Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. Pisciotta is a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management primarily serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation services, and retirement plan consulting, operating mainly on a non-discretionary basis with client approval required for trades.

Eric Jostrom is a financial advisor at Ipswich Investment Management Company, Inc with 17 years of industry experience. He has been with Ipswich since 2007. Outside of his advisory role, he serves as a director for both Scully Signal Co. and Iceman Capital Ltd. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed by capable managers and highly rated fixed income, with portfolio allocations tailored to client objectives and tax considerations.

Benjamin House is a financial advisor at Stonehearth Capital Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and TD Ameritrade. His background also includes roles in education at Gordon College and St Johns Prep. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in assets and employs a team-based approach with customized portfolios across four core strategies, incorporating proprietary screening tools and tax-aware practices.

Shane Bonney is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation. He has one year of industry experience and joined Keenan Financial in 2026. Prior to his current role, his work history includes positions in education and retail. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide diversified portfolio construction and employs various analytical methods and trading strategies.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2011. In addition to his advisory work, he teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Stephanie Pascual is a financial advisor at Trillium Asset Management with three years of industry experience. She holds a Series 65 designation and has worked at Trillium since 2018, following three years at FSG. Trillium Asset Management provides discretionary portfolio management to a range of clients, including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis combined with integrated ESG research and active ownership strategies.

Jennifer Stoody is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 license and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Bank, JMS Advisory Services, and her current positions at First Citizens Asset Management and SVB Wealth. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client goal assessments with risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and access to integrated banking resources through its affiliation with a bank holding company.

Kevin Halloran is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, as well as at Citizens Securities, Inc. from 2015 to 2017. Santander Securities LLC serves a diverse client base including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with third-party managers and an implementation manager handling portfolio rebalancing.

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

Kimberly Kelly is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Flagship Harbor Advisors, LLC since 2016, concurrently with her tenure at LPL Financial beginning in 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

Barry Dick is a financial advisor with The Fiduciary Alliance, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining The Fiduciary Alliance in 2021, he worked for First Financial Advisors, LLC for 14 years. Outside of advisory services, he is co-owner of Dick Insurance Agency and owner of Merrimack Financial, both involved in life and property and casualty insurance sales. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm operates through multiple divisions and a network of investment advisor representatives, utilizing client-specific investment policy statements and a combination of fundamental, technical, cyclical, and charting analyses.

Mark Kinney is a CFP® with 16 years of industry experience, currently serving as an advisor at Virtue Capital Management, LLC since 2019. His prior roles include positions at Kinney Wealth, Inc., Horter Investment Management, and Toole Kinney & Co. He is a partner at Kinney Wealth, Inc., where he is involved in life, health, long-term care, and disability insurance. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for more than 4,000 clients. The firm employs strategic, tactical, and dynamic investment strategies primarily using mutual funds and ETFs, supported by quantitative optimization and proprietary models that incorporate economic data inputs.

Paul Melanson is a financial advisor at Santander Securities LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizes service through an extensive branch and advisor network.

Alexandre Oliveira is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2008. Oliveira serves as president of Olive Tree Wealth Management, a corporation he uses for managing his wealth management practice’s accounting and tax purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

Elizabeth Weaver is a financial advisor with Capital Analysts in Danvers, MA, holding a Series 66 designation and nine years of industry experience. She has worked at Lincoln Investment since 2017 and was involved with the Wellesley Scholarship Foundation from 2011 to 2020. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management with access to third-party managers and a proprietary mutual-fund screening process. The firm manages approximately $8.8 billion through a network of several hundred advisors and maintains a fiduciary approach with various portfolio customization options.

Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

Sada Geuss is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 65 and Series 66 designations with seven years of industry experience. She has been with Trillium since 2015. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other clients, utilizing an investment process centered on integrated ESG research combined with fundamental financial analysis and risk controls. The firm is notable for its use of exclusionary screens, thematic sustainable portfolios, active ownership, and its roles as sub-adviser to registered funds and manager of pooled investment vehicles.

Raymond Celaya is a CFP®, CFA®, and Series 63-licensed financial advisor with Plante Moran Financial Advisors in Southfield, MI. He has 16 years of industry experience and has been with Plante Moran Financial Advisors since 2005, also serving as a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, banks, trusts, estates, and other business entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, offering both discretionary and non-discretionary portfolio advisory services.