Zachary Noke is a financial advisor at Citizens Private Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase Bank, First Republic Investment Management, and MassMutual Life Insurance Company. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm offers discretionary and non-discretionary investment management within an open-architecture framework and provides services including ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Will Young is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at Iowa State University and Coe College, with earlier roles including community involvement with Indianola Little League. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer for many accounts.

Jennifer Loveless is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. She has worked primarily with Ropes Wealth Advisors and its predecessor firms since 2019, and previously spent five years at Boston Private Wealth Management. She is currently with RWA Wealth Partners, a multi-team firm serving individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. RWA Wealth Partners provides discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, emphasizing strategic asset allocation and customized fixed income management through an open-architecture investment platform.

Robert Driscoll is a financial advisor at CW Advisors, LLC in Boston, MA, holding Series 63 and Series 66 credentials with 11 years of industry experience. He has been with CW Advisors since 2014. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework that integrates active, passive, quantitative, and ESG strategies across multiple asset classes, and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Daniel Marnik is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Royal Alliance Associates, Brookline Bank, Infinex Investments, and Citizens Securities. Outside of finance, he owns and operates High Voltage Paintball, a paintball business. Apollon Wealth Management is a multi-team SEC-registered investment adviser managing approximately $11.56 billion in client assets across 145 advisors and 67 offices. The firm serves individuals, high-net-worth families, family offices, trusts, estates, businesses, and other entities, offering services such as financial planning, portfolio management, and retirement plan advisory, combining fundamental analysis, tactical allocations, ESG models, and technology tools in its investment process.

John Kurtak Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted approach with third-party planning software to generate written recommendations, serving a notably high number of clients per advisor.

Graham Johnstone is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Choate in 2025, he worked at Loomis Sayles, Wellington, and J.P. Marvel Wealth Management. He also spent eight years in full-time education before beginning his financial career. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to 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 includes the use of index exposures, active managers, subadvisors, and private fund vehicles to access private equity.

Michael Mc Carthy is a CFP® professional with seven years of industry experience, currently with Savvy Advisors Inc since 2022. He previously worked at Ballentine Partners LLC from 2019 to 2022 and at BNY Mellon Wealth Management from 2016 to 2019. He holds a Series 65 license and is based in Boston, MA. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a range of portfolio and wealth management solutions, including discretionary and non-discretionary strategies, financial planning, and fiduciary retirement plan services, employing a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing.

Spencer Danziger is a financial advisor at 71 West Capital Partners in Boston, holding a Series 66 designation with two years of industry experience. He previously worked at UBS Financial Services and Tiaa, and has a background that includes roles outside finance, such as positions at Bates College and Charlotte Latin School. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services for a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, and employs both in-house advisers and selected third-party money managers.

Christopher Barrett is a financial advisor with Prosperity - An EisnerAmper Company in Boston, MA, holding Series 63 and Series 65 licenses. He has seven years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory duties, he works as an insurance agent specializing in fixed insurance and annuity sales. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a multi-team approach across 63 advisors, emphasizes asset allocation and diversification, and uses third-party managers and technology platforms to support client services.

Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

Dale Sarpard is a financial advisor at Trilogy Capital, Inc. with nine years of industry experience. He holds a Series 65 designation and has held roles including Vice President of Wealth Management and positions at LPL Financial and National Planning Corporation. His other business activity includes work as a wealth advisor and insurance agent with Trilogy Financial Services. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants by providing investment management, financial planning, and retirement-plan consulting. The firm employs a globally diversified asset allocation strategy with a range of risk-based model portfolios and offers expanded in-house tax services through its affiliate, Trilogy Tax & Consulting.

Sada Geuss is a financial advisor at Trillium Asset Management in Boston, MA, with 11 years at the firm and 7 years of industry experience. She holds Series 65 and Series 66 licenses. Trillium Asset Management provides discretionary portfolio management to individuals, institutional clients, and charitable institutions, focusing on ESG-integrated investment strategies that combine fundamental analysis with sustainable and active ownership approaches. The firm also serves as a sub-adviser to registered funds and manages various pooled investment vehicles.

Christopher Hagan is a financial advisor at RWA Wealth Partners with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RWA in 2023, he worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and integrates customized fixed income and cash management strategies.

Ryan Oshaughnessy is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Adviser Investments and Citizens Securities Inc. in various roles. 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 employs a strategic asset allocation approach using an open-architecture platform and offers internally managed strategies and tax preparation through its subsidiaries.

Martin Higgins is a CFP® and ChFC® with 49 years of experience at Mutual of Omaha Investor Services, Inc., where he has worked since 1977. He is the owner of Family Wealth Management, Financial Services, which provides long-term care, disability insurance, fixed annuities, and life insurance sales. Higgins is also the author of "Distributionland," a book on gifting and selling, and engages in related presentations and book signings. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing and operates alongside affiliated broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Harris is a CFP® professional with four years of experience in the financial advisory industry. He has worked at Northeast Investment Management, Inc. since 2018 and previously spent two years at Loring, Wolcott & Coolidge. Based in Boston, MA, he is part of a nine-advisor team at Northeast Investment Management. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, emphasizing diversification, client-specific risk management, and formal trading oversight.

Christopher Keith is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Polaris Wealth Advisory Group and Kobren Insight Management, including its adviser affiliate, from 2001 to 2016. 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 uses a strategic asset allocation approach supported by a broad selection of investment vehicles, including internally managed strategies and customized fixed income and cash management solutions.

John Scarpelli is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Peak Financial Management, Merrimack College, and Apex Retirement Services. Outside of finance, he has had roles in education and hospitality, including positions at Medford Public Schools and Carols Restaurant. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform using fundamental and technical analysis across a broad range of asset types.

Mindy Neira is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, she worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering services such as wealth management, retirement plan consulting, tax planning, and trust-related services.