Nicole' Keane is a CFP® professional with two years of industry experience. She is currently with Dakota Wealth, LLC and previously worked at Jonathan D. Pond, LLC for eight years. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a long-term investment approach with customized portfolios using a variety of investment vehicles and research techniques, and it also serves as an investment manager to registered funds and acts as a sub-adviser to an ETF.

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 with Winthrop Wealth in Boston, MA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Eagle Strategies and New York Life in various capacities from 2009 to 2026. Cohen serves as an officer for the BNI Wayland Commerce Connection networking organization. Winthrop Wealth provides integrated Private Wealth Management services to a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm emphasizes a prudent, long-term investment approach managed through an Investment Committee, utilizing a combination of internal strategies and third-party managers.

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 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Winslow Wealth Management and Lowell Blake & Associates. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, offering discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients' risk profiles and combines index funds, active managers, and ESG research in its investment approach.

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.

Masar Jashanica is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors with solutions implemented via third-party discretionary managers on the FMAX platform.

Tamara Wickramasinghe is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 66 and Series 63 licenses. In addition to her advisory role, she is the managing director of Ecco Zone Inc., a company engaged in the resale of consumer products through the Amazon Marketplace. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily supporting individual investors, ERISA and IRA accounts, and institutional entities.

Courtney Swan is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with John Hancock and its affiliates since 2014. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver written, generally framed recommendations reviewed by its advisors.

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.

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.

Matt Donovan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Citizens Securities, Inc., Thrivent Financial, and Thrivent Investment Management Inc. He has worked in the financial services sector across multiple firms since 2021. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily targeting retail investors.

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.

Jonathan Hunter is a financial advisor at Winthrop Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including John Hancock and LPL Financial. Winthrop Wealth serves a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers integrated private wealth management with a long-term investment approach, combining internally managed strategies and third-party managers, and provides tailored services for institutional accounts and retirement plans.

Manny Stathoulopoulos is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver written financial plans and recommendations without naming specific securities, serving a high volume of clients through a team of advisers.

Matthew Morrow is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors since 2011 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Morrow serves as an elected town meeting member in Milton, MA. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and offers investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors, employing a range of investment strategies and utilizing third-party technology to monitor and rebalance assets.