Joseph Casale is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at Fidelity Investments and Luttner Financial Group. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary recommendations.

William Rourke is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments and various other organizations across retail and education sectors. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and access to third-party money managers through multiple program structures, often delivering non-discretionary recommendations requiring client approval.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent a decade at Matarin Capital Management. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as 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.

Samuel Perry is a CFA® charterholder with over 50 years of experience in the financial industry. He currently serves at Corient and has held positions at Eaton Vance WaterOak Advisors and CIPW Service Company. Outside of his advisory work, he is a trustee of King’s Chapel, one of the oldest Anglican churches in New England, and serves on the investment committee for the New Hampshire Society of the Cincinnati, which promotes education about the American Revolution. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and monitors portfolios continuously using risk management tools and stress testing.

Ann Swartz is a ChFC® credentialed financial advisor with Integrated Wealth Concepts LLC, possessing 35 years of industry experience. She has been with Integrated Wealth Concepts and LPL Financial since 2016. 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, and family office services, employing a long-term investment approach and customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC based in Boston, MA, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes roles at TD Bank N.A., Fisher Investments, Charles Schwab, TD Ameritrade, and Voya Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Richard Held is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

William Weydemeyer is a CFP® professional with 13 years of industry experience. He is affiliated with Focus Partners Wealth, LLC and has worked at The Colony Group, LLC since 2006. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across a range of private and registered funds.

Leilany Acosta is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at GWFS Equities, John Hancock, and Santander Securities and Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Thomas Livingstone is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Investments. VOYA Financial Advisors serves a diverse clientele, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based advice with a significant portion of assets managed on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Citizens Securities, Inc., and Clarfeld. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

Nadia Sturgill is a financial advisor at Janney Montgomery Scott in Boston, MA, with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney since 2011. 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 diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Peter Garrigan is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at GW & Wade, LLC and RBC Wealth Management, among other roles. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutional investors, providing a range of wealth management, fiduciary, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both discretionary and nondiscretionary advice across managed and held-away assets.

Shannon Tivnan is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 credentials with one year of industry experience. Prior to joining Voya, Tivnan worked at Fidelity Investments for three years. Voya Financial Advisors serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a comprehensive range of financial planning and portfolio management services through multiple program structures, primarily offering non-discretionary recommendations.

Jennifer Stevens is a CFP® professional with five years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management, retirement plan, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, supported by an extensive network of affiliated service companies and product relationships.

Alexander Bodio is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Boston, MA. He has been with Focus Partners since 2022 and previously worked at Sacred Heart University and Thayer Academy. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a comprehensive platform with affiliated service companies and diverse product relationships.

Ann Hayes is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 designations and 24 years of industry experience. Her career includes multiple tenures at Janney Montgomery Scott since 2018 and a prior role at Ameriprise Financial Services. 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 individuals, families, trusts, retirement plans, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Erik Oleary is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and NYLife Securities LLC, among others. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms to manage approximately $15 billion in regulatory assets under management.