Mariella Catalano is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation. She has experience working at Moors & Cabot since 2024 and previously worked at Kichael Page and in educational roles at Provident College and Pomfret School. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jamie Hobkirk is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2020 and previously worked at CapFinancial Partners, LLC (CAPTRUST) and Boston Advisors, LLC. 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 approach with integrated ESG criteria and manages a registered mutual fund alongside its advisory services.

Joni Stone is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. She holds the Series 65 designation and previously worked at 42 North Private Bank, Bank of New England Mortgage, and Academy Communications. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm builds customized portfolios using both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical adjustments.

Silverio Boleto is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. 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 various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Nathaniel Lovell is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Santander Securities LLC in Boston, MA. He has been with Santander Securities and its affiliated entities since 2014. Outside of his advisory role, he is involved in sports consulting, coaching, and event management, and serves as At Large Coordinator for Massachusetts Squash, overseeing rules and refereeing for local leagues and tournaments. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

Christian Ginolfi is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2017, following brief tenures at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he operates a consulting and sports memorabilia sales business. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm utilizes third-party discretionary managers and offers strategies through the FMAX wrap-fee platform, supporting approximately 10,800 client relationships with $3.14 billion in regulatory AUM.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Santander Securities LLC across multiple periods since 2017 and has been with Santander Bank, NA since 2016. 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, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, employing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base of individuals and institutions, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes and offers specialized products such as the AOG Institutional Fund and AI-supported research tools.

Jill Hennessey is a CFP® professional with 15 years of industry experience, currently serving at Drumlin Financial Advisory. She holds a Series 66 license and is based in Salem, MA. SAX Wealth Advisors, LLC provides investment management, comprehensive financial planning, and specialized consulting to individuals, qualified retirement plans, trusts, charitable organizations, and corporations. The firm employs an evidence-based investment approach centered on globally diversified, low-cost passive funds with a long-term perspective and offers discretionary portfolio management alongside coordination with outside professionals.

Nicholas Gorton is an advisor at Fortis Capital Advisors, LLC with one year of experience in investment advisory. He is also an accountant at Gorton & Company, P.C., an accounting firm he has been with since 2015. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring across a range of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Walter Riester Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. His prior experience includes roles at LPL Financial, Washington Trust Advisors, and Weston Securities Corporation. In addition to his advisory work, he is an agent selling fixed annuities, life insurance, and long-term care insurance through Pinnacle Insurance & Financial Services, LLC. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser managing approximately $3.42 billion in discretionary assets as of December 31, 2025. The firm serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors. Flagship employs a diverse investment approach using mutual funds, ETFs, individual securities, and managed accounts, and operates its own wrap-fee program while utilizing third-party technology to monitor and rebalance held-away assets.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing 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 that delivers automated ETF-based portfolios with periodic advisor engagement.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

Christopher Ribeiro is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Coppell Advisory Solutions in 2025, he worked at Alphastar Capital Management and Fidelity Investments, and served in the Medford Police Department. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies and a broad investment toolkit across various asset classes.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including 17 years with Morgan Stanley and 11 years with Morgan Stanley Private Bank, N.A. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

James Cesarz is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He has been with Moors & Cabot since 2017 and previously worked at Janney Montgomery Scott from 2004 to 2017. Outside of his advisory role, he serves as Co-Director of the Newsboys Reading Room Association and is Chairman of the Golf Committee on the Marshfield Country Club Board of Governors. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, fee-based financial planning, and consulting services.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.