Unai Loyola is a Series 66 licensed financial advisor with one year of industry experience, currently practicing at Voya Financial Advisors, Inc. Prior to this role, he worked at Merrill and The Gardiner House. Outside of his advisory work, he DJs at events and venues such as Boon St Market Place and Gardiner House. Voya Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, retirement plans, and corporate clients through a network of investment adviser representatives. The firm emphasizes client relationships structured around investment policy statements and model allocations, offering both non-discretionary and discretionary management options supported by in-house and external strategists.

Joseph Najm is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has experience in the service industry outside of finance. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to manage accounts primarily on a non-discretionary basis while providing access to a broad range of investment products.

Steven Navarro is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Navarro is also involved in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding Series 65 and Series 66 licenses with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers tailored investment strategies and specialized programs, utilizing both proprietary and third-party analytics within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined the Rockefeller organization in 2022 following prior roles at Sanford C. Bernstein & Co. and First Republic Securities Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through its Private Advisor model and integrated investment platform.

Jonathan Glennon is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to deliver client-focused investment solutions, emphasizing both non-discretionary and limited discretionary management approaches.

Stephen Smith is a CFA® charterholder affiliated with CIBC Private Wealth Advisors, Inc. in Boston, MA, with 9 years of industry experience including his current role since 2021 and prior work at Wilmington Trust. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams, relationship managers, and governance committees to deliver customized portfolios, employing both proprietary and external strategies, and manages assets with a notably high advisor-to-assets ratio.

Clare Ciervo is a CFP®-credentialed financial advisor with 11 years of industry experience. She currently works at Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Balanced Rock Investment Advisors, McVittie Financial Advisors, FSC Securities Corp, and Northstar Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Tyler Fouhey is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at GWFS Equities, Inc. since 2018. Prior to his financial services career, he was employed at Jimmy's Steer House. Outside of his advisory role, he has experience working as a restaurant server specializing in American BBQ. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates.

Joseph Salvati is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior experience includes roles at The Colony Group, LLC and Goldman Sachs Wealth Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, 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 within an enhanced open architecture framework.

Tia Mc Namara is a CFP® and Series 66 credentialed financial advisor with 10 years of industry experience. She is currently with Integrated Wealth Concepts LLC and has previously worked at Ameriprise Financial Services and Cascade Pacific Financial Planners. In addition to her advisory role, she is involved in independent insurance brokering focused on whole life insurance. Integrated Wealth Concepts LLC 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 advisory services, employing customized portfolios with a long-term approach and oversight of third-party asset managers.

Troy Donahue is a financial advisor with Focus Partners Wealth, LLC in Boston, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Fidelity Investments. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nicholas Cross is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Tritower Real Estate Capital and TD Bank. He operates under the DBA Dickinson Wealth Strategies LLC for selling New York Life products and services. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutional investors, and corporate entities. The firm offers a range of advisory programs focused on tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

John Howard Jr. is a financial advisor with Eagle Strategies (NY Life) based in Wakefield, MA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Eagle Strategies, NYLIFE Securities, and New York Life Insurance Company. Howard is also affiliated with Rocco Insurance and Financial Group, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers a range of programs, including fee-based hourly advice and co-advisory relationships, with most assets managed on a non-discretionary basis.

Kimberly Clouse is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at firms including Mariner Platform Solutions, AdvicePeriod, Via Global Advisors, TPW Financial, Fiduciary Trust International, and Silver Bridge. Kimberly serves on the board of YPO Gold New England and leads its women's recruiting initiative. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment products.

Ryan Jordan is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios managed under client-approved investment policy statements.

Michael Wood is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fahnestock & Co. Inc. since 2002. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary programs encompassing equity, balanced, and fixed-income portfolios, with services including asset management, consulting, and retirement planning.

Erin Nicholls is a financial advisor at Breckinridge Capital Advisors Inc with six years of industry experience. She has held roles at Breckinridge since 2017 and previously worked at J.P. Morgan from 2015 to 2017. Nicholls holds a Series 65 designation and is based in Boston, MA. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, and corporations. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and emphasizes tax-aware services and portfolio customization.

Max Byron is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has recently started his career in the financial services industry. Prior to joining Voya Financial Advisors in 2026, Max attended Bentley University and worked at Hannaford. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that offers financial planning, portfolio management, and retirement advisory services to individuals, institutions, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide a range of managed account solutions, often operating with a primarily non-discretionary approach.

Christopher O'Day is a financial advisor at Integrated Wealth Concepts LLC with 2 years of industry experience. He previously worked at LGA, LLP and ALL CPAs and has been involved with the Massachusetts Society of CPAs since 2010. Outside of advising, he serves as Director of Marketing for LGA LLP, a CPA and business advisory firm. Integrated Wealth Concepts LLC 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, and family office services, employing a long-term investment approach with customizable portfolios that include mutual funds, ETFs, individual equities, and fixed income.