Jefferson Jones is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Flagship Harbor Advisors since 2014, concurrently affiliated with LPL Financial, LLC. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans with investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a variety of investment strategies including allocations to mutual funds, ETFs, individual securities, and independent managers.

Daniel Moran is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Flagship Harbor Advisors, LLC and LPL Financial since 2013. Moran is based in Boston, MA. 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 through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis and offering services such as investment management, financial planning, and retirement-plan consulting.

Daniel Almeida is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Ropes Wealth Advisors and Boston Private Wealth LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and maintains internally managed strategies alongside tax preparation services through a subsidiary.

Hunter Hendrix is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Ashton Thomas, he worked at Raymond James & Associates, Inc. and DSJ Global. Ashton Thomas Securities is a registered investment adviser and broker-dealer that offers investment management, financial planning, and retirement plan consulting to individuals, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion for over 2,200 clients through a team of 18 advisors operating across six offices, providing a range of program structures and ERISA fiduciary services.

Daphne Caperton is a financial advisor with B. Riley Wealth Advisors, Inc. in Boston, MA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at Winslow Wealth Management LLC and National Securities Corporation. She serves as a trustee for the Beacon on the Charles Condominium Association. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing various advisory programs and asset allocation models.

Sydnee Goodeaux is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with RWA Wealth Partners and previously worked at Heritage Financial Services, Bank of America, Merrill, and Edward Jones Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach and offers internally managed strategies and tax preparation services through its subsidiaries.

Sean Moynihan is a financial advisor with The Patriot Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., and LPL Financial, LLC. Outside of advisory work, he serves as a national trustee for the Foundation Fighting Blindness and is also a screenwriter through his own company, Sean Moynihan, Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and third-party managers.

Nicholas Falzone is a financial advisor at McAdam LLC in Boston, MA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at McAdam LLC since 2016 as well as at Madison Avenue Securities and Purshe Kaplan Sterling Investments. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm typically manages client accounts on a discretionary basis, employing a range of investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.

Sara Shores is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2006. New England Private Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with fee-based investment advisory and wealth management services. The firm emphasizes broadly diversified portfolios using low-cost mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused separate-account model strategies.

Elizabeth Laws is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 65 designation and beginning her career in 2024. Prior to joining Crestwood, she worked at Financial Planning Solutions LLC and Cambridge Savings Bank. Outside of finance, she has experience in the retail and food service industries. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF portfolios with periodic advisor engagement.

Jonathan Brandl is a CFP® professional with eight years of industry experience, currently serving at Main Street Financial Solutions, LLC. His prior experience includes roles at Merrill Lynch and Clear Line Analytics. Main Street Financial Solutions serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs an academic-based, multi-asset class investment approach that emphasizes low-cost passive ETFs alongside active management and alternative investments, while also providing ERISA fiduciary consulting and managing complex institutional and advisor-facing relationships.

Joseph Swirbalus is a financial advisor with Mariner Independent in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes tenure at JP Morgan Securities Inc., Cantor Fitzgerald & Co., BGC Financial, Liquidnet, and Tp Icap Global Markets Americas LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of investment adviser representatives utilizing both firm-built model portfolios and customized discretionary portfolios.

Robert Ix is a CFA® charterholder with 21 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2005, currently serving as an advisor at Crestwood Advisors Group, LLC in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation approach combined with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Gregory O Connell is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Brown Brothers Harriman & Co. and Fiduciary Trust Company. He also serves as Vice President at The Coyle Company Insurance Group, LLC. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and businesses through a nationwide network of independent Member Firms and Financial Professionals. The firm offers both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services, supported by platform providers and custodial arrangements.

Blake Russell is a financial advisor at RWA Wealth Partners in Boston, MA with two years of industry experience. He holds a Series 65 designation and has worked at Ropes Wealth Advisors, 1st Financial Bank USA, Time Payment, and LeaseQ. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

John Bay is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. He has held previous roles at firms including Kaizen Wealth Strategies, Spire Wealth Management, and NewEdge Advisors. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by integrated operational tools and affiliated sub-advisory arrangements.

Theodore Provo is a financial advisor at The Patriot Financial Group, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Provo Wealth Management since 2017. Outside of his advisory work, he serves as a Notary Public. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employs various investment strategies including fundamental and technical analysis, and offers a range of products from mutual funds and ETFs to private equity and advisory annuities.

Alexi Sacco is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked previously at SPIRE Securities, LLC, Spire Investment Partners, LLC, Oppenheimer, and UBS Financial Services. Outside of finance, Alexi performs as a musician at various venues in the greater Washington, DC area. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of roughly 286 advisors.

Michael Hildreth is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 30 years of industry experience. He has worked at Moors & Cabot since 2005 and previously held positions at Finacorp Securities and Credit Union Brokerage Services. Hildreth holds Series 63 and Series 65 licenses and serves as a FINRA arbitrator. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using diverse analytical approaches and collaborates with third-party sub-advisors and wrap programs.

Roberto Figueiredo is a CFP® professional with four years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2021 and previously worked at Bank of America for ten years. Reynders, McVeigh Capital Management offers discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy supported by in-house fundamental research integrating ESG criteria, and manages both a registered mutual fund and advisory roles for various institutional clients.