William Stewart is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He previously worked at Arthur Wood Investment Advisors Corp, Arthur W. Wood Company, Inc., and Janney Montgomery Scott. Capitol Securities Management serves individual investors, institutions, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering a range of advisory programs including separately managed accounts and third-party Money Managers.

Thomas Williams is a CFP®-certified financial advisor with over 32 years of industry experience. He is affiliated with Flagship Harbor Advisors, LLC and has been with the firm since 2015, concurrently associated with LPL Financial. 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 through a team of about 60 advisors and employs a diversified investment approach using mutual funds, ETFs, individual securities, separately managed accounts, and multiple trading strategies.

Zachry Mc Mann is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with four years of industry experience. Prior to joining McAdam LLC, he worked at New England Wire Technology and Southern New Hampshire University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.

Griffith Graham II is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at John Hancock Distributors LLC, Wells Fargo Clearing, TD Ameritrade, and Scottrade. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver generally framed financial plans and operates an Emergency Savings program, serving a high client load per advisor through a scaled service model.

Shuxin Wu is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 registrations with five years of industry experience. Their prior experience includes roles at Manulife John Hancock Brokerage Services LLC and State Street Corporation. Outside of finance, Wu was involved in the restaurant business, operating Shabu-Zen Restaurant from 2010 to 2019. Santander Securities LLC serves a broad retail client base with over $3 billion in assets under management, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm offers investment management primarily through the FMAX wrap-fee platform, leveraging third-party discretionary managers and affiliated banking relationships.

Catherine Bearce is a CFP® and ChFC® with 23 years of industry experience. She is currently with FourStar Wealth Advisors, LLC and has previously worked at Nobles & Richards, Integrated Wealth Concepts, LPL Financial, Lincoln Financial Advisors, and Ameriprise. Outside of her advisory role, she manages several business entities related to alternative investments and asset protection. FourStar Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a combination of fundamental and technical analysis, managing client portfolios diversified across mutual funds, ETFs, individual securities, options, and third-party managers, often on a discretionary basis tailored to client objectives.

Nicholas Crocker is a CFA® charterholder with eight years of industry experience. He has been with Howland Capital Management LLC since 2013. The firm provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. Howland Capital Management employs a disciplined investment process supported by fundamental, macroeconomic, technical, and credit analysis and offers additional services including tax assistance and private trustee services.

Cavan Lamontagne is a financial advisor at Winthrop Wealth in Boston, MA, with one year of industry experience. He holds a Series 65 designation and has worked previously at MassMutual and Baystate Financial. 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, goal-oriented investment process and combines in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Charles Clapp III is a CFA® charterholder with 30 years of industry experience, currently serving at Howland Capital Management LLC since 1991. Based in Boston, MA, he has been with the firm for over three decades. Howland Capital Management LLC provides discretionary investment management to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in its pooled investment vehicles. The firm offers wealth services including financial planning, tax planning and filing, estate planning, private trustee services, and charitable planning, using a structured investment approach supported by fundamental, macroeconomic, technical, and credit analysis.

James Beville is a CFP® professional with 20 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Manchester, MA. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on low-cost mutual funds and ETFs while also utilizing active funds, individual securities, and alternative investments.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He is currently a portfolio strategist at SVB Wealth and First Citizens Asset Management, having previously worked over a decade at BlackRock Investments, LLC, and one year at Merrill. SVB Wealth serves a diverse client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm combines fundamental, quantitative, and technical analysis with due diligence and oversight by an Investment Committee, and operates as a wholly owned subsidiary of First Citizens Bank.

B Joseph Walton Yedlin is a CFA® charterholder with over 15 years of industry experience. He is currently an advisor at Modera Wealth Management, LLC, having joined the firm in 2026 after 14 years at SCS Financial Services LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and integrates investment management with in-house accounting, tax services, and business coaching.

James Bush is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a long tenure at MassMutual. Outside of his advisory role, he is involved in management consulting through Bush & Company and serves as a principal at Bush & Richey LLC, which provides financial planning, insurance, and investment advising. ValMark Advisers serves a broad client base ranging from individual investors to institutional entities, offering investment advisory and financial planning through a network of representatives. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Lisa Mackinnon is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 63 and Series 65 licenses with four years of industry experience. She has been with Trillium Asset Management since 1993. Trillium Asset Management provides discretionary portfolio management to a broad client base, including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers equity, fixed-income, and balanced strategies, serving also as sub-adviser to registered and non-U.S. investment companies.

Audrey Daum is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 36 years of industry experience. She has held positions at Moors & Cabot since 2017 and previously worked at Oppenheimer from 2010 to 2017. Daum serves on the board of the MIT Sloan Alumni Association of Boston and is the author of the children’s book *The Little Floof's Book of Money*. 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 a range of investment management and financial planning services, tailoring portfolios through various strategies and providing both discretionary and non-discretionary arrangements.

Trent Mullen is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 designation. He has been with Reynders McVeigh since 2022 and has prior experience at The Bancroft, Putnam Investments, and 110 Grill. Outside of finance, he operated Mullen Automotive Detailing from 2017 to 2022. Reynders, McVeigh provides 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) philosophy with ESG integration and manages a registered mutual fund alongside advisory roles for other investment advisers and clients.

Maryelizabeth Conlon Kesse is a financial advisor with Reynders, McVeigh Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at Penobscot Investment Management Co., Inc. for seven years and Merrill for one year. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, trusts, pension plans, family offices, and law-firm trust departments. The firm employs a growth-at-a-reasonable-price (GARP) approach integrating fundamental analysis with ESG considerations and active shareholder engagement.

Peter Dixon is a financial advisor at Howland Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments from 2006 to 2017. Howland Capital Management LLC provides investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm manages discretionary separate accounts guided by client-specific investment policies and employs multiple analytical approaches in its decision-making.

Jean Qiu is a financial advisor at The Bollard Group LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. She has been with The Bollard Group since 2020 and was previously with the same firm from 2005 to 2020. The Bollard Group is a multi-family office serving high-net-worth individuals, trusts, charitable foundations, and family-centric companies. The firm offers discretionary and non-discretionary investment management, tax and estate planning, and other wealth-management services, employing active management strategies across various asset classes and managing over $6.7 billion in assets.

Sean Pilkington is a financial advisor at Brighton Jones LLC holding a Series 65 designation with three years of industry experience. His prior work history includes roles at Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and Temple University Fox School of Business. Brighton Jones offers wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO (PCFO) and OpenPlan offerings. The firm employs a whole-balance-sheet approach with discretionary investment authority and access to a range of public and private investments, supported by an affiliated ecosystem including private fund management, trust services, and legal assistance.