Jeffrey Porter is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, where he has worked since 2010. He has 18 years of industry experience. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base that includes institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Francis Sennott is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015. 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 focuses on strategic asset allocation using an open-architecture platform and offers customized fixed income and cash management supported by internal credit analysis and a network of fixed income dealers.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. in Boston, MA. He holds a Series 66 designation and has experience working with Morgan Stanley and First Republic Investment Management. Phelan began his career after graduating from Santa Clara University. Moors & Cabot provides investment advisory and related services to individual and high-net-worth clients, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Lucas Winthrop is a financial advisor at Winthrop Wealth with 12 years of industry experience. He has worked at Winthrop Advisory Group, LLC since 2017 and previously worked at LPL Financial, LLC from 2013 to 2024. His credentials include a Series 66 designation. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a long-term investment approach, using both internal strategies and third-party managers, and has a notable institutional footprint that includes retirement plans and institutional accounts.

Rafael Hernandez is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Funds Management prior to joining Moors & Cabot in 2019. Hernandez holds Series 63 and Series 66 licenses. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers services such as discretionary portfolio management, fee-based financial planning, and limited consulting engagements.

Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a range of traditional and specialized investment strategies.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Kelsey Strait is a financial advisor at Flagship Harbor Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Flagship Harbor Advisors, LPL Financial, Cantella & Co., Inc., and Commonwealth Financial Network. 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 through a team of around 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Brett Ferrari is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, JP Morgan Chase, LPL Financial, and Comprehensive Wealth Planners at Dean Bank. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines enterprise-scale advisory operations with in-house accounting and tax services.

Nelly Xavier is a financial advisor at CW Advisors, LLC in Boston, MA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HighVista Strategies LLC, Foreside Fund Services, LLC, and Fiera Capital Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Patrick McVeigh is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, where he has worked since 2005, accumulating 21 years of industry experience. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and manages a registered mutual fund alongside its advisory and consulting roles.

Joseph Bakish is a CFA® charterholder affiliated with John Hancock Personal Financial Services, LLC in Boston, MA. He has over nine years of experience, previously working with Richardson Wealth (USA) Limited and Richardson Wealth Limited before joining his current firm in 2025. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model with a high client load per advisor and delivers written recommendations through third-party financial planning software, with implementation at the client's discretion.

Melinda Cramer is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at J.P. Morgan Securities and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer, along with specialized services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Julie Johnson McVeigh is a CFA® charterholder with 24 years of industry experience. She is currently an advisor at Northwest Asset Management and previously worked at Nia Impact Capital and Reynders, McVeigh Capital Management. She serves as a compensated trustee for multiple family and charitable trusts. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized fiduciary approach grounded in Modern Portfolio Theory and strategic asset allocation, offering a range of investment management and consulting services.

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® professional with eight years of industry experience. He is currently with RWA Wealth Partners and has previously worked at Wilmington Trust, Welch & Forbes, National Financial Services LLC, and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach across a broad platform of investment products and emphasizes customized fixed income and cash management.