Andrew Michienzi is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the College of the Holy Cross, Instacart, Dedham Country Day School, and St Sebastians School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.

James Mitchell is a CFP® professional with 27 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2026. He previously worked at BrightPlan, LLC and Fidelity in various advisory roles over a span of more than two decades. Outside of his advisory work, he owns a small business related to property management. 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, often through recommendation-based, non-discretionary advisory arrangements.

Natalie Devine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Voya, she worked at Fidelity Investments and Jackson Hewitt Tax Services. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily providing non-discretionary advice.

Paul Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Charles River Financial Services since 2005 and at Commonwealth Equity Services, Inc. since 1993. Outside of investment advisory, he is involved with Charles River Financial Services, LLC, which provides document organization and consulting services related to taxation, divorce, estate planning, and asset recovery. 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 range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Ilir Rrapi is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has two years of industry experience, including prior roles at Edward Jones, Eagle Strategies (NY Life), New York Life Insurance Company, and Bank of America, N.A. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation using affiliated and third-party sub-managers and offers ongoing portfolio management, financial planning support, and custody services.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

William Behling is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including LPL Financial, Creative Planning, Heritage Way Advisors, and Edward Jones. 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 using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with a long-term investment approach complemented by shorter-term trades for rebalancing and cash needs.

Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Rechard Alexander is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 credential. He has worked in the financial industry since 2016, including positions at Goldman Sachs and UBS. Outside of his advisory roles, he is involved with Parla Mystic Corporation. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services primarily to institutional and high-net-worth clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct client portfolios.

Ronald Newton is a CFP® professional with 36 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., Advice Systems Inc., Commonwealth Financial Network, and Newton Financial. He is the founder and caretaker of Advice Systems Inc., a financial technology software company that is currently inactive. Mariner Wealth Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, while also offering integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Laura Williams is a CFP® professional with seven years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning And Management, LLC for eight 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, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Mark Mathers is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Waltham, MA. Prior to 2015, he was associated with Beacon Pointe Wealth Advisors, LLC. 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-driven approach using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions, among other services.

David Boxmeyer is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC and Fidelity Investments for a combined total of 21 years. 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 certain retail brokerage account holders. The firm’s integrated approach aligns with Empower’s administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.

Jacquelyn Kane is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and less than one year of industry experience. Her prior work includes roles at Keenan Financial, Santander Bank, and various non-financial organizations, including Quincy Public Schools and University of Connecticut. Outside of advisory services, she has experience in the hospitality industry and education. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary investment recommendations through multiple program structures.

Richard Davies is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at O'Brien Wealth Partners LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Aaron Stoner is a CFP®-certified financial advisor with four years of industry experience, currently with Voya Financial Advisors, Inc. He previously worked at Merrill and Bank of America. Outside of his advisory role, he founded Millstone Ministries, a nonprofit that assists individuals aging out of foster care with rental assistance. Voya Financial Advisors, Inc. serves a broad client base including individuals, retirement plan sponsors, and charitable organizations, offering financial planning, portfolio management, and consulting through various program structures, primarily favoring non-discretionary advisory relationships.

Elijah Dorf is a CFP® professional affiliated with Commonwealth Financial Network, with two years of industry experience. His prior roles include positions at The Vanguard Group and Clearfront Advisory, alongside multiple tenures at Commonwealth Financial Network. He has also worked in educational settings at Bentley University and The Frederick Gunn School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers a variety of investment programs and maintains a significant clearing and custody relationship with National Financial Services LLC.