John Berry is a financial advisor at CW Advisors, LLC in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Congress Wealth Management, LLC since 2016. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Megan Dolan is a financial advisor at Capital Analysts with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Investment and the University of Connecticut. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using proprietary models and a team-driven investment process, with a close affiliation to Lincoln Investment and various unique custodial arrangements.

Christopher White is a CFP® professional with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2014. Based in Boston, MA, he is part of a firm with 113 advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and supplements core strategies with independent managers, private placements, and optional ESG integration.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Holly Dumlupinar is a financial advisor at RWA Wealth Partners in Boston, MA, with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at notable firms including J.P. Morgan Securities, First Republic Securities Company, and CitiGroup. 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 uses a strategic asset allocation approach across an open-architecture platform and offers customized fixed income and cash management strategies supported by internal credit analysis and an extensive dealer network.

Philip Dubuque is a CFA® charterholder with 15 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works out of their Needham, MA office. Dubuque is part of a 14-advisor team at Beaumont Financial Partners. 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’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with personalized portfolio management tailored to clients’ objectives and risk tolerance.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Spencer Eagleton is a financial advisor at Moors & Cabot, Inc. with two years of industry experience. He previously worked at Oppenheimer & Co and has held roles outside finance, including positions at Godiva Chocolate and the United States Congress. Moors & Cabot provides investment advisory and related services to a diverse client base, including individual and high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, fee-based financial planning, and consulting services.

Christine Lawless is a CERTIFIED FINANCIAL PLANNER™ at CW Advisors, LLC with 11 years of industry experience. She has been with Congress Wealth Management LLC since 2013, where she has worked for 11 years in total. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies using both third-party and internally managed portfolios.

Jennifer Stoody is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 license and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Bank, JMS Advisory Services, and her current positions at First Citizens Asset Management and SVB Wealth. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm’s approach combines client goal assessments with risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and access to integrated banking resources through its affiliation with a bank holding company.

Louisa Jacquinto is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Root Cause for five years. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm uses a growth-at-a-reasonable-price (GARP) investment approach supported by in-house fundamental research that integrates ESG criteria, offering tailored portfolios across equity and fixed income mandates.

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.

Naima Bensassi is a financial advisor with Santander Securities LLC in Peabody, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has worked at Santander Securities since 2017 and at Santander Bank, NA since 2005. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform and supports clients including individuals, ERISA and IRA accounts, and institutional entities.

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.