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. with 30 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Her prior roles include positions at LPL Financial, Lockwood Advisors, Inc., and Pershing LLC. Voya Financial Advisors, Inc. offers a range of financial planning and portfolio management services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategies with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions through a large network of advisors.

Sheila Amaral is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at TD Bank N.A. since 2008, transitioning to TD Private Client Wealth in 2023. Outside of her advisory role, she serves as secretary for a used auto sales and service business and is a part owner of a two-family investment property. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation across affiliated and third-party managers and offers portfolio management, financial planning, and custody services.

Elmer Jocol is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, using a combination of strategic and tactical asset allocation through affiliated and third-party sub-managers.

Gavin Symington 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, including prior roles at Fidelity Investments. Outside of finance, he works as an independent contractor marketing events for Whalers Brewing Company. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charities, and corporations. The firm combines in-house and external strategists with technology-enabled tools to offer both discretionary and non-discretionary investment management through a large network of advisors.

Juan Falcon is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at multiple firms, including StoneX Securities Inc, LPL Enterprise, and The Prudential Insurance Company of America. Outside of his advisory work, he has experience with Boston College and entrepreneurial ventures such as One Call Junk Haul and Plantas Tropicales. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm 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 unified managed accounts, utilizing a combination of in-house and third-party strategies with a focus on both discretionary and non-discretionary client relationships.

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 Series 66 registered advisor with over 20 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held roles at Bank of Canton since 2008, Infinex Investments, Inc. since 2007, and Morgan Stanley DW Inc. from 2006 to 2007. Outside his advisory duties, he is involved in estate planning and life solutions, including the sales of final expense and irrevocable life insurance trusts. Osaic Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, and access to alternative investments. The firm operates a hybrid advisor/broker-dealer model with a focus on firm supervision and supports both discretionary and non-discretionary client accounts.

Ryan Mcsally is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has prior experience at Wells Fargo Clearing and as a self-employed professional. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, unified managed accounts, and retirement advisory services to a broad client base, including individuals, pension plans, and charitable organizations. The firm combines in-house and external strategists with technology tools to provide both discretionary and non-discretionary investment solutions.

Brett Argall is a financial advisor at Voya Financial Advisors, Inc. based in Boston, MA, holding a Series 66 designation with five years of industry experience. He has worked with Voya Financial Advisors since 2020 and is also involved with Douglas Public Schools as a junior varsity girls volleyball coach and serves as President of the Douglas Athletic Boosters, organizing fundraising activities. Voya Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, retirement-plan advisory services, and access to third-party money managers for individuals, pension plans, charitable organizations, and corporate clients. The firm manages both discretionary and non-discretionary accounts through a network of advisers, leveraging a combination of internal and external strategists and technology-enabled tools.

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.

Hillary Price is a financial advisor with Eagle Strategies (NY Life) based in Waltham, MA. She holds the ChFC® designation and the Series 63 license, with 27 years of industry experience. Price has held roles at Mahoney Financial Organization, Koritz Wealth Strategies, and Eagle Strategies, and she serves as a trustee and volunteer fundraiser for Hebrew Senior Life. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a majority of its assets managed on a non-discretionary basis.

Andrew Michienzi is a financial advisor at Oppenheimer with 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he co-owns and manages AJ Michienzi Properties LLC, a company involved in rental property management. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a range of advisory and brokerage services. The firm provides investment management across equity, balanced, and fixed-income portfolios, employing strategic and tactical asset allocation, and offers both discretionary and non-discretionary consulting and retirement services.

Kennett Fisk is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 66 credentials and with 46 years of industry experience. He has been with Commonwealth Financial Network since 2005 and also worked at Beacon Investment Management from 2005 to 2020. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, third-party asset manager access, and custody/clearing services.