Julie Johnson is a CFA® charterholder with 24 years of industry experience. She currently works at Northwest Asset Management and has previously held roles at Nia Impact Capital and Reynders, McVeigh Capital Management, among others. Johnson serves as a compensated trustee for several trusts and charitable foundations, a role she has maintained for over two decades. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and diversified portfolios built on Modern Portfolio Theory.

Matthew Tehan is a financial advisor at Capital Analysts with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services and Lincoln Investment. Outside of his advisory role, he occasionally works as a contractor for food delivery services. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.

Wendy Holding is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. She has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2009. The partners at the firm also serve as trustees and directors of affiliated trust companies that provide custody and administration services. Loring, Wolcott & Coolidge Fiduciary Advisors manages fiduciary and investment relationships mainly for high-net-worth individuals, trustees, foundations, and endowments, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities with low turnover, supported by independent consultants and AI tools, and maintains a Sustainability Group focused on ESG research and impact investments.

Timothy Davis is a CFP® with eight years of industry experience currently affiliated with SVB Wealth LLC. He has worked across multiple related entities, including First Citizens Investor Services and Silicon Valley Bank. SVB Wealth LLC serves a diverse client base, including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies and maintains a formal due-diligence process for manager selection, with notable ties to First Citizens Bank.

Julian Rutskin is a financial advisor with Modera Wealth Management, LLC in Boston, MA. He holds a Series 65 designation and has recently begun his career in the industry, joining Modera in 2025 after completing his education at Florida State University. Prior to his current role, he gained experience in education at Tampa Preparatory School and Terrace Community School. Modera Wealth Management serves a diverse client base including individuals, trusts, corporations, and plan sponsors, offering wealth management, retirement plan consulting, financial planning, tax services, and business coaching. The firm’s investment approach is based on diversified asset allocation guided by Modern Portfolio Theory, complemented by an integrated service model that includes in-house accounting and tax capabilities.

Daniel Cacciola is a financial advisor at McAdam LLC with six years of industry experience. He holds a Series 65 credential and has worked at McAdam LLC since 2019, with prior experience at Perennial Trust and roles outside the financial industry, including a long-term position as Digital Media Supervisor at Soc's Ice Cream. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and retirement-plan consulting, employing fundamental analysis and a multi-advisor platform to tailor portfolios using mutual funds, ETFs, independent managers, and specialized strategies.

Donna Rose is a financial advisor at SVB Wealth with five years of industry experience. She holds a Series 65 credential and has worked at firms including Cambridge Associates, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individual investors to family offices and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis within a formal due-diligence framework and provides both discretionary and non-discretionary investment solutions.

Christopher Minahan is a CFP® with eight years of experience in the financial services industry. He currently advises clients at RWA Wealth Partners in Boston, having previously worked at Wilmington Trust, Welch & Forbes, National Financial Services LLC, and Fidelity Brokerage Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s approach focuses on strategic asset allocation supported by an open-architecture platform and customized fixed income and cash management solutions.

Roger Foster is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with Santander Securities since 2016 and has additional involvement with a creative venture as an artist and as a team member assisting with a positive affirmations project. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 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 focusing on retail investors.

Jonathan Coughlin is a financial advisor at Flagship Harbor Advisors, LLC with nine years of industry experience. He holds a Series 66 credential and has worked at Flagship Harbor Advisors since 2019, with prior experience at Cantella & Co., Inc., AXA Advisors, LLC, Lending Club Patient Solutions, LPL Financial, Shepherd Financial Partners, and the University of New Hampshire. Flagship Harbor Advisors 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 services including investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors.

James Hare is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock in various capacities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to create written, generally framed recommendations, supporting a scaled, technology-assisted service model for a high client load per advisor.

Alan Fatemi is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA. He holds the Series 66 designation and has 20 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2015. Flagship Harbor Advisors 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 employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Owen Allen is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with McAdam since 2020 and previously worked at Elaine Construction and Babson College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis with a diversified approach including mutual funds, ETFs, individual securities, and alternative investments such as private funds and cryptocurrency exposures.

C Stafford is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior work includes positions at Raymond James & Associates and Merrill. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering multiple program structures and fiduciary services.

Patricia Macdonald is a financial advisor at SVB Wealth with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for First Republic Bank for 20 years. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a due diligence process to select third-party managers and delivers advice primarily through its investment adviser representatives on a discretionary or non-discretionary basis.

John Foster is a financial advisor at John Hancock Personal Financial Services, LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience that includes roles at Manulife John Hancock Brokerage Services LLC and John Hancock. Foster also works as a retirement consultant providing educational services on qualified retirement plans through JHRPS Education Retirement Consultant. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, nonprofits, and businesses. The firm utilizes a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a large number of clients per advisor.

Harrison Odaniell is a CFA® charterholder with six years of industry experience. He has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk profiles and employs a mix of index funds, active managers, subadvisors, and ESG research in its investment approach.

David Fontaine is a financial advisor at RWA Wealth Partners with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked previously at Marcum, LLP and Cbiz. Fontaine is also a CPA partner at Marcum, LLP, an accounting role separate from his advisory work. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation with a diverse investment platform and offers internally managed strategies and tax preparation through affiliated entities.

Daniel Flanagan is a CFP® professional with 24 years of experience in financial advisory services. He is currently with EverSource Wealth Advisors, LLC and previously spent a decade at Canby Financial Advisors and Commonwealth Financial Network. His background also includes roles at Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, charitable foundations, and independent RIAs. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors, utilizing diverse investment platforms and private market opportunities.

Logan Ribeiro is a CFP® with three years of industry experience and is currently with Crestwood Advisors. He previously worked at Ameriprise and Bryant University. Crestwood Advisors serves individuals, families, foundations, endowments, and other institutions with investment and wealth management services. The firm employs a team approach and focuses on global diversification, tax efficiency, and ongoing portfolio monitoring.