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.

Shauna Kehrmeyer is a financial advisor at Capital Analysts with seven years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts, Lincoln Investment LLC, Infinex Investments, and Equitable Bank. Outside of her advisory role, she serves as Director of Client Services at Triple V, Inc. dba Marshall Wealth Management, assisting with client services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management and uses an in-house investment management team with proprietary screening tools to support its portfolios.

Emily Richard is a CFA® charterholder and holds a Series 66 license with two years of industry experience. She currently works at Pallas Capital Advisors, LLC and has prior experience at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis Sayles & Company. Outside of finance, she is an owner and partner of Diamond Odyssey, LLC, an arts and crafts business focusing on international travel and oil painting sketching. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides customized, long-term wealth management services incorporating discretionary investment management, financial planning, family office services, and investment consulting, utilizing a range of investment vehicles and offering specialized fiduciary and family office capabilities.

Louis Marchant is a financial advisor at Choate Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at PwC for four years. Marchant completed his studies at Bentley University. 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 based on client risk tolerance and employs a combination of index funds, active managers, and ESG research in its investment approach.

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.

Sean Turner is a financial advisor with RWA Wealth Partners in Boston, MA. He holds a Series 65 designation and has two years of industry experience. Prior to joining RWA Wealth Partners, he worked at JP Morgan/DiSys and served six years in the U.S. Army. RWA Wealth Partners provides investment management, financial planning, tax, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach focuses on strategic asset allocation using a broad range of investment vehicles and combines fundamental and quantitative methods in select strategies.

Ira Sager is a CFP® with 22 years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Optiwealth, LLC dba Optimum Wealth and First Allied Advisory Services, Inc., among other firms. Outside of advising, he teaches financial literacy courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets for nearly 18,000 clients.

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 financial advisor at Crestwood Advisors with a Series 65 designation and three years of industry experience. He has worked at Crestwood Advisors Group LLC since 2016 and previously spent a year at State Street. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that uses automated ETF-based portfolios alongside periodic advisor engagement.

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.

Ali Laflamme is a financial advisor at Pallas Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, UBS Financial Services, TD Ameritrade, and Scottrade. At Pallas Capital Advisors, he serves as Director of Operations, overseeing client requests, account openings, operations team management, client reporting, and trade execution. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion across 1,118 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, utilizing a primarily long-term, fiduciary approach with diversified portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments.

Merrie Leighton is a financial advisor at Capital Analysts with 43 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Capital Analysts and its affiliated entities since 1981, alongside a tenure at Lincoln Investment starting in 2012. Leighton is also involved in the sale of group life, disability, and health insurance products, including fixed insurance and annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charities. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, and offers various advisory arrangements alongside affiliations with Lincoln Investment and custodial agreements with Pershing/BNY.

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.

Todd Vandam is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. He has over 31 years of industry experience, having previously worked at Loomis Sayles & Company from 1994 to 2025. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers wealth management services that include discretionary investment management, financial planning, family office services, and investment consulting, utilizing a primarily long-term and customized investment approach.

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.