Jane Chrumka is a financial advisor at Cerity Partners LLC in Boston, MA, holding the CFP® and Series 66 designations with seven years of industry experience. She joined Cerity Partners in 2023 after spending eight years as a full-time parent. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Timothy Moynihan is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Janney Montgomery Scott since 2008. 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 wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, and offers brokerage services, financial planning, and advisory programs combining in-house and third-party portfolio management.

William Dynan is a Series 66-registered financial advisor with Janney Montgomery Scott, based in Boston, MA. He has three years of industry experience and has previously worked at Bank of America, JPMorgan Chase, and State Street Corporation. Janney Montgomery Scott 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 a range of services such as brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Richard Mullaney is a CFP® with eight years of industry experience, currently serving at CIBC Private Wealth Advisors, Inc. in Boston, MA. His prior experience includes roles at SVB Private and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management, including access to options strategies and coordinated Family Office services for complex needs.

Max Easterday is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Voya Financial Advisors in 2026, he worked at Fidelity Investments from 2024 to 2026. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, primarily providing non-discretionary recommendations.

Glenn Allen Prichett is a financial advisor at PNC Wealth Management in Boston, MA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at MBSC Securities Corporation and Mellon Corporation, where he worked for 17 years, as well as BNY Mellon NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only pilot for employees. The firm uses algorithm-driven risk assessments to guide portfolio strategy and delegates portfolio implementation to third parties.

Hal Newman is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Truist Advisory Services since 2016, including roles at Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary management with technology-supported research and inter-affiliate integration.

Jarred D'amico is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Citizens Securities, Inc. and PHX Financial Inc. Outside of advisory work, he is involved with Damico Innovation Media. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, and corporations. The firm offers various services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, emphasizing non-discretionary, recommendation-based advice.

Aidan Magnotta is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Voya, he held positions at Fidelity Investments and Stifel and has experience in estate planning and academic roles at the University of Rhode Island. Voya Financial Advisors serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary advice.

Greta Ferguson is a financial advisor at Mercer Global Advisors Inc. with a Series 65 designation. She has experience working in various roles including at Mercer Global Advisors, Murraysmith, Inc., and educational institutions such as Boston College and Oregon Episcopal School. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and various implementation options.

Joshua Perez is a CFA® charterholder with eight years at Breckinridge Capital Advisors Inc and a total of 15 years in the financial industry, including seven years at Sun Life Financial. He is based in Boston, MA. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients. The firm combines top-down committee outlooks with fundamental research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Jianhua Yao is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Transamerica Financial Advisors since 2012 and World Financial Group since 2009. Outside of advising, he works as a research scientist in pharmaceutical research. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach with third-party managers and offers multiple advisory programs alongside an integrated retirement plan ecosystem.

Kelly Hudak is a CFP® professional with 22 years of industry experience, currently with Integrated Wealth Concepts LLC since 2026. She previously worked at Ameriprise Financial Services, Inc. and its affiliate from 2004 to 2026. Outside of advisory work, Hudak co-owns several real estate-related entities and is involved with a marketing and educational business, Sarson Funds, LLC. 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, and family office services, employing a primarily long-term investment approach while utilizing internal and third-party asset management.

Michael Hebert is a financial advisor at Mariner Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 19 years and First National Advisors LLC for 28 years. Hebert also serves as a Notary Public for the State of Massachusetts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm offers discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services, including specialized CFO capabilities and a Financial Wellness Platform for employers.

Douglas Rogers is a CFA® charterholder with four years of industry experience. He has worked at Truist Advisory Services since 2021, following prior roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank. Rogers serves as an at-large trustee for Friends of Reading Scouting, a volunteer organization supporting local scouting programs. Truist Advisory Services provides investment consulting and advisory services to individual, corporate, and charitable clients, offering asset allocation, fiduciary support, and third-party manager selection programs. The firm integrates inter-affiliate resources and utilizes both discretionary and non-discretionary investment approaches.

Charlotte Sigg is a financial advisor at Oppenheimer with a Series 65 credential and one year of industry experience. Prior to joining Oppenheimer, she held positions at Whole Foods, Keenan Financial, and other firms. Outside of her advisory role, she is also a licensed insurance agent and occasionally offers clients insurance products. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic and tactical asset allocation across multiple asset classes.

Kaelyn Marsano is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Timothy Havern is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His career includes roles at Commonwealth Financial Network, Raymond James & Associates, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Connor Sullivan is a CFP® with eight years of industry experience based in Boston, MA. He has worked at The Colony Group, LLC since 2013. Sullivan holds the Series 63 license in addition to his CFP® designation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an “enhanced open architecture” framework, combining active and passive strategies along with various specialized investment options.

Thomas Mc Donnell is a financial advisor at Corient with three years of industry experience and holds a Series 65 credential. His prior work history includes roles at Socius Family Office, Morgan Stanley, and The Sports Family, LLC. Mc Donnell also has a background in collegiate football, having been part of teams at Ohio State University and Cornell University. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and offering affiliated private fund capabilities.