Sada Geuss is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 65 and Series 66 designations with seven years of industry experience. She has been with Trillium since 2015. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other clients, utilizing an investment process centered on integrated ESG research combined with fundamental financial analysis and risk controls. The firm is notable for its use of exclusionary screens, thematic sustainable portfolios, active ownership, and its roles as sub-adviser to registered funds and manager of pooled investment vehicles.

Christopher Hagan is a financial advisor at RWA Wealth Partners with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RWA in 2023, he worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and integrates customized fixed income and cash management strategies.

Ryan O'Shaughnessy is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He has held positions at Adviser Investments and Citizens Securities. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in certain strategies.

Christopher Harris is a CFP® professional with four years of experience in the financial advisory industry. He has worked at Northeast Investment Management, Inc. since 2018 and previously spent two years at Loring, Wolcott & Coolidge. Based in Boston, MA, he is part of a nine-advisor team at Northeast Investment Management. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, emphasizing diversification, client-specific risk management, and formal trading oversight.

Christopher Keith is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group and Kobren Insight Management, an Adviser Investments company. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation with an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Mindy Neira is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, she worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

Raymond Celaya is a CFP® and CFA® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors and its affiliate Plante & Moran, PLLC. He has been with Plante Moran Financial Advisors since 2005 and with Plante & Moran, PLLC since 2016, holding a partner position at the latter. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, not-for-profits, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model and typically manages assets on a non-discretionary basis.

John Ingram is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Crestwood Advisors since 2015. He has been with Crestwood Advisors Group, LLC for 10 years. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Andrew Bruno is a financial advisor at Santander Securities LLC with six years of industry experience. He holds Series 63 and Series 66 registrations and has been with Santander Securities since 2019. Prior to that, he worked at Santander Bank, NA beginning in 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Weston Howland is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Howland Capital Management LLC since 1984. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs a model portfolio approach tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings.

Matthew Giuttari is a financial advisor at SVB Wealth with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Silicon Valley Bank/Boston Private Bank & Trust Co., First Citizens Investor Services, and RI State Government. He also has experience working in educational institutions such as Connecticut College and The Loomis Chaffee School. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains operational ties to First Citizens Bank & Trust Company.

Jongdai Park is a financial advisor with Beauport Financial Services, LLC in Gloucester, MA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Beauport Financial Services since 2004 and has also worked with ValMark Advisers, Inc. and Valmark Securities, Inc. since 2014 and 2005 respectively. Park serves as a board member for the Gordon College Faith & Finance Forum and The Well Family Foundation, both nonprofit organizations. Beauport Financial Services offers financial planning and consulting to individuals and families through comprehensive and modular engagements, focusing on goals- and risk-based planning. The firm typically recommends asset management programs through ValMark Advisers while monitoring performance and client alignment without directly managing portfolios.

Kyle Hurley is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and LPL Financial. 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 team of about 60 advisors, using a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Diana Malcom is a financial advisor at Choate Investment Advisors with 25 years of industry experience. She holds a Series 65 designation and previously worked at Lowell, Blake & Associates, Inc. for 23 years before joining Choate in 2023. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and uses a combination of index funds, active managers, subadvisors, and ESG research, while also advising three Private Funds that invest in third-party private equity and private investment funds.

Mark Gatti is a CFP®-certified financial advisor with over 43 years of industry experience. He is currently with Novem Group and has previously worked at firms including Osaic Wealth, Inc., American Portfolios Advisors, Inc., and H.D. Vest Investment Securities, Inc. In addition to his advisory role, he owns and operates Topsfield Financial Group, a tax preparation business. Novem Group provides discretionary and non-discretionary investment supervisory services and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, cyclical, and technical analysis and offers a range of portfolio management arrangements tailored to client goals and risk tolerance.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Moors & Cabot in 2020, Frazier worked at TIAA and TIAA-CREF for 13 years, as well as Banc of America Investment Services and Quick & Reilly. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based planning, consulting, and advice-only services, using various analysis methods and strategies supported by third-party and affiliated sub-advisors.

Jeffrey Porter is a CFA® charterholder with 18 years of industry experience, currently serving at Congress Asset Management Company, LLP since 2010. He is based in Boston, MA, and is part of a multi-team firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Francis Sennott is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation using an open-architecture platform and offers customized fixed income and cash management supported by internal credit analysis and a network of fixed income dealers.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Securities Company, and First Republic Investment Management. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, utilizing a range of analysis methods and strategies, and provides both discretionary and non-discretionary advisory services.

Serena Low is a CFP® with 29 years of industry experience, currently affiliated with ValMark Advisers, Inc. She has worked with Beauport Financial Services, LLC, Valmark Advisers, Inc., and Valmark Securities, Inc. during her career. Outside of her financial advisory work, she is involved in community service as a member of the Gloucester Rotary Club and serves on the board of the Gloucester Educational Foundation, where she was president in 2020. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation and offers proprietary platforms alongside third-party programs.