Austin Shaughnessy is a financial advisor with McAdam LLC in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at McAdam LLC since 2017 and has prior experience with Purshe Kaplan Sterling Investments and Madison Avenue Securities. 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 accounts on a discretionary basis with a focus on fundamental analysis and incorporates various specialized investment strategies, including direct indexing and private investment funds.

Marilyn Hayes is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Moors & Cabot since 2017. Her prior experience includes positions at Bank of America and Merrill. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients such as corporations, pension plans, trusts, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting, with tailored portfolio strategies and both discretionary and non-discretionary service options.

Andrew Swanson is a financial advisor at Howland Capital Management LLC in Boston, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Fidelity Investments for 15 years before joining Howland Capital Management. Howland Capital Management provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm uses model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings, while also managing multiple pooled investment vehicles and offering expanded administrative services such as private trustee and estate administration.

Mark Khozozian is a CFP® with 35 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. Prior to joining CW Advisors, he spent 12 years with both Purshe Kaplan Sterling Investments and Aspire Wealth Management Corporation. Outside of his advisory role, he is involved in managing a real estate property. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutions, employing a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies across multiple asset classes.

Jeffrey Bieling is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63, 65, and 66 designations with 32 years of industry experience. He joined Moors & Cabot in 2009 after five years at Merrill. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, 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 various analytical strategies.

George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.

Christopher Blakely is a financial advisor at Waverly Advisors, LLC with 24 years of industry experience. He holds the Series 65 designation and previously worked for NBW Capital, LLC for 12 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, serving a broad client base including both non‑HNW and high net worth individuals.

Matthew Mc Grath is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Winthrop Wealth in Boston, MA. He previously worked at One Digital and SS&C Technologies. Winthrop Wealth offers investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm follows a long-term investment approach using a structured process and employs a combination of in-house management and third-party sub-advisers to implement tax-managed and options-based strategies.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

Gilbert Roddy Jr. is a CFA® charterholder with 24 years of industry experience, serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1985. He is a director of Hollingsworth & Vose Company and has served as treasurer of McCrillis Land Association since 1996. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities supplemented by bonds and other asset classes, utilizing independent research and AI tools alongside a Sustainability Group focused on ESG integration and impact investments.

Kirsten Buddington Davis is an investment advisor representative at McAdam LLC with a Series 65 credential and no prior industry experience before joining the firm. Her work history includes roles outside of finance, such as serving as a waitress at Barrett's Alehouse since 2020. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a range of investment vehicles tailored to client objectives.

Nelson Zompetti is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, Nelson serves as a volunteer head coach for 8th grade boys basketball with Marlboro Youth Basketball. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and advice-only arrangements, using a variety of portfolio strategies and third-party sub-advisors tailored to client objectives and risk tolerances.

Charles Toole III is a CFP® and CFA® with 16 years of experience in financial advising. He is currently with RWA Wealth Partners, where he has worked since 2023, following prior roles at Polaris Wealth Advisory Group, Adviser Investments, and Braver Wealth Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in its internally managed strategies.

David Mastroianni is a CFP® professional with 12 years of industry experience, currently serving at RWA Wealth Partners since 2023. He previously spent nine years with Adviser Investments. 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 employs a strategic asset allocation approach supported by an open-architecture platform and integrates both fundamental and quantitative methods in select strategies.

Matthew Bean is a financial advisor at CW Advisors, LLC in Boston, MA, holding a Series 65 designation and with three years of industry experience. He previously worked at Congress Wealth Management LLC from 2018 to 2023 and GW&K Investment Management from 2015 to 2018. CW Advisors, LLC is a multi-team registered investment adviser with approximately $15 billion in assets under management. The firm serves a diverse client base including individuals, families, trusts, charitable organizations, and institutions, offering wealth management, retirement plan advisory, family-office services, and portfolio management through a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Thomas Childs is a CFP® professional with 13 years of industry experience, currently serving at Moors & Cabot, Inc. Since 2014, he has owned and operated Childs Financial Services, providing financial advice and insurance services. He also serves on the board of directors for Charlestown Youth Hockey and volunteers pro bono to assist cancer patients with financial advice. Moors & Cabot serves a diverse client base including individuals, corporations, and charitable organizations, offering investment management, financial planning, and consulting with a flexible portfolio approach tailored to client objectives and risk tolerances.

Edward Burke is a CFA® charterholder with 29 years of industry experience. He currently serves at Winthrop Wealth and was previously with LPL Financial for 27 years. Burke holds Series 63 and Series 65 licenses and has been with Winthrop Advisory Group since 2017. 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, goal-driven investment approach, combining in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

Brian Wrigley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation. He has experience at several firms, including Ventum Financial, Chevron Wealth Preservation Inc., Echelon Wealth Partners, and National Bank Financial Inc. Wrigley is based in Boston, MA. John Hancock Personal Financial Services, LLC serves a diverse client base, including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-assisted, written recommendations. The firm operates an Emergency Savings program and maintains a high client-to-advisor ratio within a scaled service model.