Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Kristin Lepri is a CFA® charterholder with eight years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to that, she held positions at Fitch Ratings and Wilmington Trust. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process for manager selection and oversight, and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Maureen Pasciucco is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary investment management and financial planning to a range of individual and institutional clients, including high-net-worth individuals, trusts, pension plans, and government entities. The firm uses customized investment strategies supported by proprietary research and portfolio management systems, incorporating a variety of asset classes and advanced techniques.

Andrew Murphy is a CFA® charterholder with nine years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously held roles at LPL Financial, LLC and Shepherd Financial Partners. Murphy is based in Boston, MA. 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, prudent investment philosophy that incorporates both in-house management and third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.

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 20 years of industry experience. She is currently an advisor at The Patriot Financial Group, LLC and Hayden Wealth Management, with prior roles at Cetera Financial Specialists, Securities America, and Santander. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and is an adjunct faculty member for the College for Financial Planning. 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, employing a range of investment options and a due diligence process for selecting insurance and annuity products.

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 CFP® professional with 11 years of industry experience, currently serving at CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, UBS Financial Services, and Fidelity Personal and Workplace Advisors. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, financial planning, and family office services to a broad client base, including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of discretionary and non-discretionary structures.

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.