Gregory Munroe is a CFP® professional with 33 years of industry experience, currently serving at Flagship Harbor Advisors, LLC since 2010. He also maintains a long-standing affiliation with Ids Life Insurance Company dating back to 1992. Munroe is based in Boston, MA. He is co-owner of JMB LLC, a real estate rental business he operates with his spouse. 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 uses a range of investment strategies including mutual funds, ETFs, individual securities, and managed accounts, employing both fundamental and technical analysis.

Brandon Lozier is a Series 65-registered advisor with Crestwood Advisors in Boston, MA, where he has worked since 2016. He has four years of industry experience. Crestwood Advisors serves individuals, families, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team approach, combining top-down asset allocation with fundamental security selection, and pursues global diversification and tax efficiency across a variety of investment vehicles.

Jeanne Bernardin is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Modera Wealth Management, LLC since 2021. Prior to joining Modera, she worked for six years at Meridian Financial Advisors. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Alexander Jovanovic is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Trillium Asset Management in Boston, MA since 2013. He holds the Series 63 designation. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental investment approach integrated with ESG research and active ownership, offering equity, fixed-income, and balanced strategies across various platforms and serving as sub-adviser to registered and non-U.S. investment companies.

Zachary Young is a financial advisor at B. Riley Wealth Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Moors & Cabot Inc and National Asset Management. Outside of his advisory role, he is involved in event security through RSIG Security Inc. B. Riley Wealth Advisors, Inc. manages approximately $7.03 billion in client assets and serves over 16,800 clients. The firm provides a wide range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and a variety of research methods.

John Williams is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has worked at ValMark Securities, Inc. since 2009 and previously spent over three decades with Capital Formation Group Inc. and Capital Formation Insurance Agency. He is also the owner of Capital Formation Group, Inc., a firm that markets financial services to the public. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s approach emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Andre Habib is a financial advisor with Santander Securities LLC and holds a Series 66 designation. He has 36 years of industry experience and has worked at Santander Securities and Santander Bank since 2020, as well as Citizens Securities, Inc. from 2015 to 2020. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary account management and ongoing suitability reviews.

Michael Barrett is a financial advisor at Santander Securities LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citizens Securities Inc, Merrill, and Thomson Reuters. Barrett is based in Smithfield, RI. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party investment managers and ongoing compliance oversight.

Nicolas Good is a CFP® and Series 65-licensed financial advisor at Brighton Jones LLC in Boston, MA, with three years of industry experience. He previously worked at Connecticut Wealth Management and Webster Bank. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering and OpenPlan. The firm employs a whole-balance-sheet approach and utilizes both public and private investments, supported by an affiliated ecosystem that includes private investment funds, a trust company, and legal services.

Luke Heger is a financial advisor at Brighton Jones LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Standish Management, LLC, MFS Investment Management, and Janney Montgomery Scott, LLC. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, including its Personal CFO offering. The firm employs a whole-balance-sheet approach and manages both public and private investments, supported by an affiliated ecosystem of private investment funds, trust services, and legal offerings.

Jason Duguay is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC and LPL Financial since 2013. He also owns a basic tax preparation business and is involved as an investor and part owner in local auto service companies. 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 that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis.

Neal Mc Kenna is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has worked in various roles within Santander and prior firms including TD Ameritrade and Banc of America Investment Services. He is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.

Daniel Parker is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked with LPL Financial and Flagship Harbor Advisors since 2013. In addition to his advisory role, he is licensed to offer a range of fixed insurance products. 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 and employs a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis.

Dimitrios Georgakopoulos is a financial advisor at Packerland Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been self-employed since 2007. Outside of his advisory work, he serves as Stewardship Chair for the Greek Orthodox Church of Weston and is Treasurer and a board member for Weston Youth Soccer. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers financial planning, portfolio management, wrap-fee and unified managed account programs, and retirement-plan consulting, delivering investment solutions both directly and via third-party managers.

Alyson Dana is a Series 65-licensed financial advisor with McAdam LLC in Boston, MA, where she has worked since 2019, accumulating two years of industry experience. Prior to her current role, she held positions at SweatFixx, Extreme Networks, and HealthView Services Financial. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across a multi-advisor platform and offers a range of investment and financial planning services, including access to alternative and specialized strategies.

Ty Vinick is a financial advisor at Moors & Cabot, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Autogen and AGN Dental. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting services, with portfolios tailored to client objectives using a variety of strategies and the option for discretionary or non-discretionary management.

Austin Shaughnessy is a financial advisor with McAdam LLC in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at McAdam LLC since 2017 and has prior experience with Purshe Kaplan Sterling Investments and Madison Avenue Securities. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis with a focus on fundamental analysis and incorporates various specialized investment strategies, including direct indexing and private investment funds.

Marilyn Hayes is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Moors & Cabot since 2017. Her prior experience includes positions at Bank of America and Merrill. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients such as corporations, pension plans, trusts, and charitable organizations. The firm offers investment management, fee-based financial planning, and consulting, with tailored portfolio strategies and both discretionary and non-discretionary service options.

Alexander Matuschak is a financial advisor at Crestwood Advisors in Boston, MA, holding Series 63 and Series 65 designations with two years of industry experience. His prior roles include positions at AMG Distributors, Inc., GW&K Investment Company, Cambridge Associates, and State Street. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, emphasizing financial strength, management quality, valuation, and select ESG factors while pursuing global diversification and tax efficiency.