Thomas Labrie is a financial advisor with Westminster Financial Advisory Corp in Andover, MA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He previously worked at Lincoln Financial Advisors for six years before joining Westminster Financial Securities in 2018. Labrie is also licensed as an insurance agent offering accident/health, disability, long-term care, life settlements, and traditional life insurance products. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes diversified, multi-asset class portfolio management with a buy-and-hold strategy complemented by tactical adjustments and employs a range of investment instruments including mutual funds, ETFs, and options.

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.

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.

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.

Elizabeth Weaver is a Series 66-licensed advisor with nine years of industry experience. She has been with Lincoln Investment since 2017 and previously served on the Wellesley Scholarship Foundation board for nine years. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Graham Johnstone is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Choate in 2025, he worked at Loomis Sayles, Wellington, and J.P. Marvel Wealth Management. He also spent eight years in full-time education before beginning his financial career. 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’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and includes the use of index exposures, active managers, subadvisors, and private fund vehicles to access private equity.

Michael Mc Carthy is a CFP® professional with seven years of industry experience, currently with Savvy Advisors Inc since 2022. He previously worked at Ballentine Partners LLC from 2019 to 2022 and at BNY Mellon Wealth Management from 2016 to 2019. He holds a Series 65 license and is based in Boston, MA. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a range of portfolio and wealth management solutions, including discretionary and non-discretionary strategies, financial planning, and fiduciary retirement plan services, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

Spencer Danziger is a financial advisor at 71 West Capital Partners in Boston, holding a Series 66 designation with two years of industry experience. He previously worked at UBS Financial Services and Tiaa, and has a background that includes roles outside finance, such as positions at Bates College and Charlotte Latin School. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services for a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and employs both in-house advisers and selected third-party money managers.

Christopher Barrett is a financial advisor with Prosperity - An EisnerAmper Company in Boston, MA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory duties, he works as an insurance agent specializing in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach across 63 advisors, emphasizes asset allocation and diversification, and uses third-party managers and technology platforms to support client services.

Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

Sada Geuss is a financial advisor at Trillium Asset Management in Boston, MA, with 11 years at the firm and 7 years of industry experience. She holds Series 65 and Series 66 licenses. Trillium Asset Management provides discretionary portfolio management to individuals, institutional clients, and charitable institutions, focusing on ESG-integrated investment strategies that combine fundamental analysis with sustainable and active ownership approaches. The firm also serves as a sub-adviser to registered funds and manages various pooled investment vehicles.

Christopher Harris is a CFP® professional with four years of experience in the financial advisory industry. He has worked at Northeast Investment Management, Inc. since 2018 and previously spent two years at Loring, Wolcott & Coolidge. Based in Boston, MA, he is part of a nine-advisor team at Northeast Investment Management. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, emphasizing diversification, client-specific risk management, and formal trading oversight.

Raymond Celaya is a CFP® and CFA® with 16 years of industry experience, currently serving at Plante Moran Financial Advisors and its affiliate Plante & Moran, PLLC. He has been with Plante Moran Financial Advisors since 2005 and with Plante & Moran, PLLC since 2016, holding a partner position at the latter. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base that includes individual households, institutional investors, not-for-profits, and sovereign wealth funds. The firm employs a blend of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model and typically manages assets on a non-discretionary basis.

John Ingram is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Crestwood Advisors since 2015. He has been with Crestwood Advisors Group, LLC for 10 years. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Weston Howland is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Howland Capital Management LLC since 1984. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs a model portfolio approach tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings.

Matthew Giuttari is a financial advisor with SVB Wealth LLC based in Boston, MA, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked with firms including Silicon Valley Bank/Boston Private Bank & Trust Co. and First Citizens Investor Services. Giuttari also serves as an Affluent Wealth Advisor at First Citizens Investor Services, working directly with clients on their financial needs. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select third-party managers and offers investment advice tailored through customized investment policy statements.

James Healy is a financial advisor at Gateway Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Main Street Financial Advisory LLC, Keurig Dr. Pepper, and Dunkin' Brands, Inc. Gateway Wealth Partners is a registered investment adviser offering financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm emphasizes strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers, and manages approximately $1.25 billion in assets.

Kyle Hurley is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and LPL Financial. 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 and employs a team of about 60 advisors, using a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Tugba Pasaogullari is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group and J.P. Morgan Securities LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multi-strategy investment platforms and affiliated banking relationships.