Nicholas Fortier is a Series 66 licensed advisor at Voya Financial Advisors, Inc. in Boston, MA, with one year of industry experience. His prior roles include positions at Twelve Points Wealth Management and Bowdoin College. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and outside strategists, model portfolios, and technology-enabled tools to implement client recommendations across discretionary and non-discretionary account arrangements.

Joseph Casale is a financial advisor at Voya Financial Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Luttner Financial Group. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver a range of investment solutions, including both discretionary and non-discretionary account management.

William Rourke is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 registrations and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments for one year. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services through a large network of advisers, utilizing both affiliated and unaffiliated investment products.

Ralph Coutant is a CFA® charterholder with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022. Prior to that, he spent a decade at Matarin Capital Management. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Patrick Pirone is a financial advisor at Commonwealth Financial Network with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. Outside of advising, he owns Residual Concepts, LLC, a company involved in software leasing. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically provide advice under Commonwealth’s supervision.

Samuel Perry is a CFA® charterholder with over 50 years of experience in the financial industry. He currently serves at Corient and has held positions at Eaton Vance WaterOak Advisors and CIPW Service Company. Outside of his advisory work, he is a trustee of King’s Chapel, one of the oldest Anglican churches in New England, and serves on the investment committee for the New Hampshire Society of the Cincinnati, which promotes education about the American Revolution. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party manager solutions and monitors portfolios continuously using risk management tools and stress testing.

Glen Flanaghan is a financial advisor at TD Private Client Wealth LLC based in Boston, MA, holding Series 63 and Series 65 credentials with 32 years of industry experience. His career includes roles at TD Bank N.A., Fisher Investments, Charles Schwab, TD Ameritrade, and Voya Financial Advisors. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, utilizing a combination of strategic and tactical asset allocation through both affiliated and third-party sub-managers.

Richard Held is a financial advisor at TIAA-CREF with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios.

Matthew Meikleham is a CFA® charterholder based in Boston, MA, with over 15 years of industry experience. He has worked at CIBC Private Wealth Advisors, Inc. since 2021 and spent 13 years at BNY Mellon prior to that. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers a range of portfolio management, financial planning, and Family Office services, utilizing both proprietary and external investment strategies supported by specialized committees and a team-based approach.

John Loehner is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Commonwealth Financial Network since 2003 and is the sole owner of Atlantic Wealth Strategies, LLC, a securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers customizable investment solutions and manages discretionary model portfolios through its Investment Management and Research team.

David Pierce is a financial advisor with Eagle Strategies (New York Life) based in Watertown, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at McGuire & Wright Financial Group LLC, Eagle Strategies LLC, New York Life Insurance Company, and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors as well as defined contribution and defined benefit plans, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Thomas Livingstone is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has three years of industry experience, including two years at Fidelity Investments prior to joining Voya. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charities, and corporate clients through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, primarily managing assets on a non-discretionary basis.

Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Guardian Life Insurance Company, Park Avenue Securities, Citizens Securities, Inc., and Clarfeld. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

Marshall Dodge is a financial advisor with Primerica Advisors in Needham, MA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2018 and was previously with John Hancock and John Hancock Distributors LLC from 2009 to 2018. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs, financial planning, and consulting services.

Nadia Sturgill is a financial advisor at Janney Montgomery Scott in Boston, MA, with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney since 2011. Janney Montgomery Scott LLC 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, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Peter Garrigan is a Series 65-licensed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He has worked at Focus Partners since 2024 and previously at GW & Wade, LLC, Oracle NetSuite, and RBC Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, family office services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Shannon Tivnan is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, Shannon worked at Fidelity Investments for three years. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm emphasizes client relationships structured around investment policy statements, combining model portfolios and technology-enabled tools with a mix of non-discretionary and discretionary management approaches.

Jennifer Stevens is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent seven years at The Colony Group, LLC and one year at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.

Alexander Bodio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation. Based in Boston, MA, he has been with Focus Partners since 2022. Prior to joining the firm, he worked at Sacred Heart University and Thayer Academy. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with 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, third-party managers, and private funds within an enhanced open architecture framework.

Ann Hayes is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 designations and 24 years of industry experience. Her career includes multiple tenures at Janney Montgomery Scott since 2018 and a prior role at Ameriprise Financial Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, retirement plans, and institutional clients, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.