Charlton Reynders is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2005. Outside of his advisory work, he is the president and founder of two large-format film production companies, Zephyr Productions and Highwood Productions. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and consulting 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 financial planning and asset advisement services.

Mark Perry is a financial advisor at Choate Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Winslow Wealth Management and Lowell Blake & Associates. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, offering discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients' risk profiles and combines index funds, active managers, and ESG research in its investment approach.

Corey Pomerleau is a CFP® professional with six years at F L Putnam Investment Management Co. and four years of prior experience at Boston Private Wealth, totaling ten years in the financial industry. He is based in Needham, MA. F L Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs customized portfolios with internally managed and third-party strategies across multiple asset classes, incorporating tactical adjustments within a strategic allocation framework.

Ryan Kenny is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and worked at Crestwood Advisors LLC from 2015 to 2016. Kenny holds Series 63 and Series 65 licenses and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that provides automated ETF-based portfolios with periodic advisor engagement.

Masar Jashanica is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM and over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily serving retail investors with solutions implemented via third-party discretionary managers on the FMAX platform.

Tamara Wickramasinghe is a financial advisor at Santander Securities LLC with seven years of industry experience. She holds Series 66 and Series 63 licenses. In addition to her advisory role, she is the managing director of Ecco Zone Inc., a company engaged in the resale of consumer products through the Amazon Marketplace. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily supporting individual investors, ERISA and IRA accounts, and institutional entities.

Courtney Swan is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 11 years of industry experience. She has been with John Hancock and its affiliates since 2014. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver written, generally framed recommendations reviewed by its advisors.

John Lawrie is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Northeast Investment Management, Inc. since 2007. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines high account minimums with a broad range of fee-for-service estate and administrative offerings and manages approximately $2.94 billion with a team of nine advisors.

Janet Shetty is a CFP® and holds a Series 65 license, with four years of industry experience. She currently serves as a financial advisor at Robertson Stephens Wealth Management, LLC and has prior experience at Vodia Capital, LLC. Robertson Stephens provides investment advisory services to individuals, families, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management along with tax and estate planning. The firm manages $8.76 billion in assets and employs a combination of in-house model portfolios, third-party managers, and sub-advisors to develop and implement client investment strategies.

Nancy Mulligan is a CFP® with 17 years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. She has been with the Northeast group and its affiliated entities since 1999, holding roles across investment management and growth fund operations. Northeast Investment Management, Inc. provides discretionary and non-discretionary advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses, emphasizing diversification, client-specific constraints, and formal trading oversight. The firm combines high account minimums with a range of estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Matt Donovan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Citizens Securities, Inc., Thrivent Financial, and Thrivent Investment Management Inc. He has worked in the financial services sector across multiple firms since 2021. 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 offers investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily targeting retail investors.

Gregory Hughes is a financial advisor at McAdam LLC with 14 years of industry experience. He has held his current role since 2014 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2014 to 2017. Gregory holds Series 63 and Series 65 licenses. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diversified approach that includes traditional and alternative investments.

Andrew Kyriacou is a financial advisor at Andersen with 23 years of industry experience. He holds a Series 65 credential and has been associated with Wtas LLC since 2005. Andersen provides full-service investment consulting and performance measurement to individuals, families, and related entities, operating primarily as a non-discretionary investment consultant. The firm emphasizes consolidated performance reporting and integrates investment advice with tax and financial planning.

Jonathan Hunter is a financial advisor at Winthrop Wealth with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including John Hancock and LPL Financial. Winthrop Wealth serves a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers integrated private wealth management with a long-term investment approach, combining internally managed strategies and third-party managers, and provides tailored services for institutional accounts and retirement plans.

Manny Stathoulopoulos is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with John Hancock and its affiliated entities since 2015. 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 a technology-assisted model to deliver written financial plans and recommendations without naming specific securities, serving a high volume of clients through a team of advisers.

Matthew Keefe is a financial advisor at The Fiduciary Alliance with two years of industry experience. He holds a Series 65 designation and has worked in investment and insurance-related roles, including as an account executive at Dick Insurance Agency. He previously had a role at Play Ball LLC. The Fiduciary Alliance serves individuals, high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm uses a variety of analytical approaches and may employ third-party managers, while also offering ERISA 3(21) nondiscretionary services to plan sponsors.

Matthew Morrow is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors since 2011 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Morrow serves as an elected town meeting member in Milton, MA. 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 offers investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors, employing a range of investment strategies and utilizing third-party technology to monitor and rebalance assets.

Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.

Aaron Foley is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. 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 advice through a managed-account platform with third-party investment managers and centralized client support.