Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. 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 with integrated ESG criteria and offers tailored portfolios alongside management of a registered mutual fund.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. 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 employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.

Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, 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 provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Amory Logan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2016. She has held several nonprofit board roles, including Treasurer of Sailors' Snug Harbor of Boston and involvement with the Maine Coast Heritage Trust, McCrillis Land Association, the Manchester-by-the-Sea Museum, and Shore Country Day School. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities complemented by fixed income and other asset classes. The firm integrates investment management with trust administration and operates a Sustainability Group that incorporates ESG research and direct impact investments.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Bay Colony Advisors since 2015. Vallone is also an independent insurance agent with Essential Asset Management, LLC. Bay Colony Advisors serves individual investors across the wealth spectrum, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with access to model portfolios and third-party sub-advisers and provides family-office and concierge services alongside institutional retirement fiduciary offerings.

Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior work includes roles at Moors & Cabot, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Perpetual Financial. He is also an insurance agent involved in selling annuities and life insurance on a commission basis. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, investment consulting, and retirement plan consulting, employing various strategies tailored to client objectives and risk tolerances.

Erik Wallin is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and One Charles Private Wealth, where he served as managing partner. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach with diversified portfolio construction.

Thomas Kennedy is a CFA® charterholder with six years of industry experience. He is currently with Modera Wealth Management, LLC, where he has worked since 2019. Prior to that, he held positions at New England Investment & Retirement Group, Inc. and Windhaven Investment Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Mitali Prasad is a CFA® charterholder with 2 years of industry experience. She has been with Trillium Asset Management in Boston, MA, since 2016. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental financial analysis and manages a range of equity, fixed-income, and balanced strategies, including sub-advisory roles for registered funds.

Joseph Anastasi is a financial advisor with Winthrop Wealth in Boston, MA, holding a Series 65 designation. He has two years of experience in the industry, including prior roles at Commonwealth Financial Network and Winthrop Advisory Group LLC. Outside of finance, his background includes work in healthcare at Massachusetts General Hospital and involvement in agricultural operations at Volante Farms. Winthrop Wealth serves individuals, trusts, estates, business entities, retirement plans, and donor-advised funds, offering discretionary and non-discretionary investment management and financial planning. The firm employs a four-step investment process focused on goal analysis, policy, portfolio construction, and monitoring, utilizing both in-house management and third-party sub-advisers.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. 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 uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Scott Palmatier is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and iCapital, LLC. Outside of finance, he has worked as a Door Dash delivery driver since 2021. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, featuring third-party discretionary managers and ongoing suitability and compliance oversight.

Gerard Robinson is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts and its associated entities since 1987. Outside of his advisory role, Robinson is the lead singer of the Irish entertainment band Belfast Cowboys and coordinates charity golf tournaments benefiting Project Children and the Juvenile Diabetes Research Fund. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Soloperto is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Capital Analysts since 2022 and Lincoln Investment since 2012. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment teams.

Bowman Thayer is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in Boston, MA, where he has worked since 2021. He has three years of industry experience, including prior roles at Morgan & Morgan PC and various other positions outside the financial sector. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies.

Cory Schauer is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked with Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across about 2,281 clients through a team of 18 advisors operating in six offices.

Connell Maclean is a financial advisor at SVB Wealth with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at SVB Wealth since 2022. Outside of financial advising, he is involved in a pet care and walking service through a contractor position with Rover. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm offers both discretionary and non-discretionary account management and utilizes a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee to oversee asset allocations and manager adherence.

Hayden Bloom is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles across multiple John Hancock and affiliated entities since 2015. In addition to his advisory work, he serves as a retirement consultant providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm utilizes a technology-assisted model with written planning recommendations to support client decision-making.

Patrick Lawler is a CFP® professional with 14 years of industry experience. He is currently with Fortis Capital Advisors, LLC dba LRVS Advisory Group, LLC and has previously worked at Purshe Kaplan Sterling Investments, McAdam, LLC, and VOYA Financial Advisors, Inc. Lawler is co-owner and partner of LRVS Advisory Group and also provides fixed insurance advice. Fortis Capital Advisors is a multi-team SEC-registered investment adviser serving individuals, families, businesses, retirement plans, and institutional clients. The firm offers customized portfolio management and financial planning, utilizing a range of strategies including passive, active, tactical, and ESG-aware approaches, with access to third-party sub-advisors and cash management solutions.

Mark Andrews is a financial advisor with Capital Analysts who holds a Series 63 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Dagesse Andrews & Bramwell since 2007 and 2006, respectively. Outside of his advisory work, Andrews owns and operates a CPA practice focused on tax preparation and financial statement services. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and managers.