Abigail Gonzalez is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs LLC and Goldman Sachs Ayco. Outside of finance, she has experience in the hospitality industry, including roles at Delmonico's Italian Steakhouse and Guptills Ice Cream. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide a wide range of advisory services and investment strategies.

Brennan Moore is a CFA® charterholder with 18 years of industry experience, currently serving at Kestra Advisory since 2018. He also holds roles at Kestra Investment Services, LLC and NFP Retirement, focusing on retirement plan analysis and investment reviews for corporate retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves various client types, including sovereign wealth funds.

Suzanne Conran is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Lincoln Investment since 2010 and has concurrent experience with Aag Securities, Inc. and Horizon Financial Group. Outside of advisory roles, she is involved in providing fixed annuity products and insurance quotes, including term life insurance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and both advisor- and firm-managed model portfolios, using a blend of strategic and tactical investment approaches overseen by an Investment Management & Research team.

William Bestgen Jr. is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 52 years of industry experience, including two separate tenures at Commonwealth totaling over three decades and ownership of Bestgen Wealth Management, LLC. Outside of advisory work, he serves as a trustee for a corporate retirement plan. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering access to discretionary model portfolios and multiple program structures.

Roderick Macdonald is a CFP® with 21 years of industry experience, currently serving at Focus Partners Wealth, LLC. He previously worked for The Colony Group, LLC for ten years. Outside of advisory work, he is an owner, officer, and director of several companies involved in investment real estate, dedicating 5-10 hours weekly to these activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, employing a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Brian Mcgunigle is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles outside finance, including positions in automotive services and food service. Voya Financial Advisors serves a diverse client base, including individuals, retirement plan sponsors, charitable organizations, and corporations, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm emphasizes recommendation-based advice, primarily through non-discretionary client arrangements.

Jordan Fauci is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Fidelity Investments and various engagements in the sports nutrition and broadcasting fields. Fauci is also involved in Fauci Sports Nutrition, a business he has operated since 2012. Voya Financial Advisors, Inc. serves a wide range of clients, including individuals, retirement plan sponsors, and charitable organizations, offering financial planning, portfolio management, and consulting services. The firm emphasizes recommendation-based advice through multiple program structures and holds the majority of managed assets in non-discretionary arrangements.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.

Khurram Gillani is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. He holds a Series 65 designation and has been with Breckinridge Capital Advisors since 2012. 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, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and features a distinctive operational structure as a Massachusetts Benefit Corporation and certified B Corp.

Jeffrey Craig is a Certified Financial Planner® with 20 years of industry experience. He has been with The Colony Group, LLC since 2003. He holds the Series 66 license and is based in Hingham, MA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Benjamin Magoun is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and Fitzwilliam Financial since 2007. He has also been associated with Strategic Financial Alliance since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of adviser platforms including managed-account programs, third-party asset manager access, and comprehensive custodial and clearing services.

Daniel Coleman Jr. is a CFP®-certified financial advisor with three years of industry experience. He is currently with Cerity Partners LLC, having joined in 2025, and previously worked at Prio Wealth, LP and BNY Mellon Wealth Management’s Family Office. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolio solutions.

John Salvaggio is a financial advisor at OSAIC Institutions, INC. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 2011, he has been associated with infinex Investments, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services. The firm emphasizes customized advisory engagements and provides access to alternative investments and lending solutions through platforms such as CAIS and CapitalHub.

Edward Ciancarelli is a CFA® charterholder based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC since 2014. Ciancarelli volunteers as a member of the Global Equities Sub-Committee for the Boston Securities Analyst Society, where he participates in organizing investment-related conferences and seminars. He is affiliated with Focus Partners Wealth, LLC, which provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Robert Linskey is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Putnam Investments and Putnam Retail Management for 13 years before joining Mariner in 2024. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services as well as administrative family office capabilities.

Ahmad Traoui is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. His prior work history includes roles at KeyBank, NYLIFE Securities LLC, and New York Life Insurance Company. Voya Financial Advisors serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary and wrap programs.

Colin Gannon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and Guardian Life Insurance Company of America. Outside of his advisory role, he has experience with Solo Golf and participation in hockey with O'Sullivan Hockey. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, delivering advice mainly through recommendation-based, non-discretionary arrangements across multiple program structures.

Paul Fortin is a Series 65-licensed financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, with seven years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment approach involving an internal team, Relationship Managers, and governance committees to deliver customized portfolio solutions, combining proprietary products and external managers.

Joshua Batista is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and Aramark. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and consulting services. The firm utilizes various program structures such as Unified Managed Account wrap programs and third-party money manager offerings, primarily delivering non-discretionary, recommendation-based advice.

Eric Vanderpool is a Series 66-licensed financial advisor at Rockefeller Financial LLC with three years of industry experience. He previously worked at Brown Brothers Harriman & Co. for ten years and held roles at First Republic Securities Company, LLC and First Republic Investment Management, Inc. in 2023. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, as well as broker-dealer services, including securities transactions, variable insurance products, and investment banking offerings.