Silas Hill is a financial advisor at RWA Wealth Partners in Boston, MA, with three years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Farther Finance Advisors, Charles Schwab & Co., Inc., and TD Ameritrade/Charles Schwab. Outside of finance, he has experience with Press Cafe. 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 retirement plans. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by tactical adjustments and manages fixed income and cash strategies with internal credit analysis and a broad dealer network.

Nushin Kormi is a CFA charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2017. Prior to this, she worked at Rocky Mountain Institute and Resility. Ms. Kormi serves on the boards of Mothers Out Front, where she is Treasurer, and the Trustees Reservations, both nonprofit organizations focused on climate change and environmental solutions. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities combined with a sustainability focus through ESG research and direct impact investments.

Christopher Donovan is a financial advisor at Diversify Advisory Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies (NY Life) and Harding Financial & Insurance. He also works as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Nicholas Stathos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with various John Hancock entities since 2023 and previously worked in education at Bates College and The Rivers School. In addition to his advisory role, he serves as a retirement consultant providing educational services on retirement plan options for qualified plan participants. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver generally framed written recommendations, with client implementation at their discretion, and operates an Emergency Savings program without an advisory fee.

James Moda is a Series 65-licensed financial advisor with McAdam LLC, based in Boston, MA, bringing five years of industry experience. Prior to joining McAdam in 2021, he worked at Baypine and held roles with the YMCA of Greater Boston and educational institutions. McAdam LLC serves 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 employs a discretionary management approach using a range of investments, including mutual funds, ETFs, individual securities, and alternative assets, while incorporating technology solutions and unique planning services like their tiered subscription product RetireUS.

Colin Molloy is a CFA® charterholder with six years of experience at Northeast Investment Management Inc. He has prior experience at Northwestern Mutual Investment Services LLC, George Doran, Adam Baur, and Michael Raposa. Northeast Investment Management, Inc. advises individuals, families, trustees, executors, family offices, charitable institutions, and small businesses on portfolios totaling approximately $3.27 billion. The firm offers discretionary and non-discretionary portfolio management with an emphasis on diversification and ongoing monitoring, providing estate-planning and trustee services within its investment counsel relationships.

Shauna Kehrmeyer is a Series 66-licensed financial advisor at Capital Analysts with seven years of industry experience. Her previous roles include positions at Lincoln Investment LLC and Equitable Bank. She also serves as Director of Client Services for Marshall Wealth Management, assisting with client service operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and institutional clients, providing portfolio management through both discretionary and non-discretionary approaches. The firm supports its services with an in-house Investment Management & Research team and a nationwide network of independent advisors.

Emily Richard is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently an advisor at Pallas Capital Advisors, LLC, having previously worked at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis Sayles & Company. Outside of her financial advisory role, she is an owner and partner of Diamond Odyssey, LLC, an art business focused on international travel and oil painting sketching. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term wealth management services including discretionary investment management, financial planning, family office services, and retirement plan advisory.

Louis Marchant is a financial advisor with Choate Investment Advisors in Boston, MA, holding a Series 65 designation and two years of industry experience. He previously worked at PwC from 2017 to 2021 and has been with Choate Investment Advisors since 2021. Choate Investment Advisors is an SEC-registered firm providing portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation aligned with clients' risk tolerance and integrates index exposures, active managers, and private fund vehicles, operating in affiliation with the law firm Choate, Hall & Stewart LLP.

Jeanne Bernardin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2021. Prior to joining Modera, she worked for six years at Meridian Financial Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Alexander Jovanovic is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Trillium Asset Management in Boston, MA since 2013. He holds the Series 63 designation. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental investment approach integrated with ESG research and active ownership, offering equity, fixed-income, and balanced strategies across various platforms and serving as sub-adviser to registered and non-U.S. investment companies.

Ali Laflamme is a financial advisor at Pallas Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, UBS Financial Services, TD Ameritrade, and Scottrade. At Pallas Capital Advisors, he serves as Director of Operations, overseeing client requests, account openings, operations team management, client reporting, and trade execution. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion across 1,118 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, utilizing a primarily long-term, fiduciary approach with diversified portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments.

Merrie Leighton is a financial advisor at Capital Analysts with 44 years of industry experience. She has been with Capital Analysts since 1981 and also works with Lincoln Investment. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, as well as fixed insurance and annuity sales that include needs analysis, estate planning, and financial planning. Capital Analysts serves a diverse client base including 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 in-house investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process and institutional partnerships.

John Williams is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked at ValMark Securities, Inc. since 2009 and previously spent over three decades with Capital Formation Group Inc. and Capital Formation Insurance Agency. He is also the owner of Capital Formation Group, Inc., a firm that markets financial services to the public. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Todd Vandam is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. He has over 31 years of industry experience, having previously worked at Loomis Sayles & Company from 1994 to 2025. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers wealth management services that include discretionary investment management, financial planning, family office services, and investment consulting, utilizing a primarily long-term and customized investment approach.

Paul Kilday Jr. is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life and Lincoln Investment. Outside of his advisory work, he is a producer with TRIPLE V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an in-house team with third-party offerings and emphasizes fiduciary responsibility in retirement and tax-advantaged accounts.

Ronald De Feo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and with 36 years of industry experience. He has worked at Santander Securities since 2012 and has been affiliated with Santander Bank, NA since 2004. 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 and financial planning services through a managed-account platform, with a notable affiliation to Santander Bank, N.A.

Jeffrey Van Siclen is a CFP® professional with 14 years of industry experience. He is currently with Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC, where he has worked since 2025. Prior to this, he was with Purshe Kaplan Sterling Investments for 12 years and McAdam, LLC for 10 years. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized portfolio management, financial planning, and consulting, utilizing a mix of passive, active, tactical, and ESG-aware strategies through a primarily discretionary approach.

Alyson Dana is a Series 65-licensed financial advisor with McAdam LLC in Boston, MA, where she has worked since 2019, accumulating two years of industry experience. Prior to her current role, she held positions at SweatFixx, Extreme Networks, and HealthView Services Financial. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of investment and financial planning services, including access to alternative and specialized strategies.

Ty Vinick is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Autogen and AGN Dental. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolios tailored to client objectives using a variety of strategies and the option for discretionary or non-discretionary management.