Jian Wei Fu is a CFP® certified financial advisor with two years of industry experience, currently practicing at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood, he worked at Asset Strategy Advisors LLC and Concorde Investment Services. Outside of his advisory role, Fu is a licensed realtor and manages a small insurance business operated by his spouse. Kingswood Wealth Advisors serves a diverse clientele ranging from individual investors to institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and has a distinctive operational model supporting insurance-linked account management.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.

Thomas Roche is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2005. He holds the Series 63 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse clientele including individuals, high-net-worth investors, trusts, family offices, and institutional clients. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

Adam Hogue is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA since 2020. He has held prior roles at LPL Financial from 2013 to 2015 and again starting in 2017. Outside of his advisory work, Hogue is an author. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets through a team of about 60 advisors. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis across long- and short-term strategies.

William Stewart is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He previously worked at Arthur Wood Investment Advisors Corp, Arthur W. Wood Company, Inc., and Janney Montgomery Scott. Capitol Securities Management serves individual investors, institutions, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering a range of advisory programs including separately managed accounts and third-party Money Managers.

Thomas Williams is a CFP®-certified financial advisor with over 32 years of industry experience. He is affiliated with Flagship Harbor Advisors, LLC and has been with the firm since 2015, concurrently associated with LPL Financial. 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 and employs a diversified investment approach using mutual funds, ETFs, individual securities, separately managed accounts, and multiple trading strategies.

Zachry Mc Mann is a financial advisor with McAdam LLC in Boston, MA, holding a Series 65 designation and five years of industry experience. His prior work includes roles at New England Wire Technology and Southern New Hampshire University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency through exchange-traded vehicles.

Griffith Graham II is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at John Hancock Distributors LLC, Wells Fargo Clearing, TD Ameritrade, and Scottrade. 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 uses technology-assisted tools to deliver generally framed financial plans and operates an Emergency Savings program, serving a high client load per advisor through a scaled service model.

Shuxin Wu is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 65 and Series 63 licenses with five years of industry experience. Prior to joining Santander Securities, Wu worked at Manulife John Hancock Brokerage Services and John Hancock, and earlier gained experience at State Street Corporation and Bank of New York Mellon. Outside the financial industry, Wu was involved in operating Shabu-Zen Restaurant for nine years. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in assets under management across more than 10,800 client relationships. The firm provides investment advisory services, portfolio management, and access to securities-based lending and insurance products, primarily through the FMAX wrap-fee platform and third-party investment managers.

Catherine Bearce is a financial advisor at FourStar Wealth Advisors, LLC with 23 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining FourStar, she worked at Nobles & Richards, Inc., Integrated Wealth Concepts LLC, LPL Financial, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she is involved in managing several personal business entities related to investment and alternative asset structures. FourStar Wealth Advisors serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of fundamental and technical analysis to tailor portfolios using various investment vehicles such as mutual funds, ETFs, individual securities, options, and independent managers, while also providing ERISA fiduciary retirement-plan consulting and private fund advisory services.

Nicholas Crocker is a CFA® charterholder with eight years of industry experience. He has been with Howland Capital Management LLC since 2013. The firm provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. Howland Capital Management employs a disciplined investment process supported by fundamental, macroeconomic, technical, and credit analysis and offers additional services including tax assistance and private trustee services.

Cavan Lamontagne is a financial advisor at Winthrop Wealth in Boston, MA, with one year of industry experience. He holds a Series 65 designation and has worked previously at MassMutual and Baystate Financial. 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-oriented investment process and combines in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Charles Clapp III is a CFA® charterholder with 30 years of industry experience, currently serving at Howland Capital Management LLC since 1991. Based in Boston, MA, he has been with the firm for over three decades. Howland Capital Management LLC provides discretionary investment management to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in its pooled investment vehicles. The firm offers wealth services including financial planning, tax planning and filing, estate planning, private trustee services, and charitable planning, using a structured investment approach supported by fundamental, macroeconomic, technical, and credit analysis.

James Beville is a CFP® professional with 20 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Manchester, MA. Main Street Financial Solutions serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs an academic-based, multi-asset class investment approach, focusing on low-cost mutual funds and ETFs while also utilizing active funds, individual securities, and alternative investments.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He is currently a portfolio strategist at SVB Wealth and First Citizens Asset Management, having previously worked over a decade at BlackRock Investments, LLC, and one year at Merrill. SVB Wealth serves a diverse client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm combines fundamental, quantitative, and technical analysis with due diligence and oversight by an Investment Committee, and operates as a wholly owned subsidiary of First Citizens Bank.

B Joseph Walton Yedlin is a CFA® charterholder with over 15 years of industry experience. He is currently an advisor at Modera Wealth Management, LLC, having joined the firm in 2026 after 14 years at SCS Financial Services LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and integrates investment management with in-house accounting, tax services, and business coaching.

James Bush is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a long tenure at MassMutual. Outside of his advisory role, he is involved in management consulting through Bush & Company and serves as a principal at Bush & Richey LLC, which provides financial planning, insurance, and investment advising. ValMark Advisers serves a broad client base ranging from individual investors to institutional entities, offering investment advisory and financial planning through a network of representatives. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Lisa Mackinnon is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 63 and Series 65 licenses with four years of industry experience. She has been with Trillium Asset Management since 1993. Trillium Asset Management provides discretionary portfolio management to a broad client base, including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers equity, fixed-income, and balanced strategies, serving also as sub-adviser to registered and non-U.S. investment companies.

Audrey Daum is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 36 years of industry experience. She has held positions at Moors & Cabot since 2017 and previously worked at Oppenheimer from 2010 to 2017. Daum serves on the board of the MIT Sloan Alumni Association of Boston and is the author of the children’s book *The Little Floof's Book of Money*. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services, tailoring portfolios through various strategies and providing both discretionary and non-discretionary arrangements.

Leonardo Chantre is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Mutual of Omaha and New York Life. Outside of his advisory role, he has worked as a rideshare driver with Lyft and Uber. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, and retirement-plan services, utilizing a structured risk framework and a mix of firm-developed and third-party investment models.