John Stevens is a financial advisor at Commonwealth Financial Network with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Core Wealth Advisory, The Vanguard Group, Inc., and Vade Group, Inc. He also has experience outside finance, including teaching at Boston College and Roman Catholic High School. 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 $212.7 billion in client assets. The firm offers a broad platform of managed-account programs, third-party asset manager access, and back-office services, serving both individual and institutional clients.

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 at Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses with 49 years of industry experience. His career includes long tenures at Coburn & Meredith, Inc. and Tucker Anthony & R.L. Day. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, employing customized portfolios and a combination of internal management and third-party managers with a primarily long-term investment approach.

Carl Young III is a financial advisor with William Blair in Boston, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with William Blair & Company since 2015. 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 an active, research-driven investment approach across multiple asset classes and provides proprietary models, third-party sub-advisory options, 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 Series 65 licensed advisor at Focus Partners Wealth, LLC with one year of industry experience. His prior roles include positions at Sustainable Leaders Investment Management, Arrowside Capital, and LIQUIDSports. He also has a background that includes academic work at the University of Richmond and teaching at Dover Sherborn High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

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. in Boston, MA, with 19 years of industry experience. He holds Series 63 and Series 66 designations. His previous experience includes roles at Savant Wealth Management, TIAA-CREF, and Charles Schwab. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists and utilizes technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

Dillon Wright is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, with three years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Bank of America prior to joining Voya Financial Advisors in 2025. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to provide investment solutions primarily managed on a non-discretionary basis.

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 at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Voya, he held positions at Fidelity Investments, Floyd Advisory, The Country Club, Stop and Shop, and UMass Dining. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan and IRA advisory services, and more to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver tailored investment solutions, operating primarily through non-discretionary client relationships.

Robert Quinn is a CFP®, CFA®, and Series 63-registered financial advisor with Corient, based in Boston, MA. He has four years of industry experience, including roles at Corient and CIPW Service Company, LLC, and previously worked at Eaton Vance WaterOak Advisors for twelve years. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party manager solutions and customized asset allocation.

Alec Bedard is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at GWFS Equities, Inc. and Fidelity brokerage firms. VOYA Financial Advisors, Inc. is an enterprise-scale advisory firm providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of in-house and external strategists along with technology-enabled tools to implement client recommendations, offering both discretionary and non-discretionary account management.

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.

Harry Margolis is a financial advisor with Commonwealth Financial Network in Wellesley, MA, holding 13 years of industry experience. He has been involved with Margolis and Bloom, LLP since 1987 and Elder Law New Inc. since 2000. Outside of financial advising, he is engaged in insurance sales through 535 Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services.

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.

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.

Igor Avelar is a financial advisor with TD Private Client Wealth LLC and TD Bank N.A., holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at TD Bank and its affiliated wealth management firms since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through portfolios managed by both affiliated and third-party sub-managers.

Anthony Forcione is a CFA® charterholder with experience at Moneta Group Investment Advisors, Rockland Trust, The Vant Group, and Loomis Sayles. He is currently an adjunct lecturer at Bentley University and serves as Assistant Treasurer for the Winchester Soccer Club, a youth soccer organization. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocations alongside specialized services including trustee offerings and planning for professional athletes.