Matthew Bean is a financial advisor at CW Advisors, LLC based in Boston, MA, holding a Series 65 designation with three years of industry experience. He previously worked at Congress Wealth Management LLC for eight years and at GW&K Investment Management for three years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, combining third-party and internally managed solutions.

Daria Grady is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with eight years of industry experience. She has worked with Flagship Harbor Advisors and LPL Financial, LLC over the past nine years. Outside of her advisory role, she is involved in mortgage and real estate services through 3A Realty Group. Flagship Harbor Advisors 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 range of investment strategies, including allocations to mutual funds, ETFs, individual securities, and independent managers, supported by fundamental and technical analysis.

Thomas Childs is a CFP® with 13 years of industry experience and is currently an advisor at Moors & Cabot, Inc. He has held previous roles at Cetera Financial Specialists LLC and Securities America Advisors, Inc., among others. Childs serves on the board of Charlestown Youth Hockey and volunteers with Dana Farber to provide financial advice to cancer patients. Moors & Cabot offers investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and provides discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Edward Burke is a CFA® charterholder with 29 years of industry experience. He has worked at Winthrop Advisory Group, LLC since 2017 and previously spent 27 years at LPL Financial. He is based in Boston, MA. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and businesses. The firm provides integrated Private Wealth Management with a focus on prudence and long-term investment strategies, combining internally managed portfolios, third-party managers, and human oversight of investment decisions.

Brian Wrigley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation. He has experience at several firms, including Ventum Financial, Chevron Wealth Preservation Inc., Echelon Wealth Partners, and National Bank Financial Inc. Wrigley is based in Boston, MA. John Hancock Personal Financial Services, LLC serves a diverse client base, including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-assisted, written recommendations. The firm operates an Emergency Savings program and maintains a high client-to-advisor ratio within a scaled service model.

Nancy Perez is a CFA® charterholder with 43 years of industry experience. She has been with Boston Private Wealth LLC since 2014 and is currently affiliated with SVB Wealth in Palm Beach Gardens, FL. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis, with both discretionary and non-discretionary investment options.

Camden Newton is a financial advisor at Pallas Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at GWM Advisors, LLC and PNC Bank. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary investment approach.

Siobhaun Johnson is a CFP® with 19 years of industry experience and has been with CW Advisors, LLC since 2010. Based in Boston, MA, she holds Series 63 and Series 66 licenses. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies, and provides wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Alex Sternberg is a CFA® charterholder currently with Crestwood Advisors in Boston, MA. He has six years of prior experience at Fiduciary Trust International and four years at Nepc. Sternberg has been with Crestwood Advisors since 2025. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.

Luis Monteiro is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 designations with 14 years of industry experience. His career includes multiple roles within Santander Securities and Santander Bank dating back to 2018, as well as prior positions at Ameritas Investment Corp and Ameritas Life Insurance Corp. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across roughly 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

William Spencer is a CFP® professional with nine years of experience at Crestwood Advisors in Boston, MA. He has worked at Crestwood Advisors Group, LLC since 2017 and was previously with Crestwood Advisors LLC in 2016. Crestwood serves individuals, families, and various institutional clients with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with fundamental security selection, emphasizing financial strength, management quality, valuation, and ESG factors.

Marcus Papajohn is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. His other business activity includes sales of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management options and fee structures.

Dina Megretskaia is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Modera Wealth Management, LLC since 2019 and was previously with Rockwood Wealth Management from 2016 to 2019. Modera Wealth Management, LLC provides wealth and portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax capabilities, serving approximately $17.7 billion in assets with a team of over 100 advisors.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Alexander Page is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds a Series 66 designation and has four years of industry experience. Prior to joining John Hancock, he worked at Voya Financial Advisors, Empower, Brighton Securities, and Merrill Lynch, among other firms. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses third-party financial planning software to generate written recommendations, with implementation at the client’s discretion, and operates an Emergency Savings program without an advisory fee.

Shannon Smith is a CFP® professional with 18 years of experience in the financial services industry. She is currently a financial advisor at Pallas Capital Advisors, LLC and has previously worked at UBS Financial Services, Inc. for 14 years. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Dimitrina Atanasova is a Private Wealth Advisor at SVB Wealth with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Prior to joining SVB Wealth, she worked at firms including Merrill and Santander Bank. Outside of her financial career, she works as a server at Rock Harbor Grill, a restaurant in Orleans, MA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm provides wealth management, portfolio management, financial planning, and retirement plan advisory services, with investment advice delivered primarily through its investment adviser representatives who manage accounts on a discretionary or non-discretionary basis.

Syuzanna Petrosyan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked with Santander Securities and Santander Bank since 2014. 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, and goal-based financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, delivering investment management primarily through the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser.

Brian Durkin is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bull Harbor Capital and Lake Street Advisors Group. Durkin is based in Marshfield, Massachusetts. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds, utilizing a combination of internal management and third-party models.

Amy Noyes is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Congress Asset Management Company, LLP. She has been with the firm since 1996. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors, while also serving taxable and tax-exempt institutions and high net worth individuals. The firm’s investment process emphasizes bottom-up, research-driven stock selection and a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.