Beatrice Maidman is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Cresset Asset Management, LLC and has prior experience at JP Morgan Chase Bank, N.A., First Republic Securities Company, LLC, and Boston University School of Law. Maidman’s background includes both legal and financial roles. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a risk-aware investment approach that combines strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Timothy Kelley is a financial advisor with Commonwealth Financial Network in Braintree, MA, holding Series 65 and Series 66 credentials and possessing 23 years of industry experience. He has been affiliated with both Commonwealth Financial Network and The Murphy Insurance Group since 2008. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Robert Conaty is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at Coburn & Meredith Inc for 16 years before joining Integrated Wealth Concepts and LPL Financial in 2021. Outside of his advisory work, he teaches skiing at local ski resorts. 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, family office and retirement plan advisory services, and sponsors wrap-fee programs with a long-term investment approach while utilizing model portfolios and multiple third-party asset managers.

Gregory Dimarzio is a CFA® charterholder with nine years of experience in the financial industry. He is currently with Corient in Boston, where he has been since 2024. Prior to joining Corient, he worked at Rockland Trust, William Blair, and Berkshire Bank. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines internal strategies with third-party managers and customized asset allocation, employing risk management tools and private fund capabilities.

R. Jason Horwitz is a CFP® professional affiliated with Integrated Wealth Concepts LLC in Rockland, MA, with 25 years of industry experience. He has worked with Integrated Wealth Concepts and LPL Financial since 2016. Integrated Wealth Concepts LLC 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, family office, and retirement plan advisory services, utilizing a primarily long-term investment approach with customized portfolios composed of mutual funds, ETFs, individual equities, and fixed income.

Sean Burke is a financial advisor with Integrated Wealth Concepts LLC in Rockland, Massachusetts, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His career includes roles at LPL Financial, E*TRADE Capital Management, and Fidelity Brokerage Services. Burke is also a director at BA, Inc., a tax preparation and accounting firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, constructing customized portfolios with a primarily long-term approach and utilizing internal management alongside third-party asset managers.

Mohammad Zeeshan is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. His prior roles include positions at LPL Enterprise LLC and Packerland Brokerage Services. Outside of advising, he has worked as a barback in Marblehead, MA. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, retirement-plan advisory services, and more to individuals, pension plans, charities, and corporate clients. The firm employs a combination of model portfolios, third-party managers, and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Eric Maiuri is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Citizens Securities, Inc. and Morgan Stanley Smith Barney LLC. Based in Boston, MA, he joined TD Private Client Wealth in 2026. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with both affiliated and third-party sub-managers to construct portfolios.

Ryan Mulcahy is a financial advisor at VOYA Financial Advisors, Inc. with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year and spent four years with the Town of Concord Police Department. He has also been involved with ice-skating instruction through the Greg Carter European Hockey School and Sharper Edge Adaptive Skating. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and outside strategists with technology-enabled tools to support predominantly non-discretionary client-managed investment relationships.

Joseph Curran is a CFP® and holds a Series 65 credential with two years of industry experience. He has worked at Mariner since 2026 and previously held roles at First National Advisors, LLC, Lexington Wealth Management, and Repligen Corporation. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations through investment management, financial planning, retirement consulting, and various tax and family office services. The firm employs customized discretionary portfolio management supported by both internal research and third-party managers, and offers integrated tax, accounting, and financial wellness solutions.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with six years of industry experience. Her prior roles include positions at The Colony Group, LLC, Ballentine Partners LLC, and Morningside Tech Advisory. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Mary Flanigan is a CFP® with 21 years of experience in the financial services industry. She is currently with Kestra Advisory, LLC, where she has worked since 2020, and previously spent over a decade at Morgan Stanley in various capacities. Flanigan also serves as a Wealth Strategist at Windsor Private Wealth, LLC, focusing on financial planning and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves diverse client types, including large institutional investors.

Brandon Franco is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Claro Advisors, Morgan Stanley, and Putnam Investments. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach combined with shorter-term trading for rebalancing or cash needs.

Alyssa Estro is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. Prior to her current role, she worked at Charles Schwab Bank and Charles Schwab, with additional experience outside finance including a position at Dirty Taco and Tequila. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment guidance is based on Schwab’s asset-allocation models and internal research tools, with trades executed only upon client authorization.

Gray Gibson is a financial advisor at AE Wealth Management, LLC with 1 year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Eaton Vance. Prior to entering the financial industry, he served seven years in the US Navy. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Jane Chrumka is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Her prior experience includes roles at Calibre Advisory Services Inc. and Tanager Financial Services Inc., spanning over seven years, alongside a period as a full-time parent. Cerity Partners provides customized wealth management services to a diverse client base that includes individuals, families, trusts, foundations, and institutional investors. The firm’s investment approach integrates client-specific profiles, quantitative screening, and both third-party and direct security selection, while offering access to alternative and private market solutions for qualified clients.

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 financial advisor at Janney Montgomery Scott in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include positions 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services supported by in-house portfolio management and third-party managers.

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 with VOYA Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. His background also includes roles in marketing and customer service. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to offer both discretionary and non-discretionary management solutions.