Holly Dumlupinar is a financial advisor at RWA Wealth Partners in Boston, MA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, First Republic Securities, First Republic Bank, and CitiGroup. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a range of investment vehicles and offers internally managed strategies alongside tax preparation through its wholly owned subsidiary.

Philip Dubuque is a CFA® charterholder with 16 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works at Beaumont Financial Advisors, LLC since 2022. The firm provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions, integrating portfolio management with financial planning and in-house tax preparation. Beaumont employs a Dominant Benefit Theory investment approach, utilizing diverse asset categories and a range of investment vehicles, with decisions overseen by an Investment Committee and executed by relationship managers.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Christine Lawless is a CFP® professional with 11 years of experience in the financial industry. She currently works at CW Advisors, LLC and previously was employed at Congress Wealth Management LLC for seven years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional investors, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Thomas Reilly is a financial advisor with CW Advisors, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining CW Advisors in 2025, he worked at Point Allerton LLC for 22 years and Bainco International Investors LLC for four years. Additionally, he is a licensed insurance agent involved with Tomco. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutions, using a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Catherine Ocampo is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at RWA Wealth Partners since 2025 and previously held roles at GWFS Equities, Inc. and Fidelity Investments. Prior to entering the financial industry, she spent 13 years involved with The Lotus Mind + Body Spa Inc. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach supported by an open-architecture platform and integrates fundamental and quantitative methods within certain investment strategies.

Scott Kadish is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and has held previous roles at Robert Hurst CPA PC, Bank of America, Merrill, and LPL Financial. Outside of advisory work, he serves as a board member of the Jewish Climate Action Network of Massachusetts and is the national chairperson for the Shomrei Ha'aretz affinity group within the Federation of Jewish Men's Clubs, coordinating and presenting programming on green living. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment process incorporates strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by an integrated advisory, broker, and retirement-plan administration platform.

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.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Andrew Murphy is a CFA® charterholder with nine years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously held roles at LPL Financial, LLC and Shepherd Financial Partners. Murphy is based in Boston, MA. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment philosophy that incorporates both in-house management and third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.

Timothy Mazanec is a CFP® with 11 years of experience in the financial services industry. He is currently with RWA Wealth Partners and has previously worked at Allworth Financial, Purshe Kaplan Sterling Investments, Edward Jones, and Merrill. Outside of his advisory role, he serves as an investment committee member for Urban Edge, a nonprofit community housing organization. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation and uses an open-architecture platform supplemented by customized fixed income and cash management strategies.

Alyson Basso is a CFP® and ChFC® with 20 years of industry experience. She is currently an advisor at The Patriot Financial Group, LLC and Hayden Wealth Management, with prior roles at Cetera Financial Specialists, Securities America, and Santander. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and is an adjunct faculty member for the College for Financial Planning. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due diligence process for selecting insurance and annuity products.

Gabriel Reale is a financial advisor at RWA Wealth Partners in Boston, holding a Series 65 designation. He has been with RWA Wealth Partners since 2022 and previously worked at Advent International and Roger Williams University. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods within certain investment strategies.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Joel Berry is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Investment Management Distributors LLC, NYLIFE Securities LLC, New York Life Insurance Company, and Ira Subaru. John Hancock Personal Financial Services, LLC provides financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to trusts and non-profits. The firm uses third-party financial planning software to generate recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Julia Vanzler is a CFP® with 16 years of experience in the financial advisory industry. She is currently with F L Putnam Investment Management Co. and has previously worked at SVB Private, Boston Private Wealth LLC, and SEI Investments Management Corp. F L Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research-driven approach that integrates internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware portfolio management.

Brendan Collins is a CFP® professional with 11 years of industry experience, currently associated with CW Advisors, LLC. His prior experience includes roles at Congress Wealth Management LLC, UBS Financial Services, and Fidelity in both advisory and brokerage capacities. CW Advisors, LLC manages approximately $15 billion in assets and serves a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment framework integrating active, passive, strategic, quantitative, and ESG strategies across multiple asset classes and offers a range of services including wealth management, retirement plan advisory, and family-office services.