Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. 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 Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with oversight from an Investment Committee and tailored portfolio management.

Laurie Faille is a CFP® professional with 12 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 2018. Prior to joining F.L. Putnam, she worked at Proctor Financial for seven years. Outside of her financial advisory role, she operates a photography business as a sole proprietor. F.L. Putnam serves individual investors, families, and institutional clients, offering customized, team-based investment management and financial planning. The firm utilizes both internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware approaches and options for sustainable investing.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. 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, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

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.

Peter Girard is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Beaumont Financial Partners, where he has been employed since 2004, following a three-year tenure at Fidelity. Girard holds Series 63 and Series 66 licenses. Beaumont Financial Partners provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a disciplined investment approach based on its “Dominant Benefit Theory,” incorporating diverse investment categories and managing risks associated with alternative and illiquid assets.

Kyle Bateman is a CFP® with 10 years of industry experience, currently with The Patriot Financial Group, LLC in Walpole, MA. He has worked with several firms, including Cetera Financial Specialists LLC, Securities America Inc., and LPL Financial, LLC. Bateman also holds a Series 66 license and is involved in sales of fixed insurance products as an insurance agent. 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 variety of investment options and independent managers, and offers a formal wrap-fee program alongside comprehensive financial planning and insurance services.

Paul Tamagni is a financial advisor with LPL Financial in Milford, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2015 and founded Northeast Planning Associates, Inc., an independent registered investment advisory firm, in 2020. Outside of his advisory work, he serves as President and Vice-President of Mt. Holly Marketing, a C Corporation established for personal tax planning purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential. He has experience working at TimesSquare Capital Management and Kapitus prior to joining New England Private Wealth Advisors. 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 offers diversified portfolio management using mutual funds, ETFs, and alternative investments, alongside financial planning and retirement-plan advisory services.

Jian Wei Fu is a CFP® certified financial advisor with two years of industry experience, currently practicing at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood, he worked at Asset Strategy Advisors LLC and Concorde Investment Services. Outside of his advisory role, Fu is a licensed realtor and manages a small insurance business operated by his spouse. Kingswood Wealth Advisors serves a diverse clientele ranging from individual investors to institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and has a distinctive operational model supporting insurance-linked account management.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Miguel Fernandez is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Miguel is the founder and owner of Fernandez Capital Advisors, LLC, a personal S-corp used for tax and accounting purposes. Bolton Global Asset Management, where Miguel is registered as an Investment Advisor Representative, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a mix of internal management, unaffiliated money managers, and third-party asset management programs, emphasizing a long-term investment approach with flexibility for various strategies.

Michael Galli is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Lighthouse Capital, LLC and iCapital, LLC. In addition to his advisory role, he is licensed as an insurance agent for health, life, and disability insurance. 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 various investment options and a due-diligence process for insurance and annuity products.

Vahan Janjigian is a CFA® charterholder with 15 years of industry experience and has been with Greenwich Wealth Management, LLC since 2010. He provides consulting services including writing and editing, and occasionally teaches a graduate course on Equity Analysis. He serves on the Corporate Disclosure Policy Council of the CFA Institute and is a member of the board of trustees of the Armenian Museum of America. Greenwich Wealth Management offers advisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and macro analysis to tailor portfolios across a range of instruments and investment structures, and it manages both individual and institutional accounts including pooled vehicles like endowments and wrap programs.

Domingo Estevez is a Series 65-licensed advisor with Bolton Securities Corporation and has one year of industry experience. He also serves as Senior Vice President of Sun Partners, an investment advisory firm based in Uruguay, a role he has held since 2015 alongside his duties at Bolton. 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, charitable organizations, corporations, retirement plans, and banks. 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 trading and rebalancing.

Steven Violin is a CFA® charterholder and holds a Series 66 license with 24 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2000. F.L. Putnam serves a diverse client base including individuals, families, and various institutional investors. The firm employs a team-based, research-driven approach to investment management, offering customized strategies across asset classes with a focus on combining macroeconomic and security-level analysis.

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.

Leonardo Chantre is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Mutual of Omaha and New York Life. Outside of his advisory role, he has worked as a rideshare driver with Lyft and Uber. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

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.