Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. 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 manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.

Dallis Goodson is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Moors & Cabot, Inc. and has previously worked at Citizens Securities Inc., Citizens Bank, and Clarfeld Financial Advisors, LLC. Outside of his advisory work, Goodson serves as Chair of the Finance Sub-Committee for the RI Trucking Association, Treasurer for the nonprofit Community Care Alliance, and is involved in planning events for the Estate Planning Council of Rhode Island. Moors & Cabot, Inc. 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 range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Max Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2017 and previously spent 10 years with LPL Financial, LLC. Outside of his advisory work, he is an owner of Cirque Holding, LLC. Winthrop Wealth serves a broad client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management focused on long-term, prudent investment strategies implemented through an Investment Committee process, utilizing both internally managed strategies and external managers with human oversight of investment decisions.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Hornor Townsend & Kent Inc. He is also an insurance agent specializing in life, accident, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations, offering financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives.

Noel Blair is a CFA® charterholder at Congress Asset Management Company, LLP with 4 years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven investment process focused on growth, profitability, franchise strength, and valuation, delivering strategies through separate managed accounts and model portfolios.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Capital Analysts since 1999 and concurrently affiliated with Lincoln Investment since 2012. Outside of advisory services, he is the owner of a software business called CloudSynergies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools, while offering various portfolio management options and maintaining affiliations with Lincoln Investment and Pershing/BNY.

Christopher Lagan is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Congress Asset Management Company, LLP since 1993. Outside of his advisory role, he serves as a director of Congress Wealth Management, contributing to the firm’s strategic direction. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm emphasizes a bottom-up, research-driven investment approach with a focus on growth, profitability, franchise strength, and valuation.

Kevin Carroll is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group, Atreyu Trading, and O'neil Securities. 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-markets allocations, and supports clients with a range of investment management, financial planning, and multi-family office services.

Jennifer Yousif is a financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Adviser Investments and Southern New Hampshire University. Reynders, McVeigh Capital Management 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 applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria, tailoring portfolios to client objectives while managing a registered mutual fund and offering impact investment options on an opt-in basis.

Thomas Elkins is a financial advisor with Trilogy Capital, Inc. He holds the Series 63 and Series 66 designations and has 25 years of industry experience. His prior work includes roles at LPL Financial and National Planning Corporation. Outside of advisory services, he participates as a guest speaker for My Secure Advantage, focusing on teaching and education. Trilogy Capital, Inc. provides investment advisory and retirement plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm employs a risk-based, diversified asset allocation approach using in-house and third-party models, integrating advanced planning that includes budgeting, tax strategies, and real estate considerations.

Rafael Svelti is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at SVB Wealth in Boston, MA, where he has been since 2025. His prior experience includes roles at Commonwealth Financial Network, JPMorgan Securities LLC, and Citizens Securities, Inc. SVB Wealth serves a broad client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing a disciplined investment process with oversight from an Investment Committee and maintaining affiliations with First-Citizens Bank and related entities.

Bakhtiar Hussaini is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, with prior experience at Bank of America and Merrill. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships, offering investment advisory services, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary investment managers and providing ongoing compliance oversight and optional tax and ESG overlays.

Jason Bugg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Santander Bank, NA since 2018 and has been with Santander Securities since 2016. Outside of his advisory role, he is the sole owner of Atlas Intelligence, LLC, a company specializing in adverse media monitoring and investigative research. 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 third-party managers and centralized client support.

Christopher Fraine is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Santander Securities since 2017, with prior experience at VOYA Financial Advisors and ongoing service as an Intelligence Operations Officer in the Air National Guard. He is also a director of Pyramid Cards, a family-created advertising game. 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 various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

Brian Guild is a financial advisor at Congress Asset Management Company, LLP in Boston, MA, holding a Series 65 credential with 10 years of industry experience. He has been with Congress Wealth Management, LLC since 2010 and Congress Asset Management, LLP since 2008, serving as a portfolio manager and research analyst. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors, while also serving high net worth individuals. The firm employs a bottom-up, research-driven stock selection process with a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Kevin O'Sullivan is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including nine years at Commonwealth Financial Network. His other business activity includes the sale of fixed life and fixed annuities through Boston Wealth Advisory Group. 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, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Terrence Tedeschi Jr. is a financial advisor at RWA Wealth Partners with nine years of industry experience. He holds a Series 65 credential and has worked within various divisions of RWA Wealth Partners since 2016. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, utilizing a strategic asset allocation approach combined with an open-architecture investment platform.