Tobi Mason is a CFA® charterholder with nine years of experience in the financial industry. He currently works at Trillium Asset Management, where he has been since 2022. His prior roles include positions at Rosenblum Silverman Sutton Sf Inc and BP Wealth Management, LLC. Trillium Asset Management provides discretionary portfolio management services to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers a range of equity, fixed-income, and balanced strategies, including advisory roles for registered and non-U.S. investment funds and a private fund of private funds.

Andrew Swanson is a financial advisor at Howland Capital Management LLC in Boston, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Fidelity Investments for 15 years before joining Howland Capital Management. Howland Capital Management provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm uses model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings, while also managing multiple pooled investment vehicles and offering expanded administrative services such as private trustee and estate administration.

Jeffrey Bieling is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63, 65, and 66 designations with 32 years of industry experience. He joined Moors & Cabot in 2009 after five years at Merrill. 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, and consulting services with portfolios tailored to client objectives using various analytical strategies.

Christopher Blakely is a financial advisor at Waverly Advisors, LLC with 24 years of industry experience. He holds the Series 65 designation and previously worked for NBW Capital, LLC for 12 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving a broad client base including both non‑HNW and high net worth individuals.

Kelley Ellis is a financial advisor at Welch & Forbes LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PRIO WEALTH LP and Sandy Cove Advisors, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, also serving pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven, customized investment process focused on bottom-up fundamental security selection and offers a range of equity and fixed income strategies alongside personal trust, fiduciary, and tax-related services.

Michael Tuomala is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2014, following prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers, supported by a centralized customer-service team and affiliation with Santander Bank.

Alyson Nickse is a CFP® professional with 19 years of industry experience, currently serving at Crestwood Advisors since 2012 in various capacities. She holds the Series 63 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm employs a global asset allocation approach combined with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Gilbert Roddy Jr. is a CFA® charterholder with 24 years of industry experience, serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1985. He is a director of Hollingsworth & Vose Company and has served as treasurer of McCrillis Land Association since 1996. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities supplemented by bonds and other asset classes, utilizing independent research and AI tools alongside a Sustainability Group focused on ESG integration and impact investments.

Matthew Patsky is a CFA® charterholder with 17 years of experience at Trillium Asset Management, where he has worked since 2009. He serves on advisory boards for nonprofit organizations such as American Promise and the Criterion Institute, which focus on political reform and social change. Patsky is also involved with several impact investing and advocacy groups, including Toniic and the Tara Health Foundation. Trillium Asset Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs a bottom-up fundamental analysis approach integrated with ESG research and active ownership, managing a range of equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. funds.

Kirsten Buddington Davis is an investment advisor representative at McAdam LLC with a Series 65 credential and no prior industry experience before joining the firm. Her work history includes roles outside of finance, such as serving as a waitress at Barrett's Alehouse since 2020. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a range of investment vehicles tailored to client objectives.

Nelson Zompetti is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, Nelson serves as a volunteer head coach for 8th grade boys basketball with Marlboro Youth Basketball. Moors & Cabot serves 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 advice-only arrangements, using a variety of portfolio strategies and third-party sub-advisors tailored to client objectives and risk tolerances.

Hilary Champagne is a CFP® professional at Crestwood Advisors with one year of industry experience. Prior to joining Crestwood Advisors Group, LLC, she worked at TFC Financial Management Inc and CIBC Private Wealth. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors, while pursuing global diversification and tax efficiency.

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.

Todd Mills is a CFP®-designated financial advisor with 28 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019, following roles at Boston Private Wealth LLC, Banyan Partners, Silver Bridge, and Fidelity. F.L. Putnam serves individual investors, families, and various institutions with customized, team-based investment management and financial planning services. The firm uses a research-driven approach that integrates macroeconomic and security-level analysis, offering strategies that include sustainable investing and tax-aware rebalancing.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

Thomas Childs is a CFP® professional with 13 years of industry experience, currently serving at Moors & Cabot, Inc. Since 2014, he has owned and operated Childs Financial Services, providing financial advice and insurance services. He also serves on the board of directors for Charlestown Youth Hockey and volunteers pro bono to assist cancer patients with financial advice. Moors & Cabot serves a diverse client base including individuals, corporations, and charitable organizations, offering investment management, financial planning, and consulting with a flexible portfolio approach tailored to client objectives and risk tolerances.

Nancy Perez is a CFA® charterholder with 44 years of industry experience. She is currently a financial advisor at SVB Wealth in Boston, where she has worked since 2014. Her prior experience includes roles at Banyan Partners, LLC and Earl M. Foster Associates. SVB Wealth serves a diverse client base including 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, utilizing a combination of fundamental, quantitative, and technical analysis to oversee client accounts.

Christian Mcvey is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He has been with F.L. Putnam since 2002 and holds the Series 63 and Series 65 designations. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations, endowments, and family offices. The firm provides customized, team-based investment management and consulting, utilizing both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Roland Ouimet Jr. is a financial advisor with Pinnacle Investments, LLC, holding the ChFC® designation and Series 63 license, and has 49 years of industry experience. His prior work includes roles at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments, LLC is a multi-team advisory firm with 57 advisors managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides customized investment solutions using both fundamental and technical analysis and operates across multiple custodial platforms.

Alex Sternberg is a CFA® charterholder at Crestwood Advisors in Boston, with one year of industry experience. He previously worked at Fiduciary Trust International for six years and Nepc for four years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm uses a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.