Kathryn Cunningham is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Hornor, Townsend & Kent since 2015 and is also associated with 1017 Financial Group. Outside of her advisory roles, she is involved in life insurance brokerage activities supporting client services and relationship management for Condon Sullivan Wealth Management and Condon & Co. Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and both advisory and broker-dealer services. The firm manages a mix of discretionary and non-discretionary assets and maintains third-party asset manager relationships under a dual registration as an SEC-registered adviser and FINRA-member broker-dealer.

Brian Lemay is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and one year of industry experience. His previous roles include positions at NYLife Securities LLC, New York Life Insurance Company, Integrated Financial Partners, and several other firms. VOYA Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, unified managed account and wrap programs, third-party money manager access, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm combines in-house and external strategists with technology-enabled tools to deliver investment solutions primarily on a non-discretionary basis.

Todd Strott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Commonwealth since 2008. Outside of his advisory role, he is a 33% owner of Northern Fabrications Solutions, LLC, a company that designs and builds custom aluminum products. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, compliance, and practice-management support.

Alexander Kosheff is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at companies such as Quanterix, Agia, and Your Service Staffing. Outside of financial advising, he has worked as a part-time promotions team member for the Boston Bruins. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of representatives. The firm utilizes discretionary unified managed accounts and centralized technology to manage approximately $29.2 billion in assets across more than 1,200 advisors.

Alexander Abramo is a Series 66-licensed financial advisor with two years of industry experience, currently with Voya Financial Advisors, Inc. in Boston, MA. His prior roles include positions at Fidelity Investments, LPL Financial LLC, and Apex Entertainment. Voya Financial Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of in-house and external strategists, model portfolios, and technology-enabled tools, with a significant focus on non-discretionary client relationships.

Allan Smith is a financial advisor with Commonwealth Financial Network in Waltham, MA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options.

Matthew Burnett is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2022. He previously worked at The Vanguard Group, Inc. from 2016 to 2020 and has been associated with Charles Schwab & Co., Inc. since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with client authorization required for all trades.

Cassidy King is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base including 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, family office services, and retirement plan advisory, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Haley Pink is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management among other firms. Haley is based in Boston, MA. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services through a Private Advisor model and an integrated investment platform.

Michael Keblin is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential. He has worked at Integrated Wealth Concepts since 2026 and previously spent 20 years with the City of Newton. 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, family office services, and retirement plan advisory, utilizing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Derek Heaslip is a financial advisor with TIAA-CREF in Waltham, MA, holding a Series 66 credential and nine years of industry experience. He has been with TIAA-CREF since 2016 and has been associated with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning and ongoing discretionary management using model or customized portfolios.

Joshua Alpert is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous roles include positions at Fidelity Investments and various organizations in education and recreation. Voya Financial Advisors, Inc. is a large advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm uses both affiliated and third-party products and combines in-house and external strategies with technology-enabled tools to implement investment recommendations.

Andrew Gurski is a financial advisor at TD Private Client Wealth LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and FIDELITY Personal and Workplace Advisors. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody services.

Edward Samp is a CFA® charterholder affiliated with Beacon Pointe Advisors, LLC, with 11 years of industry experience. He previously spent nine years with Sensible Financial Planning before joining Beacon Pointe Advisors in 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Taylor Orlando is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at LPL Financial, Charles Schwab Bank and Co., The Vanguard Group, and O'Neill and Associates. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Alexander Tobiassen is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior work includes roles at Fidelity Investments and the Professional Planning Group. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement-plan advisory services through a large network of advisers. The firm combines in-house and external strategists with technology-enabled tools to implement client recommendations, offering a range of investment programs, including unified managed accounts and wrap programs.

Gary Domoracki is a financial advisor with Oppenheimer in Boston, MA, holding Series 66 and Series 63 registrations and having 27 years of industry experience. His prior roles include positions at Stifel, Barclays Capital, Source Capital Group, Credit Suisse Securities, Lehman Brothers, and Pershing LLC. He is currently authoring a book titled *Family Office Essentials: How to Prevent Family Wealth Destruction,* a project he began ten years ago. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad array of financial programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Ryan O’Toole is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. His prior work includes roles at Wealth Planning Resources, LLC, The Country Club, Boston Financial, and B. Riley Financial, among others. He has also worked in education at Bentley University and Waltham Public Schools. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm provides a broad adviser-support platform with managed-account programs, third-party asset manager access, and custody/clearing services, serving both individual and institutional clients.

Julie Lopes is a financial advisor with TD Private Client Wealth LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank, NA since 2013. Outside of her advisory role, she is a home decor creator and influencer for Rewardstyle.LTK, where she posts content and shares product links. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm offers portfolio management, financial planning support, and access to a wide range of investment options through a combination of affiliated and third-party sub-managers.

Lyman Jackson is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously was with Financial Planning Solutions, LLC for 13 years. Outside of advising, he is involved in a non-investment business as the owner of Jackson Properties. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and retirement-plan services to individual, corporate, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.