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.

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.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of advisory work, he serves as a national trustee for the Foundation Fighting Blindness and is also a screenwriter through his own company, Sean Moynihan, Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and third-party managers.

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.

Sara Shores is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006. New England Private Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with fee-based investment advisory and wealth management services. The firm emphasizes broadly diversified portfolios using low-cost mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused separate-account model strategies.

Jonathan Brandl is a CFP® professional with eight years of industry experience, currently serving at Main Street Financial Solutions, LLC. His prior experience includes roles at Merrill Lynch and Clear Line Analytics. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside active management and alternative investments, while also providing ERISA fiduciary consulting and managing complex institutional and advisor-facing relationships.

Joseph Swirbalus is a financial advisor with Mariner Independent in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes tenure at JP Morgan Securities Inc., Cantor Fitzgerald & Co., BGC Financial, Liquidnet, and Tp Icap Global Markets Americas LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary portfolios.

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.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Provo Wealth Management since 2017. Outside of his advisory work, he serves as a Notary Public. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs various investment strategies including fundamental and technical analysis, and offers a range of products from mutual funds and ETFs to private equity and advisory annuities.

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.

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.

Daniel Montgomery is a financial advisor at Mission Wealth Management, LP with two years of industry experience. He holds a Series 65 designation and previously worked at Plante Moran Financial Advisors and One Lincoln Park, among other roles including positions at the University of Dayton and Kettering City Schools. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, offering tailored portfolios that include ETFs, mutual funds, direct securities, and alternative investments.

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.

Charles Evangelakos is a financial advisor at Pallas Capital Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Advisors, GWM Advisors, and Lincoln Financial Advisors Corporation. Outside of his advisory role, he serves as a trustee and finance committee member at Chapel Hill Chauncy Hall School and is a member of the professional advisors committee at the Brookline Community Foundation. 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 across a range of asset classes.

Corey Pomerleau is a CFP® with six years at F L Putnam Investment Management Co. and four years at Boston Private Wealth, totaling ten years of industry experience. He is based in Needham, MA. F L Putnam serves individual investors, families, and institutions including foundations, endowments, and family offices. The firm employs a team-based, customized investment approach using internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Micheline Dagher is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. She has worked at Foundations Investment Advisors since 2018 and previously spent six years at Kelly Financial Services. Dagher also conducts insurance and annuity sales through her own firm, Dagher Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, offering both discretionary and non-discretionary advisory services through a large network of affiliated representatives.