Evan Couture is a financial advisor at Breckinridge Capital Advisors Inc with eight years of industry experience. He holds a Series 66 designation and has previously worked at Allspring Funds Management, LLC, Allspring Funds Distributor, LLC, and T. Rowe Price. Breckinridge Capital Advisors offers separately managed fixed income and equity strategies, sub-advisory services, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down investment outlook with fundamental credit research and rules-based models, emphasizing tax-aware techniques and proprietary portfolio management systems.

Anthony Benoit is a financial advisor with Eagle Strategies (NY Life) based in Rockland, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Eagle Strategies in 2020, he worked at Hamilton Cornell Associates and New York Life Insurance. Outside of advisory services, he is also appointed as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored, mostly non-discretionary solutions within an integrated New York Life affiliate structure.

Laura Keelon is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Timothy Vanech is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Shorepoint Capital Partners for 16 years, among other firms. He also serves as trustee for his family trust, managing investment decisions for his children’s trusts. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies across a broad range of asset classes.

Michael Shanley is a financial advisor with Citizens Securities, Inc. in Westwood, MA, holding Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Capital Analysts, Lincoln Investment, and John Hancock entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and discretionary management, as well as commission-based brokerage services.

Jason Bertsch is a CFP® professional with 27 years of experience in the financial industry. He is currently with NewEdge Advisors, where he has worked since 2026, following a 14-year tenure at TIAA and TIAA-CREF. NewEdge Advisors is a large registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm provides a broad range of services, including portfolio management, financial planning, retirement consulting, and access to third-party managers, with a focus on centralized due diligence, technology integration, and a variety of program structures.

Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held positions in education and various clubs in the Boston area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools and provides services primarily on a non-discretionary basis, with some discretionary management options.

Jordan Morris is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and has previously worked at Longtide Financial Partners, UBS Financial Services, and Darrow Wealth Management. Outside of his advisory work, he is involved in the restaurant industry as a bartender at Gustazo Cuban Kitchen & Bar in Waltham, MA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages over $200 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Stephen Petersen is a CFA® charterholder with 12 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, Inc., Prio Wealth Business Trust, Seaward Management entities, and Seaward Fiduciary Services LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors. The firm’s investment approach emphasizes customized wealth management through client-specific investment profiles, quantitative screening, and manager selection, offering access to both third-party strategies and direct security selection.

Christopher Bean is an advisor at Savant Wealth Management with experience in business operations at Hugo Equipment Corporation and Bean Farm. His background includes roles in excavation and time at Cornell University. He has been associated with these organizations since 2016. Savant Wealth Management provides comprehensive wealth management and financial planning services to a range of clients, including individuals, families, and institutional entities. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services.

John Walsh is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments, State Street, Brown & Brown, and has an academic background from Bryant University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists, model portfolios, and technology tools to support client investment decisions, primarily managing assets on a non-discretionary basis.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at Fidelity Investments and has engaged in various roles including flag referee for the Town of Plymouth and food delivery for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, offering a mix of discretionary and non-discretionary management approaches.

Shakeeb Syed is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior work includes roles at Merrill Lynch, Avantax Wealth Management, and CITIZENS Bank. Outside of advisory work, he is involved with Helping Hands Community Partners as a mortgage loan originator and operates a tax preparation business through One Liberty Financial LLC. Transamerica Financial Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kevin Cicci is a financial advisor with Carson Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Cetera, LPL Financial, and VOYA Financial Advisors. Cicci is also the owner and managing partner of DC Advisors, LLC. Carson Wealth is an SEC-registered enterprise managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that develops and monitors model portfolios with access to customized indexing and alternative investments.

Matthew Antonellis is a CFP® professional with nine years of industry experience, currently serving as a private wealth advisor at Integrated Wealth Concepts LLC. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2026. Antonellis also manages an advisory business through Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, 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, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Richard Belofsky is a CFP® and ChFC® with 40 years of experience in financial services. He is currently associated with Guardian Life and Park Avenue Securities and has been with these firms since 2005. He also teaches adult education classes on retirement-related topics. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party advisory solutions.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been with Commonwealth since 1994 and previously spent 21 years at Beacon Investment Management, where he was managing partner and owner of a private securities business. He also serves as a co-trustee for a long-term friend in a non-investment-related capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ethan Howe is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and the University of Maine System. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.