Christopher Kajunski is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He previously worked at Fidelity Investments and has held positions in education and various clubs in the Boston area. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliated with Voya Financial, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools and provides services primarily on a non-discretionary basis, with some discretionary management options.

Medha Nadgir is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor, Beacon Pointe Wealth Advisors, since 2015. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach that combines active and passive strategies with a formal due diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for several private funds.

Stephen Petersen is a CFA® charterholder with 12 years of industry experience. He currently works at Cerity Partners LLC and previously held roles at Prio Wealth, Inc., Prio Wealth Business Trust, Seaward Management entities, and Seaward Fiduciary Services LLC. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors. The firm’s investment approach emphasizes customized wealth management through client-specific investment profiles, quantitative screening, and manager selection, offering access to both third-party strategies and direct security selection.

John Walsh is a financial advisor at Voya Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments, State Street, Brown & Brown, and has an academic background from Bryant University. 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 employs a combination of in-house and external strategists, model portfolios, and technology tools to support client investment decisions, primarily managing assets on a non-discretionary basis.

Stacey Marino is a CFA® charterholder with 11 years of industry experience and is currently affiliated with Oppenheimer & Co., Inc. in Boston, MA. Prior to joining Oppenheimer in 2021, she spent five years with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, Marino serves as the sole trustee of an irrevocable family trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary investment programs, spanning equity, balanced, and fixed-income portfolios, with a notable share of advisory assets managed on a non-discretionary basis.

Salvatore Demalia is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. He previously worked at Fidelity Investments and has engaged in various roles including flag referee for the Town of Plymouth and food delivery for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations supported by both in-house and external strategists, offering a mix of discretionary and non-discretionary management approaches.

Matthew Antonellis is a CFP® professional with nine years of industry experience, currently serving as a private wealth advisor at Integrated Wealth Concepts LLC. He previously worked at Ameriprise Financial Services in various capacities from 2016 to 2026. Antonellis also manages an advisory business through Ironsides Operational Support LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Richard Belofsky is a CFP® and ChFC® with 40 years of experience in financial services. He is currently associated with Guardian Life and Park Avenue Securities and has been with these firms since 2005. He also teaches adult education classes on retirement-related topics. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party advisory solutions.

Brian Mckenney is a financial advisor with Commonwealth Financial Network in Boston, MA, holding Series 63 and Series 65 licenses and with 46 years of industry experience. He has been with Commonwealth since 1994 and previously spent 21 years at Beacon Investment Management, where he was managing partner and owner of a private securities business. He also serves as a co-trustee for a long-term friend in a non-investment-related capacity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Ethan Howe is a financial advisor at VOYA Financial Advisors, Inc. with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments and the University of Maine System. 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 financial planning, portfolio management, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement client recommendations.

Patrick Hinton is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is a co-owner of Altara Wealth, where he focuses on securities, advisory, and insurance business. Outside of his advisory work, he serves as an elected Town Meeting Member in Walpole, Massachusetts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors, offering a range of managed-account programs, third-party asset management access, retirement consulting, and custody services.

Elena Hogan is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. She holds Series 63 and Series 66 licenses. Her work history includes roles at Eagle Strategies LLC, NYLife Securities LLC, and a brief non-investment related venture, Elena Hogan Healing, which is currently dormant. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Michael Tucci is a Series 65 licensed advisor with 28 years of industry experience. He has worked at Hightower Advisors since 2019 and was previously with Lexington Wealth Management, Inc. for 14 years. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and diverse investment vehicles. The firm supports complex pooled and institutional mandates and offers various operational and investment strategies, including international exposure and tax-managed approaches.

Stephen Devine II is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at Commonwealth Financial Network since 2016 with a brief tenure at Partners Capital Investment Group in 2023 and LPL Financial LLC starting in 2026. Outside of his advisory work, he has been involved with 21 WEEKS LLC DBA Bar Salida since 2021. 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 roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement and plan consulting, and custody services.

Christopher Shea is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and seven years of industry experience. He has previously worked at Cetera, BPS Financial Services, and First Republic Investment Management. Outside of his advisory role, Shea organizes monthly speaker events for the Pelagic Sailing Club and serves as a board member for the Marshfield Recreation Commission. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 to construct client portfolios.

Lynn Waples is a CFP® professional at Hightower Advisors with 12 years of industry experience. She 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 wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Miranda Monte is a financial advisor at Commonwealth Financial Network with eight years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at PIN Wealth, LLC, where she was a co-owner. Monte spends a portion of her time involved in fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Hannah Aronowitz is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co LLC since 2021. Prior to her advisory career, she worked at Hodgson Russ and Bowled Co and completed full-time education from 2012 to 2023. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, utilizing strategic allocation models and a range of fee arrangements while leveraging capabilities across the broader Goldman Sachs ecosystem.

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.