Jeffrey Titus is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and First Republic’s investment management and securities divisions. Outside of his advisory role, he serves on the Investment Committee of the MetroWest Health Foundation, a nonprofit focused on community health philanthropy. 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 comprehensive range of portfolio management, financial planning, and investment services through a Private Advisor model and an integrated investment platform.

Keith Crowley is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Commonwealth since 2006 and was briefly affiliated with U.S. Financial Advisors the same year before joining LPL Financial LLC in 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody services.

Karthik Rao is a financial advisor at Bankers Life Advisory Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bankers Life Securities Inc. since 2017 and Bankers Life & Casualty since 2014. In addition to his advisory role, Rao recruits and trains insurance agents as a Unit Field Trainer for Bankers Life & Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, ongoing investment management, and integrates fundamental, technical, and cyclical analysis to guide portfolio decisions.

John Graziano is a CFP® with three years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Boston, MA. His prior experience includes roles at Brown Brothers Harriman and a background that spans both corporate and academic environments, including positions at Nike and Siena College. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active management, supported by an internal Investment Committee.

Bryce Shaw is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His career includes roles at Park Avenue Securities, Forge Financial, and The Bulfinch Group, as well as service in the U.S. Navy. Prior to his finance career, he worked in construction for nine years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services delivered through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Salvatore Mansueto is a CFP® professional with 24 years of industry experience, currently serving with PNC Wealth Management in Boston, MA. His career includes roles at PNC Investments LLC, Enterprise Investment Services, Commonwealth Financial Network, Citizens Securities, and Charles Schwab. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital investment platform that uses algorithm-driven risk assessments and approved model strategies implemented via mutual funds and ETFs.

Matthew Grygiel is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017, following an eight-year tenure at Morgan Stanley. TIAA-CREF Individual & Institutional Services, LLC provides 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 offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized solutions under a fiduciary standard.

Domenica Lurvey is a CFP®-designated financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She has held positions at firms including Sachetta, LLC, NYLIFE Securities LLC, LPL Financial, and AXA Advisors. Allworth Financial serves a broad client base ranging from individual investors to charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and other wealth management services. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialist portfolios.

Matthew Halpin is a Series 66-licensed financial advisor with two years of industry experience. He is currently with Voya Financial Advisors, Inc., having joined the firm in 2026. His prior experience includes roles at Merrill and UBS Hingham Street Partners. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses investment policy statements, model portfolios, and technology-driven tools to implement recommendations, primarily managing assets on a non-discretionary basis.

David Daniels is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 designations and has nine years of industry experience, including seven years with John Hancock and its distributor firms prior to joining Voya in 2025. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisers, utilizing both affiliated and unaffiliated investment products and a mix of discretionary and non-discretionary account management.

Anthony Bevilacqua is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored solutions such as Executive Wealth and Private Family Office support.

Fredy Molfino De La Jara is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes positions at PriceWaterhouseCoopers and FPMC LLC. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines centralized investment resources and model portfolios with both discretionary and non-discretionary manager implementation, offering a range of tailored services such as retirement plan education and private family office support.

Richard Kelly is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience and has been associated with New York Life and its related entities since 1992. Outside of his advisory work, he serves as a Town of Norwood meeting member involved in budget review. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, as well as charitable and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mark Valickus is a CFA® charterholder with one year of experience at Cerity Partners LLC. He previously worked at Prio Wealth LP for six years and BNY Mellon Wealth Management for seven years. Valickus is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Edward Ritchie is a financial advisor with Eagle Strategies (New York Life) based in Waltham, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at True North Financial Partners, Ritchie Financial, Nylife Securities Inc., and New York Life Insurance Company. He serves as an officer and director for Boston Area Youth Soccer. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm delivers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jennifer Eustance is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. Her prior roles include positions at Eaton Vance WaterOak Advisors and Boston Financial Management LLC. She is based in Boston, MA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, utilizing risk management tools and alternative investments as appropriate.

Steven Dubin is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and over 49 years of industry experience. He has been affiliated with Capital Analysts and related entities since 1975 and also co-owns Williams & Dubin, a financial services and insurance firm providing life insurance, disability, annuities, and other compensation-related products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches supported by an in-house research team and nationwide network of independent advisors.

Michael McGuire is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. He has been with TIAA-CREF since 2009 and previously worked at Merrill and Fisher Investments. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time financial planning with ongoing portfolio management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that uses affiliated funds.

Steven Dechiario is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.