Brian Mcgunigle is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 registrations with three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held various roles outside the financial sector. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to provide tailored investment solutions primarily on a non-discretionary basis.

Jordan Fauci is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved with Fauci Sports Nutrition since 2012. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to support client investment decisions, offering both advisory and broker-dealer services.

Julia Felisberto Mendes is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. She also had involvement with VP Tanning LLC and Bentley University. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and offers diversified, risk-class based investment approaches combining passive and active management with oversight by an internal Investment Committee.

Katherine Saltonstall is a CFA® charterholder and holds a Series 63 license with 11 years of industry experience. She is currently with Hightower Advisors and previously worked at Sandy Cove Advisors and Brown Advisory. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers through proprietary research and portfolio construction strategies.

Khurram Gillani is a financial advisor at Breckinridge Capital Advisors Inc with nine years of industry experience. He holds a Series 65 designation and has been with Breckinridge Capital Advisors since 2012. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base, including high net worth individuals, charitable organizations, corporations, and mutual funds. The firm offers a range of fixed income and equity strategies, combining top-down macro analysis with bottom-up fundamental research, and features a distinctive operational structure as a Massachusetts Benefit Corporation and certified B Corp.

Jeffrey Craig is a CFP® with 20 years of industry experience and is currently with Focus Partners Wealth, LLC. He previously worked at The Colony Group, LLC for eight years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Benjamin Magoun is a CFP® professional with 21 years of industry experience, currently affiliated with Commonwealth Financial Network and Fitzwilliam Financial since 2007. He has also been associated with Strategic Financial Alliance since 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a broad range of adviser platforms including managed-account programs, third-party asset manager access, and comprehensive custodial and clearing services.

Daniel Coleman Jr. is a CFP® professional with three years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, LP and BNY Mellon Wealth Management, Family Office. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services such as investment management, financial planning, retirement plan consulting, tax services, and insurance placement. The firm’s investment approach focuses on client-specific profiles and asset allocation, utilizing proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

John Salvaggio is a financial advisor at OSAIC Institutions, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Infinex Investments, Inc., Marblehead Capital, LLC, Citizens Securities, Inc., Investors Capital Corp., and Eastern Point Advisors Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model with a focus on supervision and client choice in account management.

Edward Ciancarelli is a CFA® charterholder based in Boston, MA, with 12 years of experience primarily at The Colony Group, LLC. He is a volunteer member of the Global Equities Sub-Committee of the Boston Securities Analyst Society, where he contributes to organizing industry conferences and seminars. Focus Partners Wealth, LLC serves individuals, families, family offices, and institutional clients, providing wealth management, financial planning, and retirement consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Emily Fluke is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hightower Advisors. Her prior roles include positions at First Republic Investment Management, JP Morgan Securities, and Citizens Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of discretionary and non-discretionary portfolio management options.

Robert Linskey is a financial advisor at Mariner with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Putnam Investments and Putnam Retail Management for 13 years before joining Mariner in 2024. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services as well as administrative family office capabilities.

Ahmad Traoui is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior roles include positions at KeyBank, NYLIFE Securities LLC, and New York Life Insurance Company. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, utilizing a combination of model portfolios, investment policy statements, and technology-enabled tools to deliver both discretionary and non-discretionary account management.

Colin Gannon is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments. Outside of finance, he has been involved with solo golf activities. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporations with financial planning, portfolio management, and retirement advisory services. The firm combines in-house and outside strategists, model portfolios, and technology-driven tools to deliver tailored investment solutions, managing many client accounts on a non-discretionary basis.

Paul Fortin is a Series 65-licensed financial advisor at CIBC Private Wealth Advisors, Inc. in Boston, MA, with seven years of industry experience. Prior to joining CIBC Private Wealth Advisors in 2023, he worked at SVB Wealth LLC and Boston Private Wealth LLC. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment approach involving an internal team, Relationship Managers, and governance committees to deliver customized portfolio solutions, combining proprietary products and external managers.

Joshua Batista is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Before joining Voya in 2026, he worked at Fidelity Investments and ARAMARK. Voya Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools to deliver customized investment solutions through a large network of advisors.

Eric Vanderpool is a financial advisor at Rockefeller Financial LLC based in Boston, MA. He holds the Series 66 designation and has three years of industry experience. Prior to joining Rockefeller Financial in 2023, he worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and spent ten years at Brown Brothers Harriman & Co. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Stephanie Gallegos is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Commonwealth Financial Network since 2018 and has also been affiliated with Samuel Financial since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Sara Paz is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Equitable Advisors LLC and various other positions. Her background includes work outside the financial industry, such as tutoring and involvement with organizations like the Hatteras Marlin Club. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm provides customized wealth management services, combining quantitative screening and direct security selection with access to alternative and private market solutions for qualified clients.

Guy Presutti is a financial advisor with Oppenheimer, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Oppenheimer since 2005. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a variety of programs including asset management, consulting, and retirement services, with advisory approaches that incorporate strategic and tactical asset allocation, manager selection, and suitability reviews.