Nicholas Distefano is a financial advisor at New England Private Wealth Advisors, LLC with nine years of industry experience, including three years at RSM US LLP. He holds a Series 65 designation. Outside of his advisory role, he maintains a real estate license for personal and family home transactions. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and other entities. The firm constructs diversified portfolios using mutual funds, ETFs, and alternative investments, and offers both continuous portfolio management and retirement-plan advisory services.

Alison Svizzero is a financial advisor at Choate Investment Advisors with three years of industry experience. She holds a Series 65 designation and previously worked for Boston Children's Hospital for twelve years. Choate Investment Advisors provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation and risk assessment, combining index exposures with active managers and private fund vehicles, and maintains a close affiliation with the law firm Choate, Hall & Stewart LLP.

Ryan Boudreau is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Reynders, McVeigh Capital Management since 2022 and previously spent six years at Bank of America. Reynders, McVeigh Capital Management provides discretionary and non-discretionary 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 (GARP) investment philosophy that integrates fundamental analysis with ESG factors and active shareholder engagement.

Michael O'Callaghan is a CFP® with 33 years of industry experience, currently serving at LaSalle St. Investment Advisors, L.L.C. He has worked at LaSalle St. Securities since 2016 and has been president of Harvest Financial Group LLC since 2006, providing financial advisory and planning services. His prior experience includes a role at Cantella & Co., Inc. from 2003 to 2006. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary portfolio management, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options, with a notable emphasis on non-discretionary asset management.

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.

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 a Series 66 designation. He has five years of industry experience, including roles at Purshe Kaplan Sterling Investments, Inc. and Triad Advisors LLC. Outside of his advisory work, he coaches a middle school club lacrosse team. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers long-term, customized wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

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 at Citizens Private Wealth with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JP Morgan Chase Bank and First Republic Investment Management. Citizens Private Wealth primarily serves high-net-worth individuals, families, and a range of institutional clients, offering discretionary and non-discretionary investment management within an open-architecture framework. The firm combines quantitative and qualitative research under the oversight of a Chief Investment Officer and benefits from its affiliation with Citizens Bank, providing clients access to banking products alongside investment services.

William O'Brien is a financial advisor at F.L. Putnam Investment Management Co. in Needham, MA, with six years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Bank of America Private Bank for 17 years before joining F.L. Putnam in 2020. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm employs a team-based approach to investment management, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.

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 nine years of industry experience. She has worked at F L Putnam Investment Management Co. since 2013. F L Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management alongside financial planning and advisory services. The firm employs a research-driven approach that combines macroeconomic and security-level analysis and provides a range of investment strategies across asset classes with options for sustainable investing and tax-aware rebalancing.

Brian Larkin is a financial advisor with Santander Securities LLC in Boston, MA. He holds a Series 66 designation and has 12 years of industry experience. His prior work includes positions at Merrill and CUSO Financial Services. Outside of his advisory role, he is a sole owner of several rental properties in Florida, Nevada, and Massachusetts. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Richard Wilson Jr. is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes positions at Aegis Capital Corp and Du Pasquier & Co., Inc. before joining A.G.P. in 2021. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles through a multi-team platform. The firm offers a range of portfolio management and financial planning services with an emphasis on international investing and manages pooled vehicles and private funds alongside its brokerage operations.

Peter Jaworski is a CFP® and ChFC® with 27 years of experience in financial advising. He is currently with Winthrop Wealth and also serves as President and CEO of Financial Planning Strategies, LLC. His prior experience includes roles at LPL Financial and Caturano Wealth Management. Winthrop Wealth offers investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment approach and combines in-house management with third-party sub-advisers to implement tax-managed and systematic strategies.

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.