Dimitrina Atanasova is a financial advisor at SVB Wealth with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Outside of her advisory role, she works as a restaurant server at Rock Harbor Grill, a position she has held since 2013. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a due diligence process to select third-party managers and oversees portfolios with fundamental, quantitative, and technical analysis, supported by an Investment Committee.

Syuzanna Petrosyan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked with Santander Securities and Santander Bank since 2014. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, delivering investment management primarily through the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser.

Steven Bruce is a financial advisor at Flagship Harbor Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein and Co., LLC prior to joining Flagship Harbor Advisors and LPL Financial in 2020. Bruce also provides investment advisory services through Flagship Harbor Plymouth, an independent investment advisor firm. Flagship Harbor Advisors, LLC is an SEC-registered firm serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets across a team of about 60 advisors, employing a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and third-party managers.

Rahul Rana is a financial advisor at Santander Securities LLC in Boston, MA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial firms including Bank of America, Merrill, and Wells Fargo. Rahul has been with Santander Securities and Santander Bank 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, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Andrew Richardson is a CFP® with seven years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2022. His prior experience includes roles at Monument Group Wealth Advisors, Dimensional Fund Advisors, and Boston Private Financial Holdings. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and a range of services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

Michelle Onorio is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has worked at Capital Investment Advisory Services and Capital Investment Group, Inc. since 2015. Outside of advising, she serves as Vice President of the Danvers National Little League. Capital Investment Advisory Services provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, referrals to third-party managers and TAMPs, private-label model portfolios, financial planning, and portfolio reviews, with an investment process tailored to each client's objectives and risk tolerance.

Gregory Mcsweeney is a CFA® charterholder with nine years of industry experience. He has worked at Crestwood Advisors since 2020 and previously spent five years at Bainco International Investors LLC. He holds a Series 63 license and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with 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 called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

Charles Frederick Boit is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2001. The partners of his firm serve as trustees and manage fiduciary accounts, also acting as directors and managers of affiliated trust and custodial entities. Loring, Wolcott & Coolidge Fiduciary Advisors primarily serves high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, generally requiring about $2 million in investable assets. The firm focuses on long-term ownership of high-quality growth equities combined with bonds and other asset classes, supported by independent research, AI tools, and a Sustainability Group integrating ESG and impact investments.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Investments since 2019, with prior experience at Essex Securities LLC and Global Investment Advisors, LLC. In addition to his advisory work, he has taught at Malden High School for over two decades. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and operating on multiple custodial platforms.

Christian Mahoney is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Reynders, McVeigh Capital Management, LLC since 2020 and previously held positions at Carson Wealth Management and Everest Insurance. His background also includes diverse early career roles in the restaurant industry and at the University of Massachusetts Amherst. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to a varied client base including individuals, high-net-worth investors, trusts, pension plans, and family offices. The firm employs a growth-at-a-reasonable-price (GARP) approach that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

Andrew Macdougall is a CFP® and ChFC® with 11 years of industry experience. He is currently with Csenge Advisory Group, LLC and has previously worked at Ridgeback Securities, Integrity Alliance, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a top-down investment process combining fundamental and technical analysis, offering customized portfolio management through discretionary and model-based approaches.

Cynthia Deal is a CFP® professional with 11 years of experience in financial advising. She has worked at Novem Group since 2014 and has been involved with Topsfield Financial Group since 2006. Cynthia serves as a volunteer and board member for Generous Gardners, a nonprofit organization. Novem Group provides portfolio management and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a variety of investment strategies and offers discretionary account management as well as access to third-party money managers.

Peter Andersen is a CFA® charterholder with 14 years of experience in the financial advisory industry. He is currently with Integrated Advisors Network LLC and Andersen Capital Management, where he has worked since 2018. His prior experience includes roles at Fiduciary Trust Co and Congress Wealth Management LLC. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm combines fundamental and quantitative analysis with various strategies, including options and hedging, and often utilizes third-party sub-advisers to implement customized investment solutions.

Scott Johnson is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities since 2012, with prior experience at Banc of America Investment Services and Quick & Reilly. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, managing approximately $3.14 billion in assets across more than 10,800 client relationships.

Benjamin Lucas is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam LLC since 2020 and has prior experience at Old Port Marine Services Inc and Lake Anthony Launch Company LLC. McAdam LLC advises a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using fundamental analysis and incorporates specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

Francis Jackson is a CFA® charterholder with 20 years of industry experience. He has been with Howland Capital Management LLC since 2005. Based in Boston, MA, he works at a multi-team firm consisting of 10 advisors. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm manages multiple pooled investment vehicles and emphasizes tailored portfolio management supported by fundamental, macroeconomic, technical, and credit analysis.

Nakia Maddox Eubanks is a financial advisor at Trillium Asset Management with four years of industry experience. She previously worked at BNY Mellon, Bainco International Investors LLC, and Atlantic Trust Private Wealth Management. Nakia serves on the local board of Jumpstart, a national early education organization, and is involved with Tomorrow's Women Today and the Boston Women's Leadership Council. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental analysis and employs exclusionary screens and active ownership as part of its investment approach.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Mark Lynch is a Series 66-licensed financial advisor at Advisory Services Network with 23 years of industry experience. His prior roles include positions at Merrill, LPL Financial, and Digital Federal Credit Union. He has been with Advisory Services Network since 2023. Advisory Services Network provides a range of investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm employs diversified investment strategies tailored to clients’ objectives and offers flexible engagement models, including discretionary and non-discretionary management.

Matthew Macho is a CFP® with 23 years of experience in the financial services industry. He has worked at Lincoln Investment since 2015 and previously spent nine years with Voya Retirement Advisors, LLC. He is based in Arlington, MA. He is affiliated with Capital Analysts, a multi-team firm serving retail and institutional clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent representatives and firm-managed programs.