Andrew Gerety is a financial advisor at McAdam LLC in Boston, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Axelia Partners, Pantazi Investment Group, and involvement with The French-American Chamber of Commerce and The International School of Boston. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis with diversified asset allocations and incorporates specialized investment exposures, offering both discretionary portfolio management and stand-alone planning engagements.

Hugh Warren is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1993. Since 2015, Mr. Warren has served as a director of Pingree Associates, Inc., a timberland management company, where he focuses on protecting client interests. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm emphasizes long-term ownership of high-quality growth equities supplemented by other asset classes, and it operates an integrated investment-trust-tax platform through its affiliated trust company.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

Roxanne Fleszar is a CFP® and ChFC® with 22 years of industry experience. She currently works at CW Advisors, LLC and has previously been with Congress Wealth Management LLC and Financial Resources Management Corp. Outside of her advisory work, she is a co-owner of a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party managers and internally managed strategies.

Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Santander Securities LLC across multiple periods since 2017 and has been with Santander Bank, NA since 2016. 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, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, employing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Harvey Slaughter is a financial advisor at Winthrop Wealth in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked at Winthrop Advisory Group LLC, LPL Financial, Schechter Investment Advisors, and Via Global Advisors. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with an investment approach focused on prudence and long-term strategies, utilizing a combination of internally managed strategies and third-party managers while maintaining human oversight over investment decisions.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base of individuals and institutions, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes and offers specialized products such as the AOG Institutional Fund and AI-supported research tools.

Joseph Cullen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor and managing director at Pallas Capital Advisors, LLC. Prior to joining Pallas in 2021, he worked for UBS Financial Services Inc. for 21 years. Outside of his advisory role, Cullen is active in the Salem Country Club, where he serves as chairperson of the Pool & Tennis Committee and is a member of the investment and by-laws committees. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors 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 approach with diversified portfolio construction.

Walter Riester Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. His prior experience includes roles at LPL Financial, Washington Trust Advisors, and Weston Securities Corporation. In addition to his advisory work, he is an agent selling fixed annuities, life insurance, and long-term care insurance through Pinnacle Insurance & Financial Services, LLC. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser managing approximately $3.42 billion in discretionary assets as of December 31, 2025. The firm serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors. Flagship employs a diverse investment approach using mutual funds, ETFs, individual securities, and managed accounts, and operates its own wrap-fee program while utilizing third-party technology to monitor and rebalance held-away assets.

Andrew Morehouse is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Santander Securities and Santander Bank since 2019, as well as at Voya Financial Advisors from 2014 to 2019. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Paul Mason III is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020 and has prior experience in insurance and financial services, as well as other roles outside the investment industry. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a range of investment options and incorporating specialized exposures such as private funds and cryptocurrency.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program that delivers automated ETF-based portfolios with periodic advisor engagement.

Robert Abendroth is a financial advisor at Winthrop Wealth in Boston, MA, holding the CFP® and ChFC® designations with 11 years of industry experience. His prior roles include positions at True North Financial Partners, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Abendroth is also licensed as an insurance broker for non-registered insurance products. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional accounts. The firm provides integrated private wealth management with an emphasis on prudent, long-term investing, employing a process overseen by an Investment Committee and combining internal strategies with third-party managers.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 22 years at Fernwood Investment Management, LLC. Outside of her advisory role, she is involved as a manager in the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and institutional entities. The firm utilizes a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated unit offering sub-advisory and operational outsourcing services.

Praveena Naduthota is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. She has worked at Phillips since 2003 and holds a role in global business transformation within manufacturing. 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.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including 17 years with Morgan Stanley and 11 years with Morgan Stanley Private Bank, N.A. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Peter Gillis is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Piper Sandler & Co. and Sandler, O'Neill & Partners, L.P. There are no notable outside activities reported. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors 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, primarily using a long-term, fiduciary approach that includes ETFs, mutual funds, individual stocks and bonds, and alternative investments.

James Cesarz is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He has been with Moors & Cabot since 2017 and previously worked at Janney Montgomery Scott from 2004 to 2017. Outside of his advisory role, he serves as Co-Director of the Newsboys Reading Room Association and is Chairman of the Golf Committee on the Marshfield Country Club Board of Governors. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, fee-based financial planning, and consulting services.