John Gentry is a CFP® professional with 18 years of industry experience, currently serving as an advisor at RMR Wealth Builders, Inc. He previously worked at Twelve Points Wealth Management, Asset Strategy Advisors, LLC, and Global Retirement Partners, LLC. Outside his advisory role, he volunteers on investment committees and as a trustee for regional United Church of Christ endowments and consults on product design and market segmentation for financial wellness software. RMR Wealth Builders, Inc. is a multi-team SEC-registered advisory firm managing approximately $2.9 billion and serving individuals, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, retirement plan services, sub-advisory services, and educational seminars, with a range of specialty advisory options including annuity management and digital asset programs.

Jamie Frazier is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Moors & Cabot in 2020, Frazier worked at TIAA and TIAA-CREF for 13 years, as well as Banc of America Investment Services and Quick & Reilly. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based planning, consulting, and advice-only services, using various analysis methods and strategies supported by third-party and affiliated sub-advisors.

Mikhail Veselov is a financial advisor at ValMark Advisers, Inc. with four years of industry experience and holds the Series 66 designation. Prior to joining ValMark Advisers in 2022, he worked at Valmark Securities, Inc. and Capital Formation Group. Outside of finance, he is an accomplished cellist and faculty member teaching cello and chamber music at institutions including the Longy School of Music of Bard College and Virginia Commonwealth University School of Arts. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, offering comprehensive client account monitoring and periodic reviews.

Jeffrey Porter is a CFA® charterholder with 18 years of industry experience, currently serving at Congress Asset Management Company, LLP since 2010. He is based in Boston, MA, and is part of a multi-team firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

Francis Sennott is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015. 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 focuses on strategic asset allocation using an open-architecture platform and offers customized fixed income and cash management supported by internal credit analysis and a network of fixed income dealers.

Andrew Phelan is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, First Republic Securities Company, and First Republic Investment Management. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services, utilizing a range of analysis methods and strategies, and provides both discretionary and non-discretionary advisory services.

Melissa Boccaci is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently with New England Private Wealth Advisors, LLC, where she has worked 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 diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory engagements.

Lucas Winthrop is a financial advisor at Winthrop Wealth with 12 years of industry experience. He holds a Series 66 designation and has worked with Winthrop Advisory Group, LLC since 2017 and LPL Financial from 2013 to 2024. Outside of his advisory role, he is involved with Cirque Holdings LLC, a business entity for tax and investment purposes. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudence-focused investment philosophy using a structured process and combines in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Rafael Hernandez is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions with Wells Fargo Clearing, Wells Fargo Funds Management, and Evergreen Investment Management Co. since 2009. Hernandez has been with Moors & Cabot since 2019. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides portfolio management, fee-based financial planning, and consulting services, utilizing a range of analytical methods and strategies along with third-party sub-advisors.

Shaopeng Zhu is a financial advisor at McAdam LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam since 2014, with prior experience at Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios on a discretionary basis using a range of traditional and specialized investment strategies.

Kelsey Strait is a financial advisor at Flagship Harbor Advisors, LLC with 10 years of industry experience. She holds the Series 66 designation and has worked at Flagship Harbor Advisors, LPL Financial, Cantella & Co., Inc., and Commonwealth Financial Network. 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 around 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Brett Ferrari is a financial advisor at Modera Wealth Management, LLC with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Edward Jones, JP Morgan Chase, LPL Financial, and Comprehensive Wealth Planners at Dean Bank. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and combines enterprise-scale advisory operations with in-house accounting and tax services.

Samuel Kornstein is a CFA® charterholder with 14 years of industry experience. He is affiliated with Sowell Management and has served as Vice President at Cartesian, a strategic consulting firm, since 2012. At Cartesian, he provides non-investment-related consulting services to clients across various industries. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers services including model portfolios, sub-advisory relationships, and unified managed account solutions.

Nelly Xavier is a financial advisor at CW Advisors, LLC in Boston, MA, with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at HighVista Strategies LLC, Foreside Fund Services, LLC, and Fiera Capital Inc. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Patrick McVeigh is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, where he has worked since 2005, accumulating 21 years of industry experience. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and manages a registered mutual fund alongside its advisory and consulting roles.

Michael Vazza is a CFA® charterholder with eight years of industry experience. He is currently with Pallas Capital Advisors, LLC and previously worked at Compass and Fidelity in various advisory roles. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term, fiduciary investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Joseph Bakish is a CFA® charterholder affiliated with John Hancock Personal Financial Services, LLC in Boston, MA. He has over nine years of experience, previously working with Richardson Wealth (USA) Limited and Richardson Wealth Limited before joining his current firm in 2025. 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 employs a technology-assisted model with a high client load per advisor and delivers written recommendations through third-party financial planning software, with implementation at the client's discretion.

Melinda Cramer is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at J.P. Morgan Securities and First Republic Investment Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer, along with specialized services including tax and estate structuring and business consulting for multigenerational family and closely held business matters.

Julie Johnson is a CFA® charterholder with 24 years of industry experience. She currently works at Northwest Asset Management and has previously held roles at Nia Impact Capital and Reynders, McVeigh Capital Management, among others. Johnson serves as a compensated trustee for several trusts and charitable foundations, a role she has maintained for over two decades. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients. The firm offers customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory services, employing strategic asset allocation and diversified portfolios built on Modern Portfolio Theory.

Wendy Holding is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. She has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2009. The partners at the firm also serve as trustees and directors of affiliated trust companies that provide custody and administration services. Loring, Wolcott & Coolidge Fiduciary Advisors manages fiduciary and investment relationships mainly for high-net-worth individuals, trustees, foundations, and endowments, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities with low turnover, supported by independent consultants and AI tools, and maintains a Sustainability Group focused on ESG research and impact investments.