Christopher Kheirallah is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and began his career in the industry in 2025. His prior roles include positions at Merrill, Bank of America, and involvement with Project Destined. VOYA Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, and charitable organizations. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary advisory arrangements.

Jennifer Lafrance is a financial advisor with Commonwealth Financial Network and FrameWell Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at E3 Financial Planning for ten years. Outside of her advisory roles, she owns J LaFrance Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion over client portfolio construction and offering proprietary model portfolios.

Jefferson Horn is a financial advisor with Empower Advisory Group in Stoughton, MA. He holds Series 63 and Series 65 credentials and has five years of industry experience, including prior roles at Charles Schwab & Co., GWFS Equities, and Fidelity Brokerage Services. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Kimberly Flynn is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Cerity Partners LLC and has previously held roles at firms including Carson Wealth, Prudential Insurance Company of America, and LPL Financial. Flynn is based in Boston, MA. Cerity Partners provides customized wealth management services to individuals, families, trusts, business entities, charitable organizations, and institutional investors nationwide. The firm employs tailored asset allocation and manager selection strategies, offers access to alternative and private-market investments, and maintains affiliated practices in pension consulting, insurance, and venture investments.

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. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. Before joining Voya, he worked at Fidelity Investments for two years and has been involved with the Dedham Country & Polo Club. VOYA Financial Advisors serves a broad range of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm offers multiple program structures, including wrap programs and third-party money manager access, and primarily operates through non-discretionary, recommendation-based client relationships.

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® with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He previously worked at Northwestern Mutual Investment Services and Windhaven Investment Management. Jonathan is a trustee on the Board of Worcester Academy, where he contributes to the school’s strategic direction. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm emphasizes client authorization for all trades and offers at-least-annual portfolio reviews tailored to individual goals and risk tolerance.

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.