Donna Rose is a financial advisor at SVB Wealth with five years of industry experience. She holds a Series 65 credential and has worked at firms including Cambridge Associates, Silicon Valley Bank, and First Citizens Bank. SVB Wealth serves a diverse client base ranging from individual investors to family offices and retirement plans, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs fundamental, quantitative, and technical analysis within a formal due-diligence framework and provides both discretionary and non-discretionary investment solutions.

Christopher Minahan is a CFP® professional with eight years of industry experience. He is currently with RWA Wealth Partners and has previously worked at Wilmington Trust, Welch & Forbes, National Financial Services LLC, and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach across a broad platform of investment products and emphasizes customized fixed income and cash management.

Roger Foster is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Santander Securities since 2016 and is also involved with Abundance in Action, contributing to the creation of a deck of cards with positive affirmations. Additionally, Foster pursues artistic activities under his own business, creating and displaying art. 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 financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary management and ongoing suitability reviews.

Jonathan Coughlin is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Cantella & Co., Inc., Axa Advisors, LLC, Lending Club Patient Solutions, LPL Financial, and Shepherd Financial Partners. 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 diversified investment approach utilizing mutual funds, ETFs, individual securities, and separately managed accounts, offering services through a team of around 60 advisors.

James Hare is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock in various capacities since 2015. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities. The firm uses third-party financial planning software to create written, generally framed recommendations, supporting a scaled, technology-assisted service model for a high client load per advisor.

Brian Hill is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Capital Analysts since 1988 and holds additional roles at Lincoln Investment and John Hancock Mutual Life Insurance Company. He is also active as an insurance agent, focusing on life insurance marketing to clients. Capital Analysts serves a wide range of clients including individuals, high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management, with investment decisions supported by an in-house research team and a proprietary mutual fund screening process.

Alan Fatemi is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA. He holds the Series 66 designation and has 20 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2015. Flagship Harbor Advisors 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 range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Robert Loporto is a financial advisor at Diversify Advisory Services, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Axial Financial Group and Commonwealth Financial. Outside of his advisory role, he serves as a Town Meeting Representative for the Town of Dedham. Diversify Advisory Services is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management options and fee structures tailored to client needs.

Steven Dubin is a financial advisor with Capital Analysts who holds a Series 63 designation and has 49 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved with Williams & Dubin and various Capital Analysts entities dating back to 1975. Outside of his advisory role, he owns and operates Williams & Dubin, a financial services and insurance firm specializing in life insurance, disability, health products, and supplemental compensation programs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house investment team that utilizes proprietary screening methods and model portfolios.

Owen Allen is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with McAdam LLC since 2020 and previously worked at Elaine Construction and Babson College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm offers customized portfolio management using fundamental analysis and includes specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

Brian Kinney is a financial advisor at Mariner Independent with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for State Street Bank for 20 years. Kinney is also the founder of a professional and executive coaching firm, Catalyst Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and fiduciary support through a platform integrated with institutional resources and third-party managers.

C Stafford is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. Prior to joining Ashton Thomas Private Wealth in 2024, Stafford worked at Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering a variety of program structures and retirement plan fiduciary services.

Patricia Macdonald is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at First Republic Bank for 20 years and currently serves as a private banker with SVB Wealth and First Citizens Asset Management. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

John Foster is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to his current role, he worked at Manulife John Hancock Brokerage Services LLC and John Hancock. He also serves as a retirement consultant for JHRPS Education Retirement Consultant, providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering written plans and recommendations through a technology-assisted service model. The firm serves both non‑high‑net‑worth and high‑net‑worth clients and operates an Emergency Savings program with no advisory fee.

Harrison Odaniell is a CFA® charterholder with six years of industry experience. He has been with Choate Investment Advisors in Boston, MA since 2015. 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 tailored to clients’ risk profiles and employs a mix of index funds, active managers, subadvisors, and ESG research in its investment approach.

David Fontaine is a financial advisor at RWA Wealth Partners with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked previously at Marcum, LLP and Cbiz. Fontaine is also a CPA partner at Marcum, LLP, an accounting role separate from his advisory work. 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 plans. The firm emphasizes strategic asset allocation with a diverse investment platform and offers internally managed strategies and tax preparation through affiliated entities.

Daniel Flanagan is a CFP® with 24 years of industry experience, currently serving at Eversource Wealth Advisors, LLC since 2025. He previously worked for a decade at Canby Financial Advisors and Commonwealth Financial Network. Eversource Wealth Advisors serves individual clients, families, estates, charitable foundations, retirement plans, institutional relationships, and other advisory firms, offering wealth management, portfolio management, financial planning, and consulting services. The firm operates multiple investment programs and supports independent RIAs through turnkey, back-office, and sub-advisory services.

Logan Ribeiro is a CFP® with three years of industry experience and is currently with Crestwood Advisors. He previously worked at Ameriprise and Bryant University. Crestwood Advisors serves individuals, families, foundations, endowments, and other institutions with investment and wealth management services. The firm employs a team approach and focuses on global diversification, tax efficiency, and ongoing portfolio monitoring.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He has held positions at Moors & Cabot since 2018 and previously worked at RBC Capital Markets from 2010 to 2017. He holds Series 63 and Series 65 credentials. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches, including fundamental, technical, quantitative, and asset-allocation methods, and offers both discretionary and non-discretionary portfolio management.

Quentin Climer is a financial advisor at Flagship Harbor Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. In addition to his advisory role, he has engaged in selling various fixed insurance products, including long-term care and life insurance. Flagship Harbor Advisors 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 range of investment strategies using mutual funds, ETFs, individual securities, and third-party managed accounts.