Hilary Haight is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Macy’s Inc, and Maggie Sottero Designs. Outside of her advisory role, she owns a small business called HelloDarling Sales, which creates custom care packages and handcrafted items, and also runs Hello Darling Events & Productions, organizing small curated retreats and activities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

John Matuszewski is a financial advisor at Guardian Life with a Series 66 designation and recent experience at Park Avenue Securities and Guardian Life Insurance Company. He has held roles at several firms and organizations since 2020, including Northeast Financial Network and Kennebunkport Marina. 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 advisor-led discretionary management alongside model-based strategies, with access to proprietary programs and third-party solutions.

Dylan Chandler 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. His background also includes roles outside finance, such as at Big Top Party Rental and Hydronics Manufacturing. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing both affiliated and third-party investment products, with a focus on client-tailored investment policy statements and model allocations.

Fateh Sokkar is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Securian Financial Services, and New York Life Insurance Company. Outside of his advisory role, he is involved in group insurance activities with Principal. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and educational services, including access to proprietary and third-party advisory solutions.

Eric Riak is a CFP® professional at CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has been associated with CIBC Private Wealth Advisors since 1998. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, financial and estate planning, and coordinated Family Office services, employing an investment process that combines internal teams, external managers, and governance committees to create customized portfolios and strategies.

Jaymes Torok is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Park Avenue Security, Guardian Life Insurance Company, and The Ohio State University. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, pension plans, and charitable organizations. The firm combines in-house and outside strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management.

Michael Martone is a financial advisor with Commonwealth Financial Network in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with Commonwealth and Mfg/Martone Financial Group since 2006. Outside of his advisory work, Martone is a spin instructor at two fitness clubs in Salem, NH. 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, including customized portfolio solutions and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Douglas White is a CFA® charterholder with 44 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and Capital Management Partners, LLC. His prior work history includes roles at B. Riley Wealth Management, Winslow Wealth Management, and Burns & Levinson Asset Management. 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 featuring managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christopher Paiva is a Series 65-licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at Ernst & Young for a total of five years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Scott Macdonald is a financial advisor with Eagle Strategies (NY Life) based in Dedham, MA. He holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Eagle Strategies in 2009, he has been associated with New York Life and Nylife Securities since 1997 and owns MacDonald Insurance and Financial Services. Outside of his advisory work, he volunteers as an assistant coach for youth hockey teams. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a wide network of affiliated advisers. The firm offers multiple program types and emphasizes tailored advice, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities to retirement investors.

John Finney is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held roles at Overvue, Inc., Bleakley Financial Group, LPL Financial LLC, and other firms. He has worked primarily in the Boston, MA area. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes and offers comprehensive reporting and plan-level analytics.

Stephanie Casey is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. She has worked at TIAA-CREF since 2018 and previously held positions at Citizens Securities Inc. and Citizens Bank. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of portfolio management options under a fiduciary standard and acts as adviser to a donor-advised fund.

Kelly Morgan is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2025. His prior experience includes roles at Prio Wealth Business Trust, Prio Wealth LP, and Seaward Management entities spanning from 2010 to 2024. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, foundations, private funds, and institutional investors, managing approximately $166.2 billion in client assets. The firm delivers customized wealth management services through a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions.

Zuleyka Feliz is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. She has been with Hornor Townsend & Kent since 2014 and also has experience with Penn Mutual Life Insurance Company dating back to 2013. Outside of her advisory role, she is an office administrator for an insurance brokerage and is proprietor of a realty business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored financial planning and investment management, utilizing third-party asset managers under a dual SEC-registered adviser and FINRA broker-dealer structure.

Mia Garber is a financial advisor at Rockefeller Financial LLC in Boston, holding a Series 65 designation and beginning her advisory career in 2026. Prior to joining Rockefeller Financial, she spent four years at Boston College and has teaching experience at several educational institutions including The Episcopal Academy and Downingtown schools. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both as an investment advisor and a registered broker-dealer with a consolidated investment platform that provides discretionary and non-discretionary solutions across multiple asset classes.

Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Jacob Solomita is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 credentials and has one year of industry experience. His prior experience includes roles at Equitable Advisors and various other positions outside the financial industry. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a mix of in-house and third-party strategies and offers both discretionary and non-discretionary account management.

Erin Sullivan is a CFP® and Series 65 professional at Focus Partners Wealth, LLC with 12 years of industry experience. She previously worked at Long Wharf Investors before joining The Colony Group, LLC, where she has been since 2014. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, advisory services, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. Integrated Wealth Concepts LLC 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 consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.

John Coyle is a financial advisor at TIAA-CREF with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Guardian Life and FNEX Capital LLC, among other firms. He is also Vice President Sales Director at New Age Alpha, LLC, involved in mutual fund and ETF wholesaling. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm employs a fiduciary standard in its advisory services and provides customized portfolio management alongside model-based strategies.