Richard St. Onge is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He worked at LPL Financial for 22 years before joining Winthrop Advisory Group, LLC, where he has been since 2017. Winthrop Wealth provides 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 philosophy supported by a four-step process and utilizes both in-house management and third-party sub-advisers to implement tax-managed and systematic strategies.

Tara Oconnell is a financial advisor at Brighton Jones LLC in Boston, MA, holding a Series 65 credential with four years of industry experience. Her prior work includes roles at Ballentine Partners, LLC, Charles Schwab, and Walter’s Basin Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO (PCFO) offering. The firm employs a whole-balance-sheet approach and manages client assets across a mix of public and private investments, supported by an affiliated ecosystem of private investment funds, a trust company, and legal services for certain clients.

Kathleen Bochman is a CFA® charterholder with over 18 years of industry experience. She is currently with Trillium Asset Management and has previously worked at Moderna, Fidelity Investments, and Loomis Sayles & Co. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm combines bottom-up fundamental analysis with integrated ESG research and employs exclusionary screens and active ownership strategies in its investment process.

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services 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 management of a registered mutual fund.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.

Amory Logan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2016. She has held several nonprofit board roles, including Treasurer of Sailors' Snug Harbor of Boston and involvement with the Maine Coast Heritage Trust, McCrillis Land Association, the Manchester-by-the-Sea Museum, and Shore Country Day School. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities complemented by fixed income and other asset classes. The firm integrates investment management with trust administration and operates a Sustainability Group that incorporates ESG research and direct impact investments.

Thomas Kennedy is a CFA® charterholder with six years of industry experience. He is currently with Modera Wealth Management, LLC, where he has worked since 2019. Prior to that, he held positions at New England Investment & Retirement Group, Inc. and Windhaven Investment Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Mitali Prasad is a CFA® charterholder with 2 years of industry experience. She has been with Trillium Asset Management in Boston, MA, since 2016. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental financial analysis and manages a range of equity, fixed-income, and balanced strategies, including sub-advisory roles for registered funds.

Joseph Anastasi is a financial advisor with Winthrop Wealth in Boston, MA, holding a Series 65 designation. He has two years of experience in the industry, including prior roles at Commonwealth Financial Network and Winthrop Advisory Group LLC. Outside of finance, his background includes work in healthcare at Massachusetts General Hospital and involvement in agricultural operations at Volante Farms. Winthrop Wealth serves individuals, trusts, estates, business entities, retirement plans, and donor-advised funds, offering discretionary and non-discretionary investment management and financial planning. The firm employs a four-step investment process focused on goal analysis, policy, portfolio construction, and monitoring, utilizing both in-house management and third-party sub-advisers.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Scott Palmatier is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 10 years and at iCapital, LLC for 2 years. Outside his advisory role, he has worked as a delivery driver for Door Dash since 2021. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports approximately 10,800 client relationships with $3.14 billion in regulatory assets under management and operates as both a registered investment adviser and a FINRA-registered broker-dealer.

Bowman Thayer is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in Boston, MA, where he has worked since 2021. He has three years of industry experience, including prior roles at Morgan & Morgan PC and various other positions outside the financial sector. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies.

Cory Schauer is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked with Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across about 2,281 clients through a team of 18 advisors operating in six offices.

Connell Maclean is a financial advisor at SVB Wealth with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include work at MacLean Consulting, LLC, Rover, and First Citizens Bank. Outside of advisory work, he provides pet care and dog walking services through Rover. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment management approaches supported by an Investment Committee.

Hayden Bloom is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles across multiple John Hancock and affiliated entities since 2015. In addition to his advisory work, he serves as a retirement consultant providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm utilizes a technology-assisted model with written planning recommendations to support client decision-making.

Jonathan Pond is a financial advisor with Dakota Wealth, LLC in Newton, MA, holding 21 years of industry experience. He previously operated Jonathan D. Pond, LLC for 17 years and has been involved with Pondemonium Productions, Inc. for over 25 years. In addition to advisory work, he develops and promotes financial planning products distributed primarily through public television. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, and business enterprises with customized wealth management and investment services. The firm combines long-term portfolio strategies using mutual funds, ETFs, equities, fixed income, and alternative investments, emphasizing active management and due diligence.

David Robbins is a CFP® professional at Moors & Cabot, Inc. in Boston, MA, with 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase NA, and Waddell & Reed. Outside of advising, he works as a freelance content producer, creating multimedia material including written, visual, audio, and video content. Moors & Cabot serves retail and high-net-worth individuals, as well as corporate and institutional clients, offering investment management, financial planning, and consulting services. The firm employs tailored portfolio strategies using asset allocation, fundamental and technical analysis, and may allocate assets to third-party sub-advisors.

Evelyn Pepe is a CFP® professional at RWA Wealth Partners with four years of industry experience. She has worked previously at Citizens Securities, Inc. and Citizens Private Wealth, where she spent 15 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 emphasizes strategic asset allocation and uses an open-architecture investment platform supplemented by tactical adjustments and customized fixed income management.

Robert Craig is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked with Santander Securities since 2015 and Santander Bank since 2018. Outside of his advisory role, he serves as a District Commander for the Veterans of Foreign Wars Department of Massachusetts and holds other volunteer positions with the organization and his local town finance committee. Santander Securities LLC serves a wide retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm manages investments via the FMAX wrap-fee platform, incorporating third-party discretionary managers and providing compliance oversight, tax overlays, and ESG model options.

Timothy Higgins is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. Higgins teaches a course on college funding through local continuing education programs and has authored a book on unconventional investing. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and managed accounts, and offers services including investment management, financial planning, and retirement-plan consulting through a team of around 60 advisors.