Christopher Peterson is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones, Bank of America, and Merrill. In addition to his advisory work, he is involved in fixed insurance sales based in Natick, MA. 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 clients. The firm provides a broad range of managed-account programs, third-party asset manager access, and custody services, supporting discretionary and nondiscretionary portfolio management.

Jonathan Bouvier is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. He has been with Rockefeller Financial since 2025 and had prior experience at Janney Montgomery Scott LLC. He has held various roles in education and communications before entering the financial industry. 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 through a Private Advisor model and a consolidated investment platform, with capabilities that include broker-dealer services and alternative investment placements.

Hugues Rivard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Farther. He has been with Farther Finance Advisors since 2024 and also maintains a role at Financial Life Focus, LLC since 2007. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm uses an investment approach based on Modern Portfolio Theory, employing bespoke and algorithmic model portfolios with automatic rebalancing, and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Heather Canty is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Claro Advisors, Twin Focus Capital Partners, and Wells Fargo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Keith Mayer is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has previously worked at Santander Securities, Santander Bank, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing through proprietary and third-party financial planning methodologies.

Stephen Carrigg is a CFP® professional with eight years of experience in the financial services industry. He is currently with Integrated Wealth Concepts LLC, where he has worked since 2021. His prior experience includes roles at Liquid Capital Inc, Commonwealth Financial Network, and Fidelity Investments. Integrated Wealth Concepts LLC 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 a primarily long-term investment approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

Cole Di Rico is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 license and has one year of industry experience, including prior roles at Merrill and Automatic Data Processing. Outside of financial advising, he has worked in the hospitality industry, including bussing tables, hosting, serving, and bartending. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management using both affiliated and third-party strategies, and brokerage and insurance product distribution.

Abigail Ingalls is a financial advisor at Breckinridge Capital Advisors Inc with 11 years of industry experience. She holds a Series 65 designation and has been with Breckinridge since 2015. 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 program participants. The firm offers a range of fixed income and equity strategies supported by a combination of top-down macro outlooks and bottom-up fundamental research, with a distinctive operational structure as a certified B Corp and Massachusetts Benefit Corporation.

William Speciale is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with 17 years of industry experience. He previously worked at Daintree Advisors LLC for nine years before joining Cerity Partners in 2022. Outside of his advisory role, he serves as a board member of the Public Life Foundation of Owensboro, where he leads the Investment and Personnel committees. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including high-net-worth individuals, families, institutions, and corporations, offering customized portfolio management with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Jonathan Howard is a CFP® professional currently with Corient in Boston, MA. He has 19 years of industry experience, primarily from his previous role at BNY Mellon before joining Corient in 2026. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party solutions, incorporating risk management tools and alternative investments where appropriate.

Matthew Gallagher is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 licenses and has experience working at Fidelity Investments and Universal Finance Corp. prior to his current role. Outside of finance, his background includes roles in education and golf club operations. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and charitable and corporate clients. The firm provides financial planning, portfolio management, and brokerage services through a combination of affiliated strategies and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Gary Mc Govern Jr. is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at Equinox Fitness for eight years. Outside of his advisory role, he is a member of the Boston Athletic Association running club. Janney Montgomery Scott is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of advisory and brokerage services supported by centralized portfolio management and in-house custody capabilities.

Elody Wagnac is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott in Dorchester, MA. Her work history includes roles at Target Corporation and State Street Corporation prior to joining Janney. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Zenaida Orduna is a financial advisor with Empower Advisory Group based in Boston, MA, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Infinex Investments, and Bank of America/Merrill Lynch. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Beshere Jr. is a financial advisor at Corient with six years of industry experience. He holds a Series 66 designation and previously worked at Breeds Hill Capital LLC and Morgan Stanley. He has held various roles including positions at Northeastern University and Fidelity Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both internal strategies and third-party managers, with continuous portfolio monitoring and risk management.

Joseph Sachetta is a CFP® professional with 28 years of industry experience, currently serving at Allworth Financial, L.P. since 2026. Prior to joining Allworth, he spent 19 years at Sachetta & Callahan, LLC. He is also a director of Everett Cooperative Bank, a non-investment role. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Andrew Scanlon is a CFP® professional with 10 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having previously worked at Eaton Vance Distributors, Inc. from 2014 to 2021. 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 offers a range of services from discretionary wealth management to outsourced CIO solutions.

John Bliss is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He previously worked at Fidelity Investments for three years and has a background that includes roles outside finance, such as with Pizza Hollywood and The Aquidneck Club. Voya Financial Advisors, Inc. serves individual clients, employer-sponsored retirement plans, and charitable and corporate clients, offering services including financial planning, portfolio management, and brokerage product distribution through a combination of model portfolios, affiliated strategies, and third-party managers.

Cody Manfrim is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at Merrill. Before entering the financial industry, he has held various roles including positions in bartending and retail. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management through various programs, and brokerage and insurance product distribution, delivering advice primarily on a non-discretionary basis using model portfolios and affiliated strategies.

Alexis Mena is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. Prior to joining Voya, Alexis worked at Fidelity Investments and JMEL LLC. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individual clients, employer-sponsored retirement plans, and charitable and corporate clients. The firm offers financial planning, portfolio management, and brokerage and insurance product distribution through a combination of affiliated strategies and third-party managers.