Edward Marinucci III is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both Flagship Harbor Advisors and LPL Financial since 2015. Marinucci also operates ChartHouse Capital, LLC, which focuses on non-variable insurance products. 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, employing a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

John Francini Jr. is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Northeast Investment Management, Inc. in Boston, where he has worked since 2003. He holds a Series 63 license and is part of a nine-advisor team at the firm. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, client-specific constraints, and formal trading oversight.

Thomas Appleton is a CFA® charterholder with 19 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2006. He has held various fiduciary and trustee roles within the firm and is involved in several cultural and historical organizations in Boston, including serving as Assistant Treasurer of the Colonial Society of Massachusetts, Treasurer of the New England Quarterly, and Treasurer of the Paul Revere Memorial Association. Appleton also serves on the Board and Finance Committee of Revolutionary Spaces. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities with low turnover and offers integrated investment, trust, tax, and custodial services through a formal affiliation with a related trust company.

David Costigan is a CFP® with 19 years of industry experience, currently serving at CW Advisors, LLC in Boston, MA. His prior experience includes roles at Congress Wealth Management LLC, SlateStone Wealth LLC, Norton Point Strategic Advisors, and Banyan Partners, among others. He is also a managing member of SlateStone Group, a holding company. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including high-net-worth individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, supported by centralized investment oversight and relationships with affiliated service providers.

Kaitlyn Mcdonough is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Manulife John Hancock Brokerage Services LLC since 2024. Outside her advisory role, Mcdonough provides retirement plan education as a consultant for John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services offers financial planning and consultative services to individuals, trusts, estates, nonprofits, and businesses, utilizing a technology-assisted model with written, generally framed recommendations that clients implement at their discretion.

Joseph Powers III is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked with RWA and its predecessor entities since 2015. 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’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management alongside fundamental and quantitative strategies.

John O'Reilly is a CFA® charterholder with 15 years of industry experience. He has been with Congress Asset Management Company, LLP in Boston, MA, since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional investors and individual clients. The firm manages approximately $14.2 billion in assets, employing a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed-income strategies.

William D'agostino Jr. is a financial advisor with CW Advisors, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked previously at Aspire Wealth Management Corporation and Purshe Kaplan Sterling Investments for 12 years each, and at Ameriprise for 3 years. He is also a licensed insurance agent who dedicates part of his time to insurance sales and implementation. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm uses a Core-and-Satellite investment approach with active, passive, quantitative, and ESG strategies, and provides services to other registered investment advisers and pooled investment vehicles.

Michelle Knight is a financial advisor at RWA Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has worked within various divisions of RWA Wealth Partners and its predecessor firms since 2015. 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, utilizing an open-architecture platform and combining fundamental and quantitative methods in select strategies.

Hind Azzaoui is a financial advisor at Santander Securities LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including John Hancock, TD Bank, and Citizens Bank. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm delivers investment management primarily via the FMAX wrap-fee platform, utilizing third-party discretionary managers and offering various overlay options.

Robert Bailow III is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with JHPFS since 2016. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to generate recommendations and operates an Emergency Savings program.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. 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 emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.

Nathan Budrow is a CFA® charterholder with 14 years of industry experience. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Newport Capital Advisers and Northwestern Mutual Investment Services LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach that combines technical and fundamental analysis, utilizing mutual funds, ETFs, bonds, options, and equities.

Bryan Ciborowski is a financial advisor at Welch & Forbes LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group and State Street Global Advisors. Outside of his advisory role, he mentors second-year students at Harvard Business School in an entrepreneurial sales class. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, along with pension plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on fundamental security selection and offers a range of services including personal trust, fiduciary, and estate administration.

George Padula Jr. is a CFP® and CFA® with 28 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He previously worked at Back Bay Financial Group, Inc. and The Danforth Associates, Inc. He volunteers with the Dana-Farber Cancer Institute in collaboration with the Financial Planning Association, providing pro bono financial education and planning to patients and caregivers. Modera Wealth Management, LLC offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and integrates investment management with expanded accounting, tax, and business coaching services.

Victor Sinopoli is a CFP® professional with three years of industry experience, currently serving with Perigon Wealth Management, LLC in Boston, MA. His prior roles include positions at TFC Financial Management Inc and Moors & Cabot Inc. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor arrangements, distinguishing itself through its focus on banking and thrift institution clients.

Ryan Stanick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crestwood Advisors since 2025 and previously spent five years at Equitable Advisors, LLC. His background includes roles at Boston College and its Athletic Department. Crestwood Advisors provides investment and wealth management services to individuals, families, foundations, endowments, and institutions. The firm employs a team approach and emphasizes a combination of top-down asset allocation and bottom-up fundamental security selection with consideration of ESG factors, pursuing global diversification and tax efficiency.

Charles Fisher is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at Moors & Cabot since 2018 and previously at Mass Mutual Investors Services and McAdam LLC. He serves on the Board of Directors and chairs the Investment Oversight Committee at Acadia Management Company, a single-family office, where he monitors performance and fees of third-party RIAs. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with tailored portfolio strategies, using discretionary and non-discretionary arrangements.

Madison Mcnamara is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Crestwood Advisors with three years of industry experience. Prior to joining Crestwood in 2024, Madison worked at The Vanguard Group from 2022 to 2024 and has held various roles including at Maillie LLP and the University of Delaware. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and operates a digital investment program called Pathfinder that provides ETF-based automated portfolios with periodic advisor engagement.