Jennah Santiago is a financial advisor with Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation and four years of industry experience. She has worked at Goldman Sachs since 2021 and has previous experience at Boston University and Coastal Carolina University. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored financial planning and portfolio management supported by proprietary research and a range of specialized programs, leveraging the broader Goldman Sachs network across banking, asset management, and advisory services.

William Hall is a financial advisor with Money Concepts Capital Corp in Peabody, MA, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 21 years of experience with Money Concepts Capital Corp and over 40 years at R. A. Hall Co., a CPA firm. Outside of his advisory role, he serves as an officer and director of the charity BigEd.Org and is involved in consulting through Hall Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Christopher Twomey is a financial advisor at Oppenheimer with 30 years of industry experience. He has been with Oppenheimer since 2007. Twomey serves as a co-trustee for several family trust accounts and holds a corporator role at Winchester Savings Bank, attending annual meetings as part of his duties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, including high net worth clients, as well as corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services across equity, balanced, and fixed-income portfolios, with a notable emphasis on non-discretionary management and custody of client assets.

Muhammed Kaleel is a financial advisor at Farther with 54 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Financial Securities Corporation and ownership of Kaleel Investment Advisors, LLC and The Kaleel Company, Inc., where he remains president. Outside of advisory services, he is involved in insurance sales and ownership through The Kaleel Company Insurance Agency, Inc. and Lion Street. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary model portfolios and algorithmic rebalancing across ETFs, mutual funds, equities, fixed income, and independent managers.

Nicholas Gaskell is a CFA® charterholder with six years of industry experience, currently serving at Corient in Boston, MA. His work history includes roles at Eaton Vance WaterOak Advisors and Crestwood Advisors. Corient provides investment advisory and financial planning services to individual and 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 security and fixed-income strategies with third-party managers and customized asset allocation.

Guthrie Cook is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining Hornor, Townsend & Kent in 2025, he worked at Cetera Investment Advisors LLC, Northwestern Mutual Investment Services LLC, and New York Life. Outside of his advisory role, Cook serves as a board member and co-chair of the nonprofit North Park Main Street, where he helps organize community events and engage with local business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm provides a combination of advisory and broker-dealer services with a range of account options and utilizes third-party asset managers under a supervisory framework.

Michael Fitzwilliam is a financial advisor with Commonwealth Financial Network in Quincy, MA, holding a Series 63 designation and over 41 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1986. Fitzwilliam also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including custom and model portfolio solutions, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Bryan Olson is a CFA® charterholder and holds a Series 66 license with 27 years of industry experience. He currently works at Schwab Wealth Advisory in Boston, MA, where he has been since 2018, following previous roles at Windhaven Investment Management and ThomasPartners. Outside of his advisory work, Olson serves on the investment committee at Weber State University, overseeing the university endowment’s investment decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm does not exercise discretionary trading authority, with discretionary management typically residing with affiliated or third-party managers.

Nicola Tirino is a financial advisor at Rockefeller Financial LLC with Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments and Rockefeller Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, offering a range of discretionary and non-discretionary solutions including direct portfolio management, third-party managers, and customized managed account services.

Matthew Giorgetti is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. for 12 years before joining Rockefeller Financial in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-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 through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across various asset classes.

Erin Manganello is a CFP® and holds a Series 65 license, with 21 years of industry experience. She has worked at The Colony Group, LLC since 2012 and at Mintz Levin Financial Advisors LLC from 2005 to 2012. Manganello is based in Hingham, MA. She is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm provides wealth management and advisory services, utilizing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds.

Juan Restrepo Vanegas is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America, Merrill, and American Consumer Credit Counseling. 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 retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Shane Comeau is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, and Pure Hockey. VOYA Financial Advisors serves a broad range of clients including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary recommendation-based relationships.

Joseph Cahill is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, TD Bank, LPL Financial, and Bank of America. He also serves as an Investment Adviser Representative for South Shore Retirement Services, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Muriel Dol is a Series 66-credentialed financial advisor with two years of industry experience, currently affiliated with Voya Financial Advisors, Inc. Prior to joining Voya, she held roles at Goldman Sachs and has worked in various other positions including a part-time role with The Global Horizon Press, an educational organization where she assists with college preparation. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures that emphasize recommendation-based advice over discretionary management.

Grady Robbins is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Nuveen Securities, Nuveen Asset Management, and TIAA. He serves as a trustee of his condominium association, overseeing operating accounts and bill payments. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm operates under a fiduciary standard for its advisory services and provides a range of investment management options using model and customized portfolios.

Meghan Cruz is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Cruz serves on the Board of Directors for the Wilmington Little League as a Minor League Representative. Integrated Wealth Concepts LLC provides financial planning, investment management, and consulting services to individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm emphasizes customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach supported by a range of model and wrap-fee options.

William Creedon is a financial advisor at Integrated Wealth Concepts LLC with six years of industry experience. He previously worked at Ameriprise and John Hancock Investment Management. He holds Series 63 and Series 66 designations. 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, family office services, and retirement plan advisory, employing customized portfolios with a long-term approach and using model and wrap programs it directly sponsors.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Landon Wriedt is a CFP® professional with six years of experience in the financial industry. He currently works at Voya Financial Advisors, Inc. and has prior experience at State Street Bank & Trust, Charles Schwab Investment Management, Inc., and Charles Schwab. Outside of finance, his background includes roles in the restaurant industry and work at the University of Florida. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm operates multiple advisory programs with a focus on non-discretionary, recommendation-based relationships, and maintains a dual registration as both an SEC-registered investment adviser and broker-dealer.