Ronald Shaw is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Boston, 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Havendra Sookraj is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Morgan Stanley, Mass Mutual Investors Services, and MassMutual Life Insurance Company. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures. The firm emphasizes recommendation-based, non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Matthew Donovan is a financial advisor with Integrated Wealth Concepts LLC in Rockland, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Outside of his advisory work, he is involved in tax preparation and accounting services through his ownership of D & D Financial. 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 family office services, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach while maintaining flexibility for shorter-term trades.

Barry Morgan is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at GW & Wade, LLC and GW & Wade Asset Management Co., LLC before joining The Colony Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, 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, specialized funds, and legacy programs from merged firms.

Michael Mackintire is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Chartroom at Crosby's and AlphaSights. Outside of his advisory work, he serves as an unpaid alumni liaison for the College of the Holy Cross, assisting with communications and local events. 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 with a range of brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Brian St Croix is a financial advisor with Eagle Strategies (NY Life) based in Norwell, MA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at NYLIFE Securities, LLC, New York Life Insurance, and Creative Wealth Solutions & Insurance Services LLC. He is also involved in insurance brokering through his firm Creative Wealth Solutions & Insurance Services LLC, which focuses on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring solutions to client objectives and Plan Sponsor criteria and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Stevens is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Core Wealth Advisory and The Vanguard Group, Inc. from 2022 to 2024. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program structures, including customized and index-based investment options.

Sheldon Rosenberg is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a CPA and owner at Tankel Rosenberg & Co., P.C. since 1987. 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, family office, and retirement plan advisory services, employing primarily long-term strategies with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Greg Gohr is a financial advisor at Allworth Financial, L.P. in Waltham, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FSA Wealth Management, LLC and Commonwealth Financial Network prior to joining Allworth in 2025. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a mix of model strategies and employs technology to manage held-away accounts without client login credentials.

John Derway is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. His prior career includes long tenures at Coburn & Meredith, Inc. and Tucker Anthony & R.L. Day. He began working with Integrated Wealth Concepts and LPL Financial in 2021. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a primarily long-term approach and utilizing mutual funds, ETFs, equities, and fixed income.

Carl Young III is a financial advisor at William Blair with 22 years of industry experience. He has been with William Blair & Company since 2015. He holds Series 65 and Series 63 credentials. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across multiple asset classes and provides proprietary models and access to private funds and co-investment opportunities.

John Murtagh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at The Clifford Group LLC, NewEdge Advisors, LLC, Triad Advisors LLC, Bank of America, Merrill, and PLT4M. Outside of advising, he serves on the finance committee of The Parmenter Foundation, a charitable organization providing bereavement and end-of-life care services. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing customized, primarily long-term investment strategies across a range of asset classes.

Parker Walsh is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Sustainable Leaders Investment Management and Arrowside Capital. Walsh also spent four years affiliated with the University of Richmond. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a blend of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies.

Barbara Attardo is a CFP® professional with 19 years of experience in financial advising. She has been with Cerity Partners LLC since 2022 and previously worked at Daintree Advisors LLC for ten years. Based in Boston, MA, she offers expertise in comprehensive financial planning and investment management. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm provides a range of services such as discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolio strategies.

Shawn Jennings is a financial advisor at Voya Financial Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab and TIAA-CREF. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

Jason Skolnick is a financial advisor at Mariner with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Purshe Kaplan Sterling Investments for 20 years and FIRST NATIONAL Advisors for 28 years. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and combines in-house research with third-party allocations, while also providing integrated tax, accounting, and family office services.

Dillon Wright is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 credential and three years of industry experience. His prior roles include positions at Citizens Securities, Inc., Bank of America, and Merrill. He is based in Boston, MA. Voya Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, primarily providing non-discretionary investment recommendations.

James Begen is a financial advisor at Breckinridge Capital Advisors Inc in Boston, MA, holding a Series 65 credential. He has experience at Income Research and Management, PNC Capital Advisors, and GMO, totaling several years in the investment industry. Breckinridge Capital Advisors manages over $50 billion in fixed income and equity strategies for a diverse client base including high net worth individuals, charities, corporations, and mutual funds. The firm combines top-down macro analysis with bottom-up research and utilizes rules-based models and proprietary trading systems, operating as a Massachusetts Benefit Corporation and certified B Corp with an independent ownership structure.

Nicholas Mihopoulos is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior experience includes roles at Fidelity Investments, Floyd Advisory, and The Country Club. Voya Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services through multiple program structures, primarily providing non-discretionary recommendations.

Robert Quinn is a financial advisor at Corient in Boston, MA, holding the CFP®, CFA®, and Series 63 designations with three years of industry experience. His prior work includes 12 years at Eaton Vance WaterOak Advisors and roles at Corient and CIPW Service Company. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and specialized offerings, including private fund capabilities and affiliated trust services.