Patrick Robinson is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior experience includes roles at Lincoln Investment, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Jackson National Life Distributors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jamie Hobkirk is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2020 and previously worked at CapFinancial Partners, LLC (CAPTRUST) and Boston Advisors, LLC. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting 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 approach with integrated ESG criteria and manages a registered mutual fund alongside its advisory services.

Michael Stevens is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and nine years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2016. RWA Wealth Partners provides investment management, financial and integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach and an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented by customized fixed income and cash management strategies.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. 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 using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Fredric Kaplan is a financial advisor at SpiderRock Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at BlackRock, Guardian Life Insurance Company, and Park Avenue Securities. Kaplan’s career also includes roles at SMB Capital and CrossTower. SpiderRock Advisors provides discretionary investment advisory and sub-advisory services to institutional and individual clients, employing systematic, technical, and rules-based processes combined with quantitative and fundamental analysis. The firm specializes in portfolio overlay and strategy management using listed derivatives alongside traditional securities and offers collateral management and over-the-counter derivatives support.

Nathaniel Lovell is a CFA® charterholder with 25 years of experience in the financial industry, currently serving with Santander Securities LLC in Boston, MA. His career includes multiple roles at Santander Securities since 2016 and at Santander Bank since 2014, along with a year at Merrill. Outside of financial services, he is involved in sports consulting and event management, including roles such as partner at NAT LOVELL and coordinator for Massachusetts Squash. Santander Securities LLC serves a broad retail client base by providing investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm supports approximately 10,800 client relationships with strategies implemented by third-party managers and offers integrated banking and insurance services.

Kenneth Zannoni is a CFP® with 23 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2009. Prior to joining CW Advisors, he worked at Fidelity for seven years. He is a member of the Investor Advisory Council at Alumni Ventures, contributing to venture capital investment discussions. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets and serving a diverse client base, including high-net-worth individuals, families, trusts, and institutions. The firm employs a Core-and-Satellite investment approach combining various active, passive, strategic, quantitative, and ESG strategies, and provides wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Christian Ginolfi is a financial advisor with Santander Securities LLC in Boston, MA, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Santander Bank, NA, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company, and Investors Capital Corp. Outside of his advisory work, he conducts consulting services and online sales of sports memorabilia through a separate business. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to lending and insurance products, delivering investment management primarily via the FMAX wrap-fee platform co-sponsored by Fidelity Institutional Wealth Adviser.

Jennifer Brennan is a financial advisor at Stratos Wealth Advisors LLC with 25 years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services for 14 years and Merrill for three years. She is also the Director of Client Services at Veritas Boston Wealth Management, an investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Andrew Gerety is a financial advisor at McAdam LLC in Boston, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Axelia Partners, Pantazi Investment Group, and involvement with The French-American Chamber of Commerce and The International School of Boston. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis with diversified asset allocations and incorporates specialized investment exposures, offering both discretionary portfolio management and stand-alone planning engagements.

Hugh Warren is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1993. Since 2015, Mr. Warren has served as a director of Pingree Associates, Inc., a timberland management company, where he focuses on protecting client interests. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm emphasizes long-term ownership of high-quality growth equities supplemented by other asset classes, and it operates an integrated investment-trust-tax platform through its affiliated trust company.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Megan Higgins is a financial advisor at RWA Wealth Partners with 11 years of industry experience. She holds a Series 65 designation and previously worked at Adviser Investments for 16 years before joining RWA Wealth Partners in 2023. 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 employs a strategic asset allocation approach using a broad range of investment vehicles and offers specialized fixed income management and internally managed strategies through its subsidiary firms.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

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, currently serving as an advisor at CW Advisors, LLC. She previously worked at Financial Resources Management Corp. for 37 years before joining Congress Wealth Management LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, and institutional investors. The firm employs a Core-and-Satellite investment approach that integrates active and passive strategies across multiple asset classes and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Sofocles Tsimogianis is a financial advisor at Santander Securities LLC in Boston, MA, with five years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Santander Securities LLC in multiple periods since 2017, as well as at Santander Bank, NA since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily to retail investors and institutional accounts.

Jordan Frank is a financial advisor at Mission Wealth Management, LP with a Series 65 designation and one year of industry experience. He has worked previously at Invisors and held multiple roles at the University of Florida. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach integrating investment, tax, trust, philanthropy, and risk planning, and manages portfolios that include ETFs, mutual funds, direct securities, and alternative investments.