Michael Galli is a financial advisor at The Patriot Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Patriot Financial Group since 2019. Prior to that, he was with Lighthouse Capital, LLC and iCapital, LLC. Galli is also a licensed insurance agent specializing in 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 offers customized portfolio management using a mix of analysis techniques and diverse securities, managing approximately $2.4 billion across 37 advisors.

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.

Steven Violin is a CFA® charterholder and holds the Series 66 designation 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 that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm utilizes a strategic asset allocation framework incorporating internally managed strategies and third-party managers across multiple asset classes, and it is noted for its role as adviser to the AOG Institutional Fund and ownership of Darwin Trust Company.

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 a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting through FLP Atrato Consulting. The firm employs a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, which focuses on private and illiquid alternative assets.

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.

Stephen Hollingsworth is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Raymond James Financial Services Advisors Inc. and Adele Financial Services, LLC, where he continues to operate as an insurance agent selling group life and disability policies to law enforcement. Outside of his advisory work, he serves as treasurer of the Wellesley Grid Iron high school football club. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Joseph Colell Jr. is a financial advisor at Spire Wealth Management, LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2014 to 2018. He is also involved with Strategic Assets LLC, a Massachusetts LLC established to run Spire-related business through. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing both discretionary and non-discretionary portfolios. The firm employs a range of investment strategies, including passive, active, and hybrid tax-aware allocations, and offers access to model portfolios and wrap programs, with proprietary risk overlays managed through its affiliate Corbett Road Capital Management.

Leonardo Chantre is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Sequent Planning in 2025, he worked at Mutual of Omaha, NYLIFE Securities, New York Life Insurance, Northwestern Mutual, and Family First Life. Outside of advising, he works as a rideshare driver for both Lyft and Uber. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services through a multi-team network of approximately 97 advisors.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

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.

Neil Blicher is a CFP® with 30 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he spent six years at RSM US Wealth Management LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporations, retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and investment committee oversight, offering a range of services from portfolio management to retirement plan consulting.

John Cole is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at John Hancock and Lion Street Financial, among other firms. From 2007 to 2017, he was employed at Oakley Country Club. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, financial planning, and fiduciary services, implementing customized portfolios through a network of adviser representatives with a focus on long-term investment strategies.

Ariel Dangelo is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in both financial services and real estate, including roles at MassMutual Life Insurance Company and Messina Realty Collective. Outside of advisory work, she is involved in real estate as a licensed agent and business advisor, and she serves as CEO and president of a startup developing budgeting and financial literacy software. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of investment advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both direct and third-party managed accounts.

Hamid Omid is a CFP® and ChFC® with 34 years of industry experience. He has been with Mutual Advisors, LLC since 2020, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial Services. Outside of his advisory work, he is president of Prime Solutions Insurance Brokerage, Inc., an insurance agency specializing in property and casualty insurance, fixed life insurance, and annuities. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and third-party money manager selection to a diverse client base that includes individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm combines institutional capabilities with operational flexibility, utilizing active and passive strategies supplemented by third-party tools and managers.

George Conway Jr. is a Series 65 licensed financial advisor with seven years of industry experience, currently with Mission Wealth Management, LP since 2024. He previously worked at Charles Carroll Financial Partners, LLC, and spent six years at St. Sebastian's School. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers customized wealth management services, including portfolio management, financial planning, and institutional retirement plan services, with an emphasis on long-term investment strategies and a tiered service model tailored to client needs.

Benjamin Wallace is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Grimes & Company since 2001. He holds a Series 66 registration and participates as treasurer of the Mystic River Rugby Club. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and governmental entities, offering customized investment strategies through proprietary research and a range of investment vehicles. The firm provides discretionary management, financial planning, and non-investment referrals, with notable work for other advisers and municipal clients.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with four years of industry experience. He holds the Series 66 designation and has previously worked with firms including Rise North Capital and Voya Financial Advisors. In addition to his advisory role, he is involved with Rise North Capital as an insurance agent, dedicating a significant portion of his time to this activity. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 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 a range of investment products and an extensive network of affiliated entities.

Jared Sweeney is a CFP® professional with 15 years of industry experience currently affiliated with Mission Wealth Management, LP. His prior roles include positions at Lion Street Financial, PRW Wealth Management, and Contravisory Investment Management. Mission Wealth Management, LP is a multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers wealth management, portfolio management, financial planning, and institutional retirement services, utilizing a tiered service model and emphasizing long-term investment strategies with a range of traditional and alternative assets.

Jeffrey Blocker is a financial advisor at Advisor Share Wealth Management, LLC with Series 63 and Series 65 licenses. He has been active in the industry since 2016, including work through his own entities, Bean Harbor Advisors LLC and WellSaves Benefits, where he provided insurance and non-legal estate planning administrative services. His background also includes roles at Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm utilizes third-party sub-advisers and model portfolios, provides a web-based asset management and practice platform, and offers alternative and private investment options to eligible clients.

Daniel Jacob is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beaumont since 2005, including his current role at Beaumont Financial Advisors since 2022. 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 employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, sub-advisors, and alternative investments, with portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.