Joseph Powers III is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked with RWA and its predecessor entities since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management alongside fundamental and quantitative strategies.

Christopher Deeley is a CFA® charterholder with 17 years of experience in the financial industry. He has worked at Grimes & Company since 2017 and has prior experience with Adviser Investments, Braver Wealth Management, LMCG Investments, and Munder Lee Investments. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, institutions, trusts, and government entities. The firm emphasizes customized investment strategies supported by proprietary research and portfolio management systems, utilizing a range of investment vehicles and offering sub-advisory services to other advisers.

Thomas Cahill is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He has been with Beaumont Financial Advisors and its predecessor firms since 1999. Beaumont Financial Partners provides investment management, wealth management, and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment approach based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

Leo Rotman is a CFP® professional with 24 years of industry experience, currently serving at Diversify Advisory Services, LLC. He previously worked at River Financial Group, LLC, and New York Life Insurance, Co. Outside of advisory work, he is a board member of the Federation for Children with Special Needs, providing support and guidance for parents and professionals in that community. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification strategy with individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Michelle Knight is a financial advisor at RWA Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has worked within various divisions of RWA Wealth Partners and its predecessor firms since 2015. 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’s investment approach focuses on strategic asset allocation, utilizing an open-architecture platform and combining fundamental and quantitative methods in select strategies.

Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. 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 emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

George Padula Jr. is a CFP® and CFA® with 27 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he volunteers with Dana-Farber Cancer Institute through a pro bono financial education and planning program for patients and their caregivers. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering additional services such as tax planning and trustee roles.

Jeremy Sandler is a CFP® professional with 14 years of experience in the financial industry. He has been with New England Private Wealth Advisors, LLC since 2014. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios using primarily ETFs and mutual funds, while also recommending third-party managers and alternative investments for qualified clients.

Gerard Dougherty is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and is also affiliated with Boston Independence Group, where he offers insurance products including disability, annuities, and life insurance. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored investment solutions and ongoing portfolio management.

Henry Fisher is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 34 years of industry experience. He has been with LaSalle St. Investment Advisers since 2005 and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as a successor trustee on a family trust account. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary asset management programs, uses a mix of mutual funds, ETFs, equities, fixed income, and options, and manages approximately $3.9 billion in non-discretionary assets and $1.84 billion in discretionary assets.

Judith Ludwig is a CFP® professional with 21 years of experience in financial advisory services. She has worked at RWA Wealth Partners since 2017 and previously spent nearly three decades at Braver Wealth Management. Based in Boston, MA, Ludwig is part of a multi-team firm structure. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, using an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, complemented by customized fixed income and cash management.

Peter Kronberg is a financial advisor at Proficio Capital Partners LLC with 12 years of industry experience. He holds a Series 65 designation and has a background as a self-employed attorney serving design and software firm clients. Prior to his advisory role, he spent 13 years at Tufts University. Proficio Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, families, foundations, and institutional clients. The firm employs a core portfolio approach tailored to client needs using quantitative analytics, fundamental research, and technical analysis, and it actively manages private pooled investment vehicles.

John Cahill is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Capitol Securities Management since 1997 and also maintains a self-employed law practice focused on estate planning and trusts for the firm’s clients. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services combined with comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.

Dequan Tian is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and concurrently serves as an independent contractor assisting clients with health insurance applications. Tian also has prior experience with World Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a variety of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Robert Gustafson Jr. is a CFP® professional with 21 years of industry experience, currently with Mariner Wealth since 2025. Prior to this, he worked for 17 years at Triton Financial Group, Inc. He serves as president of Advisors Choice Insurance Company, Inc. and is a board member of the City of Marlborough Retirement System. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, and offers additional services such as Core Family Office capabilities and employer financial wellness tools.

Christopher Mcintyre is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has 24 years of industry experience and has been associated with Green Harbor Financial and Commonwealth Financial Network since 2006. In addition to advisory services, he conducts fixed insurance sales through Green Harbor Financial Services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing a broad range of advisory programs, technology, and operational support. The firm offers various investment platforms and portfolio management solutions while allowing advisors discretion in constructing client portfolios.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and also maintains his own CPA affiliate business, Peter McMahon, P.C., which he has operated since 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Derek Thisse is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at GW & Wade, Commonwealth Financial Network, and D. K. Brede Investment Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management, advisory, and planning services. The firm’s investment approach combines active and passive strategies using fundamental and quantitative analysis within an enhanced open architecture framework.

Stephen Schneider is a financial advisor at Commonwealth Financial Network with Series 66 registration and five years of industry experience. His prior roles include positions at Planet Professional and the University of Massachusetts Amherst Math Department, as well as ownership of Deerfield Spirit Shoppe Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to managed model portfolios.