Francis Donlan is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Donlan serves as a volunteer monitoring investment trusts for a local condominium investment trust. Janney Montgomery Scott LLC is a large, dually registered 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Justin Amico is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has worked at CIBC Private Wealth Management since 2007. CIBC Private Wealth Advisors offers a range of investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Nicolay Siclunov is a financial advisor at Oppenheimer with nine years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, he worked at PowerScore, Inc. for one year. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory approaches that include discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Elisabeth Zimmerman is a CFP® with 22 years of industry experience. She has worked at Mercer Global Advisors Inc. since 2025 and spent 36 years previously at O'Brien Wealth Partners LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, separate account managers, and private funds, while also offering specialized programs and educational initiatives.

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.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

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.

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.

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.

Laura Gustafson is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including Shorepoint Capital Partners LLC and SK Wealth Management, LLC. Gustafson also serves as an adjunct faculty member lecturing at the graduate level at Rhode Island College. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing both quantitative and qualitative analysis through an Investment Committee to implement customized investment strategies.

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.

Yuan Liu is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at KPMG US LLP and SS&C Technologies Holdings. Outside of advising, he is involved with SCORE, a nonprofit organization supporting small businesses. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, managing a mix of discretionary and non-discretionary assets.

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.

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.