C Stafford is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. Prior to joining Ashton Thomas Private Wealth in 2024, Stafford worked at Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering a variety of program structures and retirement plan fiduciary services.

Patricia Macdonald is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at First Republic Bank for 20 years and currently serves as a private banker with SVB Wealth and First Citizens Asset Management. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

John Foster is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to his current role, he worked at Manulife John Hancock Brokerage Services LLC and John Hancock. He also serves as a retirement consultant for JHRPS Education Retirement Consultant, providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering written plans and recommendations through a technology-assisted service model. The firm serves both non‑high‑net‑worth and high‑net‑worth clients and operates an Emergency Savings program with no advisory fee.

Harrison Odaniell is a CFA® charterholder with six years of industry experience. He has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk profiles and employs a mix of index funds, active managers, subadvisors, and ESG research in its investment approach.

David Fontaine is a financial advisor at RWA Wealth Partners with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked previously at Marcum, LLP and Cbiz. Fontaine is also a CPA partner at Marcum, LLP, an accounting role separate from his advisory work. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation with a diverse investment platform and offers internally managed strategies and tax preparation through affiliated entities.

Daniel Flanagan is a CFP® with 24 years of industry experience, currently serving at Eversource Wealth Advisors, LLC since 2025. He previously worked for a decade at Canby Financial Advisors and Commonwealth Financial Network. Eversource Wealth Advisors serves individual clients, families, estates, charitable foundations, retirement plans, institutional relationships, and other advisory firms, offering wealth management, portfolio management, financial planning, and consulting services. The firm operates multiple investment programs and supports independent RIAs through turnkey, back-office, and sub-advisory services.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. 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 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Logan Ribeiro is a CFP® with three years of industry experience and is currently with Crestwood Advisors. He previously worked at Ameriprise and Bryant University. Crestwood Advisors serves individuals, families, foundations, endowments, and other institutions with investment and wealth management services. The firm employs a team approach and focuses on global diversification, tax efficiency, and ongoing portfolio monitoring.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He has held positions at Moors & Cabot since 2018 and previously worked at RBC Capital Markets from 2010 to 2017. He holds Series 63 and Series 65 credentials. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches, including fundamental, technical, quantitative, and asset-allocation methods, and offers both discretionary and non-discretionary portfolio management.

Quentin Climer is a financial advisor at Flagship Harbor Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. In addition to his advisory role, he has engaged in selling various fixed insurance products, including long-term care and life insurance. 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 and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party managed accounts.

Todd Bragg is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 66 credential and possessing 20 years of industry experience. He has worked with Lincoln Investment since 2012 and has been affiliated with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation house rental. Capital Analysts serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers portfolio management through discretionary and non-discretionary programs and utilizes an in-house Investment Management & Research team that operates model portfolios and a proprietary mutual-fund screening process.

Mimie Dam is a financial advisor at Santander Securities LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2016. In addition to her advisory role, she serves as a personal care assistant for her mother through Tempus Unlimited, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Hillary Urbancic is a financial advisor at Crestwood Advisors with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Wells Fargo Advisors. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Clinton Lynch is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Congress Wealth Management LLC and has prior experience at APEXIUM FINANCIAL and Charles Schwab, including Charles Schwab Bank. He is based in Boston, MA. He is affiliated with CW Advisors, LLC, a multi-team firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager oversight conducted by an Investment Oversight Committee.

Jessica Welch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Choate Investment Advisors since 2023. Prior to joining Choate, she worked for Lowell, Blake & Associates, Inc. for six years and was employed by the Emerald Necklace Conservancy from 2015 to 2017. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and utilizes a mix of index funds, active managers, and ESG research in its diversified portfolios.

Richard Lanigan is a financial advisor at John Hancock Personal Financial Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within John Hancock-affiliated entities since 2018, including John Hancock Distributors and Manulife John Hancock Brokerage Services. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a broad client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with investment advice delivered through written plans generated by third-party software and implemented at the client’s discretion.

Michael Krasco is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2014. Outside of his advisory work, he is involved with Cameron Real Estate Group Inc., providing mortgage and real estate services. Flagship Harbor Advisors is an SEC-registered investment adviser that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and offers investment management, financial planning, and retirement-plan consulting through a team of around 60 advisors. Flagship employs a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts, and sponsors its own wrap-fee program.

Jonathan Marston is a financial advisor at Flagship Harbor Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Fidelity Investments, and Cantella & Co., Inc. Outside of his advisory role, he is involved in coaching sports and fitness through an organization called Laxachusetts. 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 as of December 2025 and employs a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 designation and over nine years of industry experience, including prior work at RSM US LLP. He maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans, constructing broadly diversified portfolios primarily with ETFs and mutual funds while also offering alternative investment options for qualified clients.

Alison Svizzero is a financial advisor at Choate Investment Advisors with two years of industry experience. She holds the Series 65 designation and previously worked for Boston Children's Hospital for 12 years. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation and risk assessment, using a combination of index funds, active managers, and ESG research, and also manages three Private Funds that invest primarily in third-party private equity and other private investment funds.