Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Samuel Matias is a financial advisor at Voya Financial Advisors, Inc. He holds the Series 65 and Series 63 designations and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years and has additional experience in education and retail. Voya Financial Advisors, Inc. serves individual investors, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance products, delivering advice through a combination of model portfolios, affiliated strategies, and third-party investment solutions.

Olurotimi Sulaiman is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments from 2023 to 2025 and has held various roles outside the financial sector, including positions at Walgreens Pharmacy and involvement with Grace Harbor Church. Voya Financial Advisors, Inc. serves individuals across a range of wealth levels, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through wrap and unified managed account programs, and access to third-party money managers, combining advisory services with broker-dealer capabilities and the use of affiliated products and strategies.

Sean Condon is a financial advisor with Eagle Strategies (NY Life) based in Danvers, MA, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has worked with Eagle Strategies since 2013 and with New York Life entities since 2008. Condon serves on the board of The Wilson House, a nonprofit organization in East Dorset, VT, dedicated to preserving the legacy of Bill Wilson, co-founder of Alcoholics Anonymous. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, charitable, and corporate clients. The firm offers multiple advisory programs and tailors recommendations to client objectives, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Ian Hannafin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at GW&K Investment Management and Fidelity Investments. Voya Financial Advisors serves individuals, retirement plans, and corporate clients by offering financial planning, portfolio management, and brokerage and insurance products. The firm utilizes model portfolios and third-party strategists, managing most advisory assets on a non-discretionary basis.

Jacob Tristine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience with Slanté Management. Voya Financial Advisors serves individuals, employer-sponsored retirement plans, and charitable and corporate clients, offering financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers.

Stephen Oliver is a CFP®, CFA®, and Series 65 credentialed financial advisor with 29 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent eight years at Daintree Advisors LLC. Outside of his advisory work, he serves on the Board of Managers for Barrell House Z, a craft brewery in Weymouth, MA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and foundations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Michael Smith Vaughan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, offering tailored investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Alexandra Goodson is a CFP®-certified financial advisor with seven years of industry experience, currently with Corient in Boston, MA. Her background includes roles at Aristotle Capital Management and RBC Capital Markets. She is also co-founder of Cloud-y Cleaner S-corp, a cleaning product manufacturing and distribution business. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, incorporating risk management tools and alternative investments where appropriate.

Lori Ann Garside is a Series 66-licensed financial advisor at VALIC Financial Advisors with three years of industry experience. She previously worked at MainePERS for 27 years and currently holds a position as an agent at Agia, where she is involved with non-securities insurance products. VALIC Financial Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Iman Farimani is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including GW & Wade, LLC. Farimani also has an academic background with Northeastern University. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment options.

Nathan Ballentine is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds the Series 66 designation and has two years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities LLC, New York Life, and affiliated businesses dating back to 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages a significant portion of assets on a non-discretionary basis.

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles.

Stephen High is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at BlackRock, Merrill, Bank of America, and Commonwealth Financial Network, among others. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies, offering both discretionary and non-discretionary investment programs through an integrated advisory and broker-dealer platform.

Benjamin Kachur is a Planning Consultant at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans tailored to their goals and financial needs. He emphasizes understanding clients' priorities through attentive questioning and listening, using Fidelity's investment tools to construct and monitor financial plans. Benjamin began his career at Fidelity Investments as a Workplace Planning Consultant from 2022 to 2024 before assuming his current role in 2024. His approach involves continuous progress monitoring and plan adjustments in response to changes in clients' situations and economic conditions. Outside of his professional work, Benjamin enjoys fishing, fitness, golf, running, and skiing.

Stephanie Mccann is a financial advisor with Commonwealth Financial Network in Waltham, MA. She holds the Series 66 designation and has 16 years of industry experience, having been with Commonwealth since 2005. 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 services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, trading, technology, and compliance infrastructure.

Jason Navarro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Commonwealth Financial Network and New England Pension & Benefit Group, LLP since 1998. 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 services, including wealth management, retirement plan consulting, and access to third-party asset managers, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.