Nancy Mc Aloon is a financial advisor with Eagle Strategies (NY Life) in Hingham, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2018, with prior experience at The Loon Group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice and multiple program types, focusing primarily on non-discretionary assets and servicing a diverse client base including defined contribution and benefit plans, charitable, and corporate clients.

Tamara Lee is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Raymond James & Associates from 2010 to 2023. Lee serves on the board and personnel committee of Berkshire Place, a nursing care facility in Pittsfield, MA. 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 and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Scott Lomes is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, where he is involved in business development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as vendor searches, fiduciary consulting, plan design, and employee education, and supports complex investment solutions within its supervisory framework.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Katherine Schultz is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at UBS and Goldman Sachs & Co. LLC, as well as managing Perks Coffee Shop and Beer Garden. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses both strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver customized advice and access to alternative investments.

Seth Washington is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Fidelity Investments and Greystar. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment decisions, with client authorization required for all trades.

Mac Isaac Armstrong is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services LLC, and several other organizations in various sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools to implement client investment strategies.

Dylan Morris 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 worked previously at Fidelity Investments and several smaller firms. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Matthew O'Brien is a CFP® with 19 years of experience in the financial services industry, currently serving as CEO of Madison House Wealth Management, where he focuses on retirement income planning and stock-based compensation strategies. He has worked at Voya Financial Advisors, Inc. since 2016 and previously at Financial Foundations and Voya Financial Partners, LLC. Outside of his advisory roles, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, institutions, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships and deliver both discretionary and non-discretionary investment management.

Robb Scott is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for six years and held a position at Vanderbilt University for two years. Outside of his advisory role, he serves as a committee member for Thompson Island Outward Bound and as a corporate trustee for the Trustees of Reservations, both nonprofit organizations in Boston. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides specialized services including Core Family Office offerings and employer financial-wellness tools.

Vincenzo Greco is a financial advisor with Voya Financial Advisors, Inc. in Boston, holding Series 63 and Series 65 credentials. He has recent experience with MML Investors Services, LLC and MassMutual Life Insurance Co, and has worked in collegiate athletics administration and sports organizations. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a range of advisory services. The firm utilizes investment policy statements, model portfolios, and both in-house and external strategists to manage accounts primarily on a non-discretionary basis.

Andrew Ivens Sr. is a financial advisor at First Citizens Investor Services, Inc. with 10 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His career includes roles at ETHIC Wealth Advisors LLC, ETHIC, A Wealth Bank, Citizens Securities, Inc., and Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client process that includes financial assessments led by IARs and employs fundamental, quantitative, and technical analysis to manage diversified portfolios.

Elizabeth Campbell is a financial advisor at Mariner with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Oak Leaf Wealth Management Services and Commonwealth Financial Network. Campbell is based in Boston, MA. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, providing investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Lisa Neira is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Corient and has held previous roles at RegentAtlantic and Fidelity Investments. Neira serves on the board of Advisers Give Back, a nonprofit providing pro bono financial planning, and is a National Pride Group Committee Member of the National Association of Personal Financial Advisors (NAPFA). Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Matthew Richardson is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Triple 5 Consulting, Trinity Wealth Securities, LLC, and Florida Financial Advisors. Cerity Partners serves 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 December 31, 2025. The firm offers customized wealth management services, employing a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Bortnick is a CFA® charterholder with 33 years of industry experience. He is currently with Corient in Boston, MA, where he has worked since 2022, following a long tenure at Eaton Vance Management and Eaton Vance WaterOak Advisors. Bortnick serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Alex Oliver is a CFP® with 11 years of industry experience. He has worked at Mariner since 2026 and previously spent 11 years at First National Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, and its services include advanced tax integration and administrative family office capabilities.

Patrick Gallagher is a financial advisor at Voya Financial Advisors, Inc. with Series 65 and Series 63 licenses and two years of industry experience. He has worked at several firms including Manulife John Hancock Brokerage Services, John Hancock, Fidelity Investments, and Brown Brothers Harriman. Voya Financial Advisors 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 provides a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory, utilizing a combination of in-house and external strategists along with technology-enabled tools.

Erik Marr is a CFP® professional with 12 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC. His prior experience includes a 13-year tenure at Fiduciary Wealth Partners, LLC and a year at Washington Trust Advisors. Integrated Wealth Concepts LLC serves a diverse client base including 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, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Jason Bourque is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked with Eagle Strategies since 2017 and has been involved with New York Life and affiliated entities since 2006. Outside of his advisory role, Bourque serves as Secretary on the board of the Epilepsy Foundation and contributes as an educator and content creator for a community media project focused on local small businesses. Eagle Strategies serves a diverse group of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.