John Bliss is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments and the University of Rhode Island. Outside of finance, he has experience working in the hospitality industry and at a private club. VOYA Financial Advisors 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 financial planning, portfolio management, and access to third-party money managers, primarily providing non-discretionary investment recommendations.

Cody Manfrim is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Merrill and has held various roles prior to his financial services career, including positions in retail and at the University of Massachusetts Dartmouth. Voya Financial Advisors serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through a range of program structures, including non-discretionary and recommendation-based relationships.

Alexis Mena is a financial advisor with VOYA Financial Advisors, Inc. and holds Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and JMEL LLC. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, emphasizing recommendation-based, non-discretionary investment advice.

Daniel Croll is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and one year of industry experience. Prior to joining Commonwealth, he worked at Keenan Financial and has experience at Lehigh University and ESL Federal Credit Union. He also worked briefly with Irondequoit Beer Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a broad range of advisory support services, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Keith Lucier is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience, including prior work at Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary investment recommendations.

Frederick Miller Jr. is a CFP® with 24 years of industry experience, currently advising at Beacon Pointe Advisors, LLC since 2025. Prior to joining Beacon Pointe, he was with Sensible Financial Planning for 24 years and continues to oversee the transition of that advisory business following its acquisition. Miller also serves as a trustee responsible for overseeing the town endowment in Concord, MA. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan services to a diverse client base including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Jeffrey Campbell is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory role, he is an owner and treasurer of Concept Hockey Position, a company offering hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network and combines discretionary investment management with advisor-managed and third-party solutions.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. She has held positions at Cerity Partners since 2022 and previously worked at PricewaterhouseCoopers LLP. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm’s approach includes tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities.

Todd Stockwell is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Schwab Wealth Advisory since 2023 and has prior experience with Adviser Investments, LLC and Fidelity, including Fidelity Brokerage Services. He is based in Boston, MA. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic’s investment management and securities divisions. Outside of his advisory role, he serves on the Investment Committee of the MetroWest Health Foundation, a nonprofit focused on community health philanthropy. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a comprehensive range of portfolio management, financial planning, and investment services through a Private Advisor model and an integrated investment platform.

Keith Crowley is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Commonwealth since 2006 and was briefly affiliated with U.S. Financial Advisors the same year before joining LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Bryce Shaw is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at Forge Financial, The Bulfinch Group, and Park Avenue Securities. Before entering the financial industry, he served in the U.S. Navy and worked in construction for several years. Park Avenue® Wealth Management, a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies, incorporating both proprietary and third-party models.

Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Matthew Halpin is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 license with two years of industry experience. Prior to joining Voya, he worked at Merrill and UBS Hingham Street Partners. Outside of finance, he has been involved with Roger Williams University and the Narraganset Bay Club. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through various program structures that emphasize recommendation-based advice over discretionary management.

David Daniels is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Voya Financial Advisors in 2025, he worked at John Hancock and John Hancock Distributors LLC for seven years. VOYA Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, often delivering advice through non-discretionary arrangements and various program structures.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.