John Finney is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has held roles at Overvue, Inc., Bleakley Financial Group, LPL Financial LLC, and other firms. He has worked primarily in the Boston, MA area. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across public and private asset classes and offers comprehensive reporting and plan-level analytics.

Stephanie Casey is a financial advisor with TIAA-CREF in Cambridge, MA, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked with TIAA-CREF since 2018, following five years at Citizens Securities Inc. and overlapping tenure at Citizens Bank. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and brokerage services to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model including donor-advised fund services and combines point-in-time planning with ongoing discretionary portfolio management.

Kelly Morgan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Prio Wealth and Seaward Management. Kelly joined Cerity Partners in 2025. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens, and offers access to alternative and private-market investments.

Brian Mccall is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2005 and previously worked at Beacon Investment Management, LLC. In addition to advisory services, he is involved in selling fixed insurance products. 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 back-office support, technology, and investment management, allowing advisors to construct client portfolios from a broad range of securities and insurance products.

Jacob Solomita is a financial advisor at VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Equitable Advisors and various positions outside the financial industry. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Erin Sullivan is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has been with The Colony Group, LLC since 2014. 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 across various investment vehicles.

Joseph Fabiano is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 63 designation. He has 21 years of industry experience and his prior firms include LPL Financial, LGA LLP, Lincoln Investment, and Kirkland Albrecht & Frederickson. Outside of his advisory work, he is the business owner of DDN Consulting LLC, a non-investment-related venture. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a primarily long-term, customized portfolio approach using mutual funds, ETFs, individual equities, and fixed income.

Brent Pacheco is a financial advisor with VALIC Financial Advisors and holds a Series 66 designation. He has two years of industry experience, including roles at VALIC and Agia, where he is also appointed as an agent to sell non-securities insurance products. Prior to his financial services career, he worked at Toyota of Dartmouth and attended the University of Massachusetts Amherst. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Ryan Quinn is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for 11 years and held positions at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

Donald Gregory Jr. is a financial advisor with TIAA-CREF in Boston, MA, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in residential rental real estate ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm separates point-in-time planning from ongoing discretionary management and offers both model-based and customized portfolio options.

Cheyanda Myers is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at MassMutual, Valic Financial Advisors, and Lincoln Financial Group. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, managing portfolios across various securities to align with clients' goals and risk tolerances.

Dylan Mc Lane is a Series 66-licensed financial advisor with one year of industry experience, currently with Voya Financial Advisors, Inc. Prior to joining Voya, he worked at Merrill for two years and has held positions outside the financial industry, including roles at UberEats and DoorDash. Voya Financial Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures that emphasize recommendation-based advice over discretionary management.

Dennis Franson is a financial advisor at Commonwealth Financial Network with over 51 years of industry experience. He holds the Series 63 designation and has been associated with Commonwealth Equity Services, Inc. since 1994. Additionally, he is involved in fixed insurance sales, dedicating a small portion of his business hours to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

David Visini is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, Santander Bank, and other financial institutions. Outside of his advisory role, he teaches tap dancing and assists with marketing at Refine Dance Studio, a family-owned business. Citizens Securities 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 both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Unai Loyola is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 credential and has one year of industry experience, including prior roles at Merrill and The Gardiner House. Outside of his advisory work, he is involved as a DJ for events and venues, including weddings and late-night functions. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and various advisory programs with an emphasis on recommendation-based, non-discretionary services.

Joseph Najm is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services, including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary recommendation-based relationships.

Steven Navarro is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1996. Navarro is also involved in fixed insurance sales as part of his professional activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Mark Popeleski is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. He has been with Goldman Sachs & Co. LLC since 2003, holding Series 65 and Series 66 credentials. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and access to alternative investments, leveraging strategic allocation models and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Kevin Finin is a CFA® charterholder and holds a Series 66 license, with 12 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined the Rockefeller organization in 2022 following prior roles at Sanford C. Bernstein & Co. and First Republic Securities Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services, operating uniquely as a registered broker-dealer that also provides placement and investment banking services through its Private Advisor model and integrated investment platform.

Jonathan Glennon is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Santander Securities. Voya Financial Advisors serves a diverse client base, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures. The firm is notable for its dual registration as an SEC investment adviser and broker-dealer, and its predominant use of non-discretionary advisory relationships.