Merrie Leighton is a financial advisor with Capital Analysts holding Series 63 and Series 66 credentials and has 44 years of industry experience. She has been affiliated with Capital Analysts and its predecessor entities since 1981 and has worked with Lincoln Investment since 2012. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, including needs analysis and estate planning. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm supports a range of advisory models and employs an in-house investment management team utilizing a proprietary fund screening process.

Robert Young Jr. is a financial advisor with Empower Advisory Group in Holliston, MA, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been affiliated with GWFS Equities Inc/Great West Life & Annuity Insurance Co since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Lynn Waples is a CFP® professional at Hightower Advisors with 12 years of industry experience. She worked at Argent Wealth Management, LLC for six years before joining Hightower Advisors in 2020. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Quinn is a CFP® with seven years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and Longtide Financial Partners, and has held roles at Thomas & Walter Quinn, Inc. and WESCAP Group. Outside of advising, he is a co-owner of K&M Properties, LLC, a real estate management entity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad advisor-support platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Hannah Aronowitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

Shane Brennan is a financial advisor at Savant Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at Heritage Financial Services, Keenan Financial, and Wallkill Group, as well as five years at the University of Delaware. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation using mutual funds and ETFs with actively managed strategies, supported by a range of affiliated accounting, legal, and trust services.

Edward Jastrem is a CFP® and ChFC® with 16 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 19 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients, providing comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and operates affiliated accounting, legal, and trust services.

Aiman Janineh is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBER and Voya Financial. Outside of his advisory role, he referees youth soccer games with Norton Youth Soccer. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies with an emphasis on long-term returns, annual rebalancing, and clients’ savings rates.

Rebecca Chiccino is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses and with 30 years of industry experience. Her prior roles include positions at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Gavin Symington is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds a Series 66 designation and has two years of industry experience, including prior work at Fidelity Investments. Outside of advising, Gavin works as an independent contractor marketing for Whalers Brewing Company, a brewery in Rhode Island. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, primarily through non-discretionary recommendation-based arrangements.

Juan Falcon is a financial advisor with Voya Financial Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has two years of industry experience. His prior work background includes roles at StoneX Securities Inc, LPL Enterprise, The Prudential Insurance Company of America, and Boston College. Outside of financial services, he has been involved with One Call Junk Haul, indicating entrepreneurial activity beyond his advisory work. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a variety of advisory services including financial planning, portfolio management, and plan-sponsor consulting, and it primarily provides non-discretionary, recommendation-based advice through multiple program structures.

Steven Perlman is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Raymond James & Associates for 12 years before joining Janney Montgomery Scott in 2018. Janney Montgomery Scott is a large dual-registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and various advisory programs.

David Varela is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates from 2006 to 2017 before joining Janney in 2017. 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, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Joshua Trubow is a CFP® professional with nine years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Sensible Financial Planning and Management, LLC for nine years. 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 using a proprietary “Focus List” and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Peter Fredericksen is a financial advisor at OSAIC Institutions, INC. with 20 years of industry experience. He holds a Series 66 designation and has worked at Bank of Canton since 2008 and infinex Investments, Inc. since 2007. Outside of his advisory role, he is involved in estate planning through BOC - Life Solutions, focusing on sales of estate plans and related trusts. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and a predominance of non-discretionary assets under management.

Ryan Mcsally 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 at Wells Fargo Clearing for two years and has several years of self-employment experience. Voya Financial Advisors serves a diverse client base, including individual, institutional, and retirement plan clients, offering financial planning, portfolio management, and consulting services. The firm provides advice through various program structures, emphasizing non-discretionary recommendations and maintaining a dual role as an SEC-registered investment adviser and broker-dealer.

Brett Argall is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience and holds a Series 66 designation. He has worked at Voya Financial Advisors since 2020 and is involved in multiple community activities, including serving as president of the Douglas Athletic Boosters and coaching the girls Junior Varsity volleyball teams at Douglas Public Schools. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and portfolio management services through various program structures, emphasizing recommendation-based relationships and offering access to third-party managers and affiliated retirement advice.

Felix Cincotta is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Integrated Wealth Concepts since 2016, following a 12-year tenure at Lincoln Financial Advisors Corp and ongoing CPA work since 1990. He is also a licensed notary and operates a CPA affiliate program. Integrated Wealth Concepts 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, and family office services, employing a long-term investment approach combined with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Richard Marcil is a financial advisor at Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Centaurus Financial since 2001. Outside of his advisory work, he is involved with The Thorndike Company LLC, where he participates in insurance sales and related services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a variety of investment analyses and utilizing platforms such as CLASSIC Plus, FlexUMA, and TPMM.

Joanna Antonopoulos is a financial advisor with Eagle Strategies (NY Life) in Waltham, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She has worked at Eagle Strategies and affiliated entities since 2004, including a role at Atlantic Planning Group since 2019. Antonopoulos serves as a board member of Networking Group USA, a non-investment-related organization. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a broad network of representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.