Roger Foster is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Santander Securities since 2016 and is also involved with Abundance in Action, contributing to the creation of a deck of cards with positive affirmations. Additionally, Foster pursues artistic activities under his own business, creating and displaying art. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.

Jonathan Coughlin is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Cantella & Co., Inc., Axa Advisors, LLC, Lending Club Patient Solutions, LPL Financial, and Shepherd Financial Partners. 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 utilizing mutual funds, ETFs, individual securities, and separately managed accounts, offering services through a team of around 60 advisors.

James Hare is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock in various capacities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to create written, generally framed recommendations, supporting a scaled, technology-assisted service model for a high client load per advisor.

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.

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.

Patricia Macdonald is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at First Republic Bank for 20 years and currently serves as a private banker with SVB Wealth and First Citizens Asset Management. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

John Foster is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to his current role, he worked at Manulife John Hancock Brokerage Services LLC and John Hancock. He also serves as a retirement consultant for JHRPS Education Retirement Consultant, providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering written plans and recommendations through a technology-assisted service model. The firm serves both non‑high‑net‑worth and high‑net‑worth clients and operates an Emergency Savings program with no advisory fee.

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.

Jason Mahoney is a Series 65 licensed advisor at The Patriot Financial Group, LLC with two years of industry experience. His prior roles include positions at Bank Gloucester and The Patriot Financial Group’s insurance and wealth management divisions. Outside of advising, he serves as Secretary/Treasurer for North Shore Business Networkers, a business networking organization. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using various asset classes and emphasizes ongoing monitoring and rebalancing to meet client objectives.

Daniel Flanagan is a CFP® professional with 24 years of experience in the financial industry. He is currently with EverSource Wealth Advisors, LLC, where he has worked since 2025. Prior to joining EverSource, he was with Canby Financial Advisors and Commonwealth Financial Network for ten years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory and consulting services, as well as turnkey asset management and sub-advisory services through multiple investment programs and a private markets platform.

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. He holds Series 63 and Series 65 designations and has worked at Moors & Cabot since 2018. Prior to that, he was employed at RBC Capital Markets from 2010 to 2017. 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, consulting, and advice-only services, utilizing a range of analysis methods and investment strategies.

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.