Micheline Dagher is a financial advisor at Foundations Investment Advisors LLC with nine years of industry experience. She has worked at Foundations Investment Advisors since 2018 and previously spent six years at Kelly Financial Services. Dagher also conducts insurance and annuity sales through her own firm, Dagher Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a range of analytical approaches and model portfolios, offering both discretionary and non-discretionary advisory services through a large network of affiliated representatives.

Courtney Swan is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with John Hancock and its affiliates since 2014. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver written, generally framed recommendations reviewed by its advisors.

John Lawrie is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Northeast Investment Management, Inc. since 2007. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines high account minimums with a broad range of fee-for-service estate and administrative offerings and manages approximately $2.94 billion with a team of nine advisors.

Nancy Mulligan is a CFP® with 17 years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. She has been with the Northeast group and its affiliated entities since 1999, holding roles across investment management and growth fund operations. Northeast Investment Management, Inc. provides discretionary and non-discretionary advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses, emphasizing diversification, client-specific constraints, and formal trading oversight. The firm combines high account minimums with a range of estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Matt Donovan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Citizens Securities, Inc., Thrivent Financial, and Thrivent Investment Management Inc. He has worked in the financial services sector across multiple firms since 2021. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily targeting retail investors.

Andrew Kyriacou is a financial advisor at Andersen with 23 years of industry experience. He holds a Series 65 credential and has been associated with Wtas LLC since 2005. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm emphasizes consolidated performance reporting and integrates investment advice with tax and financial planning.

Jonathan Hunter is a financial advisor at Winthrop Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including John Hancock Advisers, Manulife Investment Management, and LPL Financial. His current role at Winthrop Advisory Group has spanned five years. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, goal-oriented investment process combining in-house management and third-party sub-advisers, serving both high-net-worth and institutional clients.

Manny Stathoulopoulos is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver written financial plans and recommendations without naming specific securities, serving a high volume of clients through a team of advisers.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Aaron Foley is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. 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 wrap-fee advisory programs and access to securities-based lending, delivering advice through a managed-account platform with third-party investment managers and centralized client support.

Alexander Dobecki is a financial advisor at Crestwood Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at TD Bank and FP Solutions RI LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

Eric Shrayer is a CFP® and CFA® with 19 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2006, serving in his current role since 2020. The firm provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, family offices, corporations, and pension plans. Reynders, McVeigh employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside a registered mutual fund and advisory services for other investment advisers.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a team-based approach with customized strategies across asset classes, incorporating both internally managed and third-party investments.

Wendy Laranjo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Santander Securities since 2012 and has worked at Santander Bank, NA since 2003. Outside of her advisory role, she owns Outside-In, Inc., a property management and design business, serves as president of a condominium association, and is a board member of the Potter League for Animals. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individuals, corporations, charitable organizations, and retirement plans. 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 providing ongoing suitability reviews and compliance oversight.

Gerald Dufault is a CFP® with 39 years of industry experience. He is currently with The Patriot Financial Group, LLC, where he has worked for 12 years, and has held roles at Cetera Financial Specialists LLC and Securities America Inc. Dufault also owns Rollover Advisory Services, LLC, an expense management business. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a mix of analysis techniques and occasionally independent managers to oversee assets.

James Rafeld is a financial advisor at Alera Investment Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Financial Engines Advisors L.L.C. for 11 years. Rafeld serves as an officer and director of American Legion Post 7 in Easton, Massachusetts. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and institutions. The firm employs a mix of internal management, affiliate platforms, and independent managers with a focus on mutual funds, ETFs, equities, and fixed income, serving both retail investors and plan sponsors.

Francesca Lanza is a financial advisor at Winthrop Wealth with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Eaton Vance prior to joining Winthrop Wealth. Outside of finance, her background includes roles at Wahlburgers and the University of Massachusetts-Amherst. Winthrop Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach that combines in-house management with third-party sub-advisers and serves both retail and institutional clients.

Jeanne Hagar is a financial advisor at OneSeven with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Boston Harbor Wealth Advisors. In addition to her advisory role, she serves as an agent placing term life, long-term care, and disability insurance products. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios that include mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements.

Silas Hill is a financial advisor at RWA Wealth Partners in Boston, MA, with three years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Farther Finance Advisors, Charles Schwab & Co., Inc., and TD Ameritrade/Charles Schwab. Outside of finance, he has experience with Press Cafe. 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 retirement plans. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by tactical adjustments and manages fixed income and cash strategies with internal credit analysis and a broad dealer network.

Nancy Higgins is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Silvercrest Asset Management Group LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies, combining bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.