Jeffrey Street is a CERTIFIED FINANCIAL PLANNER™ professional with 38 years of industry experience. He has been with StoneX Advisors Inc. since 2015 and previously worked at StoneX Securities Inc. and at his own firm, Street Financial Services, which he has operated since 1991. In addition to his advisory work, he serves as a trustee for the Brookmeadow Office Park, participating in association governance. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a range of advisor-managed and model-based solutions supported by proprietary and third-party money managers, operating within the broader StoneX Group ecosystem.

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.

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.

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.

Nicole' Keane is a CFP® professional with three years of industry experience, currently advising clients at Dakota Wealth, LLC. She previously worked for eight years at Jonathan D. Pond, LLC. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm uses a customized, long-term investment approach that combines fundamental, technical, and quantitative analysis to manage diversified portfolios across various asset classes and also engages in direct management of pooled investment vehicles and private funds.

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.

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.

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.

Janet Shetty is a CFP® and holds a Series 65 license, with four years of industry experience. She currently serves as a financial advisor at Robertson Stephens Wealth Management, LLC and has prior experience at Vodia Capital, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a combination of in-house model portfolios, third-party managers, and sub-advisors to develop and implement client investment strategies.

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.

Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.

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 Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.