Jacquelyn Kane is a financial advisor at Voya Financial Advisors, Inc. with Series 63 and Series 65 licenses. She has one year of industry experience and previously worked at Keenan Financial, Santander Bank, and several other organizations. Outside of her advisory role, she is an independent licensed insurance agent and occasionally offers clients insurance products. Voya Financial Advisors, Inc. serves individuals, pension plans, charitable organizations, and corporate clients, providing financial planning, portfolio management, and retirement advisory services through a large network of representatives. The firm combines model allocations, outside strategists, and technology tools to manage client portfolios with a significant portion of assets under non-discretionary management.

Richard Davies is a CFP® and Series 65-registered financial advisor with 10 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously spent 11 years at O'Brien Wealth Partners LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Curt Busenburg is a financial advisor at TIAA-CREF with CFP® and CFA® designations and four years of industry experience. He has been associated with TIAA and its affiliated entities since 2008. Based in Waltham, MA, Busenburg serves clients through TIAA-CREF’s Advice & Planning Services. 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 TIAA-administered employer retirement plan relationships. The firm employs a fiduciary standard for its advisory services and offers both model and customized portfolio management options.

Aaron Stoner is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds CFP® and Series 66 designations and has four years of industry experience. Before joining Voya, he worked at Merrill and Bank of America and is the founder of Millstone Ministries, a nonprofit that supports individuals aging out of foster care with rental assistance. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to manage accounts primarily on a non-discretionary basis, providing a range of affiliated and unaffiliated investment products.

Dillon Gonzalez is a financial advisor with Commonwealth Financial Network in Beverly, MA, holding a Series 66 designation and nine years of industry experience. He has been with Commonwealth since 2015. 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 offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Charles Cady is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 designations and has prior work experience at firms including Booz Allen Hamilton and Sea Machines Robotics Inc. Outside of his advisory role, he serves as the 1st Vice Commander on the E-Board of AMVETS Post 208 in Hudson, Massachusetts, overseeing membership activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Melissa Gallagher is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Commonwealth since 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Dylan Grocer is a CFP® and ChFC® with five years of industry experience. He currently works at Guardian Life and Park Avenue Securities, where he has been employed since 2020. Outside of his advisory role, he provides life coaching and personal development services focused on growth, career advancement, and leadership skills. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial solutions.

James Bricker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004 and has been involved with Bulfinch Group since 2003. In addition to his advisory work, he assists business owners with career, management, and business relationship issues. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Paul Doherty is a CFP® with 32 years of experience in the financial industry. He is a principal at Wells Financial Partners, LLC, and has been associated with Commonwealth Financial Network since 2005. Prior to that, he worked at 1717 Capital Management Company for seven years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad range of adviser-support services including managed-account programs, access to third-party asset managers, and custody/clearing services.

Tracey Neret is a financial advisor at Oppenheimer with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, previously working at Merrill for one year. Outside of her advisory role, she works as an independent contractor in voice acting. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Daniel Agbor is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 license and one year of industry experience. His prior work includes roles at Fidelity Investments and Horizon Global Partners. Outside of his advisory work, he operates a gaming content and podcast-related social media business. VOYA Financial Advisors, Inc. serves individual, pension, charitable, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm employs a mix of in-house and external strategists, model portfolios, and technology-enabled tools to support client investment decisions through both non-discretionary and limited discretionary management arrangements.

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 designations. Outside of his advisory role, he serves on the investment monitoring committee for Rosie’s Place, a nonprofit women’s shelter in Boston. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of investment and consulting services with a mix of discretionary and non-discretionary management, maintaining custody of client assets while operating both broker-dealer and advisory businesses.

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. He holds the Series 66 designation and previously worked at Merrill for two years. His background includes roles at the University of New Hampshire and Keller North America. Voya Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and both affiliated and unaffiliated investment products to deliver services through a large network of advisors.

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 with Voya Financial Advisors, Inc. in Boston, MA. He holds the Series 66 designation and has two years of industry experience, including prior roles at Stifel Nicolaus. Voya Financial Advisors, Inc. is a large enterprise-scale firm serving individuals, pension plans, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm utilizes model portfolios, third-party managers, and technology-enabled tools to implement recommendations, operating in both investment advisory and broker-dealer capacities.

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.