Matthew Batzel is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Periscope Holdings, and TD Ameritrade. 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’s investment approach focuses on strategic asset allocation using an open-architecture platform and customized fixed income solutions, supported by fundamental and quantitative methods in certain strategies.

Molly Welch is a financial advisor at Grimes & Company with CFP®, CFA®, and Series 65 designations and five years of industry experience. Prior to joining Grimes & Company in 2021, she worked at athenahealth from 2016 to 2021. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm builds customized investment strategies using proprietary research and portfolio-management systems, and it also offers trustee services and acts as a sub-adviser to other investment advisers.

Daniel Almeida is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Ropes Wealth Advisors and Boston Private Wealth LLC. 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 employs a strategic asset allocation approach using a broad range of investment vehicles and maintains internally managed strategies alongside tax preparation services through a subsidiary.

Sydnee Goodeaux is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with RWA Wealth Partners and previously worked at Heritage Financial Services, Bank of America, Merrill, and Edward Jones Investments. 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 employs a strategic asset allocation approach and offers internally managed strategies and tax preparation services through its subsidiaries.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of advisory work, he serves as a national trustee for the Foundation Fighting Blindness and is also a screenwriter through his own company, Sean Moynihan, Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and third-party managers.

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.

Sara Shores is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006. New England Private Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with fee-based investment advisory and wealth management services. The firm emphasizes broadly diversified portfolios using low-cost mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused separate-account model strategies.

Jonathan Brandl is a CFP® professional with eight years of industry experience, currently serving at Main Street Financial Solutions, LLC. His prior experience includes roles at Merrill Lynch and Clear Line Analytics. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside active management and alternative investments, while also providing ERISA fiduciary consulting and managing complex institutional and advisor-facing relationships.

Joseph Swirbalus is a financial advisor with Mariner Independent in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes tenure at JP Morgan Securities Inc., Cantor Fitzgerald & Co., BGC Financial, Liquidnet, and Tp Icap Global Markets Americas LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary portfolios.

Blake Russell is a financial advisor at RWA Wealth Partners in Boston, MA with two years of industry experience. He holds a Series 65 designation and has worked at Ropes Wealth Advisors, 1st Financial Bank USA, Time Payment, and LeaseQ. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Provo Wealth Management since 2017. Outside of his advisory work, he serves as a Notary Public. 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, employs various investment strategies including fundamental and technical analysis, and offers a range of products from mutual funds and ETFs to private equity and advisory annuities.

Donald Gaskell is a financial advisor at Verus Capital Partners, LLC with 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Capitol Securities Management and William F. Sullivan Financial Services Inc. Outside of his advisory work, Gaskell is involved with Sullivan Insurance Group, Inc., an agency selling life and disability insurance products. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios aligned with client objectives, risk tolerance, and tax considerations.

Nikhil Kyathappala is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Adviser Investments, Martin Connolly, and Northwestern Mutual Investment Services LLC. 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 employs a strategic asset allocation approach and utilizes an open-architecture platform with a range of investment vehicles, complemented by customized fixed income strategies and internally managed offerings.

John Kennedy is a financial advisor with RWA Wealth Partners in Boston, holding a Series 66 designation and 24 years of industry experience. He previously worked for Adviser Investments LLC for 11 years before joining RWA Wealth Partners in 2023. 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’s investment approach emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, with a focus on customized fixed income and cash management.

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.

Joshua Jones is a financial advisor at RWA Wealth Partners with 26 years of industry experience. He previously worked at Adviser Investments LLC for 11 years and at Kobren Insight Management, a division of Adviser Investments, for five years. Jones holds Series 63 and Series 65 licenses. 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 employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income management and internally managed strategies through its subsidiary RWA Capital, alongside tax preparation services via RWA Tax Solutions.

Gordon Thomas is a CFP® professional with 10 years of experience in the financial services industry. He currently works at Grimes & Company and has previously been employed by MML Investor Services, Baystate Financial, and Fidelity Investments. Grimes & Company provides discretionary portfolio management and financial planning for a diverse client base, including individual and institutional clients, estates, charitable organizations, pension and profit-sharing plans, and governmental entities. The firm uses proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also offers trustee services through an affiliated trust entity.

Scott Cohen is a financial advisor at Winthrop Wealth in Boston, holding Series 63 and Series 66 licenses with 16 years of industry experience. His career includes roles at Eagle Strategies and New York Life, where he worked for over 17 years. Outside of his advisory work, Cohen serves as an officer in the BNI Wayland Commerce Connection, a local networking organization. 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 investment approach through a structured four-step process and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

Pamela Bakos is a financial advisor at Bay Colony Advisors with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Winslow, Evans & Crocker, Inc. In addition to her advisory role, she offers outside public relations consulting and event planning services to companies and nonprofit organizations. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning and portfolio management. The firm combines family office and concierge services with institutional retirement fiduciary offerings, employing a fundamental, long-term investment approach complemented by model portfolios and third-party sub-advisers.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 designation and previously worked at Plante Moran Financial Advisors and One Lincoln Park, among other roles including positions at the University of Dayton and Kettering City Schools. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.