Silverio Boleto is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. 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 discretionary portfolio management and ongoing compliance oversight.

Nathaniel Lovell is a CFA® charterholder with 25 years of experience in the financial industry, currently serving with Santander Securities LLC in Boston, MA. His career includes multiple roles at Santander Securities since 2016 and at Santander Bank since 2014, along with a year at Merrill. Outside of financial services, he is involved in sports consulting and event management, including roles such as partner at NAT LOVELL and coordinator for Massachusetts Squash. Santander Securities LLC serves a broad retail client base by providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports approximately 10,800 client relationships with strategies implemented by third-party managers and offers integrated banking and insurance services.

Christian Ginolfi is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Santander Bank, NA, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and Investors Capital Corp. Outside of his advisory work, he conducts consulting services and online sales of sports memorabilia through a separate business. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to lending and insurance products, delivering investment management primarily via the FMAX wrap-fee platform co-sponsored by Fidelity Institutional Wealth Adviser.

Andrew Gerety is a financial advisor at McAdam LLC in Boston, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Axelia Partners, Pantazi Investment Group, and involvement with The French-American Chamber of Commerce and The International School of Boston. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis with diversified asset allocations and incorporates specialized investment exposures, offering both discretionary portfolio management and stand-alone planning engagements.

Hugh Warren is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1993. Since 2015, Mr. Warren has served as a director of Pingree Associates, Inc., a timberland management company, where he focuses on protecting client interests. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm emphasizes long-term ownership of high-quality growth equities supplemented by other asset classes, and it operates an integrated investment-trust-tax platform through its affiliated trust company.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. 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 and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Sofocles Tsimogianis is a financial advisor at Santander Securities LLC in Boston, MA, with five years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Santander Securities LLC in multiple periods since 2017, as well as at Santander Bank, NA since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily to retail investors and institutional accounts.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at F.L. Putnam since 2019. Her prior experience includes roles at Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research process combining macroeconomic and security-level analysis, managing strategies across equities, fixed income, and alternatives while providing options for sustainable investing and tax-aware rebalancing.

Jill Hennessey is a CFP® with 15 years of industry experience and is currently a financial advisor at SAX Wealth Advisors, LLC. She previously worked for Drumlin Financial Advisory for 14 years. SAX Wealth Advisors offers investment management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive investment vehicles supplemented by customized fixed-income strategies and alternative investment services.

Nicholas Gorton is a financial advisor at Fortis Capital Advisors, LLC with one year of experience in investment advisory. He is also an accountant at Gorton & Company, P.C., an accounting firm he has been associated with since 2015. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm provides customized discretionary portfolio management and financial planning, utilizing a variety of investment strategies and third-party sub-advisors.

Walter Riester Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. His prior experience includes roles at LPL Financial, Washington Trust Advisors, and Weston Securities Corporation. In addition to his advisory work, he is an agent selling fixed annuities, life insurance, and long-term care insurance through Pinnacle Insurance & Financial Services, LLC. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser managing approximately $3.42 billion in discretionary assets as of December 31, 2025. The firm serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors. Flagship employs a diverse investment approach using mutual funds, ETFs, individual securities, and managed accounts, and operates its own wrap-fee program while utilizing third-party technology to monitor and rebalance held-away assets.

Paul Mason III is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020 and has prior experience in insurance and financial services, as well as other roles outside the investment industry. 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, managing client accounts with a range of investment options and incorporating specialized exposures such as private funds and cryptocurrency.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing 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 that delivers automated ETF-based portfolios with periodic advisor engagement.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. 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, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

James Baga is a financial advisor at VestGen Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Huntwicke Securities, Huntwicke Advisors, Sentinel Pension Advisors, and Fidelity. VestGen Advisors, LLC provides investment management, financial planning, and retirement plan services to a diverse client base that includes individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and manages approximately $6.66 billion in assets.

Brandon Bergert is a financial advisor at Northeast Planning Associates, Inc. in Waltham, MA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at LPL Financial LLC, Key Investment Services, LLC, KeyBank, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. He also spent time as a student and was briefly involved with the MLB Draft League. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing roughly $414 million in discretionary assets with a team of about 70 advisors.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

Christopher Ribeiro is a financial advisor at Coppell Advisory Solutions LLC with three years of industry experience. He holds the Series 65 and Series 63 licenses and previously worked at Alphastar Capital Management and Fidelity Investments. Before entering the financial industry, he served with the Medford Police Department for three years. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm uses an open-architecture platform with internally developed and third-party asset allocation models to implement tailored investment strategies across a broad range of asset classes and employs continuous monitoring and periodic rebalancing.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Moors & Cabot in 2026, he spent over 17 years at Morgan Stanley and 4 years at Banc Of America Investment Services, Inc. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with tailored portfolio strategies and a combination of advisory and brokerage capabilities.