Gregory O Connell is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Brown Brothers Harriman & Co. and Fiduciary Trust Company. He also serves as Vice President at The Coyle Company Insurance Group, LLC. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and businesses through a nationwide network of independent Member Firms and Financial Professionals. The firm offers both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services, supported by platform providers and custodial arrangements.

Blake Russell is a financial advisor at RWA Wealth Partners in Boston, MA with two years of industry experience. He holds a Series 65 designation and has worked at Ropes Wealth Advisors, 1st Financial Bank USA, Time Payment, and LeaseQ. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

John Bay is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held previous roles at firms including Kaizen Wealth Strategies, Spire Wealth Management, and NewEdge Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Alexi Sacco is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at SPIRE Securities, LLC, Spire Investment Partners, LLC, Oppenheimer, and UBS Financial Services. Outside of finance, Alexi performs as a musician at various venues in the greater Washington, DC area. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Michael Hildreth is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 30 years of industry experience. He has worked at Moors & Cabot since 2005 and previously held positions at Finacorp Securities and Credit Union Brokerage Services. Hildreth holds Series 63 and Series 65 licenses and serves as a FINRA arbitrator. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using diverse analytical approaches and collaborates with third-party sub-advisors and wrap programs.

Roberto Figueiredo is a CFP® professional with four years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2021 and previously worked at Bank of America for ten years. Reynders, McVeigh Capital Management offers discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy supported by in-house fundamental research integrating ESG criteria, and manages both a registered mutual fund and advisory roles for various institutional clients.

Nikhil Kyathappala is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Adviser Investments, Martin Connolly, and Northwestern Mutual Investment Services LLC. 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 employs a strategic asset allocation approach and utilizes an open-architecture platform with a range of investment vehicles, complemented by customized fixed income strategies and internally managed offerings.

Naomi D'alessandro is a CFA® charterholder and holds Series 63 and Series 66 licenses. She has been with Welch & Forbes LLC in Boston, MA since 2014, accumulating four years of industry experience. Welch & Forbes LLC provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, as well as pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm uses a team-driven investment process focused on bottom-up fundamental security selection and offers a range of services including personal trust and fiduciary services, estate administration, and tax preparation.

John Kennedy is a financial advisor with RWA Wealth Partners in Boston, holding a Series 66 designation and 24 years of industry experience. He previously worked for Adviser Investments LLC for 11 years before joining RWA Wealth Partners in 2023. 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 emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, with a focus on customized fixed income and cash management.

Nicole' Keane is a CFP® professional with three years of industry experience. She currently works at Dakota Wealth, LLC and was previously with Jonathan D. Pond, LLC for eight years. Dakota Wealth, LLC serves a diverse clientele including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, focusing on customized, primarily long-term portfolios with a range of investment vehicles and active oversight.

Nadejda Mocan is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities and goals to help them develop strategies for pursuing their financial objectives. Her areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. Nadejda holds a Doctorate Degree from the State University of Management and has earned the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. She emphasizes ongoing communication with clients to provide tailored advice and guidance as their needs evolve.

Joshua Jones is a financial advisor at RWA Wealth Partners with 26 years of industry experience. He previously worked at Adviser Investments LLC for 11 years and at Kobren Insight Management, a division of Adviser Investments, for five years. Jones holds Series 63 and Series 65 licenses. 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 employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income management and internally managed strategies through its subsidiary RWA Capital, alongside tax preparation services via RWA Tax Solutions.

Scott Cohen is a financial advisor at Winthrop Wealth in Boston, holding Series 63 and Series 66 licenses with 16 years of industry experience. His career includes roles at Eagle Strategies and New York Life, where he worked for over 17 years. Outside of his advisory work, Cohen serves as an officer in the BNI Wayland Commerce Connection, a local networking organization. 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 investment approach through a structured four-step process and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

Jacob Kidder is a CFA® charterholder with four years of industry experience. He has worked at Choate Investment Advisors since 2021 and previously held roles at Foster Dykema Cabot and Wellington Management. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation based on clients’ risk tolerance and uses a combination of index exposures, active managers, and private fund vehicles, while maintaining close ties with its parent law firm, Choate, Hall & Stewart LLP.

Mollie Caputo is a CFP® professional at Andersen with one year of industry experience. She has been with Andersen Tax LLC since 2015. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm integrates investment advice with tax consulting and emphasizes consolidated performance reporting and strategic investment planning.

Denis Cleary III is a financial advisor at 71 West Capital Partners with 19 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Goldman, Sachs & Co. Outside of his advisory role, Cleary serves as a board member at The Dexter Southfield School, participating in several committees including Strategic and Long-term Planning and Investment. 71 West Capital Partners sponsors a wrap fee program and offers comprehensive portfolio management and financial planning services to a diverse client base including individuals, high net worth clients, trusts, estates, and institutional entities. The firm’s investment approach combines asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, managing accounts through both in-house advisers and selected third-party sub-advisers.

Charlton Reynders is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2005. Outside of his advisory work, he is the president and founder of two large-format film production companies, Zephyr Productions and Highwood Productions. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

Mark Perry is a financial advisor at Choate Investment Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lowell Blake & Associates, National Securities Corporation, and Winslow Wealth Management. Perry is based in Boston, MA. Choate Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk tolerance and combines index exposures with selected active managers and private fund vehicles.

Ryan Kenny is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and worked at Crestwood Advisors LLC from 2015 to 2016. Kenny holds Series 63 and Series 65 licenses and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that provides automated ETF-based portfolios with periodic advisor engagement.

Masar Jashanica is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors with solutions implemented via third-party discretionary managers on the FMAX platform.