Stephanie Pascual is a financial advisor at Trillium Asset Management with three years of industry experience. She holds a Series 65 designation and has worked at Trillium since 2018, following three years at FSG. Trillium Asset Management provides discretionary portfolio management to a range of clients, including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis combined with integrated ESG research and active ownership strategies.

John Sullivan is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He has held positions at Bank of America and Merrill prior to joining Moors & Cabot in 2017. Sullivan holds Series 63 and Series 66 licenses. Moors & Cabot 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, and consulting services using a variety of analytical approaches and investment strategies.

Cheryl Smith is a CFA® charterholder with 28 years of industry experience, currently serving at Trillium Asset Management since 1997. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Trillium Asset Management provides discretionary portfolio management to a diverse client base including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and active ownership, offering equity, fixed-income, and balanced strategies while also acting as sub-adviser to registered and non-U.S. funds and advising a private fund of private funds.

Robert Bosco is a CFP® with 18 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He is also a Principal of CliftonLarsonAllen LLP, the parent public accounting firm. Outside of his advisory role, Bosco serves on the boards of several nonprofit arts and community organizations, including the Orlando Shakespeare Theater and Central Florida Community Arts, and holds the position of Vice Chair at the Gracia B. Livingston Foundation. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities, offering a range of financial planning, business succession consulting, and investment management solutions supported by multidisciplinary planning through its parent firm.

John Berry is a financial advisor with CW Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior work includes roles at Congress Wealth Management, LLC and Charles Schwab. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, and advisory support to other registered investment advisers.

Christopher White is a CFP® professional with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2014. Based in Boston, MA, he is part of a firm with 113 advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and supplements core strategies with independent managers, private placements, and optional ESG integration.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Holly Dumlupinar is a financial advisor at RWA Wealth Partners in Boston, MA, with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at notable firms including J.P. Morgan Securities, First Republic Securities Company, and CitiGroup. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach across an open-architecture platform and offers customized fixed income and cash management strategies supported by internal credit analysis and an extensive dealer network.

Philip Dubuque is a CFA® charterholder with 16 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works at Beaumont Financial Advisors, LLC since 2022. The firm provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions, integrating portfolio management with financial planning and in-house tax preparation. Beaumont employs a Dominant Benefit Theory investment approach, utilizing diverse asset categories and a range of investment vehicles, with decisions overseen by an Investment Committee and executed by relationship managers.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Oppenheimer & Co. from 2021 to 2024. His background includes roles outside finance such as positions at Godiva Chocolate and the United States Congress. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing portfolio management, fee-based financial planning, and advisory services. The firm employs multiple analysis methods and strategies, offers both discretionary and non-discretionary advisory services, and operates with affiliations that enable a range of brokerage and insurance capabilities.

Christine Lawless is a CFP® professional with 11 years of industry experience. She is currently with Congress Wealth Management LLC, where she has worked since 2013. She is part of CW Advisors, LLC, a multi-team firm offering investment management, wealth planning, and family office services to a diverse client base including high-net-worth individuals, trusts, estates, and institutions. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides services to other registered investment advisers as well as managing pooled vehicles and private funds.

Jennifer Stoody is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 license and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Bank, JMS Advisory Services, and her current positions at First Citizens Asset Management and SVB Wealth. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client goal assessments with risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and access to integrated banking resources through its affiliation with a bank holding company.

Louisa Jacquinto is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Root Cause for five years. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm uses a growth-at-a-reasonable-price (GARP) investment approach supported by in-house fundamental research that integrates ESG criteria, offering tailored portfolios across equity and fixed income mandates.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Thomas Reilly is a financial advisor at CW Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bainco International Investors LLC before founding Point Allerton LLC, where he remains managing member. Outside of his advisory roles, he is a licensed insurance agent involved in insurance sales with Tomco. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth management, and family office services to a diverse client base that includes individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies, and serves other registered investment advisers as well as managing pooled vehicles and private funds.

Catherine Ocampo is a CFP® with six years of industry experience, currently with RWA Wealth Partners. Her prior work includes positions at GWFS Equities, Inc and Fidelity Investments. Before entering financial services, she spent over a decade at The Lotus Mind + Body Spa Inc. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform supplemented by tactical adjustments and integrates customized fixed income and cash management strategies.

Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Matthew Donohue is a CFP® and Series 65 designated financial advisor at McAdam LLC with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at ACAC, Bradley Lead Group LLC, and Morgan Stanley. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a range of traditional and alternative investments while incorporating ongoing portfolio management and specialized planning products.

Kristin Lepri is a CFA® charterholder with eight years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to that, she held positions at Fitch Ratings and Wilmington Trust. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process for manager selection and oversight, and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.