Brandon Frye is a CFP® and Series 65-licensed advisor at Robertson Stephens with 19 years of industry experience. He previously worked at Vodia Capital, LLC for seven years prior to joining Robertson Stephens in 2022. Outside of his advisory role, he provides financial coaching for new widows through Wings for Widows. Robertson Stephens offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of the end of 2025. The firm provides discretionary and non-discretionary portfolio management using a variety of investment tools and offers planning services including tax and estate planning.

Thomas Griffin is a CFP® and ChFC® with 24 years of experience in the financial industry. He currently works at Santander Securities LLC and Santander Bank, NA, where he has been employed since 2018. His prior experience includes roles at Questar Capital Corporation, Questar Asset Management, and Roster Financial. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized service support.

Jacob Murray is a CFP® with 11 years of industry experience, currently affiliated with Great Valley Advisor Group, LLC. His prior roles include positions at Bay Colony Advisors, Securities America, Inc., The Patriot Financial Group, LLC, LPL Financial, Valmark Securities, Inc., and Wealth Impact Partners. He is also licensed as an insurance agent and dedicates part of his time to offering insurance products and services. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing both proprietary and third-party investment strategies with ongoing portfolio oversight.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Silas Witherbee is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Cantella & Co Inc and Janney Montgomery Scott. He is also the owner of Witherbee Wealth Management LLC, a non-investment-related business. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental, long-term investment strategies with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Joseph Campedelli is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Lion Street Financial, LLC, and Sapers & Wallack. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach, offering customized portfolio management through discretionary or model-based strategies.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

Sarah Lewis is a CFP® at New England Private Wealth Advisors, LLC with nine years of industry experience. She has been with the firm since 2015. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused model strategies.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Expeditors International of Washington and City Catering Company. Brandt has also served as a Client Relationship Manager involved in registered representative activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including discretionary and non-discretionary account management.

Raymond Grenier is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Bolton Securities since 2006 and also maintains longstanding roles at Delta Equity Services Corporation and Andover Capital Company, Inc. Grenier serves on the Board of Trustees for The Briarwood Community, an assisted living facility. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm’s investment approach is advisor-driven and typically employs mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing for tactical adjustments.

Daphne Mahle is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. She holds the Series 66 designation and has been with Bolton Securities and Delta Equity Services Corporation since 2005. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Nicholas Grose is a financial advisor at Bay Colony Advisors with two years of industry experience. He holds a Series 65 designation and has previously worked at Patomak Global Partners, Alfta GIF, George Mason University, and Ohio University. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental investment analysis with a long-term approach and offers family-office and concierge services alongside institutional retirement fiduciary solutions.

Geoffrey Hardaway is a financial advisor at John Hancock Personal Financial Services, LLC with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining John Hancock, he worked at Fidelity Brokerage Services, LLC for four years and has a background in environmental and technology firms. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software for written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

Brandon Bergert is a financial advisor at Northeast Planning Associates, Inc. in Waltham, MA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at LPL Financial LLC, Key Investment Services, LLC, KeyBank, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. He also spent time as a student and was briefly involved with the MLB Draft League. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing roughly $414 million in discretionary assets with a team of about 70 advisors.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.

Glenn Frank is a PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Hightower Advisors, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Outside of his advisory role, he leads educational workshops as a professor through Frank Advising LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of advisors, with a focus on comprehensive investor profiling and values-based strategies.

David Clark is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC since 2022. His prior experience includes roles at Mass Mutual Investors Services and Bts Securities Corporation. Outside of his advisory work, he is involved in a small business selling body products at event markets and holds insurance agent licenses with various companies. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.