Robert Bosco is a CFP® with 18 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He is also a Principal of CliftonLarsonAllen LLP, the parent public accounting firm. Outside of his advisory role, Bosco serves on the boards of several nonprofit arts and community organizations, including the Orlando Shakespeare Theater and Central Florida Community Arts, and holds the position of Vice Chair at the Gracia B. Livingston Foundation. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities, offering a range of financial planning, business succession consulting, and investment management solutions supported by multidisciplinary planning through its parent firm.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at Oppenheimer & Co and Mildred Elley, as well as a one-year position with the United States Congress. Spencer’s background also includes experience outside finance, such as working at Godiva Chocolate and Wegmans Food Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services using tailored portfolio strategies and may allocate assets to third-party or affiliated sub-advisors.

Jennifer Stoody is a financial advisor at SVB Wealth with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Credit Suisse Securities, Wells Fargo, and JMS Advisory Services. Her current role involves wealth and brokerage business support at affiliated firms under First Citizens. SVB Wealth serves individuals, trusts, retirement plans, charitable organizations, and corporate clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach includes individualized policy statements and oversight of third-party managers through a documented due diligence process.

Louisa Jacquinto is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Root Cause for five years. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm uses a growth-at-a-reasonable-price (GARP) investment approach supported by in-house fundamental research that integrates ESG criteria, offering tailored portfolios across equity and fixed income mandates.

Matthew Donohue is a CFP® and Series 65 designated financial advisor at McAdam LLC with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at ACAC, Bradley Lead Group LLC, and Morgan Stanley. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a range of traditional and alternative investments while incorporating ongoing portfolio management and specialized planning products.

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.

Kristin Lepri is a CFA® charterholder with eight years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to that, she held positions at Fitch Ratings and Wilmington Trust. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process for manager selection and oversight, and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

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.

Scott Bundy is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1976. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children, both on a volunteer basis. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and referrals to third-party wrap-fee programs, with portfolio strategies tailored to client objectives and risk tolerances.

Mark Kinney is a CFP® with 17 years of industry experience and is currently an advisor at Virtue Capital Management, LLC. He has worked at Virtue since 2019 and previously spent 18 years at Toole Kinney & Co and five years at Horter Investment Management. He is also a partner in Kinney Wealth, Inc., where he is involved in life, health, long-term care, and disability insurance services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that oversees third-party managers and model strategies.

Paul Melanson is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Citizens Securities, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. 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 offers investment advisory services and portfolio management through wrap-fee programs, utilizing third-party discretionary managers and an implementation manager, with a focus on retail investors.

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.

Brice McMahon is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot serves a diverse clientele including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting through tailored portfolio strategies and a range of advisory arrangements.

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.

Christopher Mc Donough is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Santander Securities LLC since 2016, including the firm’s predecessor and affiliate entities, and was previously with Investors Capital Corp. from 2014 to 2016. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers investment advisory services, goal-based financial planning, portfolio management through wrap-fee programs, and securities-based lending and insurance products.

Justin Wolstenholme is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Welch & Forbes LLC since 2020 and previously spent five years at Boston Private Wealth LLC. Welch & Forbes LLC provides discretionary and non-discretionary investment management primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers customized portfolio management focused on bottom-up fundamental research and combines multi-cap equity strategies with investment-grade fixed income, incorporating tax sensitivity and ESG factors where applicable.

Lester Satlow is a CFP®, CFA®, and holds a Series 63 license, with 19 years of industry experience. He is affiliated with Citizens Private Wealth in Boston, MA, where he has worked since 2019. Prior to that, he was with New England Investment & Retirement Group, Inc. from 2014 to 2017. He serves as chairperson of the Investment Committee of Temple Emanuel in Andover, MA. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, combining discretionary portfolio management with both quantitative screening and qualitative research, and benefits from its affiliation with Citizens Bank, N.A.

Brittany Oliveira is a financial advisor at McAdam LLC with a Series 65 credential and four years of industry experience. She has been with McAdam since 2021 and previously worked at the University of Massachusetts - Dartmouth. Outside of her advisory role, she has been involved in customer service at Frontera Grill since 2013. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies.

Elizabeth Weaver is a Series 66-licensed advisor with nine years of industry experience. She has been with Lincoln Investment since 2017 and previously served on the Wellesley Scholarship Foundation board for nine years. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Graham Johnstone is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Choate in 2025, he worked at Loomis Sayles, Wellington, and J.P. Marvel Wealth Management. He also spent eight years in full-time education before beginning his financial career. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and includes the use of index exposures, active managers, subadvisors, and private fund vehicles to access private equity.