James Cesarz is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Moors & Cabot since 2017 and previously spent 13 years at Janney Montgomery Scott. Outside of his advisory role, Cesarz serves as Co-Director of the Newsboys Reading Room Association and chairs the Golf Committee at Marshfield Country Club. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients, offering investment management, financial planning, and consulting services. The firm tailors portfolios using various strategies and manages accounts on discretionary or non-discretionary terms, with additional brokerage and insurance services as part of its product offering.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.

Micah Bolotin is a financial advisor at Prosperity - An EisnerAmper Company in Boston, MA, holding the Series 66 designation with 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Bolotin also works as an insurance agent specializing in fixed annuity and insurance sales. Prosperity serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation, diversification, and partnerships with third-party managers and technology platforms.

Stephen Beam is a financial advisor at StoneX Advisors Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including StoneX Securities Inc. since 2015. Outside of advisory work, he is owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products to clients. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting through both independent advisors and an in-house Private Client Group. The firm uses various platforms and model-based solutions to implement portfolios and supports multiple account structures.

Glenn Frank is a PFS™ credentialed financial advisor with 29 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at Hightower Advisors, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Outside of his advisory role, he leads educational workshops as a professor through Frank Advising LLC. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, and investment advisory services through multiple investment programs and a national network of advisors, with a focus on comprehensive investor profiling and values-based strategies.

James Balfour is a CFP® and CFA® with six years of industry experience. He currently works at F.L. Putnam Investment Management Co., where he has been employed since 2021. Prior to that, he held positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized investment management, financial planning, and OCIO-style advisory services. The firm’s team-based approach incorporates internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Broderick Zisko is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam since 2016, with prior roles at Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates The Zisko Tax Group, where he provides tax preparation services. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using a variety of investment vehicles and incorporates specialized exposures such as private funds and cryptocurrency, with additional services including a tiered subscription planning product and estate-document creation.

Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

Madison Mc Auliffe is a CFP® with three years of industry experience, currently affiliated with Crestwood Advisors in Boston, MA. Prior to joining Crestwood, Madison worked at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and BNY Mellon Wealth Management. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, focusing on financial strength, management quality, valuation, and select ESG factors.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He is currently with F L Putnam Investment Management Co., joining in 2023. His prior roles include positions at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

Wayne Bradley is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Flagship Harbor Advisors, LLC since 2010 and also maintains an association with LPL Financial. His other business activities include working with fixed insurance and fixed annuities. 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, utilizing a variety of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Bradford Kimball is a financial advisor with Capitol Securities Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at multiple firms, including Douglas Elliman, where he is also a licensed realtor representing buyers and sellers of real estate. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering a range of managed programs and investment solutions.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

George Klebart is a financial advisor with Santander Securities LLC in Hartford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial from 2013 to 2020 and has been with Santander Securities since 2020. Klebart is a member of the Exchange Club of Farmington, a nonprofit organization of local business owners focused on community and business support. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and employs a managed-account platform that integrates third-party investment managers and centralized implementation, serving clients primarily on a discretionary basis.

Dwayne Hall is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2014. Outside of his advisory role, he is a commissioned Notary Public in the Commonwealth of Massachusetts. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party technology to monitor and rebalance client assets.

Eric Sample is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2012. He holds the Series 65 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside offering tailored portfolios and financial planning services.

Leigh Hurd is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and previously worked at Crestwood Advisors LLC from 2013 to 2016. Crestwood Advisors provides investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with a fundamental security selection process and offers a digital investment program called Pathfinder, which delivers ETF-based automated portfolios with periodic advisor engagement.

Michael Eckton is a CFA® charterholder with 24 years of industry experience. He has been with Crestwood Advisors since 2003, working first with Crestwood Advisors, LLC and then with Crestwood Advisors Group, LLC since 2017. The firm serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. Crestwood combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder, which offers ETF-based automated portfolios with periodic advisor engagement.

Hideyoshi Watanabe is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with 2 years of industry experience. He has been with Choate Investment Advisors since 2014. Choate Investment Advisors is an SEC-registered firm that offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk tolerance and combines index exposures with selected active managers and private fund vehicles to provide private equity exposure.

Charles Brown is a financial advisor at Integrated Advisors Network LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DHK Financial Advisors, Inc. and LongView Investment Advisors, where he also serves as a principal. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering 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 within a structured risk-profile framework and frequently uses third-party sub-adviser platforms while managing ongoing portfolio oversight and rebalancing.