Jack Keleshian is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Bancwest Investment Services and Bank of the West. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary management as well as tax, estate structuring, and business consulting services.

Diana Linn is a CFP® with eight years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. Prior to joining RWA Wealth Partners in 2024, she worked at Adviser Investments, LLC for eight years and was employed at Life Time Fitness for eleven years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach supported by an open-architecture investment platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at firms including Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base of individuals and institutions, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes and offers specialized products such as the AOG Institutional Fund and AI-supported research tools.

Shruti Bansal is a CFA® charterholder with four years of industry experience, currently serving at Ropes Wealth Advisors, a division of RWA Wealth Partners. She previously worked at Osbon Capital Management and Agate Fund Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform and offers internally managed strategies and tax preparation services through its subsidiaries.

Joseph Cullen is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor and managing director at Pallas Capital Advisors, LLC. Prior to joining Pallas in 2021, he worked for UBS Financial Services Inc. for 21 years. Outside of his advisory role, Cullen is active in the Salem Country Club, where he serves as chairperson of the Pool & Tennis Committee and is a member of the investment and by-laws committees. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Walter Riester Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. His prior experience includes roles at LPL Financial, Washington Trust Advisors, and Weston Securities Corporation. In addition to his advisory work, he is an agent selling fixed annuities, life insurance, and long-term care insurance through Pinnacle Insurance & Financial Services, LLC. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser managing approximately $3.42 billion in discretionary assets as of December 31, 2025. The firm serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors. Flagship employs a diverse investment approach using mutual funds, ETFs, individual securities, and managed accounts, and operates its own wrap-fee program while utilizing third-party technology to monitor and rebalance held-away assets.

Paul Mason III is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020 and has prior experience in insurance and financial services, as well as other roles outside the investment industry. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a range of investment options and incorporating specialized exposures such as private funds and cryptocurrency.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program that delivers automated ETF-based portfolios with periodic advisor engagement.

Robert Abendroth is a financial advisor at Winthrop Wealth in Boston, MA, holding the CFP® and ChFC® designations with 11 years of industry experience. His prior roles include positions at True North Financial Partners, Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Abendroth is also licensed as an insurance broker for non-registered insurance products. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional accounts. The firm provides integrated private wealth management with an emphasis on prudent, long-term investing, employing a process overseen by an Investment Committee and combining internal strategies with third-party managers.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 22 years at Fernwood Investment Management, LLC. Outside of her advisory role, she is involved as a manager in the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and institutional entities. The firm utilizes a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated unit offering sub-advisory and operational outsourcing services.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

Praveena Naduthota is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. She has worked at Phillips since 2003 and holds a role in global business transformation within manufacturing. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term, fiduciary investment approach.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including 17 years with Morgan Stanley and 11 years with Morgan Stanley Private Bank, N.A. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Peter Gillis is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Piper Sandler & Co. and Sandler, O'Neill & Partners, L.P. There are no notable outside activities reported. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, primarily using a long-term, fiduciary approach that includes ETFs, mutual funds, individual stocks and bonds, and alternative investments.

James Cesarz is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He has been with Moors & Cabot since 2017 and previously worked at Janney Montgomery Scott from 2004 to 2017. Outside of his advisory role, he serves as Co-Director of the Newsboys Reading Room Association and is Chairman of the Golf Committee on the Marshfield Country Club Board of Governors. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, fee-based financial planning, and consulting services.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.

Micah Bolotin is a financial advisor at Prosperity - An EisnerAmper Company in Boston, MA, holding the Series 66 designation with 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Bolotin also works as an insurance agent specializing in fixed annuity and insurance sales. Prosperity serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation, diversification, and partnerships with third-party managers and technology platforms.

Broderick Zisko is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam since 2016, with prior roles at Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates The Zisko Tax Group, where he provides tax preparation services. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using a variety of investment vehicles and incorporates specialized exposures such as private funds and cryptocurrency, with additional services including a tiered subscription planning product and estate-document creation.

Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

Madison Mc Auliffe is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including First Republic Securities Company, BNY Mellon Wealth Management, and Procursys. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.