Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

Alan Fatemi is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA. He holds the Series 66 designation and has 20 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2015. 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 and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Robert Loporto is a financial advisor with Diversify Advisory Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Commonwealth Financial and Axial Financial Group. Loporto serves as a Town Meeting Representative for the Town of Dedham. 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 family office services, using a tactical diversification approach tailored to client goals and risk tolerance.

Steven Dubin is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and over 49 years of industry experience. He has been affiliated with Capital Analysts and related entities since 1975 and also co-owns Williams & Dubin, a financial services and insurance firm providing life insurance, disability, annuities, and other compensation-related products. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches supported by an in-house research team and nationwide network of independent advisors.

Owen Allen is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with McAdam since 2020 and previously worked at Elaine Construction and Babson College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis with a diversified approach including mutual funds, ETFs, individual securities, and alternative investments such as private funds and cryptocurrency exposures.

Brian Kinney is a financial advisor at Mariner Independent with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for State Street Bank for 20 years. Kinney is also the founder of a professional and executive coaching firm, Catalyst Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and fiduciary support through a platform integrated with institutional resources and third-party managers.

C Stafford is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. Prior to joining Ashton Thomas Private Wealth in 2024, Stafford worked at Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering a variety of program structures and retirement plan fiduciary services.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.

Patricia Macdonald is a financial advisor at SVB Wealth with 16 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for First Republic Bank for 20 years. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a due diligence process to select third-party managers and delivers advice primarily through its investment adviser representatives on a discretionary or non-discretionary basis.

John Foster is a financial advisor at John Hancock Personal Financial Services, LLC with Series 63 and Series 65 licenses and one year of industry experience. He has worked at Manulife John Hancock Brokerage Services and John Hancock in various capacities since 2023. Outside of his advisory role, he serves as a retirement consultant providing educational services related to qualified retirement plans. John Hancock Personal Financial Services offers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model to deliver written, generally framed recommendations, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Harrison Odaniell is a CFA® charterholder with six years of industry experience. He has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk profiles and employs a mix of index funds, active managers, subadvisors, and ESG research in its investment approach.

David Fontaine is a financial advisor at RWA Wealth Partners with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked previously at Marcum, LLP and Cbiz. Fontaine is also a CPA partner at Marcum, LLP, an accounting role separate from his advisory work. 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 plans. The firm emphasizes strategic asset allocation with a diverse investment platform and offers internally managed strategies and tax preparation through affiliated entities.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Logan Ribeiro is a CFP® with three years of industry experience and is currently with Crestwood Advisors. He previously worked at Ameriprise and Bryant University. Crestwood Advisors serves individuals, families, foundations, endowments, and other institutions with investment and wealth management services. The firm employs a team approach and focuses on global diversification, tax efficiency, and ongoing portfolio monitoring.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 31 years of industry experience. His prior experience includes seven years at RBC Capital Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies using various analytical approaches and may allocate to third-party sub-advisors while conducting ongoing account monitoring and reporting.

Quentin Climer is a financial advisor at Flagship Harbor Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. In addition to his advisory role, he has engaged in selling various fixed insurance products, including long-term care and life insurance. 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 and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party managed accounts.

Todd Bragg is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 66 designation and over 20 years of industry experience. He has worked at Lincoln Investment since 2012 and with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation property as a landlord. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team that uses a proprietary mutual-fund screening process to construct model portfolios.

Mimie Dam is a financial advisor at Santander Securities LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2016. In addition to her advisory role, she serves as a personal care assistant for her mother through Tempus Unlimited, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM across 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.

Hillary Urbancic is a financial advisor at Crestwood Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo Clearing prior to joining Crestwood Advisors in 2021. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services, employing a team approach that combines top-down asset allocation with bottom-up security selection and emphasizes global diversification and tax efficiency.