiliated entities since 2004, including a role at Atlantic Planning Group since 2019. Antonopoulos serves as a board member of Networking Group USA, a non-investment-related organization. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Hillary Price is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the ChFC® designation and the Series 63 license, with 27 years of industry experience. Price has held roles at Mahoney Financial Organization, Koritz Wealth Strategies, and Eagle Strategies, and she serves as a trustee and volunteer fundraiser for Hebrew Senior Life. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Andrew Michienzi is a financial advisor at Oppenheimer with 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns and manages AJ Michienzi Properties LLC, a company involved in rental property management. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of advisory and brokerage services. The firm provides investment management across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, and offers both discretionary and non-discretionary consulting and retirement services.

Kennett Fisk is a financial advisor with Commonwealth Financial Network based in Boston, MA. He holds Series 63 and 66 designations and has 46 years of industry experience. Fisk has worked at Beacon Investment Management and Commonwealth Financial Network since 2005. 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 offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Carley is a financial advisor with Hightower Advisors in Lexington, MA, holding a Series 65 designation and 27 years of industry experience. He previously worked at Lexington Wealth Management from 2012 to 2019 before joining Hightower in 2019. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party investment managers across a range of strategies and asset types.

Bruce Wimberly is a financial advisor at Corient with 11 years of industry experience and holds a Series 63 designation. His previous roles include positions at Eaton Vance WaterOak Advisors and Boston Partners. Outside of his advisory work, he serves on the Board of Directors and Investment Committee for Camp Timanous, a boys summer camp. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house and third-party strategies, with ongoing portfolio monitoring and risk management.

Michael Davies is a financial advisor at Commonwealth Financial Network with 10 years of industry experience and a Series 66 designation. He has worked at Commonwealth Financial Network since 2015 and briefly at LPL Financial LLC starting in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationally. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.