Michael Dionne is a financial advisor at Integrated Wealth Concepts LLC in Rockland, MA, holding the ChFC® designation with 42 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. His professional activities have included work with disability, long-term care, and traditional life insurance products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios using mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Kent Forkner is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Veriti Management LLC and Daintree Advisors LLC. Outside of his advisory role, he serves as a volunteer member of the investment committee for Christian Camps & Conferences, Inc., assisting with asset allocation and investment manager selection. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Anthony Distasio is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at John Hancock and Fidelity Investments, as well as work in the hospitality industry with Stones Hospitality Group and Newport Restaurant Group. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice through various program structures and focuses primarily on non-discretionary recommendations, operating as both an SEC-registered investment adviser and a broker-dealer.

Matthew Flaherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked in the hospitality industry as a waiter and bartender at Inn at Bay Pointe in Quincy, MA. Voya Financial Advisors, Inc. serves a broad range of clients including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based client relationships.

Jay Lupica is a Series 65 licensed advisor with 19 years of industry experience. He has worked at The Colony Group, LLC since 2000. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Anthony Maenhout is a financial advisor at Wealth Enhancement Advisory Services, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at HighTower Advisors and Willis Towers Watson, with an academic background at Bentley University. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans. The firm offers financial planning and asset management through diversified, risk-class based allocations blending passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Lauren Dowling is a Series 66–licensed financial advisor with two years of industry experience. She is currently with Voya Financial Advisors, Inc., having joined in 2026 after working at Fidelity Investments. Dowling has also worked in hospitality and capital partners roles prior to her finance career. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers comprehensive financial planning and portfolio management services through various program structures, emphasizing recommendation-based advice over discretionary management.

Erick Caledonia is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His career includes multiple roles within Voya Financial entities since 2014. Voya Financial Advisors, Inc. serves a diverse client base that includes individual investors, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and access to third-party money managers through various program structures, with a focus on recommendation-based, non-discretionary advice.

Patricia Rusu is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior experience includes roles at Morgan Stanley Private Bank and RBC Capital Markets. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, model portfolios, and automated investing platforms, focusing on client financial needs, risk tolerance, and diversified asset allocation.

Thomas Valeo is a financial advisor with Oppenheimer based in Boston, MA. He holds Series 63 and Series 65 credentials and has 56 years of industry experience. Since 2003, he has been associated with Fahnestock & Co. Inc., a division within Oppenheimer. 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 variety of investment programs and advisory services, including discretionary and non-discretionary management, with a focus on equity, balanced, and fixed-income portfolios.

Andrew Karelis is a financial advisor with Commonwealth Financial Network in Newton, MA, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with Commonwealth since 2006 and has held roles at KSP Financial Consultants, Core Wealth Advisory, and KSP Advisors, LLC. Karelis is also a partner and co-owner of a real estate holding company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

William Steele is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Fidelity Investments and has held various roles including positions at Skidmore College and Wilcenski & Pleat Law. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm delivers advice through multiple program structures, primarily using non-discretionary arrangements that require client approval before transactions.

Brandon Arnold is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and The Hartford. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Sawyer Rothmann is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2021. His prior work includes roles at Bainco International Investors LLC and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including high-net-worth individuals, families, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Robert Nadolny Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. He has been with Commonwealth Financial Network since 2014, with prior experience at Wells Financial Partners, LLC. Outside of his advisory role, he coaches lacrosse at Team Central Lacrosse. 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, including customized portfolio solutions and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance resources.

Michael Kirkman is a Series 66-licensed financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He joined Voya in 2026 after roles at Kestra Investment Services and Accuidity Capital Management. Outside of advising, he has worked as a registered field assistant for The Baker Group, providing client service and account support. Voya Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers a variety of financial planning and portfolio management services, primarily through recommendation-based, non-discretionary programs alongside broker-dealer product offerings.

Andrew Baker is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 19 years of industry experience and has been with Citizens Securities since 2012. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, operating as part of a bank-owned enterprise with a range of investment and related financial services.

Zhimin Ou is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and five years of industry experience. In addition to his advisory role since 2022, he has significant involvement in early childhood education, serving as a site coordinator at Kiddosland Child Development Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Scott Brink is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2014. He also works with R.A. Hall & Co. LLC, a CPA firm specializing in accounting, tax, and administration, where he consults with clients on financial planning and wealth management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, utilizing fundamental and technical analysis alongside modern portfolio theory.

Elizabeth Zhao is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Voya, she gained experience in various roles including positions at Dick's Sporting Goods, Epoch Labs, and educational institutions such as Boston University and Moody Middle School. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based, non-discretionary client relationships.