Alyssa Zimmerman is a financial advisor with Empower Advisory Group in Boston, MA. She holds Series 63 and Series 65 registrations and has one year of industry experience. Her prior roles include positions at Empower Financial Services, Zim Consulting, and career center work at Case Western Reserve University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s administrative platforms, featuring point-in-time financial plans and optional managed accounts.

Emily Mills is a financial advisor at Cerity Partners LLC in Boston, MA, with six years of industry experience. She holds a Series 66 designation and previously worked at Eaton Vance Distributors, Inc. and Eaton Vance Management for seven years. Mills also spent four years at the University of New Hampshire prior to her roles in the financial sector. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Justin Demartin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Fidelity Investments and At the Deck. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, serving individuals, retirement plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to provide financial planning and portfolio management through a large network of advisers.

Ely Kaplansky is a financial advisor with Integrated Wealth Concepts LLC in Needham, MA, holding eight years of industry experience. He has been the CEO of Kaplansky Insurance Agency, Inc. since 1974. 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, constructing customized portfolios primarily with mutual funds, ETFs, individual equities, and fixed income.

Robert Markus Jr. is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 credential. He joined Cerity Partners in 2024 after completing ten years of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm offers investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Jared Bishop is a Series 65-licensed financial advisor with Schwab Wealth Advisory in Chestnut Hill, MA. He joined the firm in 2025 and has prior experience at Charles Schwab, Rubin and Rudman LLP, Schlossberg LLC, and Bowditch and Dewey LLP. Jared has a legal background with several years at law firms before transitioning to financial advising. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes guidance on asset allocation and investment selection based on proprietary research and standard models, with client authorization required for all trades.

Blake Stuart is a CFA® charterholder with over four years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has a prior work history at North American Management Corp spanning 13 years. Outside of his advisory role, Stuart serves as president and board member of North American Legacy Corp, a nonprofit organization. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach blending passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Maxwell Grafton is a CFP® with six years of industry experience and is currently with VOYA Financial Advisors, Inc. Prior to joining Voya, he worked at Fidelity Investments and Merrill. He has held various roles across financial advisory firms and has experience in the Boston, MA market. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a mix of in-house and external strategists and technology-enabled tools to manage both discretionary and non-discretionary client accounts.

Ryan Campbell is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has two years of industry experience. His prior work includes roles at Guardian Life Insurance Company and The Bulfinch Group. Outside of his advisory work, he serves as head coach for a high school freshman hockey team. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Jeffrey La Cross is a CFP® and PFS™ with 11 years of industry experience. He is associated with Integrated Wealth Concepts LLC and has operated LaCross Financial Advisors since 2016. In addition to his advisory role, he works as a tax manager providing accounting, tax, and consulting services through LaCross Financial Advisors. Integrated Wealth Concepts LLC 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, and family office services, employing customized, primarily long-term portfolio strategies using mutual funds, ETFs, individual equities, and fixed income.

Anne Kelly is a financial advisor with Empower Advisory Group in Boston, MA, holding Series 63 and Series 65 credentials and 31 years of industry experience. She previously worked at Putnam Investments Putnam Retail Management for 32 years and has held roles at Empower Retirement and First Republic. 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 services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

David Beatty is a CFP® and Series 65 credentialed advisor with 29 years of industry experience. He is currently with Cerity Partners LLC and has held prior roles at First Trust Direct Indexing LP, Entwood Holdings LLC, Veriti Management LLC, and Daintree Advisors LLC. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a broad set of affiliated capabilities.

Stewart Staunton is a financial advisor at Rockefeller Financial LLC based in Boston, MA, holding a Series 66 designation with seven years of industry experience. He has worked within various entities of the Rockefeller organization since 2021 and previously held roles at Wells Fargo Clearing and Randstad Professionals. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

John Rocco is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA, holding the ChFC® designation and Series 63 license. He has 14 years of industry experience and has worked with New York Life and its affiliated entities since 2012. In addition to his advisory role, he is engaged as a shareholder in NYLARC Holding Company Inc. and operates under the DBA Rocco Insurance and Financial Group, focusing on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives, with a substantial portion of assets managed on a non-discretionary basis, primarily within an integrated New York Life affiliate structure.

Mark Mcgaunn is a CFP® and PFS™ credentialed financial advisor with over 21 years of industry experience. He has worked at Integrated Wealth Concepts LLC since 2017 and has prior experience with LPL Financial and Mcgaunn & Schwadron, CPAs, LLC. Outside of his advisory work, he holds a passive ownership interest in Verticle Dental LLC. Integrated Wealth Concepts LLC 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, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Jeffrey Covitz is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2020, following roles at Epg Incorporated and Stoneham Bank. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate clients, and municipalities, offering a range of brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.

Kevin Sanchez is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior experience at Sachetta, LLC, Allied Universal, and Keenan Financial, among other roles. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios through various model strategies and employs technology to manage held-away employer retirement accounts.

Christopher Kheirallah is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Bank of America, Merrill, and Dagher Financial LLC. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products.

Jennifer Lafrance is a financial advisor with Commonwealth Financial Network and FrameWell Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at E3 Financial Planning for ten years. Outside of her advisory roles, she owns J LaFrance Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion over client portfolio construction and offering proprietary model portfolios.

Kimberly Flynn is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Cerity Partners LLC and has previously held roles at firms including Carson Wealth, Prudential Insurance Company of America, and LPL Financial. Flynn is based in Boston, MA. Cerity Partners provides customized wealth management services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm employs tailored asset allocation and manager selection strategies, offers access to alternative and private-market investments, and maintains affiliated practices in pension consulting, insurance, and venture investments.