Robert Abendroth is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently with Winthrop Wealth and previously worked at True North Financial Partners, LLC and Eagle Strategies (NY Life). Abendroth is also licensed as an insurance broker for non-registered insurance products. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach using both in-house management and third-party Sub-Advisers, serving a mix of retail and institutional clients.

Kristen Holland is a Series 65-licensed financial advisor with CW Advisors, LLC in Boston, MA, and has 19 years of industry experience. Prior to joining CW Advisors in 2025, she worked for 22 years at Fernwood Investment Management, LLC. She also serves as a manager of Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, pension plans, and charitable organizations, and employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes.

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. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Moors & Cabot in 2026, he spent over 17 years at Morgan Stanley and 4 years at Banc Of America Investment Services, Inc. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with tailored portfolio strategies and a combination of advisory and brokerage capabilities.

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. in Boston, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Moors & Cabot since 2017 and previously spent 13 years at Janney Montgomery Scott. Outside of his advisory role, Cesarz serves as Co-Director of the Newsboys Reading Room Association and chairs the Golf Committee at Marshfield Country Club. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients, offering investment management, financial planning, and consulting services. The firm tailors portfolios using various strategies and manages accounts on discretionary or non-discretionary terms, with additional brokerage and insurance services as part of its product offering.

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.

Diane Rule is a financial advisor at The Patriot Financial Group, LLC, with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Investment Advisers LLC, Securities America, Inc., and LPL Financial, LLC. Diane also owns Rule Financial Services, an advisory business focused on financial services. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and monitoring accounts through ongoing analysis and third-party managers.

Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with oversight from an Investment Committee and tailored portfolio management.

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.

Jennifer Gates is a financial advisor with CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and 25 years of industry experience. Her prior roles include positions at Congress Wealth Management and Fidelity. She also serves as a trustee and co-trustee for various trusts, including some associated with Congress Wealth Management clients. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving individuals, families, trusts, estates, charitable organizations, and institutional clients. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes, and provides a range of wealth management, financial planning, retirement advisory, family-office, and sub-advisory services.

Matthew Lagan is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA. He has 10 years of industry experience and has been with Congress Asset Management since 2003. 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 emphasizes a research-driven, bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving approximately 8,019 client relationships with about $14.2 billion in assets under management.

Stephen Campagnone is a financial advisor at John Hancock Personal Financial Services, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory work, he owns two golf-related e-commerce businesses, Lowcountry Golf Company and First Tee Coffee Company, and is also employed delivering food with DoorDash. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm delivers technology-assisted advice through Investment Adviser Representatives using third-party planning software and operates an Emergency Savings program without advisory fees.

Patrick Furnari is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Capital Analysts since 2002 and also maintains roles at Lincoln Investment, Tactical Solutions, and KAF Financial. Outside of advising, he provides business consulting services through Tactical Solutions, focusing on operations and debt refinancing. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary methods supported by an in-house research team.

Laurie Faille is a CFP® professional with 13 years of industry experience. She has worked at F.L. Putnam Investment Management Co. since 2018 and was previously with Proctor Financial from 2011 to 2018. Outside of financial advising, she operates a photography business as a sole proprietor. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, families, institutions, and family offices. The firm provides team-based, customized investment management and advisory services utilizing both internally managed and third-party strategies across various asset classes, with options for sustainable investing and tax-aware portfolio management.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Joseph Levy is a CFP®-designated financial advisor with nine years of industry experience. He is currently with CW Advisors, LLC and previously held roles at Morgan Stanley and Merrill. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional investors, using a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Jack McCroken is a CFP® with 15 years of industry experience, currently serving at Pallas Capital Advisors, LLC. His prior roles include positions at UBS Financial Services, Inc., Triad Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he is a notary, providing notarial services. 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, long-term wealth management services that integrate investment management, financial planning, family office services, and retirement plan advisory.

Carroll Hayes Jr. is a CFP® professional with 31 years of experience in the financial services industry. He currently works at Mission Wealth Management, LP and has previously been with Charles Carroll Financial Partners and Fidelity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering wealth management, financial planning, investment management, and related consulting services. The firm employs a “total picture” approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing a range of investment vehicles and both discretionary and non-discretionary account arrangements.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.