Maureen Quigley is a CFA® charterholder with 8 years of industry experience. She works at Howland Capital Management LLC, where she has been since 2004. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm offers tax services, private trustee services, and manages private investment vehicles using a client-specific approach guided by detailed investment policy statements and multiple analytical methods.

Brendan Lortie is a CFP® professional with five years at CW Advisors, LLC and a total of two years of industry experience. He holds a degree from Bentley University and is based in Boston, MA. CW Advisors, LLC is a multi-team registered investment adviser with approximately $15 billion in assets under management, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Gregory Boyle is a financial advisor at Pallas Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc, GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is involved in life insurance settlements as an agent. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term fiduciary approach using a diversified range of investment vehicles.

Vicki Cook is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Echelon Wealth Partners for eight years, followed by Ventum Financial. In addition to her advisory work, she is licensed as an insurance advisor since 2008 and dedicates part of her time to insurance services as part of her client planning process. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both high-net-worth and non-high-net-worth clients. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, emphasizing scalable service through a higher client load per advisor.

Christopher Watson is a CFP® with 11 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2026. His prior roles include positions at Ameriprise Financial Services, Mai Capital Management, The Colony Group, and John Hancock. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and emphasizes customized fixed income and cash management supported by internal credit analysis and a broad dealer network.

Thomas Griffin is a CFP® and ChFC® with 24 years of experience in the financial industry. He currently works at Santander Securities LLC and Santander Bank, NA, where he has been employed since 2018. His prior experience includes roles at Questar Capital Corporation, Questar Asset Management, and Roster Financial. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized service support.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including positions at Purshe Kaplan Sterling Investments and McAdam LLC. Sean also provides insurance advice based on client needs. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio solutions, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

James Sickorez is a financial advisor with ON Investment Management Company in Rockland, MA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Signator Investors, Inc. and OSAIC. Outside of advising, he has owned College Planning Solutions since 2003, providing private guidance counseling on high school course selection, college applications, and standardized testing. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside both discretionary and non-discretionary account management.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Lincoln Investment, Gwn Securities Inc, Mariner, Hornor, Townsend & Kent, Investors Capital Corp., and Eastern Point Advisors Inc. He is also involved in sales and service at TRIPLE V, INC., doing business as Marshall Wealth Management, where he focuses on life insurance, long-term care, and fixed annuities. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Stephen Johnson is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He currently works at RWA Wealth Partners and has previously been affiliated with Polaris Wealth Advisory Group, Adviser Investments, Braver Wealth Management, and Charles Schwab. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach with a broad open-architecture platform and offers specialized fixed income management and internally managed strategies through its subsidiaries.

Eli Bishop is a Series 65 credentialed financial advisor with seven years of industry experience, currently serving at McAdam LLC in Boston, MA. His prior work includes roles in the restaurant and education sectors. Outside of advising, he is involved in the food service industry through Basho Japanese Brasserie. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, typically managing client accounts on a discretionary basis with a portfolio approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized investments.

Peter Bianchetto is a financial advisor with CL Wealth Management LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with CL Wealth Management since 2011 and has been associated with Cabot Lodge Securities since 2013 and Beacon Financial Services since 2003. Outside of his advisory roles, he is involved with Beacon Financial Services, where he determines customer needs and sells fixed insurance products. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Frank Lombardi III is a Series 65 credentialed advisor at CW Advisors, LLC with two years of industry experience. He previously worked at Cubic Asset Management, LLC for 16 years. Based in Boston, MA, Lombardi has been with CW Advisors since 2024. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base including individuals, families, trusts, and institutions, offering wealth management, financial planning, retirement plan advisory, and family-office services using a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies.

William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.

Dominic Phuah is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with six years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Massachusetts and Thayer Inc. Outside of advising, he is involved in fixed insurance sales through McAdam Institutional Brokerage. 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, employing discretionary portfolio management with a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

David Cuetos Ruano is a CFA® charterholder and financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA, with six years at the firm and a total of five years in the industry. His prior experience includes roles at Dendur Capital, Surveyor Capital, and Ivory Capital. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities supplemented by bonds and other asset classes. The firm integrates ESG research and artificial-intelligence tools into its investment process and operates a related trust company that supports an integrated investment-trust-tax platform.

Sean Fitzgibbon is a CFA® charterholder with five years of industry experience. He is currently with Waverly Advisors, LLC and was previously with NBW Capital LLC and The Boston Company. 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 and offers financial planning, retirement plan consulting, and multi-family office services.

Ryan Christensen is a financial advisor at RWA Wealth Partners with 11 years of industry experience. He has been with RWA Wealth Partners and its affiliated company Adviser Investments since 2012. Christensen holds Series 63 and Series 65 licenses. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach supported by a broad investment platform and offers customized fixed income solutions along with internally managed strategies and tax preparation services.

Stephanie Flynn Schofield is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high volume of clients per advisor.