Michael Wood is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary programs encompassing equity, balanced, and fixed-income portfolios, with services including asset management, consulting, and retirement planning.

Erin Nicholls is a financial advisor at Breckinridge Capital Advisors Inc with six years of industry experience. She has held roles at Breckinridge since 2017 and previously worked at J.P. Morgan from 2015 to 2017. Nicholls holds a Series 65 designation and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, and corporations. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Max Byron is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has recently started his career in the financial services industry. Prior to joining Voya Financial Advisors in 2026, Max attended Bentley University and worked at Hannaford. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide a range of managed account solutions, often operating with a primarily non-discretionary approach.

Edward Rich is a CFP® with 31 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisor Group and SII. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Alexander Scheier is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA. He has 13 years of industry experience, including prior roles at The AYCO Company, L.P./Mercer Allied from 2014 to 2021 and Goldman Sachs & Co. LLC since 2021. Outside of his advisory work, he is involved with Luck Wingfield LLC, a timber production company, where he assists with investing cash generated by the business. 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 a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jeffrey St. Mary is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth and Seaward Management, as well as experience at Lehman Brothers. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

William Jordan is a financial advisor at Goldman Sachs Wealth Services based in Boston, MA. He holds a Series 66 designation and has two years of industry experience, including previous roles at Goldman Sachs and JM Family Enterprises. His work history also includes diverse experiences in education and franchise operations. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Nicholas Kane is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and currently based in Boston, MA. He has one year of industry experience, having joined Voya in 2026. Prior to his advisory role, his work history includes positions outside the financial industry. Voya Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, as well as access to third-party money managers, using a combination of in-house and external strategists along with technology-enabled tools to implement client recommendations.

Cary Florio is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® certification and Series 66 license. His prior experience includes roles at Bank of America, N.A., and Merrill Lynch. Outside of his advisory work, he was previously involved as a manager and partner in a food and beverage production LLC that did not become active. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s proprietary asset allocation models and research. The firm offers at-least-annual reviews tailored to client goals and risk tolerance and advises on a range of investment options without exercising discretionary trading authority.

Bradley Cohen is a financial advisor at William Blair in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morningstar Investment Services LLC and Putnam Retail Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Justin Zelen is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has worked with firms including Citizens Securities Inc. and Wells Fargo Clearing Services prior to his current role. Outside of his advisory work, he volunteers with the Boston Food Bank and Cradles to Crayons. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of affiliated and third-party sub-managers to construct portfolios tailored through strategic and tactical asset allocation.

William Flynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Zachary Beyloune is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Oppenheimer & Co. Inc. since 2020 and has prior experience with firms including State Street Corporation and Union College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Nicolas Ruiz Colodrero is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Principal Builders, LLC. Outside of finance, he is involved in facilities maintenance at William James College. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement-plan advisory services. The firm integrates investment policy statements and model allocations with a range of in-house and third-party strategies, offering both non-discretionary and limited discretionary account management.

Cameron Dunn is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His earlier career includes positions at DPSS Law Firm and educational institutions. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Jarrod Smith is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He has held the position of president at Route 3A Enterprises LLC, a CPA business, since 2020, and served at Michael J. Raymond CPA from 2019 to 2021. Smith has also been involved with the Suffolk University Gold Council Board since 2016. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, employing a long-term approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Nichole Wirtz is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Her prior work includes roles at Infinex Investments, Inc. since 2014 and American Chair & Seating from 2011 to 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a model that combines firm supervision with delegated account management by investment adviser representatives.

James Devins III is a financial advisor at William Blair with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory arrangements, and private investment opportunities.

John Bratschi is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prio Wealth and Seaward Management entities. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 designations with 17 years of industry experience. She previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.