Christopher Veneto is a financial advisor at Farther with 19 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Northstar Capital Inc. for 18 years before joining Farther in 2025. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, individual equities, and fixed income.

Oliver Scholle III is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and three years of industry experience. Prior to joining Commonwealth, he served in the U.S. Navy from 2013 to 2021 and worked at Harvest Wealth Management, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and customizable investment solutions while maintaining a substantial clearing and custody relationship with National Financial Services LLC.

Joshua Alpert is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous roles include positions at Fidelity Investments and various organizations in education and recreation. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm uses both affiliated and third-party products and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.

Alexander Tobiassen 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 and the Professional Planning Group. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement-plan advisory services through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, offering a range of investment programs, including unified managed accounts and wrap programs.

Brian Falconer is a financial advisor with Guardian Life in Braintree, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Park Avenue Securities, SagePoint Financial, Securian Advisors of New England, Massachusetts Mutual Life Insurance Company, and MetLife Securities. He serves on the board of the National Association of Insurance and Financial Advisors Rhode Island chapter. Guardian Life’s Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

John Gunning Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Commonwealth Equity Services, Inc. since 1999 and joined Legatus Wealth in 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of nearly 3,000 advisors by providing operations, trading, technology, investment management, compliance, and practice-management support. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions.

Matthew Gordon is a CFP® professional based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC for 14 years prior to his current role at Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

Eric Rosenberg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked at G.W. & Wade, LLC and G. W. & Wade Asset Management Company, Inc. Prior to joining Focus Partners, he spent 28 years with these firms before moving to The Colony Group in 2024. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds.

Alexandra Rooney is a financial advisor at Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Empower Advisory Group, she worked at GWFS Equities, Inc. for five years. Outside of finance, she has held roles at Thayer Academy and been involved with Dope Promotions. 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.

Brian Kessel is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience, including prior roles at Fidelity Investments and the Rhode Island Executive Office of Commerce. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement investment recommendations, offering both discretionary and non-discretionary management options.

Shawn Hayward is a CFP® and ChFC® with 17 years of experience in financial advising. He is currently with Voya Financial Advisors, Inc. and has previously worked at firms including Savvy, Sequoia Financial Group, Edward Jones, The Vanguard Group, Bank of America, Merrill Lynch, Scottrade, Santander Securities, and LPL Financial. He is based in Boston, MA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to manage mostly non-discretionary client relationships through a large network of advisors.

Mark Andersen is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He previously worked at Wilmington Trust Company for nine years before joining Cerity Partners in 2022. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary investment screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

Peter Donohoe is a CFP® with 28 years of experience in the financial services industry. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC, having previously worked at Grandview Partners, Commonwealth Financial Network, LPL Financial, Webster Services, Cco Investment Services, PRW Wealth Management, and Nfp Securities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and operates multiple management platforms while acting as an ERISA fiduciary where applicable.

Hugh Taylor is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously led Taylor Wealth Management Partners for eight years before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio management supported by an internal team and third-party managers, along with integrated tax and accounting resources uncommon at its enterprise scale.

John Deminico is a financial advisor with TD Private Client Wealth LLC in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at TD Bank N.A., Citizens Securities, Inc., and Saybrus Partners, LLC. 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, offering portfolio management, financial planning support, and custody through third-party custodians. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kevin Garland is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and 22 years of industry experience. He has been with Commonwealth since 2009. Garland is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a wide client base. The firm provides a comprehensive support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Rafael Okon is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors, Inc. is an 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, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to support both discretionary and non-discretionary client relationships.

Jaden Visconti is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Fidelity Investments from 2021 to 2025 and has experience in the energy sector with Uptime Energy, Inc. Jaden is based in Boston, MA. Cerity Partners advises a diverse client base that includes individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Luke Shapiro is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments from 2024 to 2026. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios with technology-enabled tools and provides both discretionary and non-discretionary management options through a large network of investment adviser representatives.

Tammy Dong is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has held roles in diverse organizations including the National League of Cities and the Centre for Socio-Economic Development. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individual, pension, charitable, and corporate clients. The firm uses investment policy statements, model allocations, and technology-enabled tools to deliver financial planning and portfolio management services through a large network of advisors.