Richard Pride is a CFA® charterholder and holds a Series 66 license with one year of industry experience. He is currently affiliated with Citizens Securities, Inc. and Citizens Bank, N.A., having previously worked at Whitney Peak Capital and SCS Financial. Pride participates as a volunteer Board Trustee for the Harvard Conservation Trust. Citizens Securities, Inc. serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory platform and a managed account program, and operates as a wholly owned subsidiary of Citizens Bank, N.A.

Stephen Morris is a financial advisor with VOYA Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Rise North Capital and Wells Fargo Advisors, as well as teaching roles at Plymouth State University and Timber Lane Regional High School. VOYA Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily operating under non-discretionary, recommendation-based arrangements.

Cynthia Reilly is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with TD Private Client Wealth LLC since 2013 and previously worked at TD Bank N.A. Cynthia also manages a small residential rental property through an independent property management company. TD Private Client Wealth LLC provides discretionary wrap‑fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management through a variety of TD-guided and third-party investment solutions.

Thomas Gill III is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. He has been with Voya since 2025 and previously worked in various roles across sectors including technology and education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice mainly through non-discretionary programs and operates as both an SEC-registered investment adviser and a broker-dealer.

Casey Paton is a CFP® and CFA® credentialed financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. Prior to joining Beacon Pointe, Casey held roles at First Citizens Investor Services, SVB Investment Services Inc, Silicon Valley Bank, and other firms. Outside of financial advising, Casey owns Encore Apparel Company, LLC, an online apparel business, and serves on the board of the Ukulele Kids Club, participating in the organization’s development committee. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Michael Powers is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His work history includes roles at Fidelity Investments and Edward Jones prior to joining Voya. He is based in Boston, MA. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, focusing largely on non-discretionary, recommendation-based client relationships.

Andrew Svonovec is a financial advisor at VOYA Financial Advisors, Inc. with a Series 66 designation and one year of industry experience. Prior to joining VOYA, he held roles at Movement Mortgage, Driven Brands, North Carolina State University, and other organizations. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, and retirement plan sponsors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendations via multiple program structures, including wrap programs and third-party money manager access.

Michael O'Brien is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds the Series 63, Series 65, and Series 66 securities licenses and has worked previously at Wilmington Trust, Cambridge Trust Co., and Citizens Financial Group. Outside of his advisory role, he is a co-manager of OWL Sanitation, LLC, a business providing trash barrel sanitation services in Boston. Cerity Partners offers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs across a variety of investment vehicles.

Michael Eglow is a financial advisor with Cerity Partners LLC in Boston, MA, holding a Series 65 license and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at The Colony Group, LLC and Cantella & Company Inc. from 2017 to 2025, with additional experience at Commonwealth Financial Network and Clark University Graduate School of Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, charitable organizations, and institutional investors, with an investment approach that combines proprietary quantitative screens and third-party managers alongside direct securities.

Daniel Desmarais is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments for four years and has held various roles including positions at Villanova University and the Town of Weston. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based arrangements.

Dylan Lemis is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Voya Financial Advisors, Inc. and has prior experience at Sentinel Group and Equitable Advisors, LLC. Outside of finance, he has worked as a server and bartender at The Hourly Oyster House. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a wide range of services such as financial planning, portfolio management, and plan‑sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Andrew Barton is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Fidelity Investments and engagements with Crystal Lake Golf Club and Blue Hill Country Club. Voya Financial Advisors serves individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services including financial planning, portfolio management, and plan-sponsor consulting, delivering advice through multiple program structures with an emphasis on non-discretionary recommendations.

Robert Devinney is a CFP® with 13 years of experience in the financial services industry. He has worked at Cerity Partners LLC since 2025 and previously held roles at Prio Wealth LP and Fidelity Investments. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, integrating proprietary quantitative screens with third-party managers and individual securities.

Thomas Walsh is a CFA® charterholder with 13 years at CIBC Private Wealth Management and four years of industry experience. He serves as Treasurer for Tribal Lacrosse, a charitable organization, where he manages financial responsibilities. CIBC Private Wealth Advisors offers investment and wealth advisory services to a diverse client base, including individuals, families, trusts, and investment companies. The firm combines internal investment teams with external managers and employs a governance structure to create customized portfolios, serving notable clients and managing significant assets relative to its advisor headcount.

Leonard Dolan is a financial advisor at Corient with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Eaton Vance WaterOak Advisors and CIPW Service Company, LLC before joining Corient. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates in-house strategies, third-party managers, and risk management tools to align portfolios with client objectives.

Bethany Coughlin is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Voya since 2015 and also operates a self-employed business since 2013. Outside of financial advising, she is involved in youth sports as a team manager for Milton Youth Hockey. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, retirement plan sponsors, charities, and corporations, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendations across multiple program structures, combining SEC-registered investment adviser and broker-dealer roles.

George James is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Voya, he worked briefly at Fidelity Investments and has experience in several other fields including the restaurant industry and energy sector. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers a variety of advisory services through multiple program structures, emphasizing non-discretionary, recommendation-based relationships.

Cole Samson is a CFP® affiliated with Savant Wealth Management, with two years of industry experience. Prior to joining Savant in 2026, he worked at several firms including The Investment Counsel Company and Heritage Financial Services. Outside of finance, he has a background as a collegiate football player at Bentley University. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

John Cheney is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has worked primarily at Goldman Sachs & Co LLC since 2021, with prior roles including positions at Siena College and Strategic Solutions Healthcare Management Consultants. 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 offers tailored solutions such as Executive Wealth and Private Family Office support, integrating services across its affiliated entities within a large financial group.

Elijah Mott is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and previously worked at TD Private Client Wealth LLC and CITIZENS Bank. Outside of his financial career, he serves as a worship leader at Calvary Baptist Church. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach with discretionary model portfolios and serves over 127,000 clients through 444 advisors.