Rahul Rana is a financial advisor at Santander Securities LLC in Boston, MA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial firms including Bank of America, Merrill, and Wells Fargo. Rahul has been with Santander Securities and Santander Bank since 2021. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 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, primarily serving retail investors.

Andrew Richardson is a CFP® with seven years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2022. His prior experience includes roles at Monument Group Wealth Advisors, Dimensional Fund Advisors, and Boston Private Financial Holdings. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and a range of services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

John Leahy III is a financial advisor with RWA Wealth Partners in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining RWA Wealth Partners in 2023, he worked at Bigtincan, Cardinal Health, and Enterprise Rent-A-Car. 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 utilizes a strategic asset allocation approach with an open-architecture platform and emphasizes customized fixed income and cash management complemented by both fundamental and quantitative methods.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. 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 investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

John Barber is a CFP® and Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Beaumont Financial Partners since 2011 and Beaumont Financial Advisors since 2022, both located in Needham, MA. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm uses a Dominant Benefit Theory of Investing and a collaborative investment process to tailor portfolios primarily with low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

Gregory Mcsweeney is a CFA® charterholder with nine years of industry experience. He has worked at Crestwood Advisors since 2020 and previously spent five years at Bainco International Investors LLC. He holds a Series 63 license and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

Andrew Krout is a financial advisor at Pallas Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at De Groote Financial Group, LLC and Kelly Financial Services LLC. Pallas Capital Advisors LLC 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, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Matthew Dakoyannis is a CFP® and Series 65-registered advisor with RWA Wealth Partners, based in Boston, MA. He has three years of industry experience, including roles at Adviser Investments, Stonehill College, and Stoneham High School. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation through an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Charles Frederick Boit is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2001. The partners of his firm serve as trustees and manage fiduciary accounts, also acting as directors and managers of affiliated trust and custodial entities. Loring, Wolcott & Coolidge Fiduciary Advisors primarily serves high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, generally requiring about $2 million in investable assets. The firm focuses on long-term ownership of high-quality growth equities combined with bonds and other asset classes, supported by independent research, AI tools, and a Sustainability Group integrating ESG and impact investments.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Pinnacle Investments since 2019 and has also worked at Global Investment Advisors, LLC and Essex Securities LLC since 2010. In addition to his advisory roles, Lane has worked as a high school teacher at Malden High School for over 28 years. Pinnacle Investments serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm employs a range of investment strategies across multiple asset classes and functions as both a registered investment adviser and broker-dealer, with affiliated sub-advisory services and custodial relationships.

Christian Mahoney is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Reynders, McVeigh Capital Management, LLC since 2020 and previously held positions at Carson Wealth Management and Everest Insurance. His background also includes diverse early career roles in the restaurant industry and at the University of Massachusetts Amherst. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to a varied client base including individuals, high-net-worth investors, trusts, pension plans, and family offices. The firm employs a growth-at-a-reasonable-price (GARP) approach that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

Andrew Macdougall is a financial advisor with Csenge Advisory Group, LLC, holding CFP® and ChFC® designations and over 11 years of industry experience. He has worked at firms including Integrity Alliance, LLC, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process combines fundamental and technical analysis with a relative strength methodology and a four-step top-down approach, offering customized portfolio management through discretionary and model-based strategies.

Frederick Winters is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with RWA Wealth Partners in Boston, MA, since 2012. 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 emphasizes strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Geoffrey Turner is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments LLC for 13 years before joining RWA Wealth Partners. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management, internally managed strategies, and tax preparation services through its wholly owned subsidiary.

Richard Mullen is a financial advisor at Pallas Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc., GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors LLC 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, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, utilizing a long-term fiduciary approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, he serves on the board of directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Scott Johnson is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities since 2012, with prior experience at Banc of America Investment Services and Quick & Reilly. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, managing approximately $3.14 billion in assets across more than 10,800 client relationships.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Benjamin Lucas is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with five years of industry experience. He has worked at McAdam LLC since 2020 and has previous experience with Old Port Marine Services Inc, Providence College, and Lake Anthony Launch Company LLC. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm offers discretionary portfolio management and uses fundamental analysis, incorporating specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.