James Moda is a Series 65-licensed financial advisor with McAdam LLC, based in Boston, MA, bringing five years of industry experience. Prior to joining McAdam in 2021, he worked at Baypine and held roles with the YMCA of Greater Boston and educational institutions. McAdam LLC serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary management approach using a range of investments, including mutual funds, ETFs, individual securities, and alternative assets, while incorporating technology solutions and unique planning services like their tiered subscription product RetireUS.

Colin Molloy is a CFA® charterholder with six years of experience at Northeast Investment Management Inc. He has prior experience at Northwestern Mutual Investment Services LLC, George Doran, Adam Baur, and Michael Raposa. Northeast Investment Management, Inc. advises individuals, families, trustees, executors, family offices, charitable institutions, and small businesses on portfolios totaling approximately $3.27 billion. The firm offers discretionary and non-discretionary portfolio management with an emphasis on diversification and ongoing monitoring, providing estate-planning and trustee services within its investment counsel relationships.

Brian Dick is a financial advisor at The Fiduciary Alliance with 17 years of industry experience. He holds a Series 65 designation and has previously worked with First Financial Advisors, LLC, and operates Dick Advisory Group LLC. In addition to his advisory role, he is a licensed insurance agent with Dick Insurance Agency. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach using various analytical methods and offers access to third-party managers through a network of investment advisor representatives operating under multiple divisions.

Louis Marchant is a financial advisor with Choate Investment Advisors in Boston, MA, holding a Series 65 designation and two years of industry experience. He previously worked at PwC from 2017 to 2021 and has been with Choate Investment Advisors since 2021. Choate Investment Advisors is an SEC-registered firm providing portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation aligned with clients' risk tolerance and integrates index exposures, active managers, and private fund vehicles, operating in affiliation with the law firm Choate, Hall & Stewart LLP.

Michael Finley is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining SVB Wealth in 2021, he worked at Boston Private Wealth LLC for five years. Outside of his advisory role, Finley operates a catering business providing food and drink service at events. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company with affiliated entities supporting its service model.

Matthew Parrish is a financial advisor at Robertson Stephens with a Series 65 credential and one year of industry experience. Prior to joining Robertson Stephens in 2024, he spent six years at Georgetown University and three years at Blacksburg High School. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office, managing over $7 billion in client assets.

Kevin Dick is a financial advisor at The Fiduciary Alliance with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JMP Securities LLC, Citizens Capital Markets, Inc., Citizens Bank, N.A., John Hancock Investments, and Stonehill College. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, retirement plans, and other investment advisers. The firm employs a combination of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management alongside estate-planning and business-planning support.

Gregory Munroe is a CFP® professional with 33 years of industry experience, currently serving at Flagship Harbor Advisors, LLC since 2010. He also maintains a long-standing affiliation with Ids Life Insurance Company dating back to 1992. Munroe is based in Boston, MA. He is co-owner of JMB LLC, a real estate rental business he operates with his spouse. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and uses a range of investment strategies including mutual funds, ETFs, individual securities, and managed accounts, employing both fundamental and technical analysis.

Brandon Lozier is a Series 65-registered advisor with Crestwood Advisors in Boston, MA, where he has worked since 2016. He has four years of industry experience. Crestwood Advisors serves individuals, families, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team approach, combining top-down asset allocation with fundamental security selection, and pursues global diversification and tax efficiency across a variety of investment vehicles.

Jeanne Bernardin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2021. Prior to joining Modera, she worked for six years at Meridian Financial Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Alexander Jovanovic is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Trillium Asset Management in Boston, MA since 2013. He holds the Series 63 designation. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental investment approach integrated with ESG research and active ownership, offering equity, fixed-income, and balanced strategies across various platforms and serving as sub-adviser to registered and non-U.S. investment companies.

Zachary Young is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Moors & Cabot Inc and National Asset Management. Outside of his advisory role, he is involved in event security through RSIG Security Inc. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a variety of research methods.

John Williams is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with ValMark Advisers, Inc. and has a longstanding role at Capital Formation Group, Inc., which he owns and operates, marketing financial services to the public. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

Andre Habib is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has 36 years of industry experience and has worked at Santander Securities and Santander Bank since 2020, as well as Citizens Securities, Inc. from 2015 to 2020. 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 discretionary account management and ongoing suitability reviews.

Michael Barrett is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citizens Securities Inc, Merrill, and Thomson Reuters. Barrett is based in Smithfield, RI. 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 wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing compliance oversight.

Nicolas Good is a CFP® and Series 65-registered advisor with two years of industry experience. He is currently with Brighton Jones LLC in Boston, where he joined in 2025 after working at Connecticut Wealth Management and Webster Bank. Brighton Jones provides comprehensive wealth-management services to individuals—including high-net-worth and ultra-high-net-worth clients—as well as charitable organizations and retirement plans. The firm emphasizes a Personal CFO model and family office services, offering a range of investment options and private-investment opportunities through its subsidiary Lenora Capital.

Luke Heger is a financial advisor at Brighton Jones LLC, holding a Series 65 designation. He has been in the industry since 2023, with prior experience at Standish Management, LLC and MFS Investment Management. Brighton Jones advises high-net-worth individuals, charitable organizations, pooled investment vehicles, and retirement plans, offering comprehensive wealth-management services including financial planning, investment management, family office services, and estate-planning support. The firm emphasizes whole-balance-sheet planning through its Personal CFO model and provides private-investment opportunities via its subsidiary Lenora Capital.

Jason Duguay is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC and LPL Financial since 2013. He also owns a basic tax preparation business and is involved as an investor and part owner in local auto service companies. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a diverse investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis.

Neal Mc Kenna is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has worked in various roles within Santander and prior firms including TD Ameritrade and Banc of America Investment Services. He is based in Boston, MA. 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, goal-based financial planning, and access to securities-based lending and insurance products.

Amy Deer is a Series 65 licensed financial advisor at Accelerate Retirement with six years of industry experience. She has worked with multiple firms including Commonwealth Financial Network and Alkeme Financial Services LLC. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Retirement serves individual and institutional clients by offering retirement plan consulting, discretionary investment management, financial planning, and fiduciary services. The firm uses a network of Investment Adviser Representatives to create customized portfolios with a long-term focus and manages significant retirement plan advisory relationships.