Timothy Mazanec is a CFP® with 11 years of industry experience, currently serving at RWA Wealth Partners. His prior experience includes roles at Allworth Financial, Purshe Kaplan Sterling Investments, and Edward Jones. He serves as an investment committee member for Urban Edge, a nonprofit community housing organization. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm utilizes a strategic asset allocation approach combined with an open-architecture platform and offers internally managed strategies and tax preparation through its subsidiaries.

Scott Bundy is a financial advisor at Moors & Cabot, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children without compensation. Moors & Cabot serves retail and high-net-worth clients, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using a variety of analysis methods and strategies, and operates as a dual-registered investment adviser, broker-dealer, and insurance agency.

Brendan Shea is a CFP® at Grimes & Company with two years of industry experience. He previously worked at Heritage Financial Services and FP Solutions RI. Grimes & Company offers discretionary investment management and financial planning to a diverse client base, including individuals, trusts, institutional clients, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, incorporating a range of asset types and approaches.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Gabriel Reale is a financial advisor at RWA Wealth Partners in Boston, holding a Series 65 designation. He has been with RWA Wealth Partners since 2022 and previously worked at Advent International and Roger Williams University. 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 focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods within certain investment strategies.

Jason Cooper is a financial advisor with Prosperity Capital Advisors in South Easton, MA, holding the PFS™ and Series 66 designations and bringing 16 years of industry experience. He is also the owner of a CPA firm and serves in leadership roles with local youth sports organizations, including as President of the Holliston Youth Basketball Association and Vice President of the Holliston Youth Baseball and Softball Association. His prior work includes roles at Retirement Income Strategies, LLC and C2P Capital Advisory Group LLC. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, while also offering institutional services and advisory support to separate advisors.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Joel Berry is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Investment Management Distributors LLC, NYLIFE Securities LLC, New York Life Insurance Company, and Ira Subaru. John Hancock Personal Financial Services, LLC provides financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to trusts and non-profits. The firm uses third-party financial planning software to generate recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Brice Mcmahon is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Moors & Cabot since 2015. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice on assets held away from its clearing firm, utilizing a variety of analysis methods and investment strategies.

Julia Vanzler is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at F L Putnam Investment Management Co. since 2023. Her prior experience includes roles at SVB Private, Boston Private Wealth LLC, and SEI Investments Management Corp. F L Putnam serves individual investors, families, and institutional clients with a range of investment management and financial planning services. Its team-based approach combines internally managed and third-party strategies across multiple asset classes, incorporating tax-aware rebalancing and options for sustainable investing.

Christopher Mc Donough is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 designation and 12 years of industry experience. He has worked at Santander Securities since 2016, with prior experience at Investors Capital Corp and Cetera Advisors LLC. He is also affiliated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability and compliance oversight.

Justin Wolstenholme is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Welch & Forbes LLC since 2020 and previously spent five years at Boston Private Wealth LLC. Welch & Forbes LLC provides discretionary and non-discretionary investment management primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers customized portfolio management focused on bottom-up fundamental research and combines multi-cap equity strategies with investment-grade fixed income, incorporating tax sensitivity and ESG factors where applicable.

Brendan Collins is a financial advisor with CW Advisors, LLC in Boston, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Congress Wealth Management LLC, UBS Financial Services, and Fidelity. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed portfolios.

Lester Satlow is a CFP®, CFA®, and holds a Series 63 license, with 19 years of industry experience. He is affiliated with Citizens Private Wealth in Boston, MA, where he has worked since 2019. Prior to that, he was with New England Investment & Retirement Group, Inc. from 2014 to 2017. He serves as chairperson of the Investment Committee of Temple Emanuel in Andover, MA. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, combining discretionary portfolio management with both quantitative screening and qualitative research, and benefits from its affiliation with Citizens Bank, N.A.

Peter Somich II is a CFP®, CFA®, and Series 65 credentialed advisor at Modera Wealth Management, LLC with 11 years of industry experience. He has worked at Modera Wealth Management since 2014. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and ESG integration to align with client objectives and risk tolerance.

Brittany Oliveira is a financial advisor at McAdam LLC with a Series 65 credential and four years of industry experience. She has been with McAdam since 2021 and previously worked at the University of Massachusetts - Dartmouth. Outside of her advisory role, she has been involved in customer service at Frontera Grill since 2013. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies.

Zachary Noke is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Investment Management, and MassMutual Life Insurance Company. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides services including ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Jennifer Loveless is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. She has worked primarily with Ropes Wealth Advisors and its predecessor firms since 2019, and previously spent five years at Boston Private Wealth Management. She is currently with RWA Wealth Partners, a multi-team firm serving individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. RWA Wealth Partners provides discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, emphasizing strategic asset allocation and customized fixed income management through an open-architecture investment platform.

Robert Driscoll is a financial advisor at CW Advisors, LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CW Advisors since 2014. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and acts as a sub-advisor to other registered investment advisers. The firm uses a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

John Kurtak Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted approach with third-party planning software to generate written recommendations, serving a notably high number of clients per advisor.