John Fenton is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has worked with LPL Financial, LLC since 2010 and has been affiliated with Flagship Harbor Advisors for the same period. Outside of his advisory role, he offers fixed life insurance policies and fixed annuity contracts through Pinnacle IFS. 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 diversified investment approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Heather Goddard is a CFP®-credentialed financial advisor with five years of industry experience, currently with Brighton Jones LLC. Her prior experience includes roles at UBS, Fidelity Investments, and several other firms. Outside of finance, she teaches Yoga Sculpt classes and works as a fitness instructor in Boston. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages assets across public and private investments, supported by an affiliated ecosystem that includes private fund management, trust services, and legal offerings.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. 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 manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.

Annabel Veale is a Series 66-licensed financial advisor with Advisory Services Network, LLC. She has been with the firm since 2026 and has prior experience at Siena Private Wealth and Equitable Advisors, LLC. Veale has also worked in retail and educational roles, including positions at LL Bean and Suffolk University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers a variety of portfolio management and consulting services with flexible engagement options.

Dallis Goodson is a CFP® with 12 years of industry experience, currently with Moors & Cabot, Inc. in Boston, MA. His prior roles include positions at Citizens Securities Inc., Citizens Bank, and Clarfeld Financial Advisors, LLC. Outside of his advisory work, Goodson serves as Chair of the Finance Sub-Committee for the RI Trucking Association and holds volunteer roles with Community Care Alliance and the Estate Planning Council of Rhode Island. Moors & Cabot serves retail and high-net-worth individuals, as well as corporate and institutional clients, offering investment management, financial planning, and consulting services through customizable portfolio strategies. The firm integrates discretionary and non-discretionary services, third-party sub-advisors, and comprehensive account reviews to address client objectives across a broad range of asset types.

Max Winthrop is a financial advisor at Winthrop Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial from 2014 to 2024. Outside of advisory work, he is an owner of Cirque Holding, LLC, an investment-related entity. 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, prudent investment approach and utilizes a combination of in-house management and third-party sub-advisers to implement tax-managed and systematic strategies.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.

Christopher Lagan is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 1993. He serves as a director of Congress Wealth Management, an investment-related business affiliated with his firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to institutional and individual clients, including Taft-Hartley pension plans and mutual funds. The firm employs a research-driven, primarily bottom-up investment approach with a focus on growth equity and diversified fixed-income strategies.

Kevin Carroll is a financial advisor at Waverly Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group LLC, Atreyu Trading, and O'neil Securities, Incorporated. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

Jennifer Yousif is a financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Adviser Investments and Southern New Hampshire University. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria, tailoring portfolios to client objectives while managing a registered mutual fund and offering impact investment options on an opt-in basis.

Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2021 and previously spent seven years at Boston Private Wealth LLC. Mcquilkin is based in Lynnfield, MA. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

Rafael Svelti is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at SVB Wealth in Boston, MA, where he has been since 2025. His prior experience includes roles at Commonwealth Financial Network, JPMorgan Securities LLC, and Citizens Securities, Inc. SVB Wealth serves a broad client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing a disciplined investment process with oversight from an Investment Committee and maintaining affiliations with First-Citizens Bank and related entities.

Bakhtiar Hussaini is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, with prior experience at Bank of America and Merrill. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships, offering investment advisory services, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary investment managers and providing ongoing compliance oversight and optional tax and ESG overlays.

Jason Bugg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Santander Bank, NA since 2018 and has been with Santander Securities since 2016. Outside of his advisory role, he is the sole owner of Atlas Intelligence, LLC, a company specializing in adverse media monitoring and investigative research. 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 various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized client support.