Robert Dolan is a financial advisor with Trilogy Capital, Inc. in Hingham, MA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has worked with LPL Financial Corporation and Flagship Wealth Management during his career. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation approach with both in-house models and third-party sub-advisors, incorporating fundamental and technical analysis alongside non-traditional investment instruments when appropriate.

Alan Fatemi is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA. He holds the Series 66 designation and has 20 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2015. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Robert Loporto is a financial advisor with Diversify Advisory Services, LLC and holds a Series 66 designation. He has 19 years of industry experience, including prior roles at Commonwealth Financial and Axial Financial Group. Loporto serves as a Town Meeting Representative for the Town of Dedham. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and family office services, using a tactical diversification approach tailored to client goals and risk tolerance.

Owen Allen is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with McAdam since 2020 and previously worked at Elaine Construction and Babson College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis with a diversified approach including mutual funds, ETFs, individual securities, and alternative investments such as private funds and cryptocurrency exposures.

Brian Kinney is a financial advisor at Mariner Independent with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for State Street Bank for 20 years. Kinney is also the founder of a professional and executive coaching firm, Catalyst Professional Advisors. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and fiduciary support through a platform integrated with institutional resources and third-party managers.

C Stafford is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and offering 34 years of industry experience. Prior to joining Ashton Thomas Private Wealth in 2024, Stafford worked at Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer providing investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices, offering a variety of program structures and retirement plan fiduciary services.

Oscar Bunting is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth and has a background in education, including roles at the University of Massachusetts Amherst, Phillips Academy, Andover High School, and a middle school. Coastal Bridge Advisors serves individuals, family offices, trusts, estates, foundations, and qualified retirement plans with financial planning, consulting, and wealth management services. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting, HSA investment management, and assistance with various lending options through third-party institutions.

Patricia Macdonald is a financial advisor with First Citizens Investor Services, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at First Republic Bank for 20 years and currently serves as a private banker with SVB Wealth and First Citizens Asset Management. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a client-focused approach combining risk- and outcomes-based asset allocation, discretionary or non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

John Foster is a financial advisor at John Hancock Personal Financial Services, LLC with Series 63 and Series 65 licenses and one year of industry experience. He has worked at Manulife John Hancock Brokerage Services and John Hancock in various capacities since 2023. Outside of his advisory role, he serves as a retirement consultant providing educational services related to qualified retirement plans. John Hancock Personal Financial Services offers financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted advice model to deliver written, generally framed recommendations, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Harrison Odaniell is a CFA® charterholder with six years of industry experience. He has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation tailored to clients’ risk profiles and employs a mix of index funds, active managers, subadvisors, and ESG research in its investment approach.

David Fontaine is a financial advisor at RWA Wealth Partners with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has worked previously at Marcum, LLP and Cbiz. Fontaine is also a CPA partner at Marcum, LLP, an accounting role separate from his advisory work. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm emphasizes strategic asset allocation with a diverse investment platform and offers internally managed strategies and tax preparation through affiliated entities.

Daniel Flanagan is a CFP® with 24 years of industry experience, currently affiliated with EverSource Wealth Advisors, LLC. He has worked at several firms including Canby Financial Advisors, Commonwealth Financial Network, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisors, utilizing multiple investment programs and a values-based planning approach.

Seth Buckley is a CFP® with 35 years of industry experience, currently serving at ValMark Advisers, Inc. since 2013. His prior roles include positions at ValMark Securities, Inc., Pinnacle Financial Group, and M HOLDINGS SECURITIES, Inc. He is also President and Owner of Buckley Financial, an insurance sales business. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive back-office services.

Logan Ribeiro is a CFP® with three years of industry experience and is currently with Crestwood Advisors. He previously worked at Ameriprise and Bryant University. Crestwood Advisors serves individuals, families, foundations, endowments, and other institutions with investment and wealth management services. The firm employs a team approach and focuses on global diversification, tax efficiency, and ongoing portfolio monitoring.

Phillip Cheney Jr. is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Moors & Cabot since 2018. Prior to that, he was employed at RBC Capital Markets from 2010 to 2017. 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 financial planning, consulting, and advice-only services, utilizing a range of analysis methods and investment strategies.

Quentin Climer is a financial advisor at Flagship Harbor Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Flagship Harbor Advisors and LPL Financial since 2015. In addition to his advisory role, he has engaged in selling various fixed insurance products, including long-term care and life insurance. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party managed accounts.

Mimie Dam is a financial advisor at Santander Securities LLC with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2016. In addition to her advisory role, she serves as a personal care assistant for her mother through Tempus Unlimited, Inc. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory AUM across 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.

Hillary Urbancic is a financial advisor at Crestwood Advisors with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Wells Fargo Clearing prior to joining Crestwood Advisors in 2021. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services, employing a team approach that combines top-down asset allocation with bottom-up security selection and emphasizes global diversification and tax efficiency.

Jessica Welch is a CFP® with seven years of industry experience, currently serving as a financial advisor at Choate Investment Advisors since 2023. Prior to joining Choate, she worked for Lowell, Blake & Associates, Inc. for six years and was employed by the Emerald Necklace Conservancy from 2015 to 2017. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and utilizes a mix of index funds, active managers, and ESG research in its diversified portfolios.

Richard Lanigan is a financial advisor at John Hancock Personal Financial Services, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within John Hancock-affiliated entities since 2018, including John Hancock Distributors and Manulife John Hancock Brokerage Services. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a broad client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with investment advice delivered through written plans generated by third-party software and implemented at the client’s discretion.