Fateh Sokkar is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Securian Financial Services, and New York Life Insurance Company. Outside of his advisory role, he is involved in group insurance activities with Principal. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides 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 offers a range of financial planning, consulting, and educational services, including access to proprietary and third-party advisory solutions.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.

Jaymes Torok is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Security, Guardian Life Insurance Company, and The Ohio State University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and outside strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. 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, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad adviser-support platform featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Paiva is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at Ernst & Young for a total of five years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

John Finney is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held roles at Overvue, Inc., Bleakley Financial Group, LPL Financial LLC, and other firms. He has worked primarily in the Boston, MA area. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes and offers comprehensive reporting and plan-level analytics.

Stephanie Casey is a financial advisor at TIAA-CREF in Cambridge, MA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at TIAA-CREF since 2018. Prior to that, she was employed by Citizens Securities Inc. and Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, employing a fiduciary standard and operating within a vertically integrated structure that includes affiliated funds.

Kelly Morgan is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior experience includes roles at Prio Wealth Business Trust, Prio Wealth LP, and Seaward Management entities spanning from 2010 to 2024. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, private funds, and institutional investors, managing approximately $166.2 billion in client assets. The firm delivers customized wealth management services through a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions.

Mia Garber is a financial advisor at Rockefeller Financial LLC in Boston, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Rockefeller Financial, she spent four years at Boston College and has teaching experience at several educational institutions including The Episcopal Academy and Downingtown schools. Rockefeller Financial LLC serves 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 both as an investment advisor and a registered broker-dealer with a consolidated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.

Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Jacob Solomita is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior experience includes roles at Equitable Advisors and various other positions outside the financial industry. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and third-party strategies and offers both discretionary and non-discretionary account management.

Erin Sullivan is a CFP® and Series 65 professional at Focus Partners Wealth, LLC with 12 years of industry experience. She previously worked at Long Wharf Investors before joining The Colony Group, LLC, where she has been since 2014. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. 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 consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.

Ryan Quinn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for 11 years and held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Donald Gregory Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in residential rental real estate ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model-based and customized portfolio options.

John Mulligan is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Investments, Johnson Brunetti, and Cambridge Savings Bank. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives. The firm employs a combination of in-house and external strategists alongside technology-enabled tools to deliver primarily non-discretionary investment services with some discretionary management options.

Cheyanda Myers is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at MassMutual, Valic Financial Advisors, and Lincoln Financial Group. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, managing portfolios across various securities to align with clients' goals and risk tolerances.

Dylan Mc Lane is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya in 2026, he worked at Merrill from 2024 to 2026 and held various roles in the food delivery and retail sectors. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-driven tools to deliver both discretionary and non-discretionary investment management through a large network of advisors.

Dennis Franson is a financial advisor at Commonwealth Financial Network with over 51 years of industry experience. He holds the Series 63 designation and has been associated with Commonwealth Equity Services, Inc. since 1994. Additionally, he is involved in fixed insurance sales, dedicating a small portion of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.