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 from 2010 to 2017. Daum serves on the board 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 serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services, tailoring portfolios through various strategies and providing both discretionary and non-discretionary arrangements.

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, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at Penobscot Investment Management Co., Inc. for seven years and Merrill for one year. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, pension plans, family offices, and law-firm trust departments. The firm employs a growth-at-a-reasonable-price (GARP) approach integrating fundamental analysis with ESG considerations and active shareholder engagement.

Peter Dixon is a financial advisor at Howland Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments from 2006 to 2017. Howland Capital Management LLC provides investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm manages discretionary separate accounts guided by client-specific investment policies and employs multiple analytical approaches in its decision-making.

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.

Sean Pilkington is a financial advisor at Brighton Jones LLC holding a Series 65 designation with three years of industry experience. His prior work history includes roles at Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and Temple University Fox School of Business. Brighton Jones offers wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO (PCFO) and OpenPlan offerings. The firm employs a whole-balance-sheet approach with discretionary investment authority and access to a range of public and private investments, supported by an affiliated ecosystem including private fund management, trust services, and legal assistance.

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®-credentialed financial advisor with five years of industry experience, currently with Brighton Jones LLC. Her prior experience includes roles at UBS, Fidelity Investments, and several other firms. Outside of finance, she teaches Yoga Sculpt classes and works as a fitness instructor in Boston. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages assets across public and private investments, supported by an affiliated ecosystem that includes private fund management, trust services, and legal offerings.

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.

Dallis Goodson is a CFP® with 12 years of industry experience, currently with Moors & Cabot, Inc. in Boston, MA. His prior roles include positions at Citizens Securities Inc., Citizens Bank, and Clarfeld Financial Advisors, LLC. Outside of his advisory work, Goodson serves as Chair of the Finance Sub-Committee for the RI Trucking Association and holds volunteer roles with Community Care Alliance and the Estate Planning Council of Rhode Island. Moors & Cabot serves retail and high-net-worth individuals, as well as corporate and institutional clients, offering investment management, financial planning, and consulting services through customizable portfolio strategies. The firm integrates discretionary and non-discretionary services, third-party sub-advisors, and comprehensive account reviews to address client objectives across a broad range of asset types.

Max Winthrop is a financial advisor at Winthrop Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial from 2014 to 2024. Outside of advisory work, he is an owner of Cirque Holding, LLC, an investment-related entity. 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, prudent investment approach and utilizes a combination of in-house management and third-party sub-advisers to implement tax-managed and systematic strategies.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.