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.

Christopher Mc Donough is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 designation and 12 years of industry experience. He has worked at Santander Securities since 2016, with prior experience at Investors Capital Corp and Cetera Advisors LLC. He is also affiliated with Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing suitability and compliance oversight.

Justin Wolstenholme is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Welch & Forbes LLC since 2020 and previously spent five years at Boston Private Wealth LLC. Welch & Forbes LLC provides discretionary and non-discretionary investment management primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers customized portfolio management focused on bottom-up fundamental research and combines multi-cap equity strategies with investment-grade fixed income, incorporating tax sensitivity and ESG factors where applicable.

Brendan Collins is a financial advisor with CW Advisors, LLC in Boston, MA, holding the CFP® designation and Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Congress Wealth Management LLC, UBS Financial Services, and Fidelity. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed portfolios.

Lester Satlow is a CFP®, CFA®, and holds a Series 63 license, with 19 years of industry experience. He is affiliated with Citizens Private Wealth in Boston, MA, where he has worked since 2019. Prior to that, he was with New England Investment & Retirement Group, Inc. from 2014 to 2017. He serves as chairperson of the Investment Committee of Temple Emanuel in Andover, MA. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes long-term asset allocation within an open-architecture investment framework, combining discretionary portfolio management with both quantitative screening and qualitative research, and benefits from its affiliation with Citizens Bank, N.A.

Peter Somich II is a CFP®, CFA®, and Series 65 credentialed advisor at Modera Wealth Management, LLC with 11 years of industry experience. He has worked at Modera Wealth Management since 2014. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and based on Modern Portfolio Theory, utilizing diversified portfolios and a range of strategies such as independent managers and ESG integration to align with client objectives and risk tolerance.

Brittany Oliveira is a financial advisor at McAdam LLC with a Series 65 credential and four years of industry experience. She has been with McAdam since 2021 and previously worked at the University of Massachusetts - Dartmouth. Outside of her advisory role, she has been involved in customer service at Frontera Grill since 2013. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to manage portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of financial planning and specialized investment strategies.

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. in Braintree, MA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he was affiliated with Mutual of Omaha Insurance Company and has experience in educational roles at Iowa State University and Coe College. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

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, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with CW Advisors since 2014. CW Advisors serves a diverse client base, including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and acts as a sub-advisor to other registered investment advisers. The firm uses a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

Daniel Marnik is a financial advisor at Apollon Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Apollon Wealth Management in 2024, he worked at Royal Alliance Associates, Inc., Brookline Bank, Infinex Investments, Inc., and Citizens Securities, Inc. Outside of financial advising, he owns and operates High Voltage Paintball. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations. The firm offers comprehensive advisory services and employs a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-managers.

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. He has one year of industry experience, with prior roles at Loomis Sayles, Wellington, and J.P. Marvel Wealth Management, following eight years of full-time education. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk tolerance and uses a combination of index funds, active managers, and ESG research in its investment approach.

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.