Paul Doherty is a CFP® professional with over 31 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and co-owns Wells Financial Partners, LLC, where he has worked since 2005. His other business activities include ownership of an entity created for securities business and involvement in selling fixed insurance products. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through a due-diligence process, while also maintaining substantial clearing and custody relationships.

Tracey Neret is a financial advisor at Oppenheimer & Co. Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. She has been with Oppenheimer since 2009. Outside of her advisory work, she also works as an independent contractor in voice acting. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management programs. The firm emphasizes strategic asset allocation and manager selection, providing solutions documented in investment policy statements and regularly reviewed.

Daniel Agbor is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has been involved in creating gaming content and podcasts as a sole proprietor. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm provides a broad range of services such as financial planning, portfolio management, and plan-sponsor consulting, operating primarily through non-discretionary advisory arrangements and multiple managed account programs.

Himani Patel is a financial advisor with TD Private Client Wealth LLC in Wellesley, MA. She holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining TD Private Client Wealth LLC, she worked at Bank of America for three years. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, using technology platforms like Envestnet and custodians such as Pershing.

Thomas Tate is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a committee member monitoring investment managers for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jonathan Marcus is a CFP® with 18 years of experience in the financial industry. He has worked at Hightower Advisors since 2021 and previously spent over a decade with Raymond James Financial Services. He also has experience managing rental properties. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary portfolio management, and customized investment solutions.

Gregory Harris is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of institutional and retirement plan services.

Quinn Doherty is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, he worked at Merrill for two years and has a background that includes roles in education and corporate settings. He holds the Series 66 designation. 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 range of services including financial planning, portfolio management, and plan-sponsor consulting through various program structures emphasizing recommendation-based advice.

Richard Anderson is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Commonwealth since 2000 and concurrently operates at Huff Insurance Agency, where he has been involved in fixed insurance sales since 1989. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services alongside operations, trading, technology, investment management, compliance, and practice-management support.

Andrew Holmes is a CFP® and holds a Series 65 license with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at Financial Planning Solutions, LLC. Outside of financial advising, he had two years of experience with State Line Propane LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm uses a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across multiple asset classes.

Michael Ricci is a financial advisor at Voya Financial Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Stifel Nicolaus. Outside of finance, he has experience in the food service industry, including roles at Sally's Apizza and Panda Express. Voya Financial Advisors, Inc. serves a diverse range of clients including individual investors, retirement plan sponsors, charitable organizations, and corporations. The firm offers services such as financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Philippe Berthoud is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been associated with United Planners since 2007 and also partners with The Retirement Financial Center. Outside of his advisory work, he is involved as a manager in a non-investment-related trucking business. United Planners serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Matthew Ristuccia is a Series 65-licensed financial advisor with Hightower Advisors in Waltham, MA, and has 14 years of industry experience. He previously 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 diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Keon Songui Samuel is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Empower Retirement and several companies outside the financial sector such as Instacart, Shipt, and Wag Labs. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Kevin Gunning is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Financial Partners and involvement with Dedham Country and Polo Club. He also has academic experience from the University of Massachusetts Amherst and Xaverian Brothers High School. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Richard Fine is a CFP® with 18 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2025. Prior to this, he spent 23 years at Sensible Financial Planning and Management, LLC. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, retirement-plan services, and OCIO solutions to individual, corporate, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across various asset classes.

Joshua Wilson is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at PIN Wealth, LLC, Purshe Kaplan Sterling Investments, Securities America, Inc., and National Planning Corporation. Outside of advisory work, he is co-owner of PIN Insurance, Inc., a private entity facilitating fixed insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources while offering discretionary model portfolios and customized investment solutions.

Christina Bacon is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. She holds Series 65 and Series 63 credentials and has one year of industry experience. Prior to joining Voya, she worked at Fidelity Investments for one year and has experience in several other roles outside the financial industry. Voya Financial Advisors, Inc. serves a broad range of individual and institutional clients, providing financial planning, portfolio management, wrap programs, and consulting services. The firm delivers advice primarily through non-discretionary arrangements and operates both as an SEC-registered investment adviser and a broker-dealer.

Sarah Dudley is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation. She has been with Goldman Sachs since 2024 and has prior experience at firms including ClearBridge Investments and Franklin Templeton. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to implement tailored portfolios through a combination of discretionary and non-discretionary managers.

Mark Scribner is a financial advisor at Wealth Enhancement Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Wells Fargo Clearing Services, Kestra Investment Services, and Cetera Advisor Networks. Outside of finance, he operates a freelance photography business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, using a strategic investment approach that combines passive and active management guided by an internal Investment Committee.