Natasha Esplin is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials with three years of industry experience. Her prior work experience includes roles at Wells Fargo Clearing Services and several educational institutions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and third-party money manager access. The firm operates through multiple program structures and primarily provides non-discretionary investment recommendations.

Jonathan Dunham is a CFP® affiliated with Cerity Partners LLC in Boston, MA, with a total of nine years in the financial services industry. Before joining Cerity Partners in 2026, he worked at Commonwealth Financial Network for four years, was self-employed for one year, and spent five years at Daintree Advisors LLC. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and private-market investments through a combination of proprietary quantitative tools and third-party managers.

Susan Farris is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, where she has worked since 2014. She holds the Series 63 designation and focuses on wealth advisory services within a large enterprise firm. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams and governance committees to create customized portfolios using a mix of proprietary and external strategies, managing approximately $67.8 billion in assets.

Mohammed El Kassem 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 Bank of America and Merrill. 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, wrap programs, and plan-sponsor consulting through multiple program structures, with a predominance of non-discretionary advisory arrangements.

Shreyans Patel is a financial advisor at Voya Financial Advisors, Inc. with credentials including Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. 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 provides services like financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary management.

Chloe Warren is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 credential and five years of industry experience. Prior to joining Voya, she worked at Fidelity Investments and Merrill, among other firms. Outside of advisory work, she is also a Pilates instructor at Sculpt41 and has worked as an independent grocery delivery contractor. Voya Financial Advisors serves a broad client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers comprehensive financial planning and investment management services, delivering advice primarily through non-discretionary, recommendation-based programs alongside various wrap and third-party manager solutions.

Griffin Coates is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Keenan Financial and The SEFA Group. Outside of his advisory role, Coates serves as the head coach for a third-grade soccer team with The Soccer Unity Project in Boston. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment approach that blends passive and active management and utilizes quantitative, momentum, and fundamental analysis.

Christopher Mcmorrow is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior experience includes roles at Manulife John Hancock Brokerage Services LLC and John Hancock. He has also worked in a variety of other sectors, including education and hospitality. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through both discretionary and non-discretionary arrangements.

Damon Latanzi is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at AE Wealth Management since 2022. Prior to that, he was affiliated with South Shore Investment Services and has operated as an independent insurance agent, among other roles. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and plan services.

David Lucier is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior roles include positions at Janus Distributors LLC, Dane Street, and RFS Partners. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Paul Roy IV is a CFP®, CFA®, and holds a Series 66 license with 20 years of industry experience. He is currently with &Partners and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Nicholas Gopaul is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Voya Financial Advisors, Inc., having previously worked at Fidelity Investments and in other roles including at GNC and FJ Auto Sales Ltd. He is based in Boston, MA. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides comprehensive financial planning and portfolio management through various program structures, primarily offering non-discretionary advisory services alongside broker-dealer products.

James Wall is a CFP® professional affiliated with Oppenheimer in Boston, MA, with 10 years of industry experience. He has been with Oppenheimer since 2016. Oppenheimer serves a diverse client base, including high net worth individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs across discretionary and non-discretionary accounts, employing strategic and tactical asset allocation, manager selection, and tailored consulting and retirement services.

Sean Brophy is a financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, holding a Series 65 designation. He has been with CIBC Private Wealth since 2014. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, and investment companies. The firm offers customized portfolio management, financial and estate planning, and coordinated Family Office services, utilizing a governance structure and combining proprietary and external strategies in its investment approach.

Kevin Callaghan is a financial advisor at TIAA-CREF in Boston, MA, with 22 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2012. Outside of his advisory role, he serves as president of Harvard Youth Lacrosse, an organization that provides lacrosse opportunities for children at Harvard. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management through various managed account programs.

Abbott Lawrence is a CFA® charterholder with one year of industry experience. He currently works at Corient in Boston, having joined the firm in 2025 after a 13-year tenure at Boston Common Asset Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Jesse Thurman is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Boston, MA. His prior roles include seven years at The Vanguard Group, Inc. and brief periods at Commonwealth Financial Network and Freedom Trail Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a variety of asset classes. The firm operates within the Charles Schwab ecosystem using standardized asset allocation models and research tools, with advisory decisions confirmed by clients.

Paul Reidy is a financial advisor at Integrity Alliance, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Brokers International Financial Services and Capital Analysts LLC. Outside of advisory services, he is involved in fixed insurance sales through American Senior Benefits. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and third-party platforms.

Heyden Acosta is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Advisory Group, Heyden worked at FNZ Trust Company and State Street Corporation. 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 offers integrated services aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Bernard Gillis is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several organizations including Rise Private Wealth Management and Empower Financial Services, Inc. Outside of finance, his work history includes roles at The Cookie Monstah, Kingman Yacht Center, and the YMCA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed accounts.