Bradley Cohen is a financial advisor at William Blair in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morningstar Investment Services LLC and Putnam Retail Management. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs active, research-driven strategies across multiple asset classes and provides access to proprietary models, third-party sub-managers, and private investment opportunities.

Zachary Beyloune is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has been with Oppenheimer & Co. Inc. since 2020 and has prior experience with firms including State Street Corporation and Union College. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of investment programs and advisory services, including both discretionary and non-discretionary management across equity, balanced, and fixed-income portfolios.

Lauren Gouffault is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 designations and two years of industry experience. She previously worked at Treadstone Wealth Advisors and took a decade-long hiatus as a stay-at-home mother prior to reentering the advisory field. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and SEC-registered investment adviser supporting nearly 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody services.

Nicolas Ruiz Colodrero is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and Principal Builders, LLC. Outside of finance, he is involved in facilities maintenance at William James College. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement-plan advisory services. The firm integrates investment policy statements and model allocations with a range of in-house and third-party strategies, offering both non-discretionary and limited discretionary account management.

Robert Esdale is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has led Esdale Wealth Advisors since 2006. Outside of advisory services, he is the managing member and sole owner of Claros Financial Services, LLC, an entity involved in processing securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides back-office operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Cameron Dunn is a financial advisor at Corient with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His earlier career includes positions at DPSS Law Firm and educational institutions. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and continuous portfolio monitoring.

Joseph Trainor is a CFA® charterholder with 23 years of industry experience. He has worked at Hightower Advisors since 2023 and previously held roles at Municrest Investment Management Company and Boston Hill Advisors. Trainor is a full-time dual employee of U.S. Trust Company, the parent company of UST Securities. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, and pooled investment vehicles. The firm’s approach includes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and customized portfolio construction.

James Devins III is a financial advisor at William Blair with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at William Blair since 2017 and previously spent 12 years at UBS Financial Services. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm emphasizes active, research-driven strategies across various asset classes and provides access to proprietary models, sub-advisory arrangements, and private investment opportunities.

John Bratschi is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prio Wealth and Seaward Management in various roles. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 designations with 17 years of industry experience. She previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Tamara Lee is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Raymond James & Associates from 2010 to 2023. Lee serves on the board and personnel committee of Berkshire Place, a nursing care facility in Pittsfield, MA. 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 and offers a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Scott Lomes is a financial advisor with Kestra Advisory and holds Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Kestra Advisory since 2016. In addition to his advisory role, Lomes serves as Vice President at Financial Architects Partners, focusing on business development. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Maria Faleyev is a CFA® charterholder and holds a Series 65 license with three years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been employed at Artemis Financial Advisors, Meketa Investment Group, and New York Life among others. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Katherine Schultz is a financial advisor at Goldman Sachs Wealth Services in Boston, MA, holding a Series 66 designation with one year of industry experience. Her prior experience includes roles at UBS and Goldman Sachs & Co. LLC, as well as managing Perks Coffee Shop and Beer Garden. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses both strategic and tactical allocation models and integrates resources from across the Goldman Sachs ecosystem to deliver customized advice and access to alternative investments.

Seth Washington is a financial advisor with Schwab Wealth Advisory in Boston, MA, holding Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Fidelity Investments and Greystar, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, with trades executed only upon client authorization.

Mac Isaac Armstrong is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Merrill, Ameriprise Financial Services LLC, and several other organizations in various sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of financial planning and portfolio management services, utilizing both affiliated and unaffiliated investment products and combining in-house and external strategists with technology-enabled tools to implement client investment strategies.

Dylan Morris is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fidelity Investments and several smaller firms. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a broad network of advisors, using a combination of in-house and external strategists, model portfolios, and technology-enabled tools.

Matthew O'Brien is a CFP® with 19 years of experience in the financial services industry, currently serving as CEO of Madison House Wealth Management, where he focuses on retirement income planning and stock-based compensation strategies. He has worked at Voya Financial Advisors, Inc. since 2016 and previously at Financial Foundations and Voya Financial Partners, LLC. Outside of his advisory roles, he is an independent insurance agent involved in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement-plan advisory services to individuals, institutions, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology-enabled tools to structure client relationships and deliver both discretionary and non-discretionary investment management.

Robb Scott is a financial advisor at Mariner with a Series 65 designation and three years of industry experience. He previously worked at Brown Brothers Harriman for six years and held a position at Vanderbilt University for two years. Outside of his advisory role, he serves as a committee member for Thompson Island Outward Bound and as a corporate trustee for the Trustees of Reservations, both nonprofit organizations in Boston. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement consulting, and tax integration. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides specialized services including Core Family Office offerings and employer financial-wellness tools.

Vincenzo Greco is a financial advisor with Voya Financial Advisors, Inc. in Boston, holding Series 63 and Series 65 credentials. He has recent experience with MML Investors Services, LLC and MassMutual Life Insurance Co, and has worked in collegiate athletics administration and sports organizations. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporate clients through financial planning, portfolio management, and a range of advisory services. The firm utilizes investment policy statements, model portfolios, and both in-house and external strategists to manage accounts primarily on a non-discretionary basis.