Lynn Kaplan is a CFP® with 45 years of industry experience. She is affiliated with Capital Analysts and has worked with Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency throughout her career. Kaplan serves as a Managing General Agent for fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and provides a range of advisory services through various program options.

Kyle Hurley is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and LPL Financial. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a team of about 60 advisors, using a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Tugba Pasaogullari is a financial advisor with Santander Securities LLC in Lexington, MA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, The Colony Group, and multiple terms at Santander Securities and Santander Bank. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management chiefly through the FMAX wrap-fee platform, implementing strategies with third-party discretionary managers and offering ongoing suitability and compliance oversight.

Diana Malcom is a financial advisor at Choate Investment Advisors with 25 years of industry experience. She holds a Series 65 designation and previously worked at Lowell, Blake & Associates, Inc. for 23 years before joining Choate in 2023. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and uses a combination of index funds, active managers, subadvisors, and ESG research, while also advising three Private Funds that invest in third-party private equity and private investment funds.

John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Moors & Cabot in 2020, Frazier worked at TIAA and TIAA-CREF from 2007 to 2020. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension plans, trusts, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Mikhail Veselov is a financial advisor at ValMark Advisers, Inc. with four years of industry experience and holds the Series 66 designation. Prior to joining ValMark Advisers in 2022, he worked at Valmark Securities, Inc. and Capital Formation Group. Outside of finance, he is an accomplished cellist and faculty member teaching cello and chamber music at institutions including the Longy School of Music of Bard College and Virginia Commonwealth University School of Arts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, offering comprehensive client account monitoring and periodic reviews.

Warren Baum is a Series 63-licensed financial advisor with 34 years of industry experience. He has worked at Packerland Brokerage Services, Inc. since 2021 and previously spent nearly three decades with Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is also a sole proprietor offering professional services in tax preparation, accounting, and legal matters as an attorney. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors. The firm provides financial planning, portfolio management, wrap-fee programs, and retirement-plan consulting, utilizing a combination of direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Jeffrey Porter is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, where he has worked since 2010. He has 18 years of industry experience. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base that includes institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Francis Sennott is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015. 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 focuses on strategic asset allocation using an open-architecture platform and offers customized fixed income and cash management supported by internal credit analysis and a network of fixed income dealers.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. in Boston, MA. He holds a Series 66 designation and has experience working with Morgan Stanley and First Republic Investment Management. Phelan began his career after graduating from Santa Clara University. Moors & Cabot provides investment advisory and related services to individual and high-net-worth clients, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Melissa Boccaci is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with New England Private Wealth Advisors, LLC, where she has worked since 2006. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory engagements.

Lucas Winthrop is a financial advisor at Winthrop Wealth with 12 years of industry experience. He has worked at Winthrop Advisory Group, LLC since 2017 and previously worked at LPL Financial, LLC from 2013 to 2024. His credentials include a Series 66 designation. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a long-term investment approach, using both internal strategies and third-party managers, and has a notable institutional footprint that includes retirement plans and institutional accounts.

Anthony Mazzariello is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior work includes roles at Edward Jones, Lincoln, Northern Lights Distributors, W.E. Donoghue & Co., and Oppenheimer Funds Distributor. He is the president and owner of Nexus Financial Advisors, LLC, a financial services practice he founded. 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 with an in-house investment management team that utilizes proprietary screening and model portfolios.

Kent Niebuhr is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Lincoln Investment since 2015 and Capital Analysts since 2022. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Rafael Hernandez is a financial advisor at Moors & Cabot, Inc. with 21 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Funds Management prior to joining Moors & Cabot in 2019. Hernandez holds Series 63 and Series 66 licenses. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers services such as discretionary portfolio management, fee-based financial planning, and limited consulting engagements.

Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. 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 on a discretionary basis using a range of traditional and specialized investment strategies.

Mark Hemenway is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Lifeworks Advisors, LLC since 2023 and previously spent three years with Bankers Life Advisory Services and related entities. Prior to that, he was with Benevento Companies for 12 years. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche investment approach combined with factor-based and smart-beta strategies.

Kelsey Strait is a financial advisor at Flagship Harbor Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Flagship Harbor Advisors, LPL Financial, Cantella & Co., Inc., and Commonwealth Financial Network. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of around 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Brett Ferrari is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, JP Morgan Chase, LPL Financial, and Comprehensive Wealth Planners at Dean Bank. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines enterprise-scale advisory operations with in-house accounting and tax services.