Stephen Kolano is a CFA® charterholder with four years of industry experience. He is currently with Integrated Wealth Concepts LLC, having previously worked at BNY Mellon for 20 years. 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, family office, and retirement advisory services, employing customized portfolios and a combination of internal and third-party management.

Lloyd Johnson is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Kelly Financial Services and Santander Securities, as well as experience in behavioral health services. Outside of his advisory work, he performs psychiatric evaluations for individuals experiencing mental health crises. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm provides model and customized portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Thomas Weiss is a financial advisor at Rockefeller Financial LLC in Boston, holding the CFA® designation and Series 63 license. He joined Rockefeller Financial and Rockefeller Capital Management in 2025 after three years at Cambridge Associates. Prior to his financial career, he worked in education at the University of Michigan and Wellesley High School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

Daniel Gilmore is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and previously worked at Granite Telecommunications and State Street Corporation. Gilmore has been with Commonwealth since 2021. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Matthew Chapman is a Series 66-licensed financial advisor with nine years of industry experience, currently practicing at Commonwealth Financial Network since 2017. Before joining Commonwealth, he spent a year at Norton Financial Services. He also participates as a focus panel member for Procter & Gamble's Gillette Razor. 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 roughly $213 billion in client assets. The firm provides a wide range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Michael Obrien is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at GWFS Equities, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance. Outside of his advisory work, he serves as Director at Large on the Board of Directors for the Chelmsford Pop Warner youth football and cheerleading organization and is involved in Corporate Limousine Services as a driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brian Sullivan is a financial advisor with Commonwealth Financial Network and holds the CFP® and ChFC® designations. He has 41 years of industry experience, including prior roles at Mutual of America Securities Corporation and Mutual of America Life Insurance Company. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options alongside comprehensive back-office services.

Andrew Kingston is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Fidelity Brokerage Services. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and features such as securities-based lending and tax harvesting.

Carol Vesey is a financial advisor with Commonwealth Financial Network in Canton, MA, holding seven years of industry experience. She has been unemployed since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by extensive operations, technology, and compliance infrastructure.

Albert Smith Jr. is a financial advisor with OSAIC Institutions, Inc. based in Roslindale, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Infinex Investments, South Shore Bank, Santander Securities LLC, and Sovereign Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a broad range of advisory and brokerage services through customized engagements. The firm’s approach includes both fundamental and technical analysis, use of third-party managers, and access to alternative investments, with a notable emphasis on non-discretionary assets and integrated lending and cash-management solutions.

Ronald Halterman is a CFP® with 18 years of industry experience, currently affiliated with Private Advisor Group, LLC and owner of Northward Financial Group, where he operates an independent financial services practice. His prior experience includes over a decade at Weston Securities Corporation. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a diverse client base including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to tailor solutions to client objectives and risk tolerances.

Juleby Hirsch is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she manages an online affiliate marketing business established for her minor son. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a mix of model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated group.

Christopher Audus is a CFP® professional at Oppenheimer with 16 years of industry experience. He has been with Oppenheimer & Co since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, financial planning, and private-fund management. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, and acts as a qualified custodian for assets held at the firm.

Grace Sun is a CFP® with two years of industry experience, currently working at Commonwealth Financial Network and Altara Wealth. Her prior experience includes four years at Boston Wealth Strategies and roles in education at Brandeis University and Emma Willard School. 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 roughly $213 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Jason Rollins is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds the Series 66 designation and has professional experience that includes roles at Commonwealth Properties Residential and other firms since 2006. Outside of finance, he has been involved with Boston Sports Card Exchange, LLC. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Andrew Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with Empower Advisory Group. His prior roles include positions at GWFS Equities, Keller Williams, Redfin Real Estate, Compass Real Estate, 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 certain retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and managed account solutions.

Angela Allain is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. Her career includes roles at Citizens Bank and Citizens Securities, as well as MassMutual and Triad Advisors. She has been with Commonwealth Financial Network since 2023. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brady Cowling is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA, holding Series 65 and Series 63 licenses and having five years of industry experience. He has worked at Voya Financial Advisors since 2020 and previously held roles at Madison House Wealth Management and several other firms. Cowling is also an independent insurance agent selling fixed insurance products through Voya’s approved vendors. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual, retirement plan, charitable, and corporate clients. The firm offers financial planning, portfolio management, third-party money manager access, and brokerage and insurance product distribution, using a combination of model portfolios, affiliated strategies, and third-party strategists.

Robert Burns is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including long tenures with Kestra Advisory and its affiliated entities since 1997. Outside of his advisory work, Burns serves as a trustee overseeing budgetary and maintenance concerns of a condominium association in Boston. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education while managing approximately $79.8 billion in assets and serving notable clients like sovereign wealth funds.

Andrew Michienzi is a financial advisor at Oppenheimer with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the College of the Holy Cross, Instacart, Dedham Country Day School, and St Sebastians School. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm provides advisory and brokerage services utilizing strategic and tactical asset allocation, manager selection, and a variety of investment strategies tailored to client objectives.