Christopher Fraine is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Santander Securities since 2017 and previously at VOYA Financial Advisors. Outside of his advisory work, he serves as an Intelligence Operations Officer in the Air National Guard and is a director of Pyramid Cards, an advertising game created by his family. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm primarily works with retail investors and provides investment management through third-party discretionary managers on platforms such as the FMAX wrap-fee program.

Kristen Lindahl is a CFP® professional with eight years of industry experience, currently serving as an advisor at Fiduciary Financial Advisors since 2024. Prior to this role, she was not employed in the financial industry. Fiduciary Financial Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines discretionary investment management with services such as outsourced CFO engagements and digital-asset portfolio management, using a blend of fundamental, quantitative, and technical analysis tailored to client needs.

Luis Dolan is a financial advisor at Kestra Private Wealth Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Citizens Securities, Inc. for nine years. Dolan is also a managing partner and financial advisor at Northeast Investment Group, where he is involved in insurance-related financial planning and portfolio management. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to both individual and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting discretionary and non-discretionary arrangements.

Taylor Kale is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Bain Capital LP and Boston Family Advisors LLC before joining Proficio Capital Partners LLC, where he currently serves as an advisor. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, foundations, and institutional clients, managing private pooled investment vehicles and acting as a sub-advisor to other investment advisers and funds. The firm’s investment approach combines core portfolios tailored to client needs with quantitative analytics, fundamental research, technical analysis, and supplements these with derivative hedges, structured notes, and selected illiquid investments.

Terrence Tedeschi Jr. is a financial advisor at RWA Wealth Partners with nine years of industry experience. He holds a Series 65 credential and has worked within various divisions of RWA Wealth Partners since 2016. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, utilizing a strategic asset allocation approach combined with an open-architecture investment platform.

Matthew Johnson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Welch & Forbes LLC since 2025. Prior to joining Welch & Forbes, he worked for nine years at BlackRock Investments, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, and also serves pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

James Murphy is a CFP® professional with six years of industry experience. He has worked at Northeast Investment Management, Inc. since 2019 and previously held roles at BNY Mellon, N.A. and Choate Hall & Stewart LLP. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions. The firm combines portfolio management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed trade oversight.

Robert Everett is a financial advisor with LPL Financial in Cambridge, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010 and also provides financial planning and consulting services through Northeast Planning Associates, an independent registered investment advisor. Additionally, he is an author with works available for sale through Amazon. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

David Matias is a Series 65-licensed advisor at Robertson Stephens with 22 years of industry experience. He has held roles at Vodia Capital, Vodia Ventures, and currently serves as managing member of the general partner for three venture funds affiliated with Vodia. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, offering portfolio management and planning services. The firm manages $8.76 billion in assets and employs a model-based investment approach overseen by its Investment Office and Committee.

Cameron Rahbar is a CFP® professional with seven years of industry experience. He is currently with Howland Capital Management LLC and has previously worked at Anchor Capital Advisors LLC, Twin Focus Capital Partners, LLC, and Boston Private Wealth. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm employs a disciplined investment process incorporating fundamental, macroeconomic, technical, and credit analysis, and also offers tax services, private trustee services, and manages private investment vehicles.

Kevin Smith is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA since 2015. He has concurrently been associated with LPL Financial during this period. Outside of his advisory roles, he is involved in fixed and life insurance activities. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser that manages approximately $3.42 billion in discretionary assets for individuals, charitable organizations, corporations, and retirement plans. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors serving several thousand client relationships.

Scott Mondeau is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes 17 years at Next Financial Group, Inc., and he has been with Flagship Harbor Advisors and affiliated LPL Financial since 2022. Outside of his advisory role, he works as an ice hockey referee on weekends. 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 diverse investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis alongside long- and short-term trading strategies.

Kathleen Bochman is a CFA® charterholder with over 18 years of industry experience. She is currently with Trillium Asset Management and has previously worked at Moderna, Fidelity Investments, and Loomis Sayles & Co. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm combines bottom-up fundamental analysis with integrated ESG research and employs exclusionary screens and active ownership strategies in its investment process.

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary 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) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside management of a registered mutual fund.

Amory Logan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2016. She has held several nonprofit board roles, including Treasurer of Sailors' Snug Harbor of Boston and involvement with the Maine Coast Heritage Trust, McCrillis Land Association, the Manchester-by-the-Sea Museum, and Shore Country Day School. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities complemented by fixed income and other asset classes. The firm integrates investment management with trust administration and operates a Sustainability Group that incorporates ESG research and direct impact investments.

Mitali Prasad is a CFA® charterholder with 2 years of industry experience. She has been with Trillium Asset Management in Boston, MA, since 2016. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental financial analysis and manages a range of equity, fixed-income, and balanced strategies, including sub-advisory roles for registered funds.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Scott Palmatier is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and iCapital, LLC. Outside of finance, he has worked as a Door Dash delivery driver since 2021. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, featuring third-party discretionary managers and ongoing suitability and compliance oversight.

Cory Schauer is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked with Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across about 2,281 clients through a team of 18 advisors operating in six offices.

Connell Maclean is a financial advisor at SVB Wealth with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at SVB Wealth since 2022. Outside of financial advising, he is involved in a pet care and walking service through a contractor position with Rover. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm offers both discretionary and non-discretionary account management and utilizes a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee to oversee asset allocations and manager adherence.