Edward Rich is a CFP® with 31 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Advisor Group and SII. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Alexander Scheier is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Boston, MA. He has 13 years of industry experience, including prior roles at The AYCO Company, L.P./Mercer Allied from 2014 to 2021 and Goldman Sachs & Co. LLC since 2021. Outside of his advisory work, he is involved with Luck Wingfield LLC, a timber production company, where he assists with investing cash generated by the business. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jeffrey St. Mary is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Prio Wealth and Seaward Management, as well as experience at Lehman Brothers. He serves on the Investment Committee for the Hingham High School Scholarship Committee. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

William Jordan is a financial advisor at Goldman Sachs Wealth Services based in Boston, MA. He holds a Series 66 designation and has two years of industry experience, including previous roles at Goldman Sachs and JM Family Enterprises. His work history also includes diverse experiences in education and franchise operations. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and proprietary analytics, integrating capabilities across the Goldman Sachs ecosystem to provide tailored advisory solutions.

Cary Florio is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds the CFP® certification and Series 66 license. His prior experience includes roles at Bank of America, N.A., and Merrill Lynch. Outside of his advisory work, he was previously involved as a manager and partner in a food and beverage production LLC that did not become active. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on Schwab’s proprietary asset allocation models and research. The firm offers at-least-annual reviews tailored to client goals and risk tolerance and advises on a range of investment options without exercising discretionary trading authority.

Doreen Galligani is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Advised Asset Group, LLC since 2018 and Gwfs Equities Inc since 2015. 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’s integrated services focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

James Fahey is a financial advisor with Eagle Strategies (NY Life) based in Woburn, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked in various positions including at Lightpath and several educational institutions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michael Sullivan is a CFP® professional with 22 years of industry experience, currently advising at Empower Advisory Group. His prior roles include positions at Wells Fargo Funds Management, Sentinel Pension Advisors, and GWFS Equities. Outside of his advisory work, he serves on the Saugus Public Library Board of Trustees, chairs the Saugus Cultural Council, and participates in the Town of Saugus Master Plan Advisory Committee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates, serving a large participant base within plan lineups selected by plan sponsors.

Bradley Cohen is a financial advisor at William Blair in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morningstar Investment Services LLC and Putnam Retail Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Zachary Beyloune is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Oppenheimer & Co. Inc. since 2020 and has prior experience with firms including State Street Corporation and Union College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Lauren Gouffault is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and two years of industry experience. She previously worked at Treadstone Wealth Advisors and took a decade-long hiatus as a stay-at-home mother prior to reentering the advisory field. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Nicolas Ruiz Colodrero is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Principal Builders, LLC. Outside of finance, he is involved in facilities maintenance at William James College. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement-plan advisory services. The firm integrates investment policy statements and model allocations with a range of in-house and third-party strategies, offering both non-discretionary and limited discretionary account management.

Robert Esdale is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has led Esdale Wealth Advisors since 2006. Outside of advisory services, he is the managing member and sole owner of Claros Financial Services, LLC, an entity involved in processing securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Cameron Dunn is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His earlier career includes positions at DPSS Law Firm and educational institutions. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

James Devins III is a financial advisor at William Blair with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory arrangements, and private investment opportunities.

John Bratschi is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Prio Wealth and Seaward Management entities. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 designations with 17 years of industry experience. She previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tamara Lee is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Raymond James & Associates from 2010 to 2023. Lee serves on the board and personnel committee of Berkshire Place, a nursing care facility in Pittsfield, MA. 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 diverse client base and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Scott Lomes is an investment advisor at Kestra Advisory with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, where he is involved in business development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as vendor searches, fiduciary consulting, plan design, and employee education, and supports complex investment solutions within its supervisory framework.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.