Aaron Tsatskis is a financial advisor with Integrated Wealth Concepts LLC holding a Series 65 credential and beginning his industry career in 2024. He previously worked at LPL Financial and recently joined Integrated Wealth Concepts in 2026. 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 plan advisory services, and sponsors wrap-fee programs, employing a combination of internally managed strategies and third-party oversight with a focus on customized portfolios and a primarily long-term investment approach.

Matthew Felske is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs Ayco and Darmody, Merlino & Co., LLP. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth solutions. The firm utilizes strategic allocation models and both discretionary and non-discretionary implementations, leveraging the broader Goldman Sachs ecosystem to offer integrated financial services and advanced research tools.

Philip Lee is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe Advisors in 2026, he worked at Financially in Tune, LLC for several years. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan platform services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Thomas Powell is a financial advisor at Corient with seven years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley, Eaton Vance Distributors, Rise Private Wealth Management, and the Federal Reserve Bank of Boston. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals‑based, team investment approach that combines in‑house strategies with third‑party solutions, employing continuous portfolio monitoring and risk management tools.

Stephen Mc Cue is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior roles include positions at Voya Financial and John Hancock. He is also appointed with outside insurance carriers as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Zena Chase is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. She previously worked at VOYA Financial Advisors for five years before joining Commonwealth in 2019. 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 around $213 billion in client assets. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Delia Brimmer is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at Eagle Strategies since 2023 and has been with New York Life and Nylife Securities LLC since 2014. Outside of advisory work, she is also appointed as an insurance broker for non-registered insurance products and serves as a notary public. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across various program types and manages a substantial portion of assets on a non-discretionary basis.

Sean Lawton is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. He has been with Commonwealth Financial Network since 2004. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers various program structures and discretionary model portfolios, along with operations, trading, technology, compliance, and practice-management support.

Christopher Andrysiak is a CFP® with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Before joining Beacon Pointe, he worked at Sensible Financial Planning and Management, LLC for six years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

James McCann is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He serves as an advocate for his clients and their families, assisting them through various phases of their financial lives including growth, preservation, and distribution of wealth. James has been with Fidelity Investments since 2009, progressing through roles including Financial Analyst, Financial Representative, Investment Consultant, and Financial Consultant before his current position. He holds a California Insurance License, supporting his ability to provide financial advice and services within the insurance domain.

Caitlyn Frament is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at LPL Financial, Morgan Stanley, Securities America, and The Patriot Financial Group Insurance Agency. 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, and retirement plan advisory services, emphasizing customized portfolios and a primarily long-term investment approach.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth in 2024, he worked at Auctane and has held various roles in education. Focus Partners Wealth 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 integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Jacob Hall is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Fidelity Investments and various non-financial organizations. Voya Financial Advisors serves a broad mix of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including unified managed accounts and third-party money manager access. The firm primarily provides non-discretionary advice and operates both as an SEC-registered investment adviser and a broker-dealer.

Steven Bromberger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and Wells Fargo Funds Distributor, where he worked for 11 years, as well as shorter tenures at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he is an owner of Tara Bella Winery, a wine production and distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated approach aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and client savings rates in its financial planning services.

Madison Burr is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, Madison held roles at Fidelity Investments and has also been involved with organizations including Anchored in Pink and the Newport Gulls Baseball Club. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and consulting services through various program structures. The firm operates as both an SEC-registered investment adviser and broker-dealer, providing predominantly non-discretionary advice and a variety of affiliated programs.

Mark Richard is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth since 2018, following six years at Jhfn Sii. 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 around $212.7 billion in client assets. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options and back-office support.

Jesse Pawlowski is a financial advisor at TIAA-CREF with four years of industry experience and holds a Series 66 designation. He previously worked at Empower Advisory Group and Equitable Advisors, LLC. Outside of his advisory career, he works as a freelance AI training specialist. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals with existing relationships through TIAA‑administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds.

Nishan Mootafian is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Integrated Wealth Concepts and LPL Financial since 2016. Mootafian has involvement in non-variable insurance activities. Integrated Wealth Concepts 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, and consulting, using customized portfolios and a long-term investment approach, while also sponsoring wrap-fee programs and employing both internal and third-party asset management.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Neighborhood House Charter School, the US Postal Service, and LPL Financial, among others. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Raymond Coscia is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with Voya-affiliated firms since 2014. Outside of his advisory role, he is a commissioned Notary Public in the Commonwealth of Massachusetts. Voya Financial Advisors, Inc. serves a diverse range of clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, with a focus on non-discretionary advice and multiple program structures.