Michael Galvin is a CFP® professional with 11 years of industry experience. He has worked at Congress Wealth Management, LLC for nine years prior to joining CW Advisors, LLC. He is based in Boston, MA. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to individuals, trusts, estates, charitable organizations, and various business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and serves other registered investment advisers through its CW Advisor Solutions division.

Aaron Swenson is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with eight years of industry experience. He has been with McAdam since 2018 and previously held roles at Middlesex School and Connecticut College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Adam Bateman is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with 19 years of industry experience. He has worked at LPL Financial since 2013 and previously held roles at MSI Financial Services, Inc. and UBS Financial Services. 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 through a team of about 60 advisors, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and managed accounts.

Jennifer Adams is a CFP® with 28 years of industry experience. She joined CW Advisors, LLC in 2024 after previous roles at Purshe Kaplan Sterling Investments, Aspire Wealth Management Corporation, and Ameriprise. Adams is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation of insurance recommendations. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies, and is part of the larger Osaic corporate group offering a broad range of financial services.

Kimberly Harding is a CFP® with 23 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She has held positions at Harding Financial & Insurance since 2009 and worked with Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services as an outside business activity. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management options and financial planning services tailored to client needs.

Caitlin Polson is a CFP® professional with 14 years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC since 2008. She holds a Series 65 license and is based in Wellesley, MA. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers continuous portfolio management, financial planning, and retirement-plan advisory services, with an investment approach that includes broadly diversified portfolios using low-cost mutual funds and ETFs, alternative investments, and options-based income models.

Deepak Lachman Punjwani is a financial advisor with A.G.P. / Alliance Global Partners in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Brazil, where he is a director and owner. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that blends internally managed strategies with co- and sub-advisory relationships.

Rachel Edward is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at Citizens Bank and TD Bank. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across around 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.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Frederick Warburg is a financial advisor at CW Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm offers investment management, comprehensive wealth planning, and family office services using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies.

Michael Whitney is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. Prior to that, he spent 12 years at NBW Capital, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base with both discretionary and non-discretionary management.

Robert Thorne is a financial advisor with Flagship Harbor Advisors, LLC in Hyannis, MA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. 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 diverse investment approach including mutual funds, ETFs, individual securities, and independent managers, offering services through a team of about 60 advisors.

Robert Cully is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Winslow, Evans & Crocker, Leerink Partners LLC, and RBC Capital Markets. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers multiple investment programs and manages approximately $4.21 billion in assets through a team of about 173 advisors.

Grayham Lohrey is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Boston, MA. His prior experience includes roles at JP Morgan Chase, First Republic Investment Management, and PricewaterhouseCoopers LLP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alexander Lapointe is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with Adviser Investments LLC since 2013. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Roger Moulton Jr. is a CFP® professional with 34 years of industry experience, currently affiliated with Eversource Wealth Advisors, LLC. His prior roles include positions at LPL Financial, Lexington Wealth Management, Calibre Advisory Services, and Tanager Financial Services. Eversource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm operates a national network of advisors and provides multiple investment programs, including private markets and values-based strategies.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 18 years of industry experience. He has worked at Congress Asset Management continuously since 2007. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm uses a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Michael Dillaire is a CFP® with nine years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. His prior experience includes roles at Adviser Investments, LLC, JP Morgan Chase Bank, N.A., and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.