Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

Sada Geuss is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 65 and Series 66 licenses with seven years of industry experience. She has been with Trillium Asset Management since 2015. Trillium serves a range of clients including individuals, trusts, pension plans, and institutional investors, offering discretionary portfolio management with an emphasis on integrated ESG research and fundamental financial analysis. The firm uses exclusionary business screens and active ownership strategies within equity and fixed-income portfolios, and it also acts as a sub-adviser to registered funds and manages pooled investment vehicles.

Christopher Hagan is a financial advisor at RWA Wealth Partners with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining RWA in 2023, he worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. 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’s investment approach emphasizes strategic asset allocation using an open-architecture platform and integrates customized fixed income and cash management strategies.

Ryan Oshaughnessy is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Adviser Investments and Citizens Securities Inc. prior to joining RWA. 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 certain strategies.

Martin Higgins is a CFP® and ChFC® with 49 years of experience at Mutual of Omaha Investor Services, Inc., where he has worked since 1977. He is the owner of Family Wealth Management, Financial Services, which provides long-term care, disability insurance, fixed annuities, and life insurance sales. Higgins is also the author of "Distributionland," a book on gifting and selling, and engages in related presentations and book signings. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms such as Envestnet and Pershing and operates alongside affiliated broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Harris is a CFP® professional with four years of experience in the financial advisory industry. He has worked at Northeast Investment Management, Inc. since 2018 and previously spent two years at Loring, Wolcott & Coolidge. Based in Boston, MA, he is part of a nine-advisor team at Northeast Investment Management. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, emphasizing diversification, client-specific risk management, and formal trading oversight.

Christopher Keith is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Polaris Wealth Advisory Group and Kobren Insight Management, including its adviser affiliate, from 2001 to 2016. 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 uses a strategic asset allocation approach supported by a broad selection of investment vehicles, including internally managed strategies and customized fixed income and cash management solutions.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company, Fidelity Investments, and Liberty Mutual Insurance. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term, customized portfolio approach and supports plan sponsors with services including investment policy development and co-fiduciary roles under ERISA.

John Scarpelli is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Peak Financial Management, Merrimack College, and Apex Retirement Services. Outside of finance, he has had roles in education and hospitality, including positions at Medford Public Schools and Carols Restaurant. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform using fundamental and technical analysis across a broad range of asset types.

Mindy Neira is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2018. Prior to joining Modera, she worked at Fidelity Investments and Fidelity Personal and Workplace Advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering services such as wealth management, retirement plan consulting, tax planning, and trust-related services.

John Ingram is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Crestwood Advisors since 2015. He has been with Crestwood Advisors Group, LLC for 10 years. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Andrew Bruno is a financial advisor at Santander Securities LLC with six years of industry experience. He holds Series 63 and Series 66 registrations and has been with Santander Securities since 2019. Prior to that, he worked at Santander Bank, NA beginning in 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Weston Howland is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Howland Capital Management LLC since 1984. 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 a model portfolio approach tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings.

Kevin Dufault is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2019. He is also a partner at Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors. The firm offers customized financial planning and portfolio management services, utilizing sub-advisers and platform solutions to address diverse client needs.

Matthew Giuttari is a financial advisor at SVB Wealth with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at Silicon Valley Bank/Boston Private Bank & Trust Co., First Citizens Investor Services, and RI State Government. He also has experience working in educational institutions such as Connecticut College and The Loomis Chaffee School. SVB Wealth serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a range of investment strategies and maintains operational ties to First Citizens Bank & Trust Company.

Lynn Kaplan is a CFP® with 45 years of industry experience currently affiliated with Capital Analysts. She has held roles at Lincoln Investment, Aag Securities, Commonwealth Equity Services, and Horizon Group Insurance & Agency since 1985. Outside of traditional advisory work, she serves as a Managing General Agent involved in the sale and supervision of fixed annuities, life insurance, and long-term care insurance. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research tools.

Kyle Hurley is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and LPL Financial. 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 team of about 60 advisors, using a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Tugba Pasaogullari is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including The Colony Group and J.P. Morgan Securities LLC. Santander Securities LLC serves a broad retail client base with investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering multi-strategy investment platforms and affiliated banking relationships.

Diana Malcom is a financial advisor at Choate Investment Advisors with 25 years of industry experience. She holds a Series 65 designation and previously worked at Lowell, Blake & Associates, Inc. for 23 years before joining Choate in 2023. 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 tolerance and uses a combination of index funds, active managers, subadvisors, and ESG research, while also advising three Private Funds that invest in third-party private equity and private investment funds.

Christopher Duffy is a CFP® professional with 26 years of experience in financial advising. He is currently with Capital Analysts and has worked with Lincoln Investment since 2012. Outside of his advisory role, he serves as vice chair of planned giving on the board of trustees for the South Shore Hospital Charitable Foundation and is involved in drafting estate planning legal documents through his law practice. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support a range of investment and retirement-plan services.