Hunter Hendrix is a financial advisor at Ashton Thomas Securities, LLC in Boston, MA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Raymond James & Associates, Inc., DSJ Global, and Equitable Advisors, LLC. Hendrix has also worked in education at St. Lawrence University and Chittenango Central High School. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering a variety of program structures and fiduciary services.

Daphne Caperton is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Winslow Wealth Management LLC and National Securities Corporation. She serves as a trustee for the Beacon on the Charles Condominium Association. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and asset allocation models.

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.

Nicholas Falzone is a financial advisor at McAdam LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2016 as well as at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis, employing a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Elizabeth Laws is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 65 designation and beginning her career in 2024. Prior to joining Crestwood, she worked at Financial Planning Solutions LLC and Cambridge Savings Bank. Outside of finance, she has experience in the retail and food service industries. 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.

Robert Ix is a CFA® charterholder with 21 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2005, currently serving as an advisor at Crestwood Advisors Group, LLC 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 both discretionary and non-discretionary advisory services. The firm employs a global asset allocation approach combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Gregory O Connell is a financial advisor at M HOLDINGS SECURITIES, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Brown Brothers Harriman & Co. for twelve years, followed by roles at ETHIC Wealth Advisors, Fiduciary Trust Company, and The Coyle Company Insurance Group, where he serves as Vice President. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory.

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.

Michael Hildreth is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Moors & Cabot and its affiliated entity since 2005, following prior roles at Finacorp Securities and Credit Union Brokerage Services. Outside of his advisory role, he serves as a FINRA arbitrator and is a manager of the holding company for Moors & Cabot. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm offers customized investment management and financial planning services, employing a range of strategies and maintaining flexibility to tailor portfolios to clients’ risk tolerances and objectives.

Roberto Figueiredo is a CFP® professional with four years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2021 and previously worked at Bank of America for ten years. Reynders, McVeigh Capital Management offers discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy supported by in-house fundamental research integrating ESG criteria, and manages both a registered mutual fund and advisory roles for various institutional clients.

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.

Naomi D'alessandro is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has been with Welch & Forbes LLC in Boston, MA since 2014, accumulating four years of industry experience. Welch & Forbes LLC provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm uses a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

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.

Nadejda Mocan is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities and goals to help them develop strategies for pursuing their financial objectives. Her areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Nadejda holds a Doctorate Degree from the State University of Management and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. She emphasizes ongoing communication with clients to provide tailored advice and guidance as their needs evolve.

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.

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.

Jacob Kidder is a CFA® charterholder with four years of industry experience. He has worked at Choate Investment Advisors since 2021 and previously held roles at Foster Dykema Cabot and Wellington Management. 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 emphasizes diversified asset allocation based on clients’ risk tolerance and uses a combination of index exposures, active managers, and private fund vehicles, while maintaining close ties with its parent law firm, Choate, Hall & Stewart LLP.

Mollie Caputo is a CFP® professional at Andersen with one year of industry experience. She has been with Andersen Tax LLC since 2015. 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 integrates investment advice with tax consulting and emphasizes consolidated performance reporting and strategic investment planning.

Denis Cleary III is a financial advisor at 71 West Capital Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Goldman, Sachs & Co. Outside of his advisory role, Cleary serves as a board member at The Dexter Southfield School, participating in several committees including Strategic and Long-term Planning and Investment. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a diverse client base including individuals, high net worth clients, trusts, estates, and institutional entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, managing accounts through both in-house advisers and selected third-party sub-advisers.

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.