Alexandra Bauer is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Fidelity Investments and Sheeley & Partners Wealth Management. Outside of financial advising, she has worked in various service and retail roles, including at Coffee Depot and Shuttle Meadow Country Club. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment management solutions.

Christopher Stuart is a financial advisor with Allworth Financial, L.P., holding the CFA® designation and Series 63 and 66 licenses. He has 16 years of industry experience, including roles at Shorepoint Capital Partners and Commonwealth Financial Network. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients, including high-net-worth individuals, trusts, and corporate entities. The firm offers customized portfolio management and financial planning services using a variety of model strategies and third-party sub-advisers, and it maintains specialized business divisions such as an Airline division and affiliated tax and brokerage practices.

Thomas Milne is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding Series 63 and Series 65 registrations with one year of industry experience. Prior to joining Voya in 2026, he worked at Fidelity Investments for one year. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory through a network of advisers, combining in-house and external strategies with technology-enabled tools.

Ariana Polk is a Series 65-licensed financial advisor at Breckinridge Capital Advisors Inc with 14 years of industry experience. She has been with Breckinridge since 2008. Breckinridge Capital Advisors manages over $50 billion across a diverse client base, offering fixed income and equity strategies with a focus on customization and tax-aware services. The firm combines top-down macro analysis with bottom-up research, employing rules-based models and proprietary technology to support portfolio construction and trading.

Sandra Healey is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Morgan Stanley, Raymond James & Associates, and SVB-affiliated entities before joining Citi Private Bank in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christopher Valley is a CFA® charterholder with four years of industry experience. He is currently an advisor at Citizens Securities, Inc. and Citizens Bank, having previously worked at KeyBanc Capital Markets Inc., AssetMark, Inc., and Deloitte Consulting, LLP. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms and discretionary portfolio management.

Amy Lampert is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and 50 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2011 and previously led The Lampert Advisory Group. Outside of advisory work, she serves as a FINRA arbitrator, provides organizational consulting and executive coaching, teaches at Brookline High School Community and Adult Education, and is a trustee of the Brookline Symphony Orchestra. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and retirement consulting.

Kenneth Watt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Commonwealth since 2012 and at Middlesex Savings Bank since 2007. Outside of advisory work, he is involved in fixed insurance sales conducted from his branch office. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers multiple program structures and discretionary model portfolios, supporting advisors with operations, trading, technology, and compliance services.

Duke Laflamme is a CFA® charterholder with four years of industry experience, currently serving at Corient in Boston, MA. His career includes prior roles at Eaton Vance WaterOak Advisors spanning 24 years and positions at CIPW Service Company, LLC and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

James Johnston is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has been associated with The Colony Group, LLC since 2016. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing 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 within an enhanced open architecture framework.

James Gilloran is a CFP® with 10 years of experience in financial advising, currently with Corient in Boston, MA. His prior roles include positions at Eaton Vance WaterOak Advisors and Argent Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, utilizing a goals-based, team investment approach that integrates individual security strategies, third-party managers, and risk management tools. The firm offers specialized services through affiliated entities, including private fund advisory and trust services.

Hunter Shaughnessy is a financial advisor at Farther with a Series 65 credential and one year of industry experience. Prior to joining Farther, he held roles at SAP America and other organizations across various sectors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates, utilizing a web and mobile platform alongside in-person meetings. The firm employs an investment approach based on Modern Portfolio Theory with proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Martin Joyce is a financial advisor with Commonwealth Financial Network, holding a Series 65 credential and three years of industry experience. His prior roles include positions at Bestgen Wealth Management, LLC, CWM, LLC, and Hirst Financial Independence Planning, Inc. He has also worked in education and retail sectors, including at the University of Massachusetts Dartmouth and Braintree High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a back-office and platform provider to affiliated advisors.

Thomas Garcia Meitin is a financial advisor at TIAA-CREF with six years of industry experience. He holds a Series 66 designation and has worked at TIAA and TIAA-CREF Individual & Institutional Services since 2019. His prior work includes roles at East China Normal University, CIRCOR International LLC, Safe & Secure LLC, and Elon University. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering customized portfolio management under a fiduciary standard within a vertically integrated structure.

Todd Silverman is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at The Colony Group, Derby and Company, Ferris Capital, Siharum Advisors, and Kobren Insight Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a variety of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jason Friday is a financial advisor at Citizens Securities, Inc. with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Citizens Securities in 2017, he worked at Sii from 2015 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a managed account program, and is 100% owned by Citizens Bank, N.A.

Joseph Purtell is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has recently entered the industry, beginning his advisory career in 2026. His prior work experiences include positions at Fidelity Investments and Solomon Private Wealth, as well as roles outside finance, such as at Turners Seafood and Bentley University. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists and emphasizes investment policy statements and model portfolios, operating primarily on a non-discretionary basis with some discretionary management options.

Brian Donoghue is a financial advisor with TIAA-CREF in Boston, MA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He has worked at TIAA-CREF since 2018 and previously spent five years with Strategic Advisers, Inc., as well as a brief tenure at Columbia Management Investment Advisers, LLC. Outside of his advisory role, he manages two residential rental properties in Massachusetts and New Hampshire. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time financial planning from ongoing portfolio management and offers both model-based and customized investment solutions.

James Spidle is a financial advisor at Breckinridge Capital Advisors Inc with 15 years of industry experience. He holds a Series 65 designation and has been with Breckinridge since 2010. Breckinridge Capital Advisors manages over $50 billion in separately managed accounts and sub-advisory arrangements for a diverse client base including high net worth individuals, charitable organizations, corporations, trusts, mutual funds, and wrap-fee program participants. The firm offers a variety of fixed income and equity strategies and employs a combination of top-down macro analysis and bottom-up fundamental research, supported by proprietary trading systems and team-based portfolio management.

Chase Stratton is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Breckinridge Capital Advisors Inc. He previously worked at Columbia Management Investment Distributors, Inc., Cambridge Insurance Advisors, and has an academic background from the College of the Holy Cross. Breckinridge Capital Advisors provides separately managed fixed income and equity strategies, sub-advisory services to mutual funds, and investment management for individual, high-net-worth, and institutional clients, primarily accessed through intermediaries. The firm combines a top-down Investment Committee outlook with fundamental credit research and rules-based models, and emphasizes tax-aware implementation techniques through proprietary portfolio management systems.