Nicolas Souffrant Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, and Citizens Bank. VOYA Financial Advisors 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 offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary, recommendation-based advice.

Russell Broad is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds ownership and a treasurer position at Trico Inc, a contracted service provider for FedEx Ground. Additionally, he is a partial owner of a harness racing horse, which he owns as a hobby with family members. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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.

Francis Mc Manus is a financial advisor with Centaurus Financial, Inc. in Norwood, MA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has held roles at TruAdvisors Financial, Downey Insurance Agency, and Guardian Life Insurance Company, among others. Outside of advising, he serves as a board member and ambassador for the Walpole Chamber of Commerce and is involved in organizing youth basketball tournaments through a nonprofit admissions role. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management via the CLASSIC Plus platform, retirement consulting, and specialized advisory services. The firm manages assets through both discretionary and non-discretionary arrangements and employs a range of analytical approaches, with additional services including model overlays, tax overlays, and access to third-party managers.

Debra Mc Donald is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. Her prior experience includes roles at Tfc Financial from 2018 to 2022 and Wingate Financial Group, Inc from 2005 to 2018. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and customizable investment solutions, while providing operational, trading, compliance, and practice-management support.

Justin Amico is a Series 65-licensed advisor with CIBC Private Wealth Advisors, Inc. in Boston, MA, with four years of industry experience. He has worked at CIBC Private Wealth Management since 2007. CIBC Private Wealth Advisors offers a range of investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a combination of internal teams and external managers to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Nicolay Siclunov is a financial advisor at Oppenheimer in Cambridge, MA, holding a Series 66 designation with eight years of industry experience. He has been with Oppenheimer since 2017, following prior roles at PowerScore, Inc. from 2009 to 2017. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment vehicles, and acts as a qualified custodian for client assets.

Elisabeth Zimmerman is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously spent 36 years at O'Brien Wealth Partners LLC, where she was part of the firm through its transition and acquisition by Mercer. O'Brien Wealth Partners provides fee-only investment advice and financial planning to individuals, families, businesses, nonprofits, pension plans, and endowments, managing approximately $1.1 billion in discretionary assets. The firm emphasizes capital preservation and attractive returns through diversified asset allocation, utilizing mutual funds, ETFs, and selective use of interval and ESG-focused funds.

Mark Poitras is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Mark Fantasia 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 Merrill for two years and has held various roles including a position at Colbea Enterprises and involvement with the Arlington Boys and Girls Club. Voya Financial Advisors serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing predominantly non-discretionary advisory relationships.

Barry Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Guardian Life since 1995 and with Park Avenue Securities since 2022. Outside of advisory work, he is involved in reselling partial season tickets for the Boston Red Sox. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Richard Rosenthal is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group and Capital Advisors LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates both active and passive strategies within an enhanced open architecture framework.

Casey Jordan is a financial advisor at Farther with 18 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for 16 years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke allocations and proprietary algorithmic model portfolios, focusing primarily on ETFs, mutual funds, individual equities, and fixed income.

Douglas Mavilia is a Certified Financial Planner® with 23 years of industry experience. He is currently with Kestra Advisory and Kestra Investment Services, having previously worked at Commonwealth Financial Network and Lightship Wealth Strategies. He is a partner at Grandview Financial Group LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a mix of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Daniel Maher is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA, holding the Series 63, Series 65, and Series 66 designations and bringing 25 years of industry experience. He has worked with Eagle Strategies since 2012 and has been affiliated with New York Life and Nylife Securities since 2006. Outside of his advisory role, he is involved in insurance brokering through The Marcus Agency. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and works within an integrated New York Life affiliate structure, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Samuel Matias is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining VOYA, he worked at Fidelity Investments for two years and has a background that includes several roles in education and community involvement. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers a variety of financial planning and investment management services, often providing non-discretionary recommendations through multiple program structures.

Olurotimi Sulaiman is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Voya, Sulaiman worked at Fidelity Investments and has a diverse background that includes roles in healthcare and community organizations. Voya Financial Advisors serves a broad spectrum of clients, including individual investors, retirement plan sponsors, and institutional entities, offering financial planning, portfolio management, and consulting services through various program structures that emphasize non-discretionary advice.

Charles Brown is a financial advisor with Commonwealth Financial Network, holding ChFC® and Series 63 designations and possessing 37 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and operates Charles P. Brown d/b/a Capitol Financial Advisors since 1999. Outside of his advisory work, he serves as an expert witness providing testimony on financial planning topics. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services. The firm offers operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios and customized investment solutions.

Brendan McCarthy is a financial advisor with Eagle Strategies (NY Life) in Burlington, MA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been affiliated with New York Life Insurance Company since 2001 and operates McCarthy Financial, LLC. Outside of his advisory work, he serves as an assistant coach for a local girls’ AAU basketball team. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis, serving retirement investors, defined contribution and benefit plans, and charitable and corporate clients within an integrated New York Life affiliate structure.

Ian Hannafin is a financial advisor at Voya Financial Advisors, Inc. with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at GW&K Investment Management and Fidelity Investments. His career also includes four years at Elon University. 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 services like financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a majority of assets managed on a non-discretionary basis.

Jacob Tristine is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Voya, he worked at Fidelity Investments. Outside of financial services, he has been involved with Slanté Management, associated with the Olds Irish Social Club. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth clients. The firm offers financial planning, portfolio management, wrap programs, and plan-sponsor consulting through multiple program structures, with a focus on non-discretionary, recommendation-based relationships.