Jessica Frigon is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Shepherd Kaplan Krochuk, LLC for three years. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

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.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He has worked at BlackRock Investments, LLC for 13 years before joining SVB Wealth and First Citizens Asset Management in 2024. He serves as a portfolio strategist and meets with clients to discuss a range of investment capabilities. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis, with an emphasis on custom allocations and manager due diligence.

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 for seven years. Daum serves as a board member 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, Inc. 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, consulting, and advice-only services, employing a variety of analysis methods and strategies while utilizing third-party and affiliated sub-advisors.

Karen Johnston is a financial advisor at Citizens Private Wealth with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Bancwest Investment Services and Bank of the West prior to joining Citizens. Johnston has been with Citizens Private Wealth since 2019 and is also associated with Citizens Securities, Inc. and Citizens Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term asset allocation strategy within an open-architecture framework, offering discretionary and non-discretionary portfolio management alongside tax, estate structuring, and business consulting services.

Trent Mullen is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 designation. He has been with Reynders McVeigh since 2022 and has prior experience at The Bancroft, Putnam Investments, and 110 Grill. Outside of finance, he operated Mullen Automotive Detailing from 2017 to 2022. Reynders, McVeigh provides investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) philosophy with ESG integration and manages a registered mutual fund alongside advisory roles for other investment advisers and clients.

Maryelizabeth Conlon Kesse is a financial advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Penobscot Investment Management Co., Inc. since 2009. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments, while serving as adviser to a mutual fund. The firm follows a growth-at-a-reasonable-price philosophy integrating ESG considerations and active shareholder engagement, supported by in-house research and model-driven portfolios.

Peter Dixon is a financial advisor at Howland Capital Management LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Fidelity Investments from 2006 to 2017. Howland Capital Management LLC provides investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm manages discretionary separate accounts guided by client-specific investment policies and employs multiple analytical approaches in its decision-making.

Jean Qiu is a financial advisor at The Bollard Group LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. She has been with The Bollard Group since 2020 and was previously with the same firm from 2005 to 2020. The Bollard Group is a multi-family office serving high-net-worth individuals, trusts, charitable foundations, and family-centric companies. The firm offers discretionary and non-discretionary investment management, tax and estate planning, and other wealth-management services, employing active management strategies across various asset classes and managing over $6.7 billion in assets.

Hamid Omid is a CFP® and ChFC® with 34 years of industry experience. He has been with Mutual Advisors, LLC since 2020 and has prior experience at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as president and director of Prime Solutions Insurance Brokerage, Inc., an insurance agency. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm offers a range of advisory services using both active and passive investment strategies and manages approximately $9.45 billion across 154 advisors.

John Fenton is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has worked with LPL Financial, LLC since 2010 and has been affiliated with Flagship Harbor Advisors for the same period. Outside of his advisory role, he offers fixed life insurance policies and fixed annuity contracts through Pinnacle IFS. 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 diversified investment approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning services through tiered models, employing long-term strategies that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.