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 Series 63 and Series 65 credentials and three years of industry experience. His prior roles include work at MacLean Consulting, LLC, Rover, and First Citizens Bank. Outside of advisory work, he provides pet care and dog walking services through Rover. 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, utilizing a range of investment management approaches supported by an Investment Committee.

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® with 13 years of industry experience, currently serving as an advisor at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Lawler is a partner and co-owner of LRVS Advisory Group, LLC, where he provides financial planning and wealth management services. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

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 roles, Andrews owns and operates a CPA practice specializing in tax return preparation and financial statement services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an internal investment management team and proprietary screening tools, and it is known for its affiliations with Lincoln Investment and custodial arrangements with Pershing/BNY.

David Robbins is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moors & Cabot, Inc. since 2019. His prior roles include positions at J.P. Morgan Securities and Jpmorgan Chase NA, and he was self-employed from 2014 to 2018. Outside of advising, Robbins works as a freelance content creator producing multimedia financial and journalistic materials and serves as a volunteer FINRA industry arbitrator. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting, with accounts typically custodied through RBC Capital Markets.

Evelyn Pepe is a CFP® professional at RWA Wealth Partners with four years of industry experience. She has worked previously at Citizens Securities, Inc. and Citizens Private Wealth, where she spent 15 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and uses an open-architecture investment platform supplemented by tactical adjustments and customized fixed income management.

Paul Longobardi is a CFP® with 24 years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TD Private Client Wealth LLC and TD Bank N.A. based in Braintree, MA. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary tools to guide investment decisions.

George Howe is a financial advisor at Great Valley Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Valley since 2021. Prior to that, he was with U.S. Financial Advisors, LLC for seven years and LPL Financial for 19 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Robert Craig is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked with Santander Securities since 2015 and Santander Bank since 2018. Outside of his advisory role, he serves as a District Commander for the Veterans of Foreign Wars Department of Massachusetts and holds other volunteer positions with the organization and his local town finance committee. Santander Securities LLC serves a wide retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm manages investments via the FMAX wrap-fee platform, incorporating third-party discretionary managers and providing compliance oversight, tax overlays, and ESG model options.

Timothy Higgins is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. Higgins teaches a course on college funding through local continuing education programs and has authored a book on unconventional investing. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and managed accounts, and offers services including investment management, financial planning, and retirement-plan consulting through a team of around 60 advisors.

James Wallace is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 credentials with 33 years of industry experience. He has previously worked at firms including Investors Capital Corporation, Cetera Advisors LLC, and Summit Brokerage Services, Inc. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and utilizes a network of investment adviser representatives who develop client-specific investment policies and manage accounts using diverse financial instruments.

Alex Kozlowski is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Pallas Capital Advisors, LLC. He has three years of industry experience, including prior roles at RBC Capital Markets, Alpha Pension Group, and Putnam Investments. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services through a primarily long-term, fiduciary approach utilizing a range of investment vehicles including ETFs, mutual funds, individual securities, and alternative investments.

Garrett Mancini is a CFA® charterholder with eight years of industry experience. He is currently affiliated with SVB Wealth and has previously worked at Boston Private Wealth LLC. SVB Wealth serves a diverse client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a structured investment process involving third-party manager selection, fundamental and quantitative analysis, and oversight by an Investment Committee.

James Shannon IV is a financial advisor with Capital Analysts in Braintree, MA, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with Lincoln Investment Planning since 2014. In addition to his advisory role, Shannon is involved in life insurance sales and servicing through KAF Wealth Management. Capital Analysts serves a broad client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes an in-house investment research team driving its managed programs.

Inis Mija is a Series 65 licensed advisor at Moors & Cabot, Inc. with three years of industry experience. Prior to joining Moors & Cabot in 2026, Inis worked at Keenan Financial and its insurance agency division for four years. Inis also provides clients with insurance information as part of a registered insurance agent activity. Moors & Cabot offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Tracy Gibbs is a CFP® professional with 23 years of experience in the financial industry. She has been with Howland Capital Management LLC since 1999. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs model portfolios tailored through Investment Policy Statements and conducts regular research and portfolio reviews, while also managing multiple pooled investment vehicles and offering private trustee and estate administration services.

David Buxton is a CFP® professional with 18 years of experience in the financial services industry. He is currently with SVB Wealth and affiliated entities, having held various roles within the SVB and First Citizens organizations since 2014. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank, integrating bank, trust, broker-dealer, and asset management services.

Kristen Manjikian is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 credentials with 17 years of industry experience. Her prior roles include positions at Adviser Investments, LLC and Securities America Advisors. 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 retirement plans. The firm utilizes a strategic asset allocation approach with an open-architecture platform, complemented by customized fixed income and cash management strategies.

Matthew Kirshner is a financial advisor at 71 West Capital Partners with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Format Entertainment. 71 West Capital Partners sponsors a wrap fee program offering comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm employs an investment process that integrates asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, while utilizing both in-house advisers and selected third-party sub-advisers.