Cheryl Fortier is a CFP® professional with six years of industry experience. She has worked at Beaumont Financial Advisors, LLC and Beaumont Financial Partners, LLC since 2019 and previously spent eighteen years at BNY Mellon. 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 employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.

Alexander Dobecki is a financial advisor at Crestwood Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at TD Bank and FP Solutions RI LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers ETF-based automated portfolios with advisor engagement.

Eric Shrayer is a CFP® and CFA® credentialed financial advisor at Reynders, McVeigh Capital Management, LLC with 20 years of industry experience. He has been with Reynders, McVeigh since 2006. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and investment consulting to a diverse client base including individuals, high-net-worth investors, trusts, estates, pension plans, family offices, and law-firm trust departments. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy that integrates fundamental analysis with environmental, social, and governance (ESG) factors and active shareholder engagement.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with seven years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individuals, families, and institutions, providing discretionary and non-discretionary investment management alongside financial planning and consulting services. The firm employs a team-based approach with customized strategies across asset classes, incorporating both internally managed and third-party investments.

Wendy Laranjo is a financial advisor at Santander Securities LLC with 30 years of industry experience. She has held various roles within Santander entities since 2003 and worked at Fidelity from 2001 to 2003. Outside of her advisory work, she owns a property management and design business and serves as president of a condominium association and a board member for an animal shelter. 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, and goal-based financial planning, primarily to retail investors, ERISA and IRA accounts, and institutional entities.

Gerald Dufault is a CFP® with 40 years of industry experience and is currently with The Patriot Financial Group, LLC. He has worked at multiple firms, including Rollover Advisory Services, LLC, Cetera Financial Specialists LLC, and Securities America Inc. In addition to his advisory roles, he is the owner of a business focused on expense management. 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, employing a mix of charting, fundamental, and technical analysis, and offers a broad range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Francesca Lanza is a financial advisor at Winthrop Wealth with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial and Eaton Vance prior to joining Winthrop Wealth. Outside of finance, her background includes roles at Wahlburgers and the University of Massachusetts-Amherst. Winthrop Wealth offers discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, high-net-worth clients, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach that combines in-house management with third-party sub-advisers and serves both retail and institutional clients.

Silas Hill is a financial advisor at RWA Wealth Partners in Boston, MA, with three years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Farther Finance Advisors, Charles Schwab & Co., Inc., and TD Ameritrade/Charles Schwab. Outside of finance, he has experience with Press Cafe. 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 retirement plans. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by tactical adjustments and manages fixed income and cash strategies with internal credit analysis and a broad dealer network.

Nancy Higgins is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Silvercrest Asset Management Group LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Boston, MA. 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, combining bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Nushin Kormi is a CFA charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2017. Prior to this, she worked at Rocky Mountain Institute and Resility. Ms. Kormi serves on the boards of Mothers Out Front, where she is Treasurer, and the Trustees Reservations, both nonprofit organizations focused on climate change and environmental solutions. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities combined with a sustainability focus through ESG research and direct impact investments.

Michael Mcnabb is a financial advisor at SVB Wealth with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Boston Private Wealth LLC, Wells Fargo Clearing, and Compass Capital Corporation. SVB Wealth serves individuals, trusts, retirement plans, and other entities by offering wealth management, financial planning, and retirement plan advisory services. The firm’s investment approach involves third-party manager selection and ongoing monitoring supported by an Investment Committee, and it operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Nicholas Stathos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with various John Hancock entities since 2023 and previously worked in education at Bates College and The Rivers School. In addition to his advisory role, he serves as a retirement consultant providing educational services on retirement plan options for qualified plan participants. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver generally framed written recommendations, with client implementation at their discretion, and operates an Emergency Savings program without an advisory fee.

James Doogan is a CFA® charterholder and a financial advisor at Crestwood Advisors with four years of industry experience. He previously worked at Loring Wolcott and Coolidge for six years and has held roles at North American Management and Wealth Enhancement Group. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions. The firm employs a team approach and focuses on combining top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.

James Moda is a Series 65-licensed financial advisor with McAdam LLC, based in Boston, MA, bringing five years of industry experience. Prior to joining McAdam in 2021, he worked at Baypine and held roles with the YMCA of Greater Boston and educational institutions. McAdam LLC serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary management approach using a range of investments, including mutual funds, ETFs, individual securities, and alternative assets, while incorporating technology solutions and unique planning services like their tiered subscription product RetireUS.

Colin Molloy is a CFA® charterholder with six years of experience at Northeast Investment Management Inc. He has prior experience at Northwestern Mutual Investment Services LLC, George Doran, Adam Baur, and Michael Raposa. Northeast Investment Management, Inc. advises individuals, families, trustees, executors, family offices, charitable institutions, and small businesses on portfolios totaling approximately $3.27 billion. The firm offers discretionary and non-discretionary portfolio management with an emphasis on diversification and ongoing monitoring, providing estate-planning and trustee services within its investment counsel relationships.

Shauna Kehrmeyer is a Series 66-licensed financial advisor at Capital Analysts with seven years of industry experience. Her previous roles include positions at Lincoln Investment LLC and Equitable Bank. She also serves as Director of Client Services for Marshall Wealth Management, assisting with client service operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and institutional clients, providing portfolio management through both discretionary and non-discretionary approaches. The firm supports its services with an in-house Investment Management & Research team and a nationwide network of independent advisors.

Emily Richard is a CFA® charterholder and holds a Series 66 license with three years of industry experience. She is currently an advisor at Pallas Capital Advisors, LLC, having previously worked at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis Sayles & Company. Outside of her financial advisory role, she is an owner and partner of Diamond Odyssey, LLC, an art business focused on international travel and oil painting sketching. Pallas Capital Advisors is a multi-team SEC-registered firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term wealth management services including discretionary investment management, financial planning, family office services, and retirement plan advisory.

Louis Marchant is a financial advisor with Choate Investment Advisors in Boston, MA, holding a Series 65 designation and two years of industry experience. He previously worked at PwC from 2017 to 2021 and has been with Choate Investment Advisors since 2021. Choate Investment Advisors is an SEC-registered firm providing portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation aligned with clients' risk tolerance and integrates index exposures, active managers, and private fund vehicles, operating in affiliation with the law firm Choate, Hall & Stewart LLP.

Michael Finley is a financial advisor with SVB Wealth in Boston, MA, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining SVB Wealth in 2019, he worked at Boston Private Wealth LLC for five years. Outside of advising, he operates a catering business providing food and drink service at events. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select third-party managers and is a wholly owned subsidiary of First Citizens Bank, integrating bank, trust, broker-dealer, and asset management services.