Jefferson Jones is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Flagship Harbor Advisors since 2014, concurrently affiliated with LPL Financial, LLC. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a variety of investment strategies including allocations to mutual funds, ETFs, individual securities, and independent managers.

Daniel Moran is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Flagship Harbor Advisors, LLC and LPL Financial since 2013. Moran is based in Boston, MA. 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 through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis and offering services such as investment management, financial planning, and retirement-plan consulting.

Hunter Hendrix is a financial advisor at Ashton Thomas Securities, LLC in Boston, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., DSJ Global, and Equitable Advisors, LLC. Hendrix has also worked in education at St. Lawrence University and Chittenango Central High School. 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 fiduciary services.

Stanton Green is a financial advisor with Capital Analysts in Danvers, MA, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Inc. for 15 years and CUNA Brokerage Services, Inc. for 3 years, as well as Equitable Advisors for 4 years. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network, combining discretionary investment management by an in-house team with non-discretionary options.

Daphne Caperton is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Winslow Wealth Management LLC and National Securities Corporation. She serves as a trustee for the Beacon on the Charles Condominium Association. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and asset allocation models.

Bradley Small is a financial advisor at OneAscent Financial Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Advisors and Thrivent Advisor Network. Outside of his advisory duties, he serves as a volunteer board member for the North Shore Chamber of Commerce and founded the Solomon Fund, a charity car show benefiting nonprofit causes. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and other services, employing individualized asset-allocation strategies and utilizing various model-based and overlay management platforms.

Meghan Daily is a financial advisor at Proficio Capital Partners LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Mass Mutual Life Insurance Company, MML Investors Services, LLC, and Wellesley Asset Management. Meghan is based in Newton, MA. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, foundations, endowments, businesses, and institutional clients. The firm emphasizes a core portfolio approach tailored to client-specific factors and integrates quantitative analytics, fundamental research, technical analysis, and alternative investments, including private funds and digital assets.

Nicholas Falzone is a financial advisor at McAdam LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2016 as well as at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis, employing a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Elizabeth Laws is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 65 designation and beginning her career in 2024. Prior to joining Crestwood, she worked at Financial Planning Solutions LLC and Cambridge Savings Bank. Outside of finance, she has experience in the retail and food service industries. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.

Robert Ix is a CFA® charterholder with 21 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2005, currently serving as an advisor at Crestwood Advisors Group, LLC in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation approach combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Jeffrey Street is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and previously worked at StoneX Securities Inc. and at his own firm, Street Financial Services, which he has operated since 1991. In addition to his advisory work, he serves as a trustee for the Brookmeadow Office Park, participating in association governance. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based solutions supported by proprietary and third-party money managers, operating within the broader StoneX Group ecosystem.

Gregory O Connell is a financial advisor at M HOLDINGS SECURITIES, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brown Brothers Harriman & Co. for twelve years, followed by roles at ETHIC Wealth Advisors, Fiduciary Trust Company, and The Coyle Company Insurance Group, where he serves as Vice President. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory.

Michael Hildreth is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Moors & Cabot and its affiliated entity since 2005, following prior roles at Finacorp Securities and Credit Union Brokerage Services. Outside of his advisory role, he serves as a FINRA arbitrator and is a manager of the holding company for Moors & Cabot. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers customized investment management and financial planning services, employing a range of strategies and maintaining flexibility to tailor portfolios to clients’ risk tolerances and objectives.

Roberto Figueiredo is a CFP® professional with four years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2021 and previously worked at Bank of America for ten years. Reynders, McVeigh Capital Management offers discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy supported by in-house fundamental research integrating ESG criteria, and manages both a registered mutual fund and advisory roles for various institutional clients.

Naomi D'alessandro is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has been with Welch & Forbes LLC in Boston, MA since 2014, accumulating four years of industry experience. Welch & Forbes LLC provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm uses a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

Nicole' Keane is a CFP® professional with three years of industry experience, currently advising clients at Dakota Wealth, LLC. She previously worked for eight years at Jonathan D. Pond, LLC. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm uses a customized, long-term investment approach that combines fundamental, technical, and quantitative analysis to manage diversified portfolios across various asset classes and also engages in direct management of pooled investment vehicles and private funds.

Nadejda Mocan is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities and goals to help them develop strategies for pursuing their financial objectives. Her areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Nadejda holds a Doctorate Degree from the State University of Management and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. She emphasizes ongoing communication with clients to provide tailored advice and guidance as their needs evolve.

Jacob Kidder is a CFA® charterholder with four years of industry experience. He has worked at Choate Investment Advisors since 2021 and previously held roles at Foster Dykema Cabot and Wellington Management. 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 emphasizes diversified asset allocation based on clients’ risk tolerance and uses a combination of index exposures, active managers, and private fund vehicles, while maintaining close ties with its parent law firm, Choate, Hall & Stewart LLP.

Mollie Caputo is a CFP® professional at Andersen with one year of industry experience. She has been with Andersen Tax LLC since 2015. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm integrates investment advice with tax consulting and emphasizes consolidated performance reporting and strategic investment planning.

Denis Cleary III is a financial advisor at 71 West Capital Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Goldman, Sachs & Co. Outside of his advisory role, Cleary serves as a board member at The Dexter Southfield School, participating in several committees including Strategic and Long-term Planning and Investment. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a diverse client base including individuals, high net worth clients, trusts, estates, and institutional entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, managing accounts through both in-house advisers and selected third-party sub-advisers.