Bradford Kimball is a financial advisor with Capitol Securities Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at multiple firms, including Douglas Elliman, where he is also a licensed realtor representing buyers and sellers of real estate. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering a range of managed programs and investment solutions.

Stephen Campagnone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked within various John Hancock entities since 2016. Outside of his advisory role, he owns two golf-related e-commerce businesses, Lowcountry Golf Company and First Tee Coffee Company, and works part-time as a food delivery employee for DoorDash. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, and non-profits. The firm utilizes third-party financial planning software to generate recommendations and operates a technology-assisted, scaled service model.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Robert Lamb is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at John Hancock Personal Financial Services, LLC in Boston, MA. He has been affiliated with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted service model, delivering written, generally framed recommendations reviewed by advisors, with implementation decisions made by clients.

George Klebart is a financial advisor with Santander Securities LLC in Hartford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial from 2013 to 2020 and has been with Santander Securities since 2020. Klebart is a member of the Exchange Club of Farmington, a nonprofit organization of local business owners focused on community and business support. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and employs a managed-account platform that integrates third-party investment managers and centralized implementation, serving clients primarily on a discretionary basis.

Dwayne Hall is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2014. Outside of his advisory role, he is a commissioned Notary Public in the Commonwealth of Massachusetts. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party technology to monitor and rebalance client assets.

Eric Sample is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2012. He holds the Series 65 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside offering tailored portfolios and financial planning services.

Joseph Levy is a financial advisor at CW Advisors, LLC in Boston, MA, holding the CFP® designation and Series 66 license with nine years of industry experience. He previously worked at Morgan Stanley for four years and Merrill for one year. CW Advisors serves a diverse clientele including individuals, high-net-worth families, trusts, and charitable organizations, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a specialized business unit providing sub-advisory and operational outsourcing services.

Leigh Hurd is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and previously worked at Crestwood Advisors LLC from 2013 to 2016. Crestwood Advisors provides investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with a fundamental security selection process and offers a digital investment program called Pathfinder, which delivers ETF-based automated portfolios with periodic advisor engagement.

Shelly Lairar is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Her prior experience includes roles at Manulife Wealth Inc., Echelon Partners USA Inc., and Echelon Wealth Partners Inc. She is also an owner of a residential apartment building in Arnprior, Ontario. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-driven, generally framed recommendations. The firm operates a scaled service model with a high client-to-advisor ratio and is affiliated with John Hancock and Manulife entities.

Michael Eckton is a CFA® charterholder with 24 years of industry experience. He has been with Crestwood Advisors since 2003, working first with Crestwood Advisors, LLC and then with Crestwood Advisors Group, LLC since 2017. The firm serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. Crestwood combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder, which offers ETF-based automated portfolios with periodic advisor engagement.

Allen Sawyer is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Manulife John Hancock Brokerage Services, Citizens Securities, Inc., and Santander Securities LLC. In addition to his advisory role, he serves as a retirement consultant providing educational services related to 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 uses a technology-assisted model to deliver generally framed financial recommendations, with implementation decisions made by clients.

Hideyoshi Watanabe is a financial advisor at Choate Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with Choate Investment Advisors since 2014. 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 assessment and utilizes a mix of index funds, active managers, and subadvisors, incorporating ESG research and addressing tax-sensitive issues for taxable clients.

Earl Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His career includes long tenures at LPL Financial and leadership roles at Winthrop Investment Management, LLC and Winthrop Advisory Group, LLC. He is also the manager of Big Earl, LLC, a family LLC used for investment and estate planning purposes. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, and institutions, offering integrated private wealth management with a focus on prudence and long-term investment strategies. The firm employs a combination of internally managed strategies and third-party managers, supporting a broad institutional footprint and providing tailored retirement and institutional services.

Charles Brown is a financial advisor at Integrated Advisors Network LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DHK Financial Advisors, Inc. and LongView Investment Advisors, where he also serves as a principal. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches within a structured risk-profile framework and frequently uses third-party sub-adviser platforms while managing ongoing portfolio oversight and rebalancing.

Michael Russo is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and eight years of industry experience. His prior work includes positions at Adviser Investments and Lynch's Furniture. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing 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 and combines fundamental and quantitative methods in select internal strategies.

Lisa Mac Ewen is a financial advisor at Howland Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Howland Capital since 2016 and Financial Engines Advisors L.L.C. since 2014. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm operates multiple pooled investment vehicles and applies a research-driven investment approach combined with tailored client programs and expanded administrative services.

Steven Reder is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group, United Capital Financial Advisers, and Lenox Wealth Management. 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’s investment approach emphasizes strategic asset allocation using an open-architecture platform, customized fixed income management, and a combination of fundamental and quantitative strategies.

Joseph Luiz Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citizens Securities, Inc. from 2014 to 2019 before joining John Hancock in 2019. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to generate written recommendations, with implementation decisions made by clients, and operates a technology-assisted service model that supports a high client-to-advisor ratio.

Michael Murphy is a CFA® charterholder with 11 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.