James Mitchell is a CFP® professional with 26 years of industry experience, currently advising at VOYA Financial Advisors, Inc. in Boston, MA. His prior roles include positions at BrightPlan, LLC and Fidelity, where he worked for over two decades. Outside of his advisory work, he owns Northern Adventure LLC, a rental property in Milford, NH. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm provides a range of adviser-led programs, combining model portfolios and manager-driven strategies, and operates both discretionary and non-discretionary investment offerings alongside an active broker-dealer distribution model.

Natalie Devine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Voya, she worked at Fidelity Investments and has a varied background including roles in real estate and tax services. Voya Financial Advisors, Inc. serves individual and institutional clients with financial planning, portfolio management, and brokerage services, delivering advice through a combination of affiliated strategies and third-party managers.

Paul Sullivan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Charles River Financial Services since 2005 and at Commonwealth Equity Services, Inc. since 1993. Outside of investment advisory, he is involved with Charles River Financial Services, LLC, which provides document organization and consulting services related to taxation, divorce, estate planning, and asset recovery. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Sherif Abdel Ghaffar is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Dynex Group Benefits Solutions LLC, AT&T Mobile, and various real estate and financial services companies. He also holds a marketing position with Dynamic Expansion. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Megan Allen is a financial advisor at Beacon Pointe Advisors, LLC in Boston, MA, holding a Series 65 designation with less than one year of industry experience. Her background includes roles with the University of Rochester and the YMCA of Greater Rochester, as well as experience at Conifer Realty LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, utilizing a combination of asset-allocation modeling and third-party independent managers across active and passive strategies.

Adam Bowers is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Cerity Partners LLC and previously held roles at The Colony Group, Merrill, and SJS Financial Advisors. Outside of advisory work, he has experience with College Pro Painters and involvement at The College of Saint Rose. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screening alongside third-party managers and individual securities, and offers services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

William Behling is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at firms including LPL Financial, Creative Planning, Heritage Way Advisors, and Edward Jones. 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, family office, and retirement plan advisory services using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income, with a long-term investment approach complemented by shorter-term trades for rebalancing and cash needs.

Todd Crowley is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes six years at MassMutual/MMLIS and four years at Guardian/Bulfinch Group. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Colleen Mcnulty is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has been with Kestra Advisory since 2017 and previously worked at Voya Financial Partners and Voya Retirement Advisors. Outside of her advisory role, she serves as a referral agent in real estate. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients, including plan sponsors, with offerings that include fiduciary consulting, plan design, and employee education.

Ronald Newton is a CFP® professional with 36 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior roles include positions at Financial Engines Advisors L.L.C., Advice Systems Inc., Commonwealth Financial Network, and Newton Financial. He is the founder and caretaker of Advice Systems Inc., a financial technology software company that is currently inactive. Mariner Wealth Advisors serves a wide range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm combines customized discretionary portfolios with in-house research and third-party managers, while also offering integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Laura Williams is a CFP® professional with seven years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning And Management, LLC for eight years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing a proprietary “Focus List” and both active and passive strategies, while also sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Mark Mathers is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Waltham, MA. Prior to 2015, he was associated with Beacon Pointe Wealth Advisors, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven approach using a proprietary “Focus List” and offers discretionary wealth management, retirement plan consulting, and outsourced CIO solutions, among other services.

Daniel Mcdonald is a CFP® professional with 20 years of industry experience. He has been with The Colony Group, LLC since 2000. He is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, families, institutions, and businesses. Focus Partners employs a long-term investment approach that combines active and passive strategies within a tax- and fee-sensitive framework.

Alison Di Fonzo is a financial advisor at Breckinridge Capital Advisors Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill and Newday USA prior to her current role. Breckinridge Capital Advisors manages over $54 billion in client assets, providing fixed income and equity strategies, sub-advisory services, and investment management to individual, high-net-worth, and institutional clients, primarily through intermediaries. The firm combines top-down investment outlooks with bottom-up credit research and employs tax-aware portfolio management techniques within its proprietary systems.

Jacquelyn Kane is an investment adviser representative with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Keenan Financial and Santander Bank, as well as work in education and retail sectors. Outside of advising, she is a licensed insurance agent and occasionally provides related products and advice. Voya Financial Advisors, Inc. serves individuals, employer-sponsored retirement plans, and charitable and corporate clients through financial planning, portfolio management, and brokerage services. The firm offers a range of investment programs using both proprietary and third-party strategies and combines advisory and broker-dealer activities.

Richard Davies is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at O'Brien Wealth Partners LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Curt Busenburg is a financial advisor at TIAA-CREF with CFP® and CFA® designations and three years of industry experience. He has been with TIAA since 2008 and joined TIAA-CREF in 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, applying a fiduciary standard to its advisory services.

Aaron Stoner is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding CFP® and Series 66 credentials with four years of industry experience. He has worked at Merrill and Bank of America, N.A., and is the founder of Millstone Ministries, a nonprofit assisting those aging out of foster care with rental assistance. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of adviser-led investment programs and combines an advisory platform with an active broker-dealer distribution model.

Dillon Gonzalez is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2015. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Elijah Dorf is a CFP® professional affiliated with Commonwealth Financial Network, with two years of industry experience. His prior roles include positions at The Vanguard Group and Clearfront Advisory, alongside multiple tenures at Commonwealth Financial Network. He has also worked in educational settings at Bentley University and The Frederick Gunn School. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers a variety of investment programs and maintains a significant clearing and custody relationship with National Financial Services LLC.