Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

David Shnitzer is a CFP® with 21 years of industry experience, currently serving as a managing partner and wealth advisor at Capital Analysts. He previously spent 19 years with Ameriprise Financial Services and holds a founding board member role and treasurer position at Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary mutual fund screening. The firm is affiliated with Lincoln Investment and manages approximately $8.8 billion through a network of several hundred advisors.

Maureen Pasciucco is a CFA® charterholder with 12 years of industry experience. She has worked at Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs customized investment strategies across various asset types and offers a range of institutional-type services, including sub-advisory roles and affiliated private investment funds.

Brendan Shea is a CFP® professional with two years of industry experience. He currently works at Grimes & Company and previously held roles at Heritage Financial Services and FP Solutions RI. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, as well as state and municipal government entities. The firm employs proprietary research and portfolio management systems to create customized investment strategies and offers a range of institutional-type services, including sub-advisory work, specialized allocations, and integrated non-investment client services.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Julia Vanzler is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Svb Private and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients by providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios with both internally managed and third-party strategies across multiple asset classes, including specialized offerings such as Optimized Indexing and tax-aware fixed income.

John Scarpelli is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Peak Financial Management, Merrimack College, and Apex Retirement Services. Outside of finance, he has had roles in education and hospitality, including positions at Medford Public Schools and Carols Restaurant. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform using fundamental and technical analysis across a broad range of asset types.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Andrew Bruno is a financial advisor at Santander Securities LLC with six years of industry experience. He holds Series 63 and Series 66 registrations and has been with Santander Securities since 2019. Prior to that, he worked at Santander Bank, NA beginning in 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Lynn Kaplan is a CFP® with 45 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency throughout her career. Kaplan serves as a Managing General Agent for fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides a range of advisory services through various program options.

Jordan Letendre is a CFP® with 15 years of industry experience, currently serving as an advisor at Grimes & Company since 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the Investment Committee at St Joseph's Abbey. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm offers customized investment strategies across a range of asset types and also serves as a sub-advisor to other registered investment advisers.

John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Mikhail Veselov is a financial advisor at ValMark Advisers, Inc. with four years of industry experience and holds the Series 66 designation. Prior to joining ValMark Advisers in 2022, he worked at Valmark Securities, Inc. and Capital Formation Group. Outside of finance, he is an accomplished cellist and faculty member teaching cello and chamber music at institutions including the Longy School of Music of Bard College and Virginia Commonwealth University School of Arts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, offering comprehensive client account monitoring and periodic reviews.

Melissa Boccaci is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with New England Private Wealth Advisors, LLC, where she has worked since 2006. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory engagements.

Joffrey Smith is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with The Patriot Financial Group, LLC in Worcester, MA, where he has worked since 2014. His prior experience includes roles at LPL Financial LLC, Securities America, Inc., and Cetera Financial Specialists LLC. Outside of financial advising, he is the CEO of an insurtech company, Concordia Exchange, Inc., and serves on multiple nonprofit boards, including the Worcester Art Museum and the Estate and Business Planning Council of Worcester County. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a range of securities and conducts regular account reviews, managing approximately $2.4 billion across 37 advisors.

Samuel Kornstein is a CFA® charterholder with 14 years of industry experience. He is affiliated with Sowell Management and has served as Vice President at Cartesian, a strategic consulting firm, since 2012. At Cartesian, he provides non-investment-related consulting services to clients across various industries. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, sub-advisory relationships, and unified managed account solutions.

Kevin Grimes is a CFP® and CFA® with 28 years of experience in the financial industry. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. Outside of his advisory work, he serves as a board member for the charitable organization North Hill. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, families, trusts, charitable organizations, and governmental entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a range of institutional-type services and specialized investment options.

Brian Kinney is a financial advisor at Mariner Independent with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for State Street Bank for 20 years. Kinney is also the founder of a professional and executive coaching firm, Catalyst Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and fiduciary support through a platform integrated with institutional resources and third-party managers.