Mark Poitras is a financial advisor at Guardian Life with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions tailored to client needs, combining advisor-led discretionary management with model-based strategies and technology platforms.

Mark Fantasia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Voya, he spent two years at Merrill. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm integrates model portfolios, technology-driven tools, and a combination of discretionary and non-discretionary management approaches.

Barry Zimmerman is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Guardian Life and its affiliates since 1995 and has also worked with Park Avenue Securities since 2024. Outside of his advisory role, he manages the resale of season Red Sox tickets. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both advisor-led and model-based investment strategies, combining proprietary programs with third-party platforms and a digital advisory solution.

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. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for two years. His background also includes academic roles at the University of Massachusetts Dartmouth and Worcester State University. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver customized investment solutions, operating in both advisory and broker-dealer capacities.

Kenneth Johnson is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds a Series 63 designation and has been with Commonwealth Equity Services, Inc. since 1991. His outside activity includes fixed insurance sales at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, compliance, and practice-management. The firm offers multiple program structures and discretionary model portfolios managed by its Investment Management and Research team.

Olurotimi Sulaiman is a financial advisor at Voya Financial Advisors, Inc. 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 and held various positions outside of finance, including roles at Walgreens Pharmacy and involvement with local churches. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension and profit-sharing 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, combining model portfolios and technology-enabled tools to provide both discretionary and non-discretionary investment management.

Sean Condon is a financial advisor with Eagle Strategies (NY Life) in Danvers, MA, holding Series 63 and Series 66 credentials. He has 17 years of industry experience and has also operated Condon Financial & Insurance Services. Condon serves as a board member and treasurer for The Wilson House, an organization 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, and corporate and charitable entities. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 eight years of industry experience. His prior roles include positions at GW&K Investment Management and Fidelity Investments. He began his professional career after completing his education at Elon University. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services through a large network of representatives, combining in-house and external strategies with technology-enabled tools to support both discretionary and non-discretionary client relationships.

Jacob Tristine is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for three years and has additional experience with Slanté Management and Amwins Group Benefits, LLC. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, and corporate clients through a large network of investment adviser representatives. The firm offers both discretionary and non-discretionary account management, utilizing model portfolios and technology-enabled tools to implement client investment strategies.

Geoffrey Mccarthy Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial and Peloton Wealth Management. He also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Stephen Oliver is a CFP®, CFA®, and holds a Series 65 license with 30 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously held positions at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of finance, he serves on the Board of Managers for Barrell House Z, a craft brewery based in Weymouth, MA. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security approaches, with specialized offerings in alternative and private market solutions for qualified clients.

Michael Smith Vaughan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he held roles at Prio Wealth LP, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Fidelity Investments. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that includes quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

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 Series 65 licensed advisor with Focus Partners Wealth, LLC and has four years of industry experience. Prior to joining Focus Partners Wealth in 2024, Farimani worked at GW & Wade, LLC for three years and has held positions in both legal and academic settings, including with several law firms and Northeastern University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.