Daniel Garron is a CFP® with 24 years of experience in the financial services industry. He currently works at Beaumont Financial Partners and has prior experience at Fidelity Investments and Fidelity Personal and Workplace Advisors. 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’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Roxanne Fleszar is a CFP® and ChFC® with 22 years of industry experience. She is currently with CW Advisors, LLC and has previously worked at Financial Resources Management Corp. for 37 years and Congress Wealth Management LLC. Outside of advising, she is a co-owner of a rental property in Swampscott, MA. CW Advisors, LLC is a multi-team firm providing investment management, comprehensive wealth management, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutions. The firm employs a Core-and-Satellite investment approach using a variety of strategies and offers centralized investment oversight as well as solutions for independent advisors within a larger corporate group.

Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with five years of industry experience. His work history includes multiple tenures at Santander Securities and Santander Bank since 2016. Outside of his advisory role, he is a partner in Aris Group, LLC. Santander Securities LLC serves a broad retail client base with investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm employs third-party discretionary managers and offers various managed account strategies, supported by its affiliation with Santander Bank.

Jordan Frank is a financial advisor with Mission Wealth Management, LP and holds a Series 65 credential. He has been in the industry since 2024, with prior roles at Invisors and several positions affiliated with the University of Florida. Mission Wealth Management is a multi-team, SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides financial planning and portfolio management through tiered service models, focusing on customized, long-term investment strategies that incorporate a range of asset classes and tax-aware trading.

Harvey Slaughter is a financial advisor at Winthrop Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including LPL Financial, Schechter Investment Advisors, LLC, and Via Global Advisors LLC. 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, goal-focused investment process and combines in-house management with third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.

Robert Depascale is a financial advisor at Beaumont Financial Partners with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Beaumont Financial Partners since 2010, including a role at Beaumont Financial Advisors since 2022. Beaumont Financial Partners 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 employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Jack Keleshian is a financial advisor at Citizens Private Wealth with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Bancwest Investment Services and Bank of the West. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and endowments. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering discretionary and non-discretionary management as well as tax, estate structuring, and business consulting services.

Diana Linn is a CFP® with eight years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. Prior to joining RWA Wealth Partners in 2024, she worked at Adviser Investments, LLC for eight years and was employed at Life Time Fitness for eleven years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach supported by an open-architecture investment platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at F.L. Putnam since 2019. Her prior experience includes roles at Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research process combining macroeconomic and security-level analysis, managing strategies across equities, fixed income, and alternatives while providing options for sustainable investing and tax-aware rebalancing.

Joseph Benoit Jr. is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has worked at Grimes & Company, Inc. since 2006 and was previously with Mid Atlantic Capital Corporation from 2009 to 2017. He is based in Westborough, MA. Grimes & Company provides discretionary investment management and financial planning to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, with a range of investment options including mutual funds, ETFs, individual securities, and independent managers.

Geoffrey Hardaway is a financial advisor at John Hancock Personal Financial Services, LLC with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining John Hancock, he worked at Fidelity Brokerage Services, LLC for four years and has a background in environmental and technology firms. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software for written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Shruti Bansal is a CFA® charterholder with four years of industry experience, currently serving at Ropes Wealth Advisors, a division of RWA Wealth Partners. She previously worked at Osbon Capital Management and Agate Fund Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform and offers internally managed strategies and tax preparation services through its subsidiaries.

Paul Mason III is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020 and has prior experience in insurance and financial services, as well as other roles outside the investment industry. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a range of investment options and incorporating specialized exposures such as private funds and cryptocurrency.

Thomas Dunlap is a CFA® charterholder affiliated with Grimes & Company, with four years of industry experience. His prior roles include positions at Harmony Wealth Partners LLC, Clarendon Private LLC, and Loomis, Sayles & Company L.P. Grimes & Company offers discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and utilizes a range of investment vehicles and approaches tailored to client needs.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing 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 that delivers automated ETF-based portfolios with periodic advisor engagement.

Robert Abendroth is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently with Winthrop Wealth and previously worked at True North Financial Partners, LLC and Eagle Strategies (NY Life). Abendroth is also licensed as an insurance broker for non-registered insurance products. 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, prudent investment approach using both in-house management and third-party Sub-Advisers, serving a mix of retail and institutional clients.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for Fernwood Investment Management, LLC for 22 years. She is also involved as a manager of the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors, LLC is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a mix of active, passive, quantitative, and ESG strategies and serves other registered investment advisers as well as managing pooled vehicles and private funds.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, N.A., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. 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 using a range of analytical methods and strategies, and operates with multiple registrations that enable brokerage, advisory, and insurance services.

James Cesarz is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Moors & Cabot in 2017. Cesarz is co-director of the Newsboys Reading Room Association and serves on the Marshfield Country Club Board of Governors, where he is also chairman of the golf committee. 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 advice-only services, utilizing a range of analysis methods and investment strategies, and partners with third-party and affiliated sub-advisors.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.