Robert Hill is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He worked at Stifel Nicolaus from 2008 to 2025 before joining Flagship Harbor Advisors and LPL Financial in 2025. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Brian Griffith is a CFP® professional with 25 years of industry experience, currently serving with Flagship Harbor Advisors, LLC since 2010. He also maintains a role at LPL Financial and provides fixed insurance and fixed annuities to clients. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of around 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Andrew Walker is a CFP® affiliated with Modera Wealth Management, LLC in Boston, MA, with four years of industry experience. He previously worked at Fiduciary Trust Company for six years. Outside of his advisory role, he serves as a director and member of the investment committee for the Wiegand Memorial Foundation, a private family foundation. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Robert Hartigan is a financial advisor at John Hancock Personal Financial Services, LLC with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has held various roles within John Hancock and its affiliated entities since 2007. Prior to his current position, he worked with Mfc Global Investment Management (U.S.), LLC for ten years. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, including both high-net-worth and non-high-net-worth individuals. The firm employs a technology-assisted service model and relies on third-party financial planning software to deliver written, generally framed recommendations.

Luke Baxter is a financial advisor at Dakota Wealth, LLC with 14 years of industry experience. He has worked at Dakota Wealth since 2011, including its predecessor firm Oakmont Partners. Baxter holds Series 63 and Series 65 licenses. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm offers customized portfolios using diversified allocations and combines multiple research methods while serving as investment manager to a registered mutual fund and sub-adviser to an ETF.

Todd Soloman is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA. He has 15 years of industry experience and has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach and oversees strategies through investment policy committees, managing approximately $14.2 billion in regulatory assets.

Gregg Okeefe is a CFA® charterholder and Series 65 licensed financial advisor with 15 years of industry experience. He works at Congress Asset Management Company, Llp, where he has been employed since 1986. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed income strategies, serving over 8,000 client relationships with approximately $14.2 billion in regulatory assets under management.

Rene Faria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and having one year of industry experience. Prior to joining Insigneo in 2024, he worked at StateTrust International Bank & Trust LLC and StateTrust Group for over two decades. He is also the director and sole owner of Lancaster RiskTech Services LLC, a non-securities related business that is currently inactive. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a customized investment approach combining individual adviser allocations with firm-modeled portfolios, utilizing third-party macroeconomic research and diverse asset classes.

Steven Ponte is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2015, concurrently working at Santander Bank, NA since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and a centralized customer-service team.

Erik Berge is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC, First Republic Investment Management, Battery Global Advisors, and Raymond James Financial. Citizens Private Wealth primarily serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management combined with quantitative and qualitative research.

Abdelmagid Alawad is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities and American United Life. Outside of his advisory role, he also works as an Uber driver in a non-investment capacity. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and managed-account services through a platform with third-party investment managers and emphasizes centralized client service and access to securities-based lending.

Nicole Rukstalis is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and three years of industry experience. She also serves as Department Chair and Professor of Finance at Northeastern University's D'Amore-McKim School of Business, a position she has held since 2004. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches and routinely utilizes third-party sub-adviser platforms while maintaining ongoing portfolio oversight.

Michael Galvin is a CFP® professional with 11 years of industry experience. He has worked at Congress Wealth Management, LLC for nine years prior to joining CW Advisors, LLC. He is based in Boston, MA. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to individuals, trusts, estates, charitable organizations, and various business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and serves other registered investment advisers through its CW Advisor Solutions division.

Aaron Swenson is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with eight years of industry experience. He has been with McAdam since 2018 and previously held roles at Middlesex School and Connecticut College. 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 a discretionary investment approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Adam Bateman is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with 19 years of industry experience. He has worked at LPL Financial since 2013 and previously held roles at MSI Financial Services, Inc. and UBS Financial Services. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and managed accounts.

Jennifer Adams is a CFP® with 28 years of industry experience. She joined CW Advisors, LLC in 2024 after previous roles at Purshe Kaplan Sterling Investments, Aspire Wealth Management Corporation, and Ameriprise. Adams is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation of insurance recommendations. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies, and is part of the larger Osaic corporate group offering a broad range of financial services.

Deepak Lachman Punjwani is a financial advisor with A.G.P. / Alliance Global Partners in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Brazil, where he is a director and owner. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that blends internally managed strategies with co- and sub-advisory relationships.

Rachel Edward is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at Citizens Bank and TD Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Frederick Warburg is a financial advisor at CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm offers investment management, comprehensive wealth planning, and family office services using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies.