Joseph Bakish is a CFA® charterholder affiliated with John Hancock Personal Financial Services, LLC in Boston, MA. He has over nine years of experience, previously working with Richardson Wealth (USA) Limited and Richardson Wealth Limited before joining his current firm in 2025. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model with a high client load per advisor and delivers written recommendations through third-party financial planning software, with implementation at the client's discretion.

Wendy Holding is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. She has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2009. The partners at the firm also serve as trustees and directors of affiliated trust companies that provide custody and administration services. Loring, Wolcott & Coolidge Fiduciary Advisors manages fiduciary and investment relationships mainly for high-net-worth individuals, trustees, foundations, and endowments, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities with low turnover, supported by independent consultants and AI tools, and maintains a Sustainability Group focused on ESG research and impact investments.

Timothy Davis is a CFP® with eight years of industry experience currently affiliated with SVB Wealth LLC. He has worked across multiple related entities, including First Citizens Investor Services and Silicon Valley Bank. SVB Wealth LLC serves a diverse client base, including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and maintains a formal due-diligence process for manager selection, with notable ties to First Citizens Bank.

Julian Rutskin is a financial advisor with Modera Wealth Management, LLC in Boston, MA. He holds a Series 65 designation and has recently begun his career in the industry, joining Modera in 2025 after completing his education at Florida State University. Prior to his current role, he gained experience in education at Tampa Preparatory School and Terrace Community School. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm’s investment approach is based on diversified asset allocation guided by Modern Portfolio Theory, complemented by an integrated service model that includes in-house accounting and tax capabilities.

Daniel Cacciola is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 credential and has worked at McAdam LLC since 2019, with prior experience at Perennial Trust and roles outside the financial industry, including a long-term position as Digital Media Supervisor at Soc's Ice Cream. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis and a multi-advisor platform to tailor portfolios using mutual funds, ETFs, independent managers, and specialized strategies.

Jeffrey Silvieus is a financial advisor with Santander Securities LLC in Abington, MA, holding Series 65 and Series 63 registrations and bringing 11 years of industry experience. He has been with Santander Securities and Santander Bank since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Jeffrey Campbell is a financial advisor at Capital Analysts with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory work, he owns and helps operate a company that offers hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, providing portfolio management through both discretionary and non-discretionary programs supported by an in-house investment research team.

Bernard Braudis is a financial advisor with Soltis Investment Advisors, LLC, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His previous roles include positions at Financial Technology, Principal Street Partners, HJ Sims, and Greenwich Investment Management. He also consults periodically with fintech companies on user experience, data integrations, and potential enhancements. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including high-net-worth individuals, institutions, trusts, and retirement plans. The firm employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence, offering a range of investment options and regular client communications.

Donna Rose is a financial advisor at SVB Wealth with five years of industry experience. She holds a Series 65 credential and has worked at firms including Cambridge Associates, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individual investors to family offices and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis within a formal due-diligence framework and provides both discretionary and non-discretionary investment solutions.

Roger Foster is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Santander Securities since 2016 and is also involved with Abundance in Action, contributing to the creation of a deck of cards with positive affirmations. Additionally, Foster pursues artistic activities under his own business, creating and displaying art. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.

Jonathan Coughlin is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Cantella & Co., Inc., Axa Advisors, LLC, Lending Club Patient Solutions, LPL Financial, and Shepherd Financial Partners. 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 and employs a diversified investment approach utilizing mutual funds, ETFs, individual securities, and separately managed accounts, offering services through a team of around 60 advisors.

James Hare is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock in various capacities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to create written, generally framed recommendations, supporting a scaled, technology-assisted service model for a high client load per advisor.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

Alan Fatemi is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA. He holds the Series 66 designation and has 20 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2015. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Robert Loporto is a financial advisor at Diversify Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Axial Financial Group and Commonwealth Financial. Outside of his advisory role, he serves as a Town Meeting Representative for the Town of Dedham. Diversify Advisory Services is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and fee structures tailored to client needs.

Steven Dubin is a financial advisor with Capital Analysts who holds a Series 63 designation and has 49 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved with Williams & Dubin and various Capital Analysts entities dating back to 1975. Outside of his advisory role, he owns and operates Williams & Dubin, a financial services and insurance firm specializing in life insurance, disability, health products, and supplemental compensation programs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment team that utilizes proprietary screening methods and model portfolios.

Owen Allen is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with McAdam LLC since 2020 and previously worked at Elaine Construction and Babson College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm offers customized portfolio management using fundamental analysis and includes specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

C Stafford is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. Prior to joining Ashton Thomas Private Wealth in 2024, Stafford worked at Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering a variety of program structures and retirement plan fiduciary services.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.