Jose Estrada is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Fidelity Investments. Outside of finance, he has involvement with the Old Irish Social Club. 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 provides a variety of financial services including planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Elliott Hughes is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Aldi for nine years before joining the New York Life group of companies. Eagle Strategies serves a diverse clientele including individual investors, institutional and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through various program types and primarily manages assets on a non-discretionary basis.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation. He joined Focus Partners Wealth in 2022 and has been in the industry since then. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Michael Kershaw is a financial advisor at Guardian Life with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Guardian Life and its affiliates since 2005, joining Park Avenue Securities in 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party model portfolios.

Leah Mc Cormack is a CFP® professional with eight years of experience in financial advising. She is currently with Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC and Northwestern Mutual Investment Services LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified, risk-appropriate investment approach centered on Modern Portfolio Theory and offers a range of portfolio solutions including low-cost ETFs, index funds, separate account managers, and private funds.

Francis Leonard is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has been with VOYA Financial Advisors since 2014. Leonard is also an independent insurance agent and a partner in Heritage Retirement Planning, where he is involved in the sale and service of insurance, securities, and investment products. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm provides financial planning, portfolio management, third-party money manager access, and consulting services, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Tina Cicci is a financial advisor with CWM, LLC, holding a Series 66 designation and 14 years of industry experience. She has held positions at Cetera Wealth Services, Carson Wealth Management, DC Advisors, and LPL Financial. Outside of advisory work, Cicci serves as a head coach for youth cheerleading at Walpole Youth Football & Cheer. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and sub-advisory options using a discretionary, model-driven investment approach governed by an in-house Investment Committee.

Adam Silvey is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at GW & Wade, LLC and The Colony Group, LLC. Outside of advising, he holds a part-time role as a payroll administration supervisor at Securitias USA. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm utilizes a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Clifford Caplan is a CFP® with 45 years of industry experience, currently serving at Caplan Wealth Partners and Commonwealth Financial Network. He has been associated with Commonwealth Equity Services, Inc. since 1981. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets through a mix of managed-account programs, third-party asset managers, and custodial services.

Michael Flynn is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for two years. Outside of his advisory role, Flynn is affiliated with the Dedham Country & Polo Club. Voya Financial Advisors, Inc. serves a wide range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides various services such as financial planning, portfolio management, and plan-sponsor consulting, offering advice primarily through non-discretionary programs and multiple affiliated investment solutions.

Samara Wald is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. She holds the Series 66 designation and has worked at several firms including TD Bank N.A., Cetera, and Pioneer Financial Group. Outside of her advisory role, she serves as an independent contractor for a pet care business. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation, employing both affiliated and third-party sub-managers.

Jonathan Stuart is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. His prior experience includes roles at Northwestern Mutual Investment Services and Windhaven Investment Management. He is also a trustee of Worcester Academy, contributing to the school's strategic direction. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations within the Schwab ecosystem. The firm uses standard asset allocation models and research tools while leaving final trading decisions to clients.

Tess Coutu is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Voya, she held roles at John Hancock and its affiliated entities. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting, primarily delivering advice through recommendation-based, non-discretionary arrangements.

John Piantedosi is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has previously worked at LPL Financial and Fidelity, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. 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, consulting, and family office services, using customized portfolios that combine internal management and third-party asset managers with a primarily long-term investment approach.

Stanislav Geyyer is a financial advisor with TD Private Client Wealth LLC and holds a Series 66 designation. He has nine years of industry experience, including roles at BofA and Merrill Lynch from 2015 to 2026 before joining TD Private Client Wealth LLC in 2026. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and access to a range of investment products through strategic and tactical asset allocation.

Christopher Holcombe is a CFP® professional with 11 years of experience in the financial industry. He has been with Highmount Capital since 2013. Holcombe is based in Boston, MA, and is currently affiliated with Brown Advisory. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutional investors, and charitable organizations. The firm employs a bottom-up, fundamental research approach and offers a range of strategies including discretionary portfolio management, OCIO solutions, and family office advisory.

Nicole Nelson is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets, Wells Fargo Clearing Services LLC, and Morgan Stanley. Outside of her advisory role, she is the owner of Elliot Ventures LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a range of strategies and integrates technology to manage held-away employer retirement accounts without client login credentials.

Samuel Mc Dermott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OneDigital Investment Advisors, LLC and MFS Fund Distributors, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Paul Mckenna IV is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Boston, MA. He holds the CFP® designation and has 20 years of industry experience, including prior roles at Franklin Distributors LLC, ClearBridge Investments LLC, and Legg Mason & Co LLC. T. Rowe Price Advisory Services provides retirement-focused financial planning and investment management primarily for individual investors and households, utilizing proprietary mutual funds and ETFs within model portfolios.

Leo Pandolfi is a financial advisor with Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has been with Cerity Partners since 2025. Prior to this, he held roles including self-employment and work with the Fulbright Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base ranging from individuals and families to institutions and foundations. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.