Charlton Reynders is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2005. Outside of his advisory work, he is the president and founder of two large-format film production companies, Zephyr Productions and Highwood Productions. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

Mark Perry is a financial advisor at Choate Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lowell Blake & Associates, National Securities Corporation, and Winslow Wealth Management. Perry is based in Boston, MA. Choate Investment Advisors provides discretionary and non-discretionary 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 tailored to clients’ risk tolerance and combines index exposures with selected active managers and private fund vehicles.

Ryan Kenny is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and worked at Crestwood Advisors LLC from 2015 to 2016. Kenny holds Series 63 and Series 65 licenses and is based 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 advisory services. The firm employs a global asset allocation strategy combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that provides automated ETF-based portfolios with periodic advisor engagement.

Tamara Wickramasinghe is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds the Series 66 and Series 63 certifications and has worked at Santander Securities since 2019 and Santander Bank, NA since 2018. Outside of her advisory role, she is the managing director of Ecco Zone Inc., a consumer products resale business on the Amazon Marketplace. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning to individuals, ERISA and IRA accounts, and institutional entities, primarily focusing on non-high-net-worth investors.

John Lawrie is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Northeast Investment Management, Inc. since 2007. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines high account minimums with a broad range of fee-for-service estate and administrative offerings and manages approximately $2.94 billion with a team of nine advisors.

Nancy Mulligan is a CFP® with 17 years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. She has been with the Northeast group and its affiliated entities since 1999, holding roles across investment management and growth fund operations. Northeast Investment Management, Inc. provides discretionary and non-discretionary advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses, emphasizing diversification, client-specific constraints, and formal trading oversight. The firm combines high account minimums with a range of estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Andrew Kyriacou is a financial advisor at Andersen with 23 years of industry experience. He holds a Series 65 credential and has been associated with Wtas LLC since 2005. 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 emphasizes consolidated performance reporting and integrates investment advice with tax and financial planning.

Matthew Morrow is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors since 2011 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Morrow serves as an elected town meeting member in Milton, 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 and offers investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors, employing a range of investment strategies and utilizing third-party technology to monitor and rebalance assets.

Thomas Burger is a CFP® with 55 years of industry experience, currently advising with OneSeven in Beverly, MA. His prior experience includes long tenures at Lincoln Financial Securities Corporation and Raymond James Financial Services, as well as leadership roles at Boston Harbor Wealth Advisors and The Hamilton Group. He serves on the Board of Advisors for the Boston Symphony Orchestra and chairs the Board of the Gloucester Cultural Civic Center. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a primarily long-term investment approach, utilizing diversified mutual funds, ETFs, individual securities, and alternative investments when appropriate.

Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.

Alexander Dobecki is a financial advisor at Crestwood Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at TD Bank and FP Solutions RI LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

Eric Shrayer is a CFP® and CFA® credentialed financial advisor at Reynders, McVeigh Capital Management, LLC with 20 years of industry experience. He has been with Reynders, McVeigh since 2006. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and investment consulting to a diverse client base including individuals, high-net-worth investors, trusts, estates, pension plans, family offices, and law-firm trust departments. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy that integrates fundamental analysis with environmental, social, and governance (ESG) factors and active shareholder engagement.

Reed Manning is a CFA® charterholder with 20 years of industry experience, currently serving at F.L. Putnam Investment Management Company since 2015. His prior experience includes roles at SVB Wealth, Banyan Partners, Silver Bridge, and Columbia Management Advisors. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services across multiple asset classes. The firm utilizes a research-driven process with limited AI support and offers unique capabilities such as trust services and management of alternative investment vehicles.

Myranda Obara is a financial advisor at Dakota Wealth, LLC in Manchester, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Dakota Wealth and its predecessor firm since 2007, following earlier roles at Hugh Johnson Advisors LLC and FA Asset Management Inc. Dakota Wealth, LLC serves a broad range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm offers customized, long-term investment management combining fundamental, technical, and quantitative analysis, and is notable for its direct involvement in pooled and private fund structures as well as serving as sub-advisor to a registered ETF.

Wendy Laranjo is a financial advisor at Santander Securities LLC with 30 years of industry experience. She has held various roles within Santander entities since 2003 and worked at Fidelity from 2001 to 2003. Outside of her advisory work, she owns a property management and design business and serves as president of a condominium association and a board member for an animal shelter. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily to retail investors, ERISA and IRA accounts, and institutional entities.

Harold Delaney is a CFP® professional at Merit Financial Advisors with 15 years of industry experience. He has previously worked at Wealth Enhancement Advisory Services, Advisors Capital Management, and Fidelity. Outside of his advisory role, he is a licensed real estate agent focusing on his own investment properties. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy supported by an internal investment management team and uses both internal and third-party managers to construct and manage portfolios.

Nancy Higgins is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Silvercrest Asset Management Group LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies, combining bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Nushin Kormi is a CFA charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2017. Prior to this, she worked at Rocky Mountain Institute and Resility. Ms. Kormi serves on the boards of Mothers Out Front, where she is Treasurer, and the Trustees Reservations, both nonprofit organizations focused on climate change and environmental solutions. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities combined with a sustainability focus through ESG research and direct impact investments.

Michael Mcnabb is a financial advisor at SVB Wealth with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Boston Private Wealth LLC, Wells Fargo Clearing, and Compass Capital Corporation. SVB Wealth serves individuals, trusts, retirement plans, and other entities by offering wealth management, financial planning, and retirement plan advisory services. The firm’s investment approach involves third-party manager selection and ongoing monitoring supported by an Investment Committee, and it operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

James Doogan is a CFA® charterholder and a financial advisor at Crestwood Advisors with four years of industry experience. He previously worked at Loring Wolcott and Coolidge for six years and has held roles at North American Management and Wealth Enhancement Group. 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 focuses on combining top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.