Nicholas Crocker is a CFA® charterholder with eight years of industry experience. He has been with Howland Capital Management LLC since 2013. The firm provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. Howland Capital Management employs a disciplined investment process supported by fundamental, macroeconomic, technical, and credit analysis and offers additional services including tax assistance and private trustee services.

Cavan Lamontagne is a financial advisor at Winthrop Wealth in Boston, MA, with one year of industry experience. He holds a Series 65 designation and has worked previously at MassMutual and Baystate Financial. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-oriented investment process and combines in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Charles Clapp III is a CFA® charterholder with 30 years of industry experience, currently serving at Howland Capital Management LLC since 1991. Based in Boston, MA, he has been with the firm for over three decades. Howland Capital Management LLC provides discretionary investment management to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in its pooled investment vehicles. The firm offers wealth services including financial planning, tax planning and filing, estate planning, private trustee services, and charitable planning, using a structured investment approach supported by fundamental, macroeconomic, technical, and credit analysis.

James Beville is a CFP® professional with 20 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Manchester, MA. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on low-cost mutual funds and ETFs while also utilizing active funds, individual securities, and alternative investments.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He has worked at BlackRock Investments, LLC for 13 years before joining SVB Wealth and First Citizens Asset Management in 2024. He serves as a portfolio strategist and meets with clients to discuss a range of investment capabilities. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis, with an emphasis on custom allocations and manager due diligence.

B Joseph Walton Yedlin is a CFA® charterholder with over 15 years of industry experience. He is currently an advisor at Modera Wealth Management, LLC, having joined the firm in 2026 after 14 years at SCS Financial Services LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and integrates investment management with in-house accounting, tax services, and business coaching.

James Bush is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a long tenure at MassMutual. Outside of his advisory role, he is involved in management consulting through Bush & Company and serves as a principal at Bush & Richey LLC, which provides financial planning, insurance, and investment advising. ValMark Advisers serves a broad client base ranging from individual investors to institutional entities, offering investment advisory and financial planning through a network of representatives. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Lisa Mackinnon is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 63 and Series 65 licenses with four years of industry experience. She has been with Trillium Asset Management since 1993. Trillium Asset Management provides discretionary portfolio management to a broad client base, including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers equity, fixed-income, and balanced strategies, serving also as sub-adviser to registered and non-U.S. investment companies.

Audrey Daum is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 36 years of industry experience. She has held positions at Moors & Cabot since 2017 and previously worked at Oppenheimer for seven years. Daum serves as a board member of the MIT Sloan Alumni Association of Boston and is the author of the children’s book "The Little Floof's Book of Money." Moors & Cabot, Inc. serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, employing a variety of analysis methods and strategies while utilizing third-party and affiliated sub-advisors.

Trent Mullen is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 designation. He has been with Reynders McVeigh since 2022 and has prior experience at The Bancroft, Putnam Investments, and 110 Grill. Outside of finance, he operated Mullen Automotive Detailing from 2017 to 2022. Reynders, McVeigh provides investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) philosophy with ESG integration and manages a registered mutual fund alongside advisory roles for other investment advisers and clients.

Maryelizabeth Conlon Kesse is a financial advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Penobscot Investment Management Co., Inc. since 2009. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments, while serving as adviser to a mutual fund. The firm follows a growth-at-a-reasonable-price philosophy integrating ESG considerations and active shareholder engagement, supported by in-house research and model-driven portfolios.

Peter Dixon is a financial advisor at Howland Capital Management LLC in Boston, MA, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Howland since 2018 and previously spent eleven years at Fidelity Investments. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, and institutional clients. The firm employs four model portfolios tailored through Investment Policy Statements and conducts fundamental and macroeconomic research to guide its portfolio management.

Jean Qiu is a financial advisor at The Bollard Group LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. She has been with The Bollard Group since 2020 and was previously with the same firm from 2005 to 2020. The Bollard Group is a multi-family office serving high-net-worth individuals, trusts, charitable foundations, and family-centric companies. The firm offers discretionary and non-discretionary investment management, tax and estate planning, and other wealth-management services, employing active management strategies across various asset classes and managing over $6.7 billion in assets.

John Fenton is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has worked with LPL Financial, LLC since 2010 and has been affiliated with Flagship Harbor Advisors for the same period. Outside of his advisory role, he offers fixed life insurance policies and fixed annuity contracts through Pinnacle IFS. 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 diversified investment approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Heather Goddard is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Brighton Jones LLC and has previously worked at UBS, Fidelity Investments, Citizens Securities, Balance Wealth Advisors, Northwestern Mutual, and Emmanuel College. Outside of her financial advisory role, she teaches Yoga Sculpt classes at Corepower Yoga and is a fitness instructor at The Handle Bar in Boston. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various organizations, offering comprehensive wealth management and financial planning services. The firm employs a holistic, balance-sheet approach and provides discretionary and non-discretionary management, private investment options, and in-house tax and legal services.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.