Matthew Bean is a financial advisor at CW Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Congress Wealth Management LLC and GW&K Investment Management. Based in Boston, MA, he has a background spanning roles at these firms over the past eight years. CW Advisors, LLC is a multi-team advisory firm serving a wide range of clients, including high-net-worth 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 such as investment management, comprehensive wealth planning, family office services, and solutions for other registered investment advisers.

Camden Newton is a financial advisor at Pallas Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at GWM Advisors, LLC and PNC Bank. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary investment approach.

Siobhaun Johnson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2010. Prior to joining CW Advisors, she worked at Fidelity for six years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele 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.

Marcus Papajohn is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. His other business activity includes sales of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management options and fee structures.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Shannon Smith is a CFP® professional with 18 years of experience in the financial services industry. She is currently a financial advisor at Pallas Capital Advisors, LLC and has previously worked at UBS Financial Services, Inc. for 14 years. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bull Harbor Capital and Lake Street Advisors Group. Durkin is based in Marshfield, Massachusetts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management and third-party models.

Amy Noyes is a CFA® charterholder and a financial advisor with 15 years of industry experience. She has been with Congress Asset Management Company, LLP since 1996. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach with a focus on long-term growth equity and diversified fixed-income strategies.

Timothy Mcaloon is a financial advisor with Capital Analysts in Quincy, MA, holding 12 years of industry experience. He is also an attorney and part owner of the law firm Marshall, Crane, & McAloon P.C., where he focuses on estate planning. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by a proprietary mutual-fund screening process.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

Andrew Krout is a financial advisor at Pallas Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at De Groote Financial Group, LLC and Kelly Financial Services LLC. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Richard Mullen is a financial advisor at Pallas Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc., GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, utilizing a long-term fiduciary approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, he serves on the board of directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He is also involved with Veritas Boston Wealth Management as a Private Wealth Advisor. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers a range of services including financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Keith Gontarz is a CFA® charterholder with six years of industry experience. He is currently with Congress Asset Management Company, Llp in Boston, where he has worked since 2017. Prior to that, he spent seven years at GW&K Investment Management. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub‑advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom‑up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services primarily using a long-term, fiduciary investment approach.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2024, following prior roles at Citizens Securities and Citizens Bank. Outside her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves retail and institutional clients, including individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.