Boston, MA Office

Jack Patalano is a financial advisor with VOYA Financial Advisors, Inc. based in Boston, MA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Fidelity Investments and involvement in local community activities such as a city council campaign and work with Newport Hospital, as well as experience in the restaurant industry. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and broker-dealer, offering multiple program structures and affiliated services.

Jon Paul Karpf is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at LPL Financial and the University of Rhode Island. VOYA Financial Advisors serves a diverse range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary programs, including Unified Managed Account wraps and third-party money manager access.

Owen Campeau is a financial advisor with Voya Financial Advisors, Inc. in Boston, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has diverse experience including roles in education and service industries. He also has a background that includes work with The Bartending Service of New England and involvement with Roger Williams University. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on recommendation-based relationships over discretionary management.

Jenna Desmarais is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Voya, she worked at Fidelity Investments and has diverse experience in other fields including hospitality and retail. Voya Financial Advisors, Inc. serves individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice via non-discretionary relationships.

Lisa Prezzano is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 23 years of industry experience. Her prior roles include positions at Empower, Kronos, and ADP, where she worked for several years across multiple affiliated entities. 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 offers various financial planning and portfolio management services through multiple program structures, with a mix of non-discretionary and commission-based offerings.

Jacob Dickson is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm delivers advice through multiple program structures, primarily providing non-discretionary recommendations.

Riley Linden is a financial advisor at Voya Financial Advisors, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining Voya, Riley worked at Fidelity Investments and has experience in design and catering businesses, as well as a long-term involvement with Sail Salem. 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 offers various advisory services through multiple program structures, emphasizing non-discretionary, recommendation-based advice alongside financial planning, portfolio management, and retirement plan consulting.

Jack Oricoli is a financial advisor at Voya Financial Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at M1 Finance for six years. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary, recommendation-based arrangements.

Tyler Santilli is a financial advisor at VOYA Financial Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Voya, he worked at Fidelity Investments and has experience with several organizations, including Old's Irish Social Club and the North Kingston Chamber of Commerce. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Ziqin Zhou is a financial advisor with VOYA Financial Advisors, Inc. in Boston, MA, holding a Series 66 designation and 20 years of industry experience. Zhou has been with VOYA Financial Advisors since 2014. VOYA Financial Advisors serves a diverse clientele, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services including financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, often delivering advice through non-discretionary recommendation-based relationships.

Christopher Cusolito is a financial advisor with VOYA Financial Advisors, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Duke University and Capitol Securities Management. VOYA Financial Advisors, Inc. serves a diverse client base that includes individuals, retirement plan sponsors, charitable organizations, and corporations. The firm provides financial planning, portfolio management, and consulting through various program structures, primarily delivering non-discretionary investment advice.

Grace Clark is a Series 66-licensed financial advisor with one year of industry experience, currently with Voya Financial Advisors, Inc. in Boston, MA. Her prior roles include positions at Fidelity Investments and Janney Montgomery Scott. Voya Financial Advisors, Inc. serves a diverse clientele including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a focus on recommendation-based, non-discretionary arrangements.

Izabella Kacprzyk is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. She previously worked at Fidelity Investments and has held various roles outside finance, including positions at Town of Grafton Millbury Street Elementary School and Crunch Fitness. Voya Financial Advisors, Inc. serves a diverse client base including individuals, retirement plan sponsors, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, focusing primarily on non-discretionary, recommendation-based advice.

Randall Franco is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Voya, he worked at Fidelity Investments and has held positions in a variety of industries including construction, security services, and retail. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and access to third-party money managers, with a focus on non-discretionary advisory relationships and a range of program structures.

Sophia Cross is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to her current role, she was associated with Keenan Financial and has a background that includes full-time education and various professional experiences. Sophia is also a licensed insurance agent and occasionally offers commissionable insurance products alongside her advisory services. 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, often delivering advice through non-discretionary arrangements and a variety of program structures.