Ryner Gorowsky is a financial advisor at Pallas Capital Advisors, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc. outside of his current roles. In addition to his advisory work, he assists as a server at The Broadway restaurant in South Boston. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm serves individuals, trusts, estates, and retirement plans with a primarily long-term, fiduciary investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Garrett Thiessen is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. He holds the Series 65 designation and has previous experience with Manulife Wealth Inc. since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted service model with third-party financial planning software to deliver generally framed recommendations, and its advisors manage a high client load compared to many multi-team firms.

Christopher Sheehan is a CFP® with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC since 2015. He holds an inactive attorney license and divides his professional time between Flagship Harbor Advisors and LPL Financial. 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 through a team of about 60 advisors, employing a mix of mutual funds, ETFs, individual securities, and third-party managers with both fundamental and technical analysis.

Vladimir Guerrier is a CFP® professional at Andersen with one year of industry experience. He has worked at Andersen Tax LLC since 2019 and previously at Wellington Management from 2015 to 2019. Andersen provides full-service investment consulting and performance measurement to successful individuals, families, and related entities. The firm operates as a non-discretionary investment consultant, developing strategic investment plans and using portfolio optimization techniques while integrating investment advice with tax and financial planning.

Jason Hughes is a financial advisor with Pallas Capital Advisors, LLC and holds the Series 66 designation. He has four years of industry experience and previously worked at Triad Advisors LLC and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, Hughes coaches a middle school club lacrosse team. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, and family office services, focusing on a long-term, fiduciary investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Edmund Leparskas is a CFP® with four years of industry experience, currently advising at Accelerate Retirement in Burlington, MA. Prior to joining Accelerate, he worked with Alkeme Financial Services LLC and Commonwealth Financial Network. He has also held a position at Raytheon Company for eleven years before entering financial services. Accelerate Retirement serves individual and institutional clients, including retail and high-net-worth individuals, trusts, corporations, and employer plan sponsors. The firm offers retirement plan consulting, discretionary investment management, and fiduciary services, utilizing a long-term investment approach with customized portfolios across a variety of asset types.

Alden Witman is a CFP® professional with 13 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. His prior roles include positions at Adviser Investments, The Harvest Group LLC, and Purshe Kaplan Sterling Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including discretionary and non-discretionary investment management, financial planning, and integrated tax planning. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and incorporates customized fixed income and tactical adjustments.

Peter Murphy is a financial advisor with Prosperity - An EisnerAmper Company in Boston, MA, holding a Series 65 designation and two years of industry experience. His prior experience includes roles at BlackRock Investments, One Charles Private Wealth, and Rockland Trust Bank. Outside of finance, he served as an official with the Eastern Massachusetts Lacrosse Official Association for two years. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, using both discretionary and non-discretionary management with third-party independent managers and model portfolios.

Tia Rosehill is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at LPL Financial and Central Pacific Bank for seven years each, along with experience at Steel Peak Wealth Management and Aveo Group. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, providing a range of investment management, financial planning, and multi-family office services.

Brian Nagle is a financial advisor with Citizens Private Wealth in Boston, MA, holding Series 65 and Series 63 licenses and having 13 years of industry experience. His prior roles include seven years at First Republic Investment Management and positions at JP Morgan Securities before joining Citizens Private Wealth. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, tailored asset allocation approach within an open-architecture framework, offering discretionary and non-discretionary management alongside tax, estate, and business consulting services.

William O'Brien is a financial advisor at F. L. Putnam Investment Management Co. with six years of industry experience. He has held positions at F. L. Putnam since 2020 and previously worked at Bank of America, Private Bank from 2003 to 2020. He holds Series 63 and Series 65 licenses. F. L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is known for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Maria Egan is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. She has been with Reynders, McVeigh since 2010 in various capacities. Reynders, McVeigh 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 employs a growth-at-a-reasonable-price (GARP) investment philosophy that integrates ESG criteria and offers tailored portfolios alongside managing a registered mutual fund and providing model-portfolio consulting to other advisers.

Alexandria Biela is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 credential with six years of industry experience. She has been with Reynders, McVeigh since 2012 in various roles. Reynders, McVeigh 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 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.

Ellen Hazen is a CFA® charterholder with 13 years at F L Putnam Investment Management Co. and a total of 9 years of industry experience. She is based in Needham, MA, and has worked exclusively at F L Putnam since 2013. F L Putnam serves a diverse clientele including individual and institutional investors such as foundations, endowments, and religious organizations. The firm employs a strategic asset allocation framework with a mix of internally managed strategies and third-party managers across equities, fixed income, and alternative assets, offering solutions like Optimized Indexing and tax-aware fixed income strategies.

Brian Larkin is a financial advisor at Santander Securities LLC with 11 years of industry experience. He holds a Series 66 designation and has been with Santander Securities and Santander Bank since 2018. 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, financial planning, tax and values overlay services, and access to securities-based lending, delivering investment advice through a managed-account platform with discretionary management and ongoing compliance oversight.

Richard Wilson Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at A.G.P. since 2021 and previously spent seven years at Aegis Capital Corp. A.G.P. / Alliance Global Partners offers advisory and brokerage services to individuals, trusts, corporations, and institutional clients. The firm provides portfolio management, financial planning, retirement-plan consulting, and access to third-party managers, with an emphasis on international investing and a range of investment strategies including separately managed accounts and wrap fee portfolios.

Peter Jaworski is a CFP® and ChFC® with 26 years of industry experience. He has been with Winthrop Wealth since 2017 and also serves as President and CEO of Financial Planning Strategies, LLC, a firm he has led since 2015. Prior to these roles, he worked at LPL Financial from 2006 to 2024. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering integrated private wealth management with a focus on prudence and long-term investment strategies overseen by an Investment Committee.

Patrick Mc Guire is a financial advisor at Santander Securities LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of his advisory role, he serves on the Foxborough Public Schools board and acts as an announcer for local high school football games. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers a range of managed account programs and financial planning services, utilizing third-party managers and a centralized implementation platform.

Matthew Batzel is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Periscope Holdings, and TD Ameritrade. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and customized fixed income solutions, supported by fundamental and quantitative methods in certain strategies.

Carl Hassett is a financial advisor at Santander Securities LLC in Boston, MA, with 11 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked at various Santander entities since 2019. Prior to his financial industry career, he was involved with BackpackersUnion.com from 2012 to 2019. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily for individual investors and retirement accounts.