Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.

Nathan Budrow is a CFA® charterholder with 14 years of industry experience. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Newport Capital Advisers and Northwestern Mutual Investment Services LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach that combines technical and fundamental analysis, utilizing mutual funds, ETFs, bonds, options, and equities.

Bryan Ciborowski is a financial advisor at Welch & Forbes LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group and State Street Global Advisors. Outside of his advisory role, he mentors second-year students at Harvard Business School in an entrepreneurial sales class. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, along with pension plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on fundamental security selection and offers a range of services including personal trust, fiduciary, and estate administration.

Victor Sinopoli is a CFP® professional with three years of industry experience, currently serving with Perigon Wealth Management, LLC in Boston, MA. His prior roles include positions at TFC Financial Management Inc and Moors & Cabot Inc. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor arrangements, distinguishing itself through its focus on banking and thrift institution clients.

Ryan Stanick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crestwood Advisors since 2025 and previously spent five years at Equitable Advisors, LLC. His background includes roles at Boston College and its Athletic Department. Crestwood Advisors provides investment and wealth management services to individuals, families, foundations, endowments, and institutions. The firm employs a team approach and emphasizes a combination of top-down asset allocation and bottom-up fundamental security selection with consideration of ESG factors, pursuing global diversification and tax efficiency.

Charles Fisher is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at Moors & Cabot since 2018 and previously at Mass Mutual Investors Services and McAdam LLC. He serves on the Board of Directors and chairs the Investment Oversight Committee at Acadia Management Company, a single-family office, where he monitors performance and fees of third-party RIAs. Moors & Cabot serves 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, using discretionary and non-discretionary arrangements.

Madison Mcnamara is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Crestwood Advisors with three years of industry experience. Prior to joining Crestwood in 2024, Madison worked at The Vanguard Group from 2022 to 2024 and has held various roles including at Maillie LLP and the University of Delaware. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and operates a digital investment program called Pathfinder that provides ETF-based automated portfolios with periodic advisor engagement.

Samuel Ober is a CFA® charterholder at Howland Capital Management LLC in Boston, MA, with six years at the firm and one year of industry experience. Prior to joining Howland Capital, he worked at Babson College for four years. Howland Capital Management LLC provides personalized investment management and financial planning to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm utilizes client-specific Investment Policy Statements and model portfolios, combining fundamental, macroeconomic, technical, and credit analysis in its investment approach.

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.

Brendan Lammers is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with 21 years of industry experience. He holds the Series 66 designation and has worked at Flagship Harbor Advisors since 2016, following a brief period at Ameriprise. Lammers also assists clients by comparing Medicare Advantage and supplement plans through a non-variable insurance activity. 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 and employs a multi-team approach, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Sumeet Malhotra is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities, Santander Bank, and Citizens Securities, among other related entities. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® certification and Series 65 license. Prior to joining Focus Partners Wealth, she worked at The Colony Group, LLC, GW & Wade, LLC, and Deloitte & Touche, LLP. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with two years of industry experience. Prior to joining Oppenheimer in 2023, she worked for eight years at Bloomingdale's and also operated a pet concierge service. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary portfolio management across various asset classes.

Brian Dudley is a Certified Financial Planner® (CFP®) with 20 years of experience in the financial services industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC and has held positions at firms including LPL Financial, Triad Advisors, and Pinnacle Private Wealth. Outside of advisory work, Dudley serves as a public notary in Burlington, MA. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment approach that blends passive and active management with oversight from an internal Investment Committee.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. 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, family office, and retirement plan advisory services with a focus on customized portfolios and a primarily long-term investment approach.

Kimberly Miles is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She previously worked at Rockefeller Capital Management and Cambridge Associates LLC. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Nicholas Forgione is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Allworth Financial, L.P. He has two years of industry experience and previously worked at Sachetta, LLC and CA Brandt. His background also includes roles in fitness and education prior to entering the financial sector. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, using both quantitative and qualitative analysis to customize investment strategies across various asset classes and specialized portfolios.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.