Andrew Wetzel is a CFA® charterholder with 18 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2003. F.L. Putnam serves individual and institutional clients, offering customized, team-based investment management that includes equities, fixed income, alternative investments, and sustainable options. The firm employs a research process combining macroeconomic and security-level analysis and provides a range of advisory and consulting services tailored to client objectives.

Ye Huang is a financial advisor with Lifemark Securities Corp. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity and has operated as an independent insurance agent since 2010. He is also an attorney specializing in estate planning through his own law practice and holds leadership roles as President and Chairman of the Asian American Association of Boston, Chairman of the Fujianess Association, and Chairman of the Boston Fujianess Chamber of Commerce. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with advice driven by suitability assessments and managed accounts under discretionary or non-discretionary arrangements.

Stephen Hollingsworth is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services Advisors Inc. for 15 years. Outside of his advisory work, he serves as treasurer of a high school football club and is an agent selling group life and disability insurance to law enforcement through Adele Financial Services, LLC. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integrated operational tools.

Joseph Colell Jr. is a financial advisor at Spire Wealth Management, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2018. He is also involved with Strategic Assets LLC, a Massachusetts LLC established to run Spire-related business through. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of investment strategies, including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and wrap programs, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Ariel Dangelo is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in both financial services and real estate, including roles at MassMutual Life Insurance Company and Messina Realty Collective. Outside of advisory work, she is involved in real estate as a licensed agent and business advisor, and she serves as CEO and president of a startup developing budgeting and financial literacy software. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of investment advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both direct and third-party managed accounts.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning services through tiered models, employing long-term strategies that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Benjamin Wallace is a CFA® charterholder and holds the Series 66 designation with 23 years of industry experience. He has been with Grimes & Company since 2001. Outside of his advisory role, he serves as treasurer for the Mystic River Rugby Club, managing the club’s budget and bank account. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, allocating across various asset classes and sometimes recommending private funds and affiliated investment vehicles.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has worked with several firms including Rise North Capital and Voya Financial Advisors. Outside of advising, Bayron is also active as an insurance agent at Rise North Capital. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm employs a variety of analytical approaches and utilizes model portfolios and discretionary authority assigned to its investment adviser representatives.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

Jeffrey Blocker is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He has previously operated Bean Harbor Advisors LLC and worked with Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. Outside of his advisory roles, he provides insurance and non-legal estate planning administrative services through Bean Harbor Advisors. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs a multi-team structure and provides a range of portfolio management, retirement-plan services, and alternative investment options, supported by a web-based platform for independent advisers.

Daniel Jacob is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beaumont since 2005, including his current role at Beaumont Financial Advisors since 2022. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, sub-advisors, and alternative investments, with portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Jennifer Moran is a CFP® with 18 years of industry experience. She has worked at Grimes & Company since 2014 and previously held positions at Daintree Advisors LLC and Calibre Advisory Services Inc. Jennifer holds a Series 65 license and is based in Westborough, MA. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm offers customized investment strategies using proprietary research and portfolio management systems, with a broad range of securities and approaches tailored to client needs.

Jae Song is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Grimes & Company since 2011. He holds a Series 65 license and works out of Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and offers services such as sub-advisory roles, advanced financial planning, and access to affiliated private investment vehicles.

Brandon Beauvais is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been affiliated with Beaumont Financial Partners and its predecessor entities since 2013. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment process based on its Dominant Benefit Theory of Investing and utilizes a range of low-cost index funds, ETFs, sub-advisors, and alternative investments to tailor portfolios to clients’ goals and risk profiles.

Michael Maguire is a financial advisor at Grimes & Company with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Mutual of America and Strategic Retirement Partners. In addition to his advisory role, he is an independent insurance agent. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm utilizes customized investment strategies supported by proprietary research and offers services such as sub-advisory work and estate planning through the Vanilla platform.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Sean Donovan is a financial advisor at Grimes & Company with five years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Grimes & Company in 2024, he worked at Fiduciary Trust Company, BNY Mellon, and UBS Financial Services. Grimes & Company provides discretionary investment management and financial planning services to individual and institutional clients, including high-net-worth individuals, trusts, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, and offers advanced planning services such as estate-document support through the Vanilla platform.

Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.