Charles Frederick Boit is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2001. The partners of his firm serve as trustees and manage fiduciary accounts, also acting as directors and managers of affiliated trust and custodial entities. Loring, Wolcott & Coolidge Fiduciary Advisors primarily serves high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, generally requiring about $2 million in investable assets. The firm focuses on long-term ownership of high-quality growth equities combined with bonds and other asset classes, supported by independent research, AI tools, and a Sustainability Group integrating ESG and impact investments.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Pinnacle Investments since 2019 and has also worked at Global Investment Advisors, LLC and Essex Securities LLC since 2010. In addition to his advisory roles, Lane has worked as a high school teacher at Malden High School for over 28 years. Pinnacle Investments serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm employs a range of investment strategies across multiple asset classes and functions as both a registered investment adviser and broker-dealer, with affiliated sub-advisory services and custodial relationships.

Christian Mahoney is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Reynders, McVeigh Capital Management, LLC since 2020 and previously held positions at Carson Wealth Management and Everest Insurance. His background also includes diverse early career roles in the restaurant industry and at the University of Massachusetts Amherst. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to a varied client base including individuals, high-net-worth investors, trusts, pension plans, and family offices. The firm employs a growth-at-a-reasonable-price (GARP) approach that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

Andrew Macdougall is a financial advisor with Csenge Advisory Group, LLC, holding CFP® and ChFC® designations and over 11 years of industry experience. He has worked at firms including Integrity Alliance, LLC, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process combines fundamental and technical analysis with a relative strength methodology and a four-step top-down approach, offering customized portfolio management through discretionary and model-based strategies.

Frederick Winters is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with RWA Wealth Partners in Boston, MA, since 2012. 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’s investment approach emphasizes strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Geoffrey Turner is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments LLC for 13 years before joining RWA Wealth Partners. 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 using an open-architecture platform and offers specialized fixed income management, internally managed strategies, and tax preparation services through its wholly owned subsidiary.

Scott Johnson is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2010. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. 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 managers and ongoing compliance oversight.

Benjamin Lucas is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with five years of industry experience. He has worked at McAdam LLC since 2020 and has previous experience with Old Port Marine Services Inc, Providence College, and Lake Anthony Launch Company LLC. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm offers discretionary portfolio management and uses fundamental analysis, incorporating specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

Thomas Wironen is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at John Hancock and its related entities since 2014, including Manulife John Hancock Brokerage Services since 2024. In addition to his advisory role, he serves as a retirement plan services education consultant, providing guidance on distribution options for qualified retirement plan participants. John Hancock Personal Financial Services offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with a focus on written financial plans and an Emergency Savings program.

Matthew Wyllie is a CFP®-credentialed financial advisor with 17 years of industry experience. He currently works at RWA Wealth Partners and was previously with Adviser Investments LLC for 11 years. Based in Boston, MA, Wyllie holds the Series 66 license. 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 specialized fixed income management and internally managed strategies through its affiliated entities.

Francis Jackson is a CFA® charterholder with 20 years of industry experience. He has been with Howland Capital Management LLC since 2005. Based in Boston, MA, he works at a multi-team firm consisting of 10 advisors. 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 manages multiple pooled investment vehicles and emphasizes tailored portfolio management supported by fundamental, macroeconomic, technical, and credit analysis.

Nakia Maddox Eubanks is a financial advisor at Trillium Asset Management with four years of industry experience. She previously worked at BNY Mellon, Bainco International Investors LLC, and Atlantic Trust Private Wealth Management. Nakia serves on the local board of Jumpstart, a national early education organization, and is involved with Tomorrow's Women Today and the Boston Women's Leadership Council. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental analysis and employs exclusionary screens and active ownership as part of its investment approach.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Matthew Macho is a CFP® professional with 23 years of experience in the financial industry. He is currently with Capital Analysts and has worked at Lincoln Investment for 11 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary mutual-fund screening processes.

Carl Robinson is a financial advisor at SVB Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo and M&T Securities. Robinson serves as an officer and director for Massachusetts Youth Lacrosse, a nonprofit youth sports organization. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Dwight Mathis is a CFP® with 27 years of experience in financial advising, currently with SVB Wealth. His prior experience includes roles at Merrill and Suntrust. He serves on the boards of two Brookline, MA-based education nonprofits focused on innovation and teacher development. SVB Wealth LLC provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs fundamental, quantitative, and technical analysis and oversees third-party managers through a formal due diligence process.

Erin Kerr is a CFA® charterholder with eight years of industry experience and has been with Choate Investment Advisors in Boston, MA since 2015. 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, and charitable foundations. The firm’s investment approach focuses on diversified asset allocation tailored to clients' risk profiles and combines index exposures with selected active managers and private fund vehicles.

Robert Scanlon is a CFP® professional with 21 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He holds the Series 66 designation. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary management utilizing third-party Independent Managers and model portfolios.

James Jurgens is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with Reynders, McVeigh since 2017 and previously worked at Brown Brothers Harriman & Co. from 2015 to 2017. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services 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 incorporating ESG criteria and offers tailored portfolios alongside managing a registered mutual fund.