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.

Giacomo Armiento is a Series 65 licensed financial advisor with John Hancock Personal Financial Services, LLC, based in Boston, MA. He has two years of industry experience and has previously worked with Manulife Wealth Inc, Echelon Partners USA Inc., Chevron Wealth Preservation, and Echelon Wealth Partners Inc. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm emphasizes a technology-assisted advice model using third-party software to generate written recommendations, with implementation decisions left to clients.

Stephen Schuman is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held various roles within the John Hancock and Manulife affiliates since 2007 and has been a drummer and musician with the band Rewind since 2006. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, delivering technology-assisted advice through Investment Adviser Representatives. The firm serves both non-high-net-worth and high-net-worth clients and operates an Emergency Savings program without an advisory fee.

Jason Ruel is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. He previously worked at Citizens Securities, Inc. for eight years. Outside of his advisory role, he is an owner and producer of artwork and serves on the board of directors for Mission of Deeds, a nonprofit organization. Kestra Private Wealth Services manages over $10 billion in client assets through a network of nearly 200 independent advisors, offering a range of investment management, financial planning, and retirement services to individuals, institutions, and charitable organizations. The firm supports advisor-driven decision-making with access to multiple platforms, third-party solutions, and specialized programs such as private fund placement and banking-related services.

Hazielinda Ghazali Cho is a financial advisor at Reynders, McVeigh Capital Management, LLC with one year of industry experience. She holds the Series 65 and Series 66 credentials. Her previous roles include work at The Retirement Group and a period spent at Maui Yoga Shala, EOS. Reynders, McVeigh provides investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments. The firm follows a growth-at-a-reasonable-price investment philosophy incorporating ESG considerations and offers both discretionary and non-discretionary strategies, including management of a mutual fund.

Jefferson Jones is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Flagship Harbor Advisors since 2014, concurrently affiliated with LPL Financial, LLC. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a variety of investment strategies including allocations to mutual funds, ETFs, individual securities, and independent managers.

Daniel Moran is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Flagship Harbor Advisors, LLC and LPL Financial since 2013. Moran is based in Boston, MA. 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 range of investment strategies including fundamental and technical analysis and offering services such as investment management, financial planning, and retirement-plan consulting.

Daniel Almeida is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Ropes Wealth Advisors and Boston Private Wealth LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and maintains internally managed strategies alongside tax preparation services through a subsidiary.

Hunter Hendrix is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Ashton Thomas, he worked at Raymond James & Associates, Inc. and DSJ Global. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors operating across six offices, providing a range of program structures and ERISA fiduciary services.

Stanton Green is a financial advisor with Capital Analysts in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 15 years. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a variety of programs, leveraging an in-house investment management team and proprietary mutual fund screening.

Daphne Caperton is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Winslow Wealth Management LLC and National Securities Corporation. She serves as a trustee for the Beacon on the Charles Condominium Association. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and asset allocation models.

Bradley Small is a financial advisor at OneAscent Financial Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Wells Fargo Advisors and Thrivent Advisor Network. Outside of his advisory duties, he serves as a volunteer board member for the North Shore Chamber of Commerce and founded the Solomon Fund, a charity car show benefiting nonprofit causes. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and other services, employing individualized asset-allocation strategies and utilizing various model-based and overlay management platforms.

Sydnee Goodeaux is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with RWA Wealth Partners and previously worked at Heritage Financial Services, Bank of America, Merrill, and Edward Jones Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach and offers internally managed strategies and tax preparation services through its subsidiaries.

Nicholas Falzone is a financial advisor at McAdam LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2016 as well as at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis, employing a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Sara Shores is a Certified Financial Planner (CFP®) with 18 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs broadly diversified portfolios primarily using ETFs and mutual funds, while also recommending third-party managers and alternative investments for qualified clients.

Elizabeth Laws is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 65 designation and beginning her career in 2024. Prior to joining Crestwood, she worked at Financial Planning Solutions LLC and Cambridge Savings Bank. Outside of finance, she has experience in the retail and food service industries. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.

Jonathan Brandl is a CFP® professional with eight years of industry experience, currently serving at Main Street Financial Solutions, LLC. His prior experience includes roles at Merrill Lynch and Clear Line Analytics. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside active management and alternative investments, while also providing ERISA fiduciary consulting and managing complex institutional and advisor-facing relationships.