Frederick Winters is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with RWA Wealth Partners in Boston, MA, since 2012. 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 emphasizes strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Geoffrey Turner is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments LLC for 13 years before joining RWA Wealth Partners. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management, internally managed strategies, and tax preparation services through its wholly owned subsidiary.

Richard Mullen is a financial advisor with Pallas Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several notable firms including UBS Financial Services, Morgan Stanley, and Triad Advisors. Outside of his advisory role, Mullen is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term wealth management solutions that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and bringing 15 years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at Edward Jones and Merrill. He serves on the Board of Directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of clients with access to third-party money managers and retirement plan consulting.

Scott Johnson is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities since 2012, with prior experience at Banc of America Investment Services and Quick & Reilly. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, managing approximately $3.14 billion in assets across more than 10,800 client relationships.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Benjamin Lucas is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam LLC since 2020 and has prior experience at Old Port Marine Services Inc and Lake Anthony Launch Company LLC. McAdam LLC advises a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using fundamental analysis and incorporates specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

Thomas Wironen is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 66 and Series 63 licenses and has 12 years of industry experience, having worked with John Hancock and its affiliated entities since 2014. He also serves as a retirement consultant for John Hancock Retirement Plan Services, providing education to participants of qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model delivering written, general recommendations on asset allocation, retirement, and estate planning.

Matthew Wyllie is a CFP®-credentialed financial advisor with 17 years of industry experience. He currently works at RWA Wealth Partners and was previously with Adviser Investments LLC for 11 years. Based in Boston, MA, Wyllie holds the Series 66 license. 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 employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Francis Jackson is a CFA® charterholder with 20 years of industry experience. He has been with Howland Capital Management LLC since 2005. Based in Boston, MA, he works at a multi-team firm consisting of 10 advisors. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm manages multiple pooled investment vehicles and emphasizes tailored portfolio management supported by fundamental, macroeconomic, technical, and credit analysis.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Dwight Mathis is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with SVB Wealth and has previous experience at Merrill and Suntrust Advisory Services. Mathis serves on the boards of the Brookline High School Innovation Fund and the Brookline Education Foundation, both nonprofit organizations focused on education. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm utilizes a due diligence process for selecting third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Erin Kerr is a CFA® charterholder with eight years of industry experience and has been with Choate Investment Advisors in Boston, MA since 2015. 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, and charitable foundations. The firm’s investment approach focuses on diversified asset allocation tailored to clients' risk profiles and combines index exposures with selected active managers and private fund vehicles.

Robert Scanlon is a CFP® professional with 21 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He holds the Series 66 designation. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary management utilizing third-party Independent Managers and model portfolios.

James Jurgens is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with Reynders, McVeigh since 2017 and previously worked at Brown Brothers Harriman & Co. from 2015 to 2017. 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 incorporating ESG criteria and offers tailored portfolios alongside managing a registered mutual fund.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding a Series 66 designation and nine years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch. He is also involved with Veritas Boston Wealth Management as a Private Wealth Advisor. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives. The firm offers a range of services including financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Kenneth Dean is a financial advisor with Winthrop Wealth in Boston, MA, holding the CFP® and CFA® credentials and over 17 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously at LPL Financial and Peak Financial Management Inc. Kenneth also operates a tax preparation and accounting service. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, goal-oriented investment approach and manages approximately $3.1 billion in assets, serving both retail and institutional clients.

Keith Gontarz is a CFA® charterholder with six years of industry experience. He is currently with Congress Asset Management Company, Llp in Boston, where he has worked since 2017. Prior to that, he spent seven years at GW&K Investment Management. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub‑advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom‑up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Peter Scott is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at First Southwest Company since 2008. Outside of his advisory role, he is involved with DAS Investments, LLC, an investment organization focused on startup companies that he formed with family members. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, consulting, and referrals to third-party wrap-fee programs. The firm offers tailored portfolio strategies using asset allocation, fundamental and technical analysis, and quantitative techniques, with both discretionary and advice-only arrangements.

Aviva Sapers is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 41 years of industry experience. She is the owner of Sapers & Wallack, Inc., a firm engaged in insurance sales, wealth management, and retirement plan consulting. Her prior work history includes roles at Ridgeback Securities, Ltd, Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services, Inc. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down process to customize portfolios through discretionary or model-based management.