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.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Mass Mutual Life Insurance Company and Fidelity Investments. Accelerate Retirement serves individual and institutional clients with retirement plan consulting, investment management, financial planning, and fiduciary services, utilizing customized portfolios and a long-term investment approach.

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.

Jordan Letendre is a CFP® with 15 years of industry experience and has been with Grimes & Company since 2014. He is a member of the Financial Planning Association of Massachusetts and serves on the investment committee of St Joseph's Abbey. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities with customized investment strategies and financial planning. The firm employs proprietary research and a range of investment approaches, including options and long/short strategies, while also working as a sub-adviser 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® with 14 years of industry experience, currently affiliated with Sowell Management. He holds a Vice President position at Cartesian, a consulting firm where he provides strategic consulting services to clients outside the investment industry. Sowell Management is a multi-branch registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm offers investment management, financial planning, retirement-plan advisory, and related consulting services, utilizing a range of investment strategies and third-party sub-advisors to manage portfolios on both discretionary and non-discretionary bases.

Julie Johnson McVeigh is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Northwest Asset Management and previously worked at Nia Impact Capital and Reynders, McVeigh Capital Management. She serves as a compensated trustee for multiple family and charitable trusts. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of investment management and consulting services.

Kevin Grimes is a CFP® and CFA® with 28 years of industry experience. He has been with Grimes & Company since 1999 and previously worked at Mid Atlantic Capital Corporation from 2017 to 2021. Grimes serves as a board member for North Hill, a charitable organization. Grimes & Company Wealth Management serves individuals, families, trusts, estates, and institutional clients, including pension plans and government entities. The firm provides customized investment strategies using proprietary research and offers discretionary management, financial planning, and referrals to unaffiliated professionals.

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.

David Mclaren is a financial advisor with The Patriot Financial Group, LLC, based in Shrewsbury, MA, and holds over 10 years of industry experience. He has been with The Patriot Financial Group since 2015 and also serves as president and CPA for McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, forensic accounting, business valuations, and profit improvement consulting. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, and manages approximately $2.4 billion across 37 advisors.

Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 designation and over nine years of industry experience, including prior work at RSM US LLP. He maintains a real estate license for personal and family home transactions. 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, constructing broadly diversified portfolios primarily with ETFs and mutual funds while also offering alternative investment options for qualified clients.

David Heather is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory roles, he is a managing partner of H&A, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

William O'Brien is a financial advisor at F. L. Putnam Investment Management Co. with six years of industry experience. He has held positions at F. L. Putnam since 2020 and previously worked at Bank of America, Private Bank from 2003 to 2020. He holds Series 63 and Series 65 licenses. F. L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is known for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Ellen Hazen is a CFA® charterholder with 13 years at F L Putnam Investment Management Co. and a total of 9 years of industry experience. She is based in Needham, MA, and has worked exclusively at F L Putnam since 2013. F L Putnam serves a diverse clientele including individual and institutional investors such as foundations, endowments, and religious organizations. The firm employs a strategic asset allocation framework with a mix of internally managed strategies and third-party managers across equities, fixed income, and alternative assets, offering solutions like Optimized Indexing and tax-aware fixed income strategies.

Molly Welch is a CFP®, CFA®, and Series 65 registered advisor with Grimes & Company, bringing four years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth for five years. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm uses proprietary research to build customized investment strategies across multiple asset types and offers specialized services including sub-advisory roles and a private investment vehicle.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC in Norfolk, MA, holding a Series 66 designation and nine years of industry experience. He has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of his advisory role, Moynihan is a national trustee for the Foundation Fighting Blindness and owns a screenwriting business. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and investment strategies, managing approximately $2.4 billion across 37 advisors.