John Berry is a financial advisor with CW Advisors, LLC based in Boston, MA. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Congress Wealth Management, LLC and Charles Schwab. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers services including wealth management, financial planning, and family office support.

Christopher Heyman is a CFA® charterholder with 16 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. He serves as a manager for Six Peak Capital Management, LLC, a management company involved with special purpose vehicle entities. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutions. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and it is integrated within the larger Osaic corporate group.

Christine Lawless is a CFP® professional with 11 years of industry experience. She is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC from 2013 to 2020. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides services ranging from investment management and financial planning to family office solutions.

Thomas Reilly is a financial advisor at CW Advisors, LLC in Boston, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Point Allerton LLC for 22 years and Bainco International Investors LLC for four years. Outside of advisory roles, he is a licensed insurance agent involved in insurance sales through Tomco. CW Advisors, LLC is a multi-team firm offering investment management, wealth planning, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.

Scott Edwards is a financial advisor with CW Advisors, LLC and holds a Series 65 credential. He has three years of industry experience, including prior roles at Rovin Capital and Moxie Pest Control. Edwards is also a licensed real estate agent, assisting clients with property transactions in Lehi, Utah. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a mix of active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

Brandon Stoker is a CFP® professional with 17 years of industry experience. He currently serves as an advisor at CW Advisors, LLC, a position he has held since 2026, following a 17-year tenure at Charles Schwab & Co., Inc. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach, integrating active, passive, quantitative, and ESG-oriented strategies, and operates within the larger Osaic corporate group, providing access to trust, lending, and alternative investment services.

Brendan Collins is a CFP® professional with 11 years of industry experience, currently serving at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, UBS Financial Services, and Fidelity Personal and Workplace Advisors. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of discretionary and non-discretionary structures.

Andrew Stange is a CFP® with 14 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2026. Prior to joining CW Advisors, he worked at Rovin Capital for four years and held roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors from 2012 to 2022. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group providing additional trust, lending, and alternative-investment platform services.

Michael Staffieri is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Rovin Capital for 48 years and First Allied Advisory Services and First Allied Securities from 2009 to 2017. Outside of his advisory work, he serves as a trustee for the Seacology Foundation and New Neighbor Relief Foundation, and is the treasurer for Four Peaks Little League, where he also helps coach youth baseball. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies, with centralized investment oversight and a range of services including wealth management, family office solutions, and support for other registered investment advisers.

Robert Driscoll is a financial advisor at CW Advisors, LLC in Boston, MA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He has been with CW Advisors since 2014. CW Advisors is a multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG strategies and provides comprehensive wealth management, financial planning, and family office services.

Michael Green is a CFP® professional with 14 years of experience in financial advisory. He currently works at Congress Wealth Management LLC and previously spent nine years at Pinnacle Advisory Group, Inc. He is based in Granger, Indiana. Michael is affiliated with CW Advisors, LLC, a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight.

Charles Verruggio is a financial advisor at CW Advisors, LLC with 14 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Wolf Group Capital Advisors for 13 years. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and provides services such as wealth management, financial planning, and family office support.

Michael Shires is a CFP® with 10 years of experience in the financial advisory industry. He currently works at CW Advisors, LLC and has previously held roles at Congress Wealth Management LLC, Pinnacle Advisory Group, Inc., and Private Advisor Group, LLC. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and provides services including investment management, comprehensive wealth planning, and family office solutions.

Michael Harty is a CFA® charterholder with 16 years of industry experience. He has worked at CW Advisors, LLC since 2019 and previously spent nine years with Charles Schwab and Charles Schwab Bank. CW Advisors, LLC is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, pension plans, and corporations. The firm employs a Core-and-Satellite investment approach using a combination of active, passive, quantitative, and ESG strategies, with centralized investment oversight.

Eric Zeltner is a CFP® with 11 years of industry experience currently advising at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management, MainLine Securities, Stifel Nicolaus & Co, Bank of America, and Merrill. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm employs a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and provides investment management, comprehensive wealth planning, and family office services.

Nelly Xavier is a financial advisor with CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining CW Advisors in 2024, she worked at HighVista Strategies LLC, Foreside Fund Services, LLC, and Fiera Capital Inc. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of services including wealth management and family office solutions.

David Turbiner is a financial advisor with CW Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at MainLine Securities LLC, MainLine Private Wealth, LLC, and Innovest Financial Management Inc. He is also a licensed attorney in Pennsylvania and Washington D.C. and serves as trustee for two New Hampshire non-family trusts. CW Advisors, LLC is a multi-team firm offering investment management, wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a combination of active, passive, quantitative, and ESG strategies, with centralized investment oversight through an Investment Oversight Committee.

David Pasi Jr. is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He previously worked at Delta Financial Group, Inc. for 14 years. Outside of his advisory role, he is involved with private equity investments and serves as treasurer and property manager for real estate entities. CW Advisors, LLC is a multi-team firm providing investment management, wealth management, financial planning, and family office services to individuals, trusts, estates, charitable organizations, pension plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and it serves other registered investment advisers, pooled vehicles, and private funds.

Kimball Pierce is a ChFC® with 18 years of industry experience, currently serving as an advisor at CW Advisors, LLC. His prior roles include nine years at Rovin Capital and seven years at Goldman Sachs. He is a member of the investment committee at Six Peak Capital Management, LLC, a management company for special purpose vehicle entities. CW Advisors is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies with centralized investment oversight.

Jamie Malone is a financial advisor at CW Advisors, LLC with 16 years of industry experience. He holds the CFP® and CFA® designations. Prior to joining CW Advisors in 2024, he spent 14 years at Agili, P.C. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides services to other registered investment advisers as well as managing pooled vehicles and private funds.