Kevin Breen is a CFA® charterholder with 26 years of industry experience. He has been with Goldman Sachs Wealth Services since 2005, spanning 21 years in his current role based in Boston, MA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management integrated with specialized offerings such as Private Family Office services and Executive Wealth programs, utilizing proprietary research, model strategies, and a range of platform options.

Joseph Waters Jr. is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for Heritage Financial Services, LLC for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.

Ralph Crovo is a financial advisor at Oppenheimer with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2007. He serves as trustee to the Lorraine O. Crovo Testamentary Trust, managing the settlement of his father's estate. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation with both discretionary and non-discretionary investment management programs.

Michael Difiore is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2018. His background includes both insurance and securities roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary management solutions.

Weicheng Feng is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining Transamerica, Feng worked at Information Resources, Inc. from 2021 to 2024 and has had a longstanding association with World Financial Group, Inc. since 2013. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, serving clients through both discretionary and non-discretionary programs.

Lauryn Doyle is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the Series 66 designation and has been with Commonwealth since 2014. Outside of her advisory role, she works as an independent consultant for Rodan + Fields. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct client portfolios from diverse securities and insurance products.

Daniel Simidian is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2011. Based in Boston, MA, he has worked exclusively for Citigroup during the past 15 years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Ashley Plante is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, The Patriot Financial Group, Securities America, and Merrill. Prior to entering financial services, she held roles outside the industry including positions at Luigi's Restaurant and Brewed Awakenings. 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, family office, and retirement plan advisory services, employing customized portfolios with a primarily long-term investment approach.

Ziqin Zhou is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and 20 years of industry experience. Zhou has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary recommendation-based relationships.

Tyler Ash is a financial advisor at TD Private Client Wealth LLC in Boston, MA, holding a Series 66 designation with six years of industry experience. He has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2017 and previously was employed at Hitachi Consulting Corporation from 2015 to 2017. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

George Saltonstall is a CFA® charterholder with 44 years of industry experience and currently serves at Corient. His prior roles include positions at Eaton Vance WaterOak Advisors and Eaton Vance Distributors, Inc. He is also involved as a limited partner and advisor at S & Co., LLP, a family office, where he provides trustee services. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments where appropriate.

Kevin Webber is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Savant Wealth Management since 2026. Prior to joining Savant, he spent ten years at Heritage Financial Services. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation combined with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust service entities.

Christopher Cusolito is a financial advisor with VOYA Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Duke University and Capitol Securities Management. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting through various program structures, primarily delivering non-discretionary investment advice.

Philip Jameson is a financial advisor at Focus Partners Wealth, LLC with 39 years of industry experience. He holds a Series 63 designation and has worked previously at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Jameson serves on the Investment Committee for the Clergy Health and Retirement Trust and is a member of the Town of Wellesley Advisory Committee, where he reviews local issues and makes recommendations to Town Meeting Members. 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 within an enhanced open architecture framework that combines active and passive strategies, private funds, and separate account managers.

Grace Clark is a Series 66-licensed financial advisor with one year of industry experience, currently with Voya Financial Advisors, Inc. in Boston, MA. Her prior roles include positions at Fidelity Investments and Janney Montgomery Scott. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a focus on recommendation-based, non-discretionary arrangements.

Izabella Kacprzyk is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She previously worked at Fidelity Investments and has held various roles outside finance, including positions at Town of Grafton Millbury Street Elementary School and Crunch Fitness. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, focusing primarily on non-discretionary, recommendation-based advice.

Daniel Cotton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Pinnacle Private Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.

Joanna Thompson is a Series 66 licensed financial advisor at Janney Montgomery Scott with 18 years of industry experience. She has been with Janney Montgomery Scott since 2006. Outside of her advisory work, she engages in clothing resale through online platforms such as ThredUp and Poshmark. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, consulting, and advisory programs.

Andrew Wilmarth is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities Inc since 2015. Outside of his advisory role, he was involved with the Charles River YMCA from 2012 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm’s financial planning emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base relative to its advisor headcount.

Brandon Intrater is a financial advisor at Corient in Boston, MA, holding a Series 65 designation and with 17 years of industry experience. He previously worked at Vivaldi Capital Management for nine years and Long Term Solutions, LLC for eleven years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pensions, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.