Andrew Parsons is a Certified Financial Planner® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC. Prior to joining CW Advisors, he worked at Parsons Capital Management, LLC, and he also spent three years at Rutgers University. 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 uses a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and operates within a larger corporate structure that provides additional trust, lending, and alternative investment services.

Christopher Bleuher is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Congress Wealth Management, Domus Capital Group, Wells Fargo Clearing, UBS Financial Services, and Merrill. CW Advisors is a multi-team firm providing investment management, comprehensive wealth management, and family office services to a diverse client base, including individuals, trusts, estates, and institutional entities. The firm employs a Core-and-Satellite investment approach utilizing a blend of active, passive, quantitative, and ESG strategies, with centralized investment oversight and connections to a larger corporate group offering additional fiduciary and alternative investment services.

Jeffrey Troll is a CFP® and CFA® with 21 years of experience in the financial advisory industry. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. He serves as a partner at Waypoint Consulting Group and is a board member of Marylandreporter.com. CW Advisors, LLC is a multi-team firm that offers investment management, comprehensive wealth management, 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 with a blend of active, passive, quantitative, and ESG strategies, and provides solutions for other registered investment advisers and private funds.

John Tassone is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining CW Advisors in 2026, he worked at several firms including FFT Wealth Management, Lido Advisors, and Boston Private Wealth. CW Advisors 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, charities, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and integrated services through the larger Osaic corporate group.

Michael Hamolia is a CFP® professional with 14 years of industry experience. He currently works at CW Advisors, LLC and previously spent 16 years at Pinnacle Advisory Group, Inc. and five years at Congress Wealth Management LLC. 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 offers services including investment management, comprehensive wealth management, financial planning, and family office solutions.

May Cheung is a CFP® with 23 years of industry experience, currently with CW Advisors, LLC. Her prior positions include roles at Congress Wealth Management LLC, Pinnacle Advisory Group, and The Enrichment Group, Inc. She holds a Series 63 license and is based in Miami, FL. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to 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 and is part of the larger Osaic corporate group, offering additional trust, lending, and alternative investment services.

Michael Galvin is a CFP® professional with 11 years of industry experience. He has worked at Congress Wealth Management, LLC for nine years prior to joining CW Advisors, LLC. He is based in Boston, MA. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to individuals, trusts, estates, charitable organizations, and various business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and serves other registered investment advisers through its CW Advisor Solutions division.

Eric Lanshe is a CFA® charterholder with 26 years of industry experience. He is currently with CW Advisors, LLC and has held previous roles at firms including APW Capital, Inc., CMS Wealth Management, and Merrill. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a wide range of clients including individuals, trusts, estates, and various business entities. The firm employs a Core-and-Satellite investment approach, combining active, passive, quantitative, and ESG strategies, and operates within a larger corporate group providing additional trust and alternative investment services.

Jennifer Adams is a CFP® with 28 years of industry experience. She joined CW Advisors, LLC in 2024 after previous roles at Purshe Kaplan Sterling Investments, Aspire Wealth Management Corporation, and Ameriprise. Adams is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation of insurance recommendations. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies, and is part of the larger Osaic corporate group offering a broad range of financial services.

Frederick Warburg is a financial advisor at CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm offers investment management, comprehensive wealth planning, and family office services using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies.

Brendan Lortie is a CFP® certificant with five years at CW Advisors, LLC and a total of two years in the financial industry. He has prior experience at Bentley University and a brief period of unemployment before joining CW Advisors. CW Advisors, LLC is a multi-team advisory firm that provides 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 uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, with centralized investment oversight and offerings that include pooled vehicles and private funds.

Christopher Brashier is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors, where he worked for over two decades, as well as at Chb Investment Group, LLC. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach with a blend of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight and integrated services through its affiliation with the larger Osaic corporate group.

Lisa Cassidy is a financial advisor at CW Advisors, LLC with 31 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Congress Wealth Management LLC, First Republic Securities, Watermark Securities, Brenton Point Wealth Advisors, Fidelity Brokerage Services, and UBS Financial Services. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, pension plans, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and offers investment management, comprehensive wealth planning, and family office services.

Michael Joyce is a CFP® with 33 years of experience in financial advising. He is currently with CW Advisors, LLC and previously spent 31 years at Agili, P.C. He serves as Vice President of the Board and Chair of the Development Committee for the NAPFA Foundation, a nonprofit organization. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies.

Bradd Donovan is a financial advisor at CW Advisors, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Catalina Capital Group LLC, Securian Financial Services, Inc., and Principal Financial Services. CW Advisors, LLC is a multi-team firm offering investment management, wealth management, and financial planning services to individuals, trusts, charities, pension plans, businesses, and other registered investment advisers. The firm uses a Core-and-Satellite investment approach with a mix of active, passive, quantitative, and ESG strategies, and operates within the larger Osaic corporate group, providing access to trust, lending, and alternative investment platforms.

Frank Lombardi III is a Series 65-licensed advisor with CW Advisors, LLC, based in Boston, MA, with 2 years of industry experience. He previously worked at Cubic Asset Management, LLC for 16 years prior to joining CW Advisors in 2024. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth 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 active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group, providing integrated solutions including trust and lending services.

Marilee Falco is a financial advisor at CW Advisors, LLC with 15 years of industry experience. She holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2024, she worked at Agili, P.C. for 13 years and LPL Financial for one year. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies.

Reginald Burroughs is a financial advisor at CW Advisors, LLC with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining CW Advisors in 2024, he worked at Mercadien Securities, LLC and Mercadien Asset Management, LLC for 19 years and New England Securities for three years. 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 using a mix of active, passive, quantitative, and ESG-oriented strategies.

Kenneth Zannoni is a CFP® professional with 23 years of experience in the financial services industry. He has worked at CW Advisors, LLC since 2009 and previously spent seven years at Fidelity. He is a member of the Investor Advisory Council for Alumni Ventures, a venture capital company. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, and financial planning services to 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 manages assets through centralized investment oversight while serving a diverse client base including high-net-worth individuals and other registered investment advisers.

Roxanne Fleszar is a CFP® and ChFC® with 22 years of industry experience. She is currently with CW Advisors, LLC and has previously worked at Financial Resources Management Corp. for 37 years and Congress Wealth Management LLC. Outside of advising, she is a co-owner of a rental property in Swampscott, MA. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, 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 a variety of strategies and offers centralized investment oversight as well as solutions for independent advisors within a larger corporate group.