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.

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.

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

Kristin Lepri is a CFA® charterholder with eight years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to that, she held positions at Fitch Ratings and Wilmington Trust. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process for manager selection and oversight, and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Kimberly Kelly is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Flagship Harbor Advisors, LLC since 2016, concurrently with her tenure at LPL Financial beginning in 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

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.

Scott Bundy is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1976. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children, both on a volunteer basis. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and referrals to third-party wrap-fee programs, with portfolio strategies tailored to client objectives and risk tolerances.

Mark Kinney is a CFP® with 17 years of industry experience and is currently an advisor at Virtue Capital Management, LLC. He has worked at Virtue since 2019 and previously spent 18 years at Toole Kinney & Co and five years at Horter Investment Management. He is also a partner in Kinney Wealth, Inc., where he is involved in life, health, long-term care, and disability insurance services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that oversees third-party managers and model strategies.

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.

Paul Melanson is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Citizens Securities, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services and portfolio management through wrap-fee programs, utilizing third-party discretionary managers and an implementation manager, with a focus on retail investors.

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.

Brice McMahon is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot serves a diverse clientele including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting through tailored portfolio strategies and a range of advisory arrangements.

Christopher Mc Donough is a Series 66-credentialed financial advisor with 13 years of industry experience. He has worked at Santander Securities LLC since 2016, including the firm’s predecessor and affiliate entities, and was previously with Investors Capital Corp. from 2014 to 2016. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets across over 10,800 client relationships. The firm offers investment advisory services, goal-based financial planning, portfolio management through wrap-fee programs, and securities-based lending and insurance products.

Justin Wolstenholme is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Welch & Forbes LLC since 2020 and previously spent five years at Boston Private Wealth LLC. Welch & Forbes LLC provides discretionary and non-discretionary investment management primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers customized portfolio management focused on bottom-up fundamental research and combines multi-cap equity strategies with investment-grade fixed income, incorporating tax sensitivity and ESG factors where applicable.

Brendan Collins is a CFP® professional with 11 years of industry experience, currently serving at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, UBS Financial Services, and Fidelity Personal and Workplace Advisors. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of discretionary and non-discretionary structures.

Lester Satlow is a CFP®, CFA®, and holds a Series 63 license, with 19 years of industry experience. He is affiliated with Citizens Private Wealth in Boston, MA, where he has worked since 2019. Prior to that, he was with New England Investment & Retirement Group, Inc. from 2014 to 2017. He serves as chairperson of the Investment Committee of Temple Emanuel in Andover, MA. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, combining discretionary portfolio management with both quantitative screening and qualitative research, and benefits from its affiliation with Citizens Bank, N.A.

Peter Somich II is a CFP®, CFA®, and Series 65 credentialed advisor at Modera Wealth Management, LLC with 11 years of industry experience. He has worked at Modera Wealth Management since 2014. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and ESG integration to align with client objectives and risk tolerance.

Brittany Oliveira is a financial advisor at McAdam LLC with a Series 65 credential and four years of industry experience. She has been with McAdam since 2021 and previously worked at the University of Massachusetts - Dartmouth. Outside of her advisory role, she has been involved in customer service at Frontera Grill since 2013. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies.

Zachary Noke is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Investment Management, and MassMutual Life Insurance Company. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides services including ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.