David Roth is a CFP® with eight years of industry experience, currently serving at Prosperity Capital Advisors. He has worked with C2P Capital Advisory Group and Alison Wealth Management, both d.b.a. entities related to his current firm. Outside of advising, Roth is involved in several business activities including owning and managing Breezy Day Productions, which contracts DJs and produces music and music videos, and providing tax planning and preparation services through Breezy Day Tax. He also serves as Treasurer on the board of the Wildflower Meadow Condominium Association. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

James Catacchio is a financial advisor at Bay Colony Advisors with 17 years of industry experience and holds the Series 66 credential. He has been with Bay Colony Advisors since 2009 and also worked briefly at Tlg Advisors, Inc. He serves as a Finance Committee member for the Town of Carlisle, MA. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and estate and tax planning support. The firm combines family office and concierge services with institutional retirement fiduciary offerings and employs a long-term investment approach that incorporates fundamental analysis, model portfolios, and third-party sub-advisers.

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.

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.

Jessica Welch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Choate Investment Advisors since 2023. Prior to joining Choate, she worked for Lowell, Blake & Associates, Inc. for six years and was employed by the Emerald Necklace Conservancy from 2015 to 2017. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and utilizes a mix of index funds, active managers, and ESG research in its diversified portfolios.

Richard Lanigan is a financial advisor at John Hancock Personal Financial Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within John Hancock-affiliated entities since 2018, including John Hancock Distributors and Manulife John Hancock Brokerage Services. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a broad client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with investment advice delivered through written plans generated by third-party software and implemented at the client’s discretion.

Michael Krasco is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Flagship Harbor Advisors since 2014 and concurrently associated with LPL Financial, LLC. Outside of his advisory work, he is involved with Cameron Real Estate Group Inc., providing mortgage and real estate services. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and third-party platforms to monitor and rebalance assets, delivering services through a team of about 60 advisors.

Jonathan Marston is a financial advisor at Flagship Harbor Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fidelity Investments, and Cantella & Co., Inc. Outside of his advisory role, he is involved in coaching sports and fitness through an organization called Laxachusetts. 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 as of December 2025 and employs a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with nine years of industry experience, including three years at RSM US LLP. He holds a Series 65 designation. Outside of his advisory role, he maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm constructs diversified portfolios using mutual funds, ETFs, and alternative investments, and offers both continuous portfolio management and retirement-plan advisory services.

Alison Svizzero is a financial advisor at Choate Investment Advisors with three years of industry experience. She holds a Series 65 designation and previously worked for Boston Children's Hospital for twelve years. Choate Investment Advisors provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation and risk assessment, combining index exposures with active managers and private fund vehicles, and maintains a close affiliation with the law firm Choate, Hall & Stewart LLP.

Denise Lacause is a financial advisor at Capital Analysts with 13 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment Planning Inc since 2013, following a brief tenure at Edward Jones in 2012. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolio advisory services, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Christopher Sheehan is a CFP® with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC since 2015. He holds an inactive attorney license and divides his professional time between Flagship Harbor Advisors and LPL Financial. 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, employing a mix of mutual funds, ETFs, individual securities, and third-party managers with both fundamental and technical analysis.

Vladimir Guerrier is a CFP® professional at Andersen with one year of industry experience. He has worked at Andersen Tax LLC since 2019 and previously at Wellington Management from 2015 to 2019. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Alden Witman is a CFP® professional with 13 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. His prior roles include positions at Adviser Investments, The Harvest Group LLC, and Purshe Kaplan Sterling Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including discretionary and non-discretionary investment management, financial planning, and integrated tax planning. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and incorporates customized fixed income and tactical adjustments.

Richard Spencer Jr. is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Aegis Wealth Management, Virtue Capital Management, and Hornor Townsend & Kent Inc. In addition to his advisory work, he operates a tax preparation service and sells insurance and annuities through his business, Develop Your College Game Plan. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with ongoing portfolio monitoring and third-party manager oversight.

Tia Rosehill is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at LPL Financial and Central Pacific Bank for seven years each, along with experience at Steel Peak Wealth Management and Aveo Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing a range of investment management, financial planning, and multi-family office services.

David Heather is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory roles, he is a managing partner of H&A, LLC. Gateway Wealth Partners provides financial planning, wealth management, and retirement plan consulting to individuals, corporations, and employee benefit plans. The firm focuses on strategic asset allocation using low-cost, diversified mutual funds and ETFs, supplemented by individual securities or Independent Managers when appropriate.

Brian Nagle is a financial advisor at Citizens Private Wealth with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Citizens Private Wealth primarily serves high-net-worth individuals, families, and a range of institutional clients, offering discretionary and non-discretionary investment management within an open-architecture framework. The firm combines quantitative and qualitative research under the oversight of a Chief Investment Officer and benefits from its affiliation with Citizens Bank, providing clients access to banking products alongside investment services.

Johnathan Breen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at OneSeven. He has held advisory roles at several firms, including Raymond James Financial Services and Boston Harbor Wealth Advisors. In addition to his advisory work, Breen operates the Law Offices of Johnathan C. Breen, where he focuses on estate planning. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternative investments and independent manager strategies.