Steven Ponte is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2015, concurrently working at Santander Bank, NA since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and a centralized customer-service team.

Erik Berge is a financial advisor at Citizens Private Wealth with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC, First Republic Investment Management, Battery Global Advisors, and Raymond James Financial. Citizens Private Wealth primarily serves high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework and offers discretionary portfolio management combined with quantitative and qualitative research.

Abdelmagid Alawad is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities and American United Life. Outside of his advisory role, he also works as an Uber driver in a non-investment capacity. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and managed-account services through a platform with third-party investment managers and emphasizes centralized client service and access to securities-based lending.

Nicole Rukstalis is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and three years of industry experience. She also serves as Department Chair and Professor of Finance at Northeastern University's D'Amore-McKim School of Business, a position she has held since 2004. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches and routinely utilizes third-party sub-adviser platforms while maintaining ongoing portfolio oversight.

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.

James Waggett is a CFP® and CFA® with 13 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, TD Private Client Wealth, and Banc of America Investment Advisors. F.L. Putnam serves individual and institutional clients, providing customized, team-based investment management and consulting services across a range of asset classes. The firm utilizes both internally managed and third-party strategies with options for sustainable investing and tax-aware rebalancing.

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.

Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

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.

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.

Erik Hacker is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Capital Analysts since 1998 and has been affiliated with Lincoln Investment and John Hancock Mutual Life Insurance Co. since 2012 and 1996, respectively. Outside of his advisory work, he is involved in insurance sales through Capital Analysts of New England, providing clients with insurance quotes and information. 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, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house management and non-discretionary advisory services.

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.