Carroll Hayes Jr. is a CFP® professional with 31 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously been with Charles Carroll Financial Partners and Fidelity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering 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, utilizing a range of investment vehicles and both discretionary and non-discretionary account arrangements.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Peter Girard is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Beaumont Financial Partners, where he has been employed since 2004, following a three-year tenure at Fidelity. Girard holds Series 63 and Series 66 licenses. Beaumont Financial Partners provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a disciplined investment approach based on its “Dominant Benefit Theory,” incorporating diverse investment categories and managing risks associated with alternative and illiquid assets.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential. He has experience working at TimesSquare Capital Management and Kapitus prior to joining New England Private Wealth Advisors. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio management using mutual funds, ETFs, and alternative investments, alongside financial planning and retirement-plan advisory services.

Jian Wei Fu is a CFP® certified financial advisor with two years of industry experience, currently practicing at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood, he worked at Asset Strategy Advisors LLC and Concorde Investment Services. Outside of his advisory role, Fu is a licensed realtor and manages a small insurance business operated by his spouse. Kingswood Wealth Advisors serves a diverse clientele ranging from individual investors to institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and has a distinctive operational model supporting insurance-linked account management.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Miguel Fernandez is a financial advisor at Bolton Securities Corporation with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Miguel is the founder and owner of Fernandez Capital Advisors, LLC, a personal S-corp used for tax and accounting purposes. Bolton Global Asset Management, where Miguel is registered as an Investment Advisor Representative, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a mix of internal management, unaffiliated money managers, and third-party asset management programs, emphasizing a long-term investment approach with flexibility for various strategies.

Vahan Janjigian is a CFA charterholder with 16 years of experience at Greenwich Wealth Management, LLC. He provides consulting services including writing and editing, occasionally teaches a graduate course on Equity Analysis, and serves on the board of trustees of the Armenian Museum of America as well as the Corporate Disclosure Policy Council of the CFA Institute. Greenwich Wealth Management serves high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm builds customized portfolios using fundamental, technical, and macro analysis across diverse instruments and integrates external managers and custodial platforms while managing both individual and pooled investment vehicles.

Domingo Estevez is a Series 65-licensed advisor with Bolton Securities Corporation and has one year of industry experience. He also serves as Senior Vice President of Sun Partners, an investment advisory firm based in Uruguay, a role he has held since 2015 alongside his duties at Bolton. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Steven Violin is a CFA® charterholder and holds a Series 66 license with 24 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2000. F.L. Putnam serves a diverse client base including individuals, families, and various institutional investors. The firm employs a team-based, research-driven approach to investment management, offering customized strategies across asset classes with a focus on combining macroeconomic and security-level analysis.

Andrew Wetzel is a CFA® charterholder with 18 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2003. F.L. Putnam serves individual and institutional clients, offering customized, team-based investment management that includes equities, fixed income, alternative investments, and sustainable options. The firm employs a research process combining macroeconomic and security-level analysis and provides a range of advisory and consulting services tailored to client objectives.

Ye Huang is a financial advisor with Lifemark Securities Corp. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity and has operated as an independent insurance agent since 2010. He is also an attorney specializing in estate planning through his own law practice and holds leadership roles as President and Chairman of the Asian American Association of Boston, Chairman of the Fujianess Association, and Chairman of the Boston Fujianess Chamber of Commerce. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with advice driven by suitability assessments and managed accounts under discretionary or non-discretionary arrangements.

Leonardo Chantre is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Mutual of Omaha and New York Life. Outside of his advisory role, he has worked as a rideshare driver with Lyft and Uber. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Neil Blicher is a CFP® with 30 years of industry experience, currently serving at Choreo, LLC since 2022. Prior to joining Choreo, he spent six years at RSM US Wealth Management LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporations, retirement plan sponsors, endowments, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and investment committee oversight, offering a range of services from portfolio management to retirement plan consulting.

Hamid Omid is a CFP® and ChFC® credentialed advisor with 35 years of industry experience. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where he has worked since 2020. Prior to that, he was associated with Mass Mutual Investor Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as president and director of Prime Solutions Insurance Brokerage, Inc., an insurance agency specializing in property, casualty, life insurance, and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management and financial planning, employing a combination of active and passive strategies with a focus on diversification and client objectives, and is distinguished by its institutional scale and variety.

Ronald Fremault Jr. is a financial advisor at Bolton Securities Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Securities since 2005. Outside of his advisory role, he serves as a firefighter with the Newton Fire Fighters Association. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, employing an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.