Grayham Lohrey is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Boston, MA. His prior experience includes roles at JP Morgan Chase, First Republic Investment Management, and PricewaterhouseCoopers LLP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alexander Lapointe is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with Adviser Investments LLC since 2013. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 18 years of industry experience. He has worked at Congress Asset Management continuously since 2007. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm uses a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Michael Dillaire is a CFP® with nine years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. His prior experience includes roles at Adviser Investments, LLC, JP Morgan Chase Bank, N.A., and Fidelity Brokerage Services LLC. 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 employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Maureen Quigley is a CFA® charterholder with 8 years of industry experience. She works at Howland Capital Management LLC, where she has been since 2004. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm offers tax services, private trustee services, and manages private investment vehicles using a client-specific approach guided by detailed investment policy statements and multiple analytical methods.

Brendan Lortie is a CFP® certificant with five years at CW Advisors, LLC and a total of two years in the financial industry. He has prior experience at Bentley University and a brief period of unemployment before joining CW Advisors. CW Advisors, LLC is a multi-team advisory firm that provides investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, with centralized investment oversight and offerings that include pooled vehicles and private funds.

Vicki Cook is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Echelon Wealth Partners for eight years, followed by Ventum Financial. In addition to her advisory work, she is licensed as an insurance advisor since 2008 and dedicates part of her time to insurance services as part of her client planning process. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both high-net-worth and non-high-net-worth clients. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, emphasizing scalable service through a higher client load per advisor.

Christopher Watson is a CFP® with 11 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2026. His prior roles include positions at Ameriprise Financial Services, Mai Capital Management, The Colony Group, and John Hancock. 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 using an open-architecture platform and emphasizes customized fixed income and cash management supported by internal credit analysis and a broad dealer network.

Thomas Griffin is a CFP® and ChFC® with 24 years of experience in the financial industry. He currently works at Santander Securities LLC and Santander Bank, NA, where he has been employed since 2018. His prior experience includes roles at Questar Capital Corporation, Questar Asset Management, and Roster Financial. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized service support.

Ioannis Mitropoulos is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Reynders, McVeigh since 2008. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including high-net-worth individuals, trusts, family offices, corporations, and pension plans. The firm follows a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

Stephen Johnson is a CFP® and Series 66-registered advisor at RWA Wealth Partners with 12 years of industry experience. He has worked at RWA Wealth Partners since 2023, following roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Braver Wealth Management, LLC. 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 using an open-architecture platform and combines fundamental and quantitative methods in selected strategies.

Eli Bishop is a Series 65 credentialed financial advisor with seven years of industry experience, currently serving at McAdam LLC in Boston, MA. His prior work includes roles in the restaurant and education sectors. Outside of advising, he is involved in the food service industry through Basho Japanese Brasserie. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, typically managing client accounts on a discretionary basis with a portfolio approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized investments.

Peter Bianchetto is a financial advisor with CL Wealth Management LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with CL Wealth Management since 2011 and has been associated with Cabot Lodge Securities since 2013 and Beacon Financial Services since 2003. Outside of his advisory roles, he is involved with Beacon Financial Services, where he determines customer needs and sells fixed insurance products. CL Wealth Management LLC is a multi-advisor SEC-registered firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and access to third-party money managers, tailoring investment strategies through fundamental and technical analysis, custom model portfolios, and ongoing monitoring.

Christopher Caron is a financial advisor at Santander Securities LLC in Boston, Massachusetts, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at Santander Bank, Fidelity, LPL Financial, and Flagship Harbor Advisors. He has been with Santander Securities in various capacities since 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, providing investment management primarily through the FMAX wrap-fee platform co-sponsored by Fidelity Institutional Wealth Adviser.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Eleanor Kreitler is a CFP® and holds a Series 66 license, currently advising at Grimes & Company with five years of industry experience. Her prior roles include four years at Morgan Stanley and positions at Charles Schwab and Eaton Partners. Grimes & Company provides discretionary investment management and financial planning to individual and institutional clients, utilizing customized strategies supported by proprietary research and multiple asset allocation approaches. The firm also serves other advisers as a sub-advisor and offers estate-planning services through the Vanilla platform.

Frank Lombardi III is a financial advisor at CW Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Cubic Asset Management, LLC for 16 years. CW Advisors, LLC is a multi-team advisory firm serving individuals, trusts, estates, charitable organizations, pension plans, corporations, and other business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG-oriented strategies, and offers services including investment management, comprehensive wealth management, financial planning, and family office solutions.

Joseph Campedelli is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Lion Street Financial, LLC and Sapers & Wallack. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to manage portfolios primarily with mutual funds and ETFs.

William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.

Dominic Phuah is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with six years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Massachusetts and Thayer Inc. Outside of advising, he is involved in fixed insurance sales through McAdam Institutional Brokerage. 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, employing discretionary portfolio management with a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.