Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.

Owen Gilmore is a CFA® charterholder with five years of industry experience. He is currently with Beaumont Financial Partners in Needham, MA, where he has worked since 2023. His prior experience includes roles at CIPW Service Company, CI Barrett Private Wealth, and Barrett Asset Management. Beaumont Financial Partners offers comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a “Dominant Benefit Theory” investment approach and integrates portfolio management with financial planning and in-house tax preparation.

James Karamourtopoulos is a CFP® with seven years of industry experience. He is currently with New England Private Wealth Advisors, LLC and has held prior roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio construction with mutual funds, ETFs, and alternative investments, along with specialized model strategies targeting income generation.

Patrick Lawler is a CFP® professional with 14 years of industry experience. He is currently with Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, McAdam, LLC, and VOYA Financial Advisors, Inc. Lawler is co-owner and partner of LRVS Advisory Group and also provides fixed insurance advice. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning, utilizing a range of strategies including passive, active, tactical, and ESG-aware approaches, with access to third-party sub-advisors and cash management solutions.

Eric Sneider is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Modera Wealth Management in 2024, he spent over two decades at Bromfield Schneider Wealth Advisors, Inc. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Mark Andrews is a financial advisor with Capital Analysts who holds a Series 63 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Dagesse Andrews & Bramwell since 2007 and 2006, respectively. Outside of his advisory work, Andrews owns and operates a CPA practice focused on tax preparation and financial statement services. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and managers.

Evelyn Pepe is a CFP® professional with five years of industry experience. She has worked at RWA Wealth Partners since 2025 and previously held roles at Citizens Securities, Inc. and Citizens Private Wealth from 2010 to 2025. 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 focuses on strategic asset allocation and uses a broad platform including mutual funds, ETFs, and private pooled vehicles, complemented by customized fixed income strategies and tactical adjustments.

Paul Longobardi is a Certified Financial Planner (CFP®) with 24 years of experience in the financial services industry. He is currently affiliated with Capital Analysts and Lincoln Investment, having held positions at both firms since 2020. Capital Analysts provides portfolio management and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm employs a proprietary mutual-fund screening process and offers investment management through both discretionary and non-discretionary models.

George Howe is a financial advisor at Great Valley Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Valley since 2021. Prior to that, he was with U.S. Financial Advisors, LLC for seven years and LPL Financial for 19 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Alex Kozlowski is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Pallas Capital Advisors, LLC. He has three years of industry experience, including prior roles at RBC Capital Markets, Alpha Pension Group, and Putnam Investments. Pallas Capital Advisors LLC 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 through a primarily long-term, fiduciary approach utilizing a range of investment vehicles including ETFs, mutual funds, individual securities, and alternative investments.

James Shannon IV is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lincoln Investment Planning since 2014. In addition to his advisory role, he is involved in the sales and servicing of life insurance policies. Capital Analysts serves retail and institutional clients, including 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 approaches supported by a proprietary mutual fund screening process.

Brian Corcoran is a financial advisor at Beaumont Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beaumont Financial Advisors and Beaumont Financial Partners since 2011. Beaumont Financial Advisors 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 an investment process based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Tracy Gibbs is a CFP® professional with 23 years of experience in the financial industry. She has been with Howland Capital Management LLC since 1999. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs model portfolios tailored through Investment Policy Statements and conducts regular research and portfolio reviews, while also managing multiple pooled investment vehicles and offering private trustee and estate administration services.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Securities America, Inc. He is also involved in fixed insurance business activities including life, health, disability, annuities, long-term care, and property and casualty insurance. The Patriot Financial Group offers 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 a due-diligence process for selecting insurance carriers and annuity products.

Kristen Manjikian is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 credentials with 17 years of industry experience. Her prior roles include positions at Adviser Investments, LLC and Securities America Advisors. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm utilizes a strategic asset allocation approach with an open-architecture platform, complemented by customized fixed income and cash management strategies.

David Mcdonough is a financial advisor with Trilogy Capital, Inc. and Flagship Wealth Powered By Trilogy Financial. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to his current roles, he has been associated with LPL Financial since 2008. Trilogy Capital serves high-net-worth individuals, families, trusts, estates, and retirement plan sponsors and participants. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing strategic, globally diversified asset allocation and risk-based portfolio management.

David Young is a financial advisor at New England Private Wealth Advisors, LLC, holding a Series 65 designation. He began his advisory career in 2025 and was previously employed at Manulife John Hancock Brokerage Services and John Hancock, with additional experience at Liberty Mutual. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio management, financial planning, retirement-plan advisory services, and separate-account Model Strategies focused on current income.

Daniel Lagan is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Congress Asset Management Company, LLP since 1999 and serves as a director of Congress Wealth Management. 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 employs a research-driven, primarily bottom-up investment approach, focusing on long-term growth equity and diversified fixed-income strategies.

Christopher Newton is a CFA® charterholder with four years of industry experience. He has worked at Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2022, and previously held positions at AEW Capital Management and Brown Brothers Harriman. He began his career after graduating from Trinity College, where he worked from 2013 to 2017. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers specialized fixed income management and internally managed investment strategies.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.