Karen Eames is a financial advisor at William Blair with a Series 66 designation and 10 years of industry experience. She has been with William Blair & Company since 2015. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven investment approach across equities, fixed income, and alternative strategies, supporting proprietary models and access to private funds and co-investment opportunities.

Rachel Holbrook is a CFP®-certified financial advisor with nine years of industry experience, currently with Corient in Boston, MA. Her prior roles include positions at Merrill, Bank of America, and UBS Financial Services. She serves on the Investment Committee for Women's Lunch Place, a nonprofit supporting women facing hunger and homelessness in Boston. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools and alternative investment options.

Avery Dwyer is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and has previously worked at EP Wealth Advisors, Resolute Financial, Riverview Capital Advisers, Jobletics, and ILLUME. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, employing primarily long-term strategies with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Robert Fantozzi is a financial advisor at Oppenheimer with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018. Prior to that, he spent several years at Morgan Stanley and its affiliated entities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients. The firm offers a wide range of investment programs and advisory services delivered on both discretionary and non-discretionary bases, managing substantial assets across equity, balanced, and fixed-income portfolios.

Theo Kalantzakos is a CFA® charterholder currently affiliated with Hightower Advisors. He has prior experience at Boston Hill Advisors and NEIRG Wealth Management, as well as a background as a full-time student at the University of Massachusetts, Amherst. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm supports a variety of strategies and offers operational features such as monitoring, rebalancing, and home-office trading.

Jay Vagnini is a financial advisor with First Citizens Investor Services, Inc. based in Boston, MA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., TD Private Client Wealth LLC, and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services through investment adviser representatives and third-party portfolio managers. The firm emphasizes IAR-led client assessments and uses a combination of fundamental, quantitative, and technical analysis to manage diversified portfolios.

Whitney Boucher is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 1995. Outside of his advisory role, he serves on the executive committee of Lafayette College's alumni council for the men's lacrosse program. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and multi-manager advisory programs with both in-house and third-party portfolio management.

Gregory Burd is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2013. Based in Boston, MA, Burd's career has been focused within this firm. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios.

James Scally is a CFP® with 26 years of industry experience. He has been with Savant Wealth Management since 2026 and previously worked at Heritage Financial Services, LLC for 29 years. He serves as a trustee for a corporate retirement plan. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated services through affiliated accounting, legal, and trust entities.

Alexander Martin is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Corient in Boston, MA. He has prior experience at Eaton Vance WaterOak Advisors, where he worked for fourteen years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that incorporates both in-house and third-party strategies, with continuous portfolio monitoring and risk management.

Kent Niebuhr is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Lincoln Investment since 2015 and Capital Analysts since 2022. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs supported by an in-house investment management and research team.

Thomas Anderson is a CFA® charterholder and Series 63 registered advisor with 11 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Boston, MA, where he has worked since 2023. Prior to that, he spent nine years at SVB Wealth LLC (formerly Boston Private Wealth LLC). CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm’s investment approach involves customized portfolio management supported by an internal investment team, multiple governance committees, and a combination of proprietary and external strategies, including options hedges and structured notes.

Kathleen Kuhn is a financial advisor at Citigroup Global Markets with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Wesley Pratt is a financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments. His background includes various roles related to maritime clubs and marina management. Voya Financial Advisors serves a diverse clientele, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures. The firm emphasizes recommendation-based advice delivered mainly through non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Lindsey Moccia is a financial advisor at TD Private Client Wealth LLC with 11 years of industry experience. She has worked at TD Bank, N.A. and TD Private Client Wealth, LLC since 2015. Lindsey holds the Series 66 designation. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Andrew Betts is a financial advisor at Hightower Advisors with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes prior roles at Purshe Kaplan Sterling Investments, Bickling Financial Services, Inc., and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.

Scott Brown is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He has worked at Hightower Advisors since 2023 and previously spent 10 years at Boston Hill Advisors, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, charitable organizations, and trusts. The firm emphasizes manager selection and multi-manager solutions, employing proprietary research and offering access to a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Bernard Sandford is a financial advisor with Integrated Wealth Concepts LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Coburn & Meredith Inc for nine years and has been with Integrated Wealth Concepts and LPL Financial since 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Jonathan Bouvier is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott LLC. His background also includes roles in education and communications. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Graham Bacheller is a financial advisor with Lincoln Investment in Danvers, MA, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and serves on the West Newbury Open Space Committee. Bacheller is also a board member of the Friends of the North Shore Education Consortium, a charitable organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by its Investment Management & Research team.