Tyler Small 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 Fidelity Investments and several academic and youth organizations, including the University of Massachusetts President's Office and the Milford-Hopedale Youth Soccer Association. He is also involved with Coyotes Lacrosse Club LLC. Voya Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements and model allocations supported by both in-house and external strategists and technology tools, managing many accounts on a non-discretionary basis while offering some discretionary portfolio management options.

Michael Klier Jr. is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Armory Group LLC and ROTH Capital Partners, as well as teaching experience at Suffolk University. Outside the financial industry, he worked with Petrel Fishing Charters and J&B Tackle Co. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm offers a range of financial planning and investment management services, combining model portfolios, technology-enabled tools, and both discretionary and non-discretionary account management.

Shamus Coyne is a financial advisor at Hightower Advisors with two years of industry experience and a Series 65 credential. Prior to joining Hightower in 2022, he worked at Navint Partners LLC and Green Oak Financial Services and has a background that includes entrepreneurial experience with The Cookie Monstah. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm employs a multi-manager approach utilizing both affiliated and third-party managers and offers services such as portfolio management, financial planning, and retirement consulting.

Anja Nickel is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at New York Life Insurance Company and its affiliates since 2014 and operates ABN Financial Strategies, LLC, through which she brokers non-registered insurance products. Nickel also serves as a board member of HR Alliance. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life structure.

Owen O’Brien is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for four years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of investment adviser representatives, utilizing both affiliated and unaffiliated investment products and technology-enabled tools.

Kristina Regan is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Boston, MA. She previously worked at Finarc Investments, Inc. and Strategic Advisers, Inc. Regan is also a member of the finance committee for Envisioning Access, a nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s recommendations are based on proprietary asset-allocation models and research tools, with trades executed only upon client authorization.

Benjamin Heikes is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mariner. He has previously worked at The Mather Group, Financial Engines Advisors, Edelman Financial Services, Fidelity, and T. Rowe Price Advisory Services. Mariner serves a diverse client base including individuals, trusts, corporations, and retirement plans, offering investment management, financial planning, and specialized tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and features integrated tax and accounting capabilities uncommon in large advisory enterprises.

John Milone 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 Focus Partners Wealth since 2024. Prior to his current role, he completed four years at Union College and four years at Notre Dame High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, utilizing tools such as trend-following and options overlay strategies.

Frederick Baird is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at The Colony Group, LLC and Aurora Financial Advisors, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Beverly Rodrigue is a CFP® and holds a Series 66 license with 17 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC, where she has worked since 2021. Her prior experience includes roles at North American Management Corp and Lake Street Advisors, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Margaret Kantrowitz is a financial advisor at TIAA-CREF with 10 years of industry experience and holds a Series 66 designation. Prior to joining TIAA-CREF in 2024, she worked at Allspring Funds Management and Wells Fargo, and has experience with Merrill and the New England Center and Home for Veterans. Outside of finance, she works as an interior designer and serves as a trustee reviewing scholarship essays for a local high school. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management through model and customized portfolios.

Brendan Richardson is a financial advisor at William Blair in Boston, MA, holding a Series 66 designation. He has been with William Blair since 2025 and has one year of industry experience. Prior to joining William Blair, he worked at College Hype Screenprint and Embroidery and has additional work experience outside the financial industry. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients, offering active, research-driven investment management and financial planning. The firm manages approximately $64 billion in assets and provides access to proprietary investment models, sub-advisory services, and private fund opportunities.

Andressa Tsaparlis is a financial advisor at Breckinridge Capital Advisors Inc with 8 years at the firm and a total of 11 years of industry experience, including three years at JP Morgan. She holds the Series 65 designation and is based in Boston, MA. 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, trusts, mutual funds, and wrap-fee programs. The firm offers a range of fixed income and equity strategies and integrates a top-down macro outlook with bottom-up fundamental research, supported by proprietary technology and a team-based portfolio construction process.

Lauren Desforge is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, a nonprofit providing financial advice to low-income families. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services using client-specific investment profiles combined with quantitative screening, manager selection, and access to alternative and private market solutions.

Brian Franford is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Advisory Services, Daniel J. Galli & Associates, and COMPASS Wealth Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform with managed-account programs, access to third-party asset managers, and custodial services.

Francis Burgoyne II is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 designations and has 16 years of industry experience. He has been associated with Bankers Life Securities, Inc. since 2016 and with Bankers Life and Casualty since 1995. In addition to his advisory role, Burgoyne also trains and manages insurance agents through his position as a Unit Field Trainer at Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm utilizes a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a variety of securities.

Qing Yang is a CFA® charterholder with 13 years of industry experience. He is currently an advisor at Mercer Global Advisors Inc. and previously worked at O'Brien Wealth Partners LLC, Wells Fargo Clearing, and Morgan Stanley. Mercer Global Advisors serves individuals, families, and various institutions by providing investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other investment vehicles, while also offering specialized programs and integrated service platforms.

Alexander Gross is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. His prior roles include a decade at Daintree Advisors LLC and six years at Calibre Advisory Services Inc. Gross holds a Series 65 license and is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions.

Barbara Cummings is a financial advisor at William Blair with Series 65 and Series 63 credentials and 23 years of industry experience. She has been with William Blair & Company since 2015, based in Boston, MA. 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 approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Samuel Dunn is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Fidelity Investments and has experience outside of finance, including roles at Dunn Detailing and YMCA. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a network of advisors using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.