Christine Lawless is a CFP® professional with 11 years of experience in the financial industry. She currently works at CW Advisors, LLC and previously was employed at Congress Wealth Management LLC for seven years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, and institutional investors, employing a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Jennifer Stoody is a financial advisor at SVB Wealth with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Credit Suisse Securities, Wells Fargo, and JMS Advisory Services. Her current role involves wealth and brokerage business support at affiliated firms under First Citizens. SVB Wealth serves individuals, trusts, retirement plans, charitable organizations, and corporate clients by providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm’s investment approach includes individualized policy statements and oversight of third-party managers through a documented due diligence process.

Louisa Jacquinto is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with seven years of experience in the industry. She holds a Series 65 designation and previously worked at Root Cause for five years. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm uses a growth-at-a-reasonable-price (GARP) investment approach supported by in-house fundamental research that integrates ESG criteria, offering tailored portfolios across equity and fixed income mandates.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Thomas Reilly is a financial advisor with CW Advisors, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Prior to joining CW Advisors in 2025, he worked at Point Allerton LLC for 22 years and Bainco International Investors LLC for four years. Additionally, he is a licensed insurance agent involved with Tomco. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutions, using a Core-and-Satellite investment approach that incorporates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Catherine Ocampo is a Certified Financial Planner (CFP®) with seven years of industry experience. She has worked at RWA Wealth Partners since 2025 and previously held roles at GWFS Equities, Inc. and Fidelity Investments. Prior to entering the financial industry, she spent 13 years involved with The Lotus Mind + Body Spa Inc. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach supported by an open-architecture platform and integrates fundamental and quantitative methods within certain investment strategies.

Scott Kadish is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Vanderbilt Advisory Services and has held previous roles at Robert Hurst CPA PC, Bank of America, Merrill, and LPL Financial. Outside of advisory work, he serves as a board member of the Jewish Climate Action Network of Massachusetts and is the national chairperson for the Shomrei Ha'aretz affinity group within the Federation of Jewish Men's Clubs, coordinating and presenting programming on green living. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm’s investment process incorporates strategic asset allocation and a mix of fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by an integrated advisory, broker, and retirement-plan administration platform.

Matthew Donohue is a CFP® and Series 65 designated financial advisor at McAdam LLC with five years of industry experience. He has worked at McAdam since 2020 and previously held positions at ACAC, Bradley Lead Group LLC, and Morgan Stanley. 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, managing client portfolios with a range of traditional and alternative investments while incorporating ongoing portfolio management and specialized planning products.

Kristin Lepri is a CFA® charterholder with eight years of industry experience. She is currently with SVB Wealth in Boston, MA, where she has worked since 2026. Prior to that, she held positions at Fitch Ratings and Wilmington Trust. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a documented due diligence process for manager selection and oversight, and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Kimberly Kelly is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Flagship Harbor Advisors, LLC since 2016, concurrently with her tenure at LPL Financial beginning in 2015. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical investment models.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Andrew Murphy is a CFA® charterholder with nine years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously held roles at LPL Financial, LLC and Shepherd Financial Partners. Murphy is based in Boston, MA. 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, prudent investment philosophy that incorporates both in-house management and third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.

Timothy Mazanec is a CFP® with 11 years of experience in the financial services industry. He is currently with RWA Wealth Partners and has previously worked at Allworth Financial, Purshe Kaplan Sterling Investments, Edward Jones, and Merrill. Outside of his advisory role, he serves as an investment committee member for Urban Edge, a nonprofit community housing organization. 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’s investment approach focuses on strategic asset allocation and uses an open-architecture platform supplemented by customized fixed income and cash management strategies.

Scott Bundy is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1976. Bundy serves as a trustee for the Boxborough Conservation Trust and advises the endowment of the Kurn Hattin School for Children, both on a volunteer basis. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, consulting, and referrals to third-party wrap-fee programs, with portfolio strategies tailored to client objectives and risk tolerances.

Mark Kinney is a CFP® with 17 years of industry experience and is currently an advisor at Virtue Capital Management, LLC. He has worked at Virtue since 2019 and previously spent 18 years at Toole Kinney & Co and five years at Horter Investment Management. He is also a partner in Kinney Wealth, Inc., where he is involved in life, health, long-term care, and disability insurance services. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers with customized portfolio management and financial planning. The firm employs a multi-team model and combines tactical, strategic, and dynamic investment approaches, supported by an investment committee that oversees third-party managers and model strategies.

Gabriel Reale is a financial advisor at RWA Wealth Partners in Boston, holding a Series 65 designation. He has been with RWA Wealth Partners since 2022 and previously worked at Advent International and Roger Williams University. 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 focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods within certain investment strategies.

Paul Melanson is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes roles at Citizens Securities, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm offers investment advisory services and portfolio management through wrap-fee programs, utilizing third-party discretionary managers and an implementation manager, with a focus on retail investors.

Richard Ropelewski is a CFP® professional with 24 years of industry experience. He is currently with Great Valley Advisor Group, LLC and has previously worked at LPL Financial and U.S. Financial Advisors. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management and financial planning, emphasizing individualized portfolio construction and ongoing oversight through in-house strategies and third-party managers.

Joel Berry is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Investment Management Distributors LLC, NYLIFE Securities LLC, New York Life Insurance Company, and Ira Subaru. John Hancock Personal Financial Services, LLC provides financial planning and consultative services, including an Emergency Savings program, to a diverse client base ranging from individuals to trusts and non-profits. The firm uses third-party financial planning software to generate recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Alexandre Oliveira is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2008. Oliveira serves as president of Olive Tree Wealth Management, a corporation he uses for managing his wealth management practice’s accounting and tax purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.