Kelly Saffery is a CFP® professional with eight years of experience in the financial advisory industry. She has been with New England Private Wealth Advisors, LLC since 2018 and previously worked at Boston Private Wealth in 2017. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory services.

Kenneth Ko is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2012. Outside of his advisory work, he is the sole owner of Kenneth Ko Sewing, a small business focused on homemade sewing product sales. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and utilizes a managed-account platform with third-party investment managers and an Implementation Manager for portfolio management and rebalancing.

James Waggett is a CFP® and CFA® with 12 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, and TD Private Client Wealth LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering customized investment management, financial planning, and consulting services. The firm combines internally managed strategies with third-party managers across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

Caitlin Polson is a CFP® and Series 65-registered advisor with 14 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2008. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds, and also offers access to third-party managers and alternative investments for qualified clients.

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.

Peter Bianchetto is a financial advisor with CL Wealth Management LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with CL Wealth Management since 2011 and has been associated with Cabot Lodge Securities since 2013 and Beacon Financial Services since 2003. Outside of his advisory roles, he is involved with Beacon Financial Services, where he determines customer needs and sells fixed insurance products. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

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.

Eleanor Kreitler is a CFP® with five years of industry experience, currently serving as a financial advisor at Grimes & Company. She previously worked at Morgan Stanley for four years and held roles at Charles Schwab & Co., Inc., Eaton Partners, and other organizations. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension plans, and government entities, providing customized investment strategies and financial planning using proprietary research and portfolio management systems. The firm is notable for its affiliated High Income Opportunity Fund and its work with other investment advisers and state or municipal government clients.

Joseph Campedelli is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Lion Street Financial, LLC and Sapers & Wallack. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to manage portfolios primarily with mutual funds and ETFs.

Patricia Lavoie is a CFP® with three years of industry experience, currently with Grimes & Company. She previously worked at EP Wealth Advisors and Fortis Management Group LLC. She serves as a trustee for the John T Donahue Trust and Louise G. E Donahue Trust. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and governmental entities. The firm provides discretionary investment management and financial planning, utilizing proprietary research and a diversified approach that includes mutual funds, ETFs, individual securities, and various alternative strategies.

Sarah Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. She has been with the firm since 2015. New England Private Wealth Advisors offers fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs broadly diversified portfolios primarily using ETFs and mutual funds, with capabilities to recommend alternative investments and third-party managers for qualified clients.

Connor Mahoney is a financial advisor at Santander Securities LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity, SagePoint Financial, and Securian Advisors of New England. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on non-high-net-worth investors.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with a Series 66 designation and one year of industry experience. Her prior work includes roles at Expeditors International of Washington and City Catering Company. She also served as a Client Relationship Manager at California Wealth Transitions, where she evaluated client risk tolerance and provided financial advice. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, corporations, and other entities, offering a range of investment advisory and financial planning services with access to both in-house and third-party managed solutions.

Carolyn Macedo is a financial advisor at F L Putnam Investment Management Co. with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for SVB Wealth LLC / Boston Private Wealth, LLC for nine years before joining F L Putnam in 2023. F L Putnam serves a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across equities, fixed income, and alternative asset classes.

Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.

Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Daniel Garron is a CFP® with 24 years of experience in the financial services industry. He currently works at Beaumont Financial Partners and has prior experience at Fidelity Investments and Fidelity Personal and Workplace Advisors. Beaumont Financial Advisors 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’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Nicholas Fyntrilakis is a Series 65-licensed advisor with Foundations Investment Advisors LLC, based in Milford, MA, with five years of industry experience. He has been with Foundations since 2021 and is also involved with the Massachusetts Association of Insurance Agents. Outside of advisory work, he is engaged in insurance sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies using tailored asset allocations and various investment products.

Robert Depascale is a financial advisor at Beaumont Financial Partners with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Beaumont Financial Partners since 2010, including a role at Beaumont Financial Advisors since 2022. 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, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.