Ellen Hazen is a CFA® charterholder with nine years of industry experience. She has worked at F L Putnam Investment Management Co. since 2013. F L Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management alongside financial planning and advisory services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis and provides a range of investment strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Molly Welch is a financial advisor at Grimes & Company with CFP®, CFA®, and Series 65 designations and five years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth from 2016 to 2021. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems, and it also offers trustee services and acts as a sub-adviser to other investment advisers.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of advisory work, he serves as a national trustee for the Foundation Fighting Blindness and is also a screenwriter through his own company, Sean Moynihan, Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and third-party managers.

Meghan Daily is a financial advisor at Proficio Capital Partners LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Mass Mutual Life Insurance Company, MML Investors Services, LLC, and Wellesley Asset Management. Meghan is based in Newton, MA. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, foundations, endowments, businesses, and institutional clients. The firm emphasizes a core portfolio approach tailored to client-specific factors and integrates quantitative analytics, fundamental research, technical analysis, and alternative investments, including private funds and digital assets.

Sara Shores is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006. New England Private Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with fee-based investment advisory and wealth management services. The firm emphasizes broadly diversified portfolios using low-cost mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused separate-account model strategies.

Jonathan Brandl is a CFP® professional with eight years of industry experience, currently serving at Main Street Financial Solutions, LLC. His prior experience includes roles at Merrill Lynch and Clear Line Analytics. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside active management and alternative investments, while also providing ERISA fiduciary consulting and managing complex institutional and advisor-facing relationships.

Joseph Swirbalus is a financial advisor with Mariner Independent in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes tenure at JP Morgan Securities Inc., Cantor Fitzgerald & Co., BGC Financial, Liquidnet, and Tp Icap Global Markets Americas LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary portfolios.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Provo Wealth Management since 2017. Outside of his advisory work, he serves as a Notary Public. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs various investment strategies including fundamental and technical analysis, and offers a range of products from mutual funds and ETFs to private equity and advisory annuities.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Nicole' Keane is a CFP® professional with three years of industry experience, currently advising clients at Dakota Wealth, LLC. She previously worked for eight years at Jonathan D. Pond, LLC. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm uses a customized, long-term investment approach that combines fundamental, technical, and quantitative analysis to manage diversified portfolios across various asset classes and also engages in direct management of pooled investment vehicles and private funds.

Gordon Thomas is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Grimes & Company and has previously been employed by MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary portfolio management and financial planning for a diverse client base, including individual and institutional clients, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also offers trustee services through an affiliated trust entity.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 designation and previously worked at Plante Moran Financial Advisors and One Lincoln Park, among other roles including positions at the University of Dayton and Kettering City Schools. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

Corey Pomerleau is a CFP® with six years at F L Putnam Investment Management Co. and four years at Boston Private Wealth, totaling ten years of industry experience. He is based in Needham, MA. F L Putnam serves individual investors, families, and institutions including foundations, endowments, and family offices. The firm employs a team-based, customized investment approach using internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Micheline Dagher is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. She has worked at Foundations Investment Advisors since 2018 and previously spent six years at Kelly Financial Services. Dagher also conducts insurance and annuity sales through her own firm, Dagher Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, offering both discretionary and non-discretionary advisory services through a large network of affiliated representatives.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. 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, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a team-based approach with customized strategies across asset classes, incorporating both internally managed and third-party investments.

Gerald Dufault is a CFP® with 40 years of industry experience and is currently with The Patriot Financial Group, LLC. He has worked at multiple firms, including Rollover Advisory Services, LLC, Cetera Financial Specialists LLC, and Securities America Inc. In addition to his advisory roles, he is the owner of a business focused on expense management. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of charting, fundamental, and technical analysis, and offers a broad range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Todd Herman is a CFP® professional with five years of industry experience, currently serving at Grimes & Company since 2022. His prior roles include positions at iCapital, LLC, Kaplan College for Financial Planning, and Siharum Advisors. Grimes & Company provides discretionary portfolio management and financial planning for individual and institutional clients, including estates, charitable organizations, and government entities. The firm creates customized investment strategies utilizing proprietary research and offers trustee services through an affiliated trust entity.

William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, totaling 36 years of industry experience. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach through a concentrated Core Value Equity Strategy and an optional Balanced Strategy that includes fixed income, emphasizing quality and a strict margin-of-safety buy discipline.