Linda Durant is a financial advisor with Commonwealth Financial Network in Lexington, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Lexington Financial Group and Commonwealth Equity Services, Inc. since 1995. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Sheldon Rosenberg is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a CPA and owner at Tankel Rosenberg & Co., P.C. since 1987. 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 primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Greg Gohr is a financial advisor at Allworth Financial, L.P. in Waltham, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Wealth Management, LLC and Commonwealth Financial Network prior to joining Allworth in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a mix of model strategies and employs technology to manage held-away accounts without client login credentials.

Mihai Popa is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Commonwealth and Axial Financial Group since 2012. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and support services including wealth management, retirement plan consulting, and discretionary model portfolios.

Andrew Diozzi is a financial advisor at NewEdge Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Raymond James Financial Services and Concurrent Investment Advisors. Diozzi is also associated with The Wealth Stewards as a wealth advisor. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individual and institutional clients through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party investment strategies supported by centralized due diligence and technology tools.

John Derway is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. His prior career includes long tenures at Coburn & Meredith, Inc. and Tucker Anthony & R.L. Day. He began working with Integrated Wealth Concepts and LPL Financial in 2021. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a primarily long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Trevor Pilkington is a financial advisor with Commonwealth Financial Network in Boston, MA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at John Galt Staffing and the University of Massachusetts Amherst. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, with discretionary model portfolios managed by its Investment Management and Research team.

Carl Young III is a financial advisor at William Blair with 22 years of industry experience. He has been with William Blair & Company since 2015. He holds Series 65 and Series 63 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

John Murtagh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at The Clifford Group LLC, NewEdge Advisors, LLC, Triad Advisors LLC, Bank of America, Merrill, and PLT4M. Outside of advising, he serves on the finance committee of The Parmenter Foundation, a charitable organization providing bereavement and end-of-life care services. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing customized, primarily long-term investment strategies across a range of asset classes.

Barbara Attardo is a CFP® professional with 19 years of experience in financial advising. She has been with Cerity Partners LLC since 2022 and previously worked at Daintree Advisors LLC for ten years. Based in Boston, MA, she offers expertise in comprehensive financial planning and investment management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

Shawn Jennings is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Charles Schwab, TIAA/Tiaa, and Savant Wealth Management. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often delivering advice through recommendation-based, non-discretionary arrangements.

Dillon Wright is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and has previously worked at Citizens Securities, Inc., Bank of America, and Merrill. Voya Financial Advisors, Inc. serves a diverse range of clients including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based arrangements.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

John Farrell is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 16 years of industry experience. He has been with Commonwealth Financial Network since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, and compliance services.

Christopher Dooley is a financial advisor at Hightower Advisors in Lexington, MA, holding CFP® and Series 66 designations with 17 years of industry experience. His prior roles include positions at Adviser Investment, LLC, Personal Capital Advisors Corporation, and Charles Schwab. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and financial institutions. The firm utilizes a multi-manager approach with access to affiliated and third-party managers, proprietary research, and a range of investment vehicles, supporting both discretionary and non-discretionary portfolio management.

Frank Marzella is a CFP® with 31 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Brookline Bank and Infinex Investments, Inc. since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating with a distinctive hybrid adviser/broker-dealer structure.

Nicholas Mihopoulos is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments, Floyd Advisory, and The Country Club. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting through a variety of program structures that emphasize non-discretionary recommendations.

Robert Quinn is a financial advisor at Corient in Boston, MA, holding the CFP®, CFA®, and Series 63 designations with three years of industry experience. His prior work includes 12 years at Eaton Vance WaterOak Advisors and roles at Corient and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings, including private fund capabilities and affiliated trust services.

Rebecca Hajjar is a financial advisor with Commonwealth Financial Network in Brookline, MA. She holds a Series 66 designation and has 23 years of industry experience, all with Commonwealth since 2000. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including wealth management, retirement plan consulting, and access to discretionary model portfolios managed by its Investment Management and Research team.

Alec Bedard is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining VOYA, he worked at GWFS Equities, Inc. and has a diverse background including roles at Fidelity Investments and participation in political campaigns. VOYA Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, primarily on a non-discretionary basis, and operates as both an SEC-registered investment adviser and broker-dealer.