Daniel Parker is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked with LPL Financial and Flagship Harbor Advisors since 2013. In addition to his advisory role, he is licensed to offer a range of fixed insurance products. 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 diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis.

Dimitrios Georgakopoulos is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has been self-employed since 2007. Outside of his advisory work, he serves as Stewardship Chair for the Greek Orthodox Church of Weston and is Treasurer and a board member for Weston Youth Soccer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes third-party money managers and the Hilltop/Hilltop-cleared Envestnet platform to offer a range of investment solutions.

Alyson Dana is a Series 65-licensed financial advisor with McAdam LLC in Boston, MA, where she has worked since 2019, accumulating two years of industry experience. Prior to her current role, she held positions at SweatFixx, Extreme Networks, and HealthView Services Financial. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of investment and financial planning services, including access to alternative and specialized strategies.

Ty Vinick is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Moors & Cabot, he worked at Autogen, AGN Dental, and several healthcare-related organizations. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Austin Shaughnessy is a financial advisor with McAdam LLC in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at McAdam LLC since 2017 and has prior experience with Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis with a focus on fundamental analysis and incorporates various specialized investment strategies, including direct indexing and private investment funds.

Marilyn Hayes is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Bank of America and Merrill. 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 combination of fundamental, technical, quantitative, and asset-allocation methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Alexander Matuschak is a financial advisor with Crestwood Advisors in Boston, MA, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at AMG Distributors, Inc., GW&K Investment Company, Cambridge Associates, and State Street. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Tobi Mason is a CFA® charterholder with nine years of experience in the financial industry. He currently works at Trillium Asset Management, where he has been since 2022. His prior roles include positions at Rosenblum Silverman Sutton Sf Inc and BP Wealth Management, LLC. Trillium Asset Management provides discretionary portfolio management services to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers a range of equity, fixed-income, and balanced strategies, including advisory roles for registered and non-U.S. investment funds and a private fund of private funds.

Andrew Swanson is a financial advisor at Howland Capital Management LLC in Boston, holding Series 63 and Series 65 licenses with one year of industry experience. He previously worked for Fidelity Investments for 15 years before joining Howland Capital Management. Howland Capital Management provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm uses model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis in regular research meetings, while also managing multiple pooled investment vehicles and offering expanded administrative services such as private trustee and estate administration.

Mark Khozozian is a CFP® with 35 years of industry experience. He is currently with CW Advisors, LLC and was previously with Purshe Kaplan Sterling Investments and Aspire Wealth Management Corporation for 12 years. CW Advisors serves a diverse clientele including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Jeffrey Bieling is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Moors & Cabot since 2009. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.

Christopher Blakely is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. He worked at NBW Capital, LLC for 12 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm manages portfolios for individuals, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private market allocations.

Matthew Mc Grath is a CFA® charterholder based in Boston, MA, with one year of industry experience. He is currently with Winthrop Wealth and previously worked at One Digital and SS&C Technologies. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management with an investment approach focused on prudence and long-term orientation, combining internally managed strategies with third-party managers and maintaining human oversight of investment decisions.

Kelley Ellis is a financial advisor at Welch & Forbes LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PRIO WEALTH LP and Sandy Cove Advisors, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, also serving pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven, customized investment process focused on bottom-up fundamental security selection and offers a range of equity and fixed income strategies alongside personal trust, fiduciary, and tax-related services.

Michael Tuomala is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2014, following prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers, supported by a centralized customer-service team and affiliation with Santander Bank.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds the Series 66 designation and has held roles at firms including Lion Street Financial, John Hancock Investment Management, and Equitable Advisors. Accelerate Retirement serves individual and institutional clients, providing retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses customized portfolios and maintains a long-term investment approach while managing approximately $5.68 billion in plan assets under advisement.

Alyson Nickse is a CFP® professional with 19 years of industry experience, currently serving at Crestwood Advisors since 2012 in various capacities. She holds the Series 63 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm employs a global asset allocation approach combined with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Gilbert Roddy Jr. is a CFA® charterholder with 24 years of industry experience, serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1985. He is a director of Hollingsworth & Vose Company and has served as treasurer of McCrillis Land Association since 1996. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities supplemented by bonds and other asset classes, utilizing independent research and AI tools alongside a Sustainability Group focused on ESG integration and impact investments.

Matthew Patsky is a CFA® charterholder with 17 years of experience at Trillium Asset Management, where he has worked since 2009. He serves on advisory boards for nonprofit organizations such as American Promise and the Criterion Institute, which focus on political reform and social change. Patsky is also involved with several impact investing and advocacy groups, including Toniic and the Tara Health Foundation. Trillium Asset Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs a bottom-up fundamental analysis approach integrated with ESG research and active ownership, managing a range of equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. funds.