Robert Bailow III is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with JHPFS since 2016. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to generate recommendations and operates an Emergency Savings program.

James Almquist is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2024. Prior to joining Apollon, he worked for eight years at Royal Alliance Associates. He is also involved with The Quincy Group, Inc., where he provides financial advice to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, employing both centrally managed and locally managed investment strategies across various asset classes and specialized client segments such as insurance companies and pooled investment vehicles.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. 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 emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.

Bryan Ciborowski is a financial advisor at Welch & Forbes LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group and State Street Global Advisors. Outside of his advisory role, he mentors second-year students at Harvard Business School in an entrepreneurial sales class. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, along with pension plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on fundamental security selection and offers a range of services including personal trust, fiduciary, and estate administration.

George Padula Jr. is a CFP® and CFA® with 27 years of experience in financial advising. He has been with Modera Wealth Management, LLC since 2011. Outside of his advisory role, he volunteers with Dana-Farber Cancer Institute through a pro bono financial education and planning program for patients and their caregivers. 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 employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and offering additional services such as tax planning and trustee roles.

Thomas Burke Jr. is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Lincoln Financial Advisors Corporation and Infinex Investments, Inc. Outside of his advisory role, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, offers financial planning, and manages held-away retirement accounts via an account aggregation service.

Daryl Marsden is a financial advisor at Stratos Wealth Advisors LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Veritas Boston Wealth Management and BNY Mellon. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional clients, offering financial planning and portfolio management through a range of customized and model portfolio solutions. The firm benefits from its affiliations with SEI-affiliated businesses, providing integrated investment management and custodial services.

David Tonaszuck is a financial advisor at Global View Capital Management LLC with seven years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Global View Capital Management, he worked at New York Life Insurance Company and Trend Recon, LLC, among other firms. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm uses algorithmic research and technical signals to guide investment selection and offers a range of managed account options, including a low-cost, ETF-only platform.

Ryan Stanick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crestwood Advisors since 2025 and previously spent five years at Equitable Advisors, LLC. His background includes roles at Boston College and its Athletic Department. Crestwood Advisors provides investment and wealth management services to individuals, families, foundations, endowments, and institutions. The firm employs a team approach and emphasizes a combination of top-down asset allocation and bottom-up fundamental security selection with consideration of ESG factors, pursuing global diversification and tax efficiency.

Charles Fisher is a Series 66 designated advisor at Moors & Cabot, Inc. in Boston, MA, with nine years of industry experience. He has worked at Moors & Cabot since 2018 and previously held positions at Mass Mutual Investors Services, McAdam LLC, and Purshe Kaplan Sterling Investments. Fisher serves on the board of directors and chairs the Investment Oversight Committee of Acadia Management Company, a single-family office. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jacob Waldman is a financial advisor with Fortis Capital Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Inc, McAdam LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Waldman also provides insurance advice based on client needs. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios using passive, active, tactical, and blended strategies, including ESG options.

Madison Mcnamara is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Crestwood Advisors with three years of industry experience. Prior to joining Crestwood in 2024, Madison worked at The Vanguard Group from 2022 to 2024 and has held various roles including at Maillie LLP and the University of Delaware. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and operates a digital investment program called Pathfinder that provides ETF-based automated portfolios with periodic advisor engagement.

Andrew O'Brien is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with John Hancock and its affiliated entities since 2006, including roles at John Hancock Distributors LLC and Jhfn Sii. John Hancock Personal Financial Services, LLC offers 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 that delivers generally framed written recommendations through Investment Adviser Representatives, serving a high volume of clients across its advisory teams.

James Stewart is a Series 65-licensed advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. He has worked at John Hancock Personal Financial Services since 2024 and has been associated with Manulife Wealth Inc since 2001. John Hancock Personal Financial Services 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 utilizes third-party financial planning software to generate written recommendations and operates a technology-assisted service model with a higher client load per advisor than many multi-team firms.

Samuel Ober is a CFA® charterholder at Howland Capital Management LLC in Boston, MA, with six years at the firm and one year of industry experience. Prior to joining Howland Capital, he worked at Babson College for four years. Howland Capital Management LLC provides personalized investment management and financial planning to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm utilizes client-specific Investment Policy Statements and model portfolios, combining fundamental, macroeconomic, technical, and credit analysis in its investment approach.

Danavan Levy is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation and 1 year of industry experience. He has been with John Hancock Personal Financial Services since 2024 and has a prior association with Manulife Wealth Inc dating back to 1994. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses third‑party financial planning software to generate written recommendations and operates an Emergency Savings program without an advisory fee.

Judith Ludwig is a CFP® professional with 21 years of experience in financial advisory services. She has worked at RWA Wealth Partners since 2017 and previously spent nearly three decades at Braver Wealth Management. Based in Boston, MA, Ludwig is part of a multi-team firm structure. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, using an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, complemented by customized fixed income and cash management.

Brendan Lammers is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Express Financial Advisors from 2005 to 2016 before joining Flagship Harbor and LPL Financial in 2016. He also spends time assisting Medicare-eligible clients with comparing Medicare Advantage and supplement plans. 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 and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

Marc Instrum is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Fortis Capital Advisors, LLC. His prior experience includes roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. He also provides insurance advice tailored to client needs as part of his professional activities. Fortis Capital Advisors offers investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm focuses on customized portfolio construction and ongoing monitoring, managing accounts primarily on a discretionary basis through a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.