Ellen Hazen is a CFA® charterholder with nine years of industry experience. She has worked at F L Putnam Investment Management Co. since 2013. F L Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management alongside financial planning and advisory services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis and provides a range of investment strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Brian Larkin is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 credential and 11 years of industry experience. He has worked at Santander Securities since 2018 and previously held positions at Merrill and CUSO Financial Services. 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 securities-based lending and insurance products. The firm provides investment management primarily via the FMAX wrap-fee platform, utilizing third-party discretionary managers and offering various strategies including ESG model options.

Richard Wilson Jr. is a financial advisor at A.G.P. / Alliance Global Partners with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Aegis Capital Corp and Du Pasquier & Co., Inc. Wilson has been with his current firm since 2021. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform with approximately 131 advisors managing about $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services through an open-architecture model that includes internally managed strategies, co- and sub-advisory relationships, and both discretionary and non-discretionary mandates.

Peter Jaworski is a CFP® and ChFC® with 27 years of experience in financial advising. He is currently with Winthrop Wealth and also serves as President and CEO of Financial Planning Strategies, LLC. His prior experience includes roles at LPL Financial and Caturano Wealth Management. Winthrop Wealth offers investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment approach and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

Patrick Mc Guire is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the Foxborough Public Schools board and acts as an announcer for local high school football games. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers a range of managed account programs and financial planning services, utilizing third-party managers and a centralized implementation platform.

Matthew Batzel is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Periscope Holdings, and TD Ameritrade. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and customized fixed income solutions, supported by fundamental and quantitative methods in certain strategies.

Carl Hassett is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63, 65, and 66 licenses with 12 years of industry experience. His prior roles include positions at Eaton Vance Management and Putnam Investment Management, as well as founding BackpackersUnion.com, an entrepreneurial venture he operated for seven years. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory, portfolio management through wrap-fee programs, and access to lending and insurance products, primarily focusing on retail investors through multi-strategy managed account platforms.

Giacomo Armiento is a Series 65 licensed financial advisor with John Hancock Personal Financial Services, LLC, based in Boston, MA. He has two years of industry experience and has previously worked with Manulife Wealth Inc, Echelon Partners USA Inc., Chevron Wealth Preservation, and Echelon Wealth Partners Inc. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm emphasizes a technology-assisted advice model using third-party software to generate written recommendations, with implementation decisions left to clients.

Stephen Schuman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held various roles within the John Hancock and Manulife affiliates since 2007 and has been a drummer and musician with the band Rewind since 2006. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering technology-assisted advice through Investment Adviser Representatives. The firm serves both non-high-net-worth and high-net-worth clients and operates an Emergency Savings program without an advisory fee.

Thomas Hoffman is a Series 63 licensed advisor with Capital Analysts in Braintree, MA, bringing 40 years of industry experience. He has been with Capital Analysts since 1985 and concurrently worked at Lincoln Investment since 2012. Hoffman is involved in various community activities, including serving as founding board member and treasurer of the South Shore Special Needs Athletic Partnership and participating in local veterans' support organizations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and proprietary investment research.

Hazielinda Ghazali Cho is a financial advisor at Reynders, McVeigh Capital Management, LLC with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at The Retirement Group and Maui Yoga Shala. 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 follows a growth-at-a-reasonable-price (GARP) philosophy that incorporates fundamental analysis with environmental, social, and governance (ESG) factors and offers active shareholder engagement.

Jefferson Jones is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Flagship Harbor Advisors since 2014, concurrently affiliated with LPL Financial, LLC. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a variety of investment strategies including allocations to mutual funds, ETFs, individual securities, and independent managers.

Daniel Moran is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Flagship Harbor Advisors, LLC and LPL Financial since 2013. Moran is based in Boston, MA. 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 range of investment strategies including fundamental and technical analysis and offering services such as investment management, financial planning, and retirement-plan consulting.

Daniel Almeida is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Ropes Wealth Advisors and Boston Private Wealth LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and maintains internally managed strategies alongside tax preparation services through a subsidiary.

Hunter Hendrix is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA, holding Series 63 and Series 66 licenses and having four years of industry experience. He previously worked at Raymond James & Associates, Inc., DSJ Global, and Equitable Advisors, LLC. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors operating across six offices.

Daphne Caperton is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Winslow Wealth Management LLC and National Securities Corporation. She serves as a trustee for the Beacon on the Charles Condominium Association. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and asset allocation models.

Sydnee Goodeaux is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with RWA Wealth Partners and previously worked at Heritage Financial Services, Bank of America, Merrill, and Edward Jones Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach and offers internally managed strategies and tax preparation services through its subsidiaries.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of advisory work, he serves as a national trustee for the Foundation Fighting Blindness and is also a screenwriter through his own company, Sean Moynihan, Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and third-party managers.

Meghan Daily is a financial advisor at Proficio Capital Partners LLC with 13 years of industry experience. She holds her Series 63 and Series 65 licenses. Her prior work includes roles at Mass Mutual Life Insurance Company, MML Investors Services, LLC, and Wellesley Asset Management. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, and institutional clients, focusing on customized core portfolios supplemented with derivative strategies, private funds management, and the use of advanced quantitative and AI tools.

Nicholas Falzone is a financial advisor at McAdam LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2016 as well as at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis, employing a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.