Andrew Barton is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Fidelity Investments and engagements with Crystal Lake Golf Club and Blue Hill Country Club. Voya Financial Advisors serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on non-discretionary recommendations.

Robert Devinney is a CFP® professional with 12 years of industry experience, currently advising at Cerity Partners LLC. Prior to joining Cerity Partners, he worked at Prio Wealth LP for five years and Fidelity Investments for three years. He holds Series 66 and Series 63 licenses. 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 employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth, interspersed with periods as a student. 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, private funds, and mutual funds.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Richard West is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Spearhead Capital Advisors, Perspecta Trust Company, and founding West Family Wealth Advisors, a single-family office providing trust, estate, and investment advisory services to his family. He continues to serve as president of West Family Wealth Advisors on a part-time basis. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as a registered broker-dealer with additional services including variable insurance products, placement, and investment banking.

Drew Balestrieri is a financial advisor with Valic Financial Advisors in Burlington, MA, holding a Series 66 credential and five years of industry experience. His prior work includes roles at AGIA, AmWINS Group Benefits, Enterprise Rent-A-Car, and Salve Regina University. Outside of financial advising, he is involved in the collectible market as an owner and seller of rare comic books. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and centralized technology solutions.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Bethany Coughlin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Voya since 2015 and also operates a self-employed business since 2013. Outside of financial advising, she is involved in youth sports as a team manager for Milton Youth Hockey. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charities, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendations across multiple program structures, combining SEC-registered investment adviser and broker-dealer roles.

George James 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 worked briefly at Fidelity Investments and has experience in several other fields including the restaurant industry and energy sector. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a variety of advisory services through multiple program structures, emphasizing non-discretionary, recommendation-based relationships.

John Cheney is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked primarily at Goldman Sachs & Co LLC since 2021, with prior roles including positions at Siena College and Strategic Solutions Healthcare Management Consultants. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, integrating services across its affiliated entities within a large financial group.

Christopher Kenney is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior experience includes roles at Nylife Securities LLC and New York Life Insurance Company. He also operates Fairway Group, LLC, brokering insurance products outside of New York Life offerings to serve certain clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing a range of advisory services such as financial planning, investment management, and retirement plan consulting. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Mc Gean is a financial advisor at Savant Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles in financial services at Heritage Financial Services and teaching positions with multiple public and charter schools. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm’s investment approach combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by substantial scale and integrated affiliated services.

Cormac Hayes is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and various country and golf clubs. Voya Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing non-discretionary recommendation-based relationships.

Bridget Holbrook is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Pedro Henrique Tameirao is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Eaton Vance Distributors, Inc. Outside of finance, he has been involved with Burnham's Catering since 2022. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including non-discretionary advice and third-party money manager programs.

Fraser Mc Lean is a CFP® and CFA® with 12 years of industry experience. He has been with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021, and previously worked at North American Management Corp. for 10 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and specialized retirement consulting services.

James Moore is a financial advisor at TIAA-CREF in Cambridge, MA, holding a Series 66 designation with four years of industry experience. His background includes roles at Dynamic Skating and Michigan State University prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers a fiduciary standard on its RIA services and manages portfolios through model and customized strategies within a vertically integrated structure.

Jake Amell is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at LPL Financial, Pioneer Bank, and Bentley University. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients, utilizing centralized investment resources and a range of discretionary and non-discretionary management strategies.

Richard Rodeschini is a financial advisor at Rockefeller Financial LLC with six years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial, Rockefeller & Co LLC, NYLIFE Securities LLC, New York Life Insurance Co., and New York Private Trust Company. 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 provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Chun Lin is a CFP® with 34 years of industry experience, currently affiliated with Commonwealth Financial Network in Reading, MA. He has operated Lin Financial Services since 2007. Outside of advisory work, he is the owner of a family-related real estate holding company. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.