Bridget Mc Groarty is a financial advisor at Capital Analysts with seven years of industry experience. She holds a Series 66 designation and has worked in financial services roles since 2017, including assisting another advisor at Capital Analysts. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and uses an in-house Investment Management & Research team to guide investment decisions.

Thomas Reilly is a financial advisor with CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with CW Advisors since 2025 and is the founder and managing member of Point Allerton LLC, a private fund manager established in 2003. Outside of investment management, he is also a licensed insurance agent involved in insurance sales and recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, and institutional entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager selection overseen by an Investment Oversight Committee.

Catherine Ocampo is a CFP® with six years of industry experience, currently with RWA Wealth Partners. Her prior work includes positions at GWFS Equities, Inc and Fidelity Investments. Before entering financial services, she spent over a decade at The Lotus Mind + Body Spa Inc. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform supplemented by tactical adjustments and integrates customized fixed income and cash management strategies.

Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Matthew Donohue is a CFP® and Series 65 designated financial advisor at McAdam LLC with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at ACAC, Bradley Lead Group LLC, and Morgan Stanley. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a range of traditional and alternative investments while incorporating ongoing portfolio management and specialized planning products.

Kristin Lepri is a CFA® charterholder and holds Series 63 and Series 65 licenses with seven years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to joining SVB Wealth, she spent six years at Fitch Ratings. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients by offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process and multiple analytical approaches to select and monitor third-party managers, operating as a wholly owned non-bank subsidiary of First Citizens Bank & Trust Company.

Kimberly Kelly is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Flagship Harbor Advisors, LLC since 2016, concurrently with her tenure at LPL Financial beginning in 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

David Shnitzer is a CFP® with 21 years of industry experience, currently serving as a managing partner and wealth advisor at Capital Analysts. He previously spent 19 years with Ameriprise Financial Services and holds a founding board member role and treasurer position at Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a wide range of clients, including individuals, high-net-worth investors, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment team and proprietary mutual fund screening. The firm is affiliated with Lincoln Investment and manages approximately $8.8 billion through a network of several hundred advisors.

Andrew Murphy is a CFA® charterholder with nine years of industry experience, currently affiliated with Winthrop Wealth in Boston, MA. He has worked at Winthrop Advisory Group LLC since 2018, following tenures at LPL Financial, LLC and Shepherd Financial Partners. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs a prudent, long-term investment approach managed through an Investment Committee and offers integrated Private Wealth Management services combining investment management, financial planning, ERISA plan services, and coordination with third-party managers.

Timothy Mazanec is a CFP® with 11 years of industry experience, currently serving at RWA Wealth Partners. His prior experience includes roles at Allworth Financial, Purshe Kaplan Sterling Investments, and Edward Jones. He serves as an investment committee member for Urban Edge, a nonprofit community housing organization. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm utilizes a strategic asset allocation approach combined with an open-architecture platform and offers internally managed strategies and tax preparation through its subsidiaries.

Scott Bundy is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1976. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children, both on a voluntary basis. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Gabriel Reale is a financial advisor at RWA Wealth Partners in Boston, holding a Series 65 designation. He has been with RWA Wealth Partners since 2022 and previously worked at Advent International and Roger Williams University. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods within certain investment strategies.

Paul Melanson is a financial advisor at Santander Securities LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2014. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and emphasizes service through an extensive branch and advisor network.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Brian Donovan is a financial advisor at Zacks Investment Management, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at LBMZ Securities, Inc. and Envestnet. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a proprietary investment process combining quantitative and qualitative analysis, offering a wide range of strategies and serving both direct clients and third-party advisers through model portfolios and alternative funds.

Joel Berry is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Investment Management Distributors LLC, NYLIFE Securities LLC, New York Life Insurance Company, and Ira Subaru. John Hancock Personal Financial Services, LLC provides financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to trusts and non-profits. The firm uses third-party financial planning software to generate recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Alexandre Oliveira is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2008. Oliveira serves as president of Olive Tree Wealth Management, a corporation he uses for managing his wealth management practice’s accounting and tax purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brice Mcmahon is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 11 years of industry experience, all with Moors & Cabot since 2015. Moors & Cabot provides investment advisory and related services to a broad client base including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Julia Vanzler is a CFP®-certified financial advisor with 16 years of industry experience. She has worked at F L Putnam Investment Management Co. since 2023 and previously held roles at Svb Private and Boston Private Wealth LLC. F L Putnam serves individual and institutional clients by providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm offers customized portfolios with both internally managed and third-party strategies across multiple asset classes, including specialized offerings such as Optimized Indexing and tax-aware fixed income.