David Mclaren is a financial advisor with The Patriot Financial Group, LLC, holding 11 years of industry experience. He is also president and CPA of McLaren and Associates, CPAs, PC, an accounting firm specializing in tax strategies, business valuations, and forensic accounting. His dual roles span financial advisory and accounting services. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and ongoing account monitoring.

Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with nine years of industry experience, including three years at RSM US LLP. He holds a Series 65 designation. Outside of his advisory role, he maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm constructs diversified portfolios using mutual funds, ETFs, and alternative investments, and offers both continuous portfolio management and retirement-plan advisory services.

Alison Svizzero is a financial advisor at Choate Investment Advisors with two years of industry experience. She holds the Series 65 designation and previously worked for Boston Children's Hospital for 12 years. 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 and risk assessment, using a combination of index funds, active managers, and ESG research, and also manages three Private Funds that invest primarily in third-party private equity and other private investment funds.

Ryan Boudreau is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with three years of industry experience. He previously worked at Bank of America for six years before joining Reynders, McVeigh in 2022. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services 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 managing a registered mutual fund and providing model portfolio consulting.

Garrett Thiessen is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. He holds the Series 65 designation and has previous experience with Manulife Wealth Inc. since 2016. 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 uses a technology-assisted service model with third-party financial planning software to deliver generally framed recommendations, and its advisors manage a high client load compared to many multi-team firms.

Vladimir Guerrier is a CFP® professional at Andersen with one year of industry experience. He has worked at Andersen Tax LLC since 2019 and previously at Wellington Management from 2015 to 2019. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Alden Witman is a CFP® professional with 13 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. His prior roles include positions at Adviser Investments, The Harvest Group LLC, and Purshe Kaplan Sterling Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including discretionary and non-discretionary investment management, financial planning, and integrated tax planning. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and incorporates customized fixed income and tactical adjustments.

Peter Murphy is a financial advisor with Prosperity - An EisnerAmper Company in Boston, MA, holding a Series 65 designation and two years of industry experience. His prior experience includes roles at BlackRock Investments, One Charles Private Wealth, and Rockland Trust Bank. Outside of finance, he served as an official with the Eastern Massachusetts Lacrosse Official Association for two years. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Tia Rosehill is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at LPL Financial and Central Pacific Bank for seven years each, along with experience at Steel Peak Wealth Management and Aveo Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing a range of investment management, financial planning, and multi-family office services.

David Heather is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory roles, he is a managing partner of H&A, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Brian Nagle is a financial advisor with Citizens Private Wealth in Boston, MA, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His prior roles include seven years at First Republic Investment Management and positions at JP Morgan Securities before joining Citizens Private Wealth. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary and non-discretionary management alongside tax, estate, and business consulting services.

William O'Brien is a financial advisor at F.L. Putnam Investment Management Co. in Needham, MA, with six years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Bank of America Private Bank for 17 years before joining F.L. Putnam in 2020. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.

Maria Egan is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. She has been with Reynders, McVeigh since 2010 in various capacities. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment 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 that integrates ESG criteria and offers tailored portfolios alongside managing a registered mutual fund and providing model-portfolio consulting to other advisers.

Alexandria Biela is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 credential with six years of industry experience. She has been with Reynders, McVeigh since 2012 in various roles. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment 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.

Ellen Hazen is a CFA® charterholder with nine years of industry experience. She has worked at F L Putnam Investment Management Co. since 2013. F L Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management alongside financial planning and advisory services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis and provides a range of investment strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Brian Larkin is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 credential and 11 years of industry experience. He has worked at Santander Securities since 2018 and previously held positions at Merrill and CUSO Financial Services. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform, utilizing third-party discretionary managers and offering various strategies including ESG model options.

Peter Jaworski is a financial advisor at Winthrop Wealth with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including LPL Financial and Caturano Wealth Management. In addition to his role at Winthrop, he serves as President and CEO of Financial Planning Strategies, LLC. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach, combining in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

Patrick Mc Guire is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the Foxborough Public Schools board and acts as an announcer for local high school football games. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers a range of managed account programs and financial planning services, utilizing third-party managers and a centralized implementation platform.

Matthew Batzel is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Periscope Holdings, and TD Ameritrade. 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’s investment approach focuses on strategic asset allocation using an open-architecture platform and customized fixed income solutions, supported by fundamental and quantitative methods in certain strategies.

Carl Hassett is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 65, 63, and 66 licenses and 12 years of industry experience. His career includes multiple roles at Santander Securities and Santander Bank since 2019, as well as seven years with BackpackersUnion.com prior to that. Santander Securities LLC serves a broad retail client base with over $3 billion in regulatory assets under management and approximately 10,800 client relationships. The firm provides investment advisory services, goal-based financial planning, and portfolio management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and maintaining ongoing compliance oversight.