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, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at TCW Investment Management Company LLC for six years and has been with Ark Global, LLC since 2015. He is also involved with True Gritt LTD, operating under Vanderbilt Financial Group in a marketing and compensation capacity. Vanderbilt Advisory Services serves a diverse range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

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 experience in financial advising. She currently works at CW Advisors, LLC and has previously held positions at Purshe Kaplan Sterling Investments, Aspire Wealth Management Corporation, and Ameriprise. In addition to her advisory role, she is a licensed insurance agent involved in the implementation of insurance recommendations. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a diverse client base including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other registered investment advisers, employing a Core-and-Satellite investment framework that combines various active, passive, strategic, quantitative, and ESG strategies.

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 joining the firm, he held roles at Madhula Comércio de Artigos Eletroeletrônicos Ltd, Adeption Ltd., Babson College, and DLP Imports Pvt. Ltd. He is also the director and owner of a retail store dealing in luggage and consumer electronics in Brazil. A.G.P. / Alliance Global Partners is a dually registered SEC investment adviser and FINRA-member broker-dealer serving individual clients, retirement plans, and institutional vehicles. The firm employs a multi-team platform with an investment approach that includes discretionary and non-discretionary portfolio management, financial and estate planning, and a focus on international investing through the EPC Advisors Group division.

Rachel Edward is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions 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 10,800 client relationships, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm offers investment management primarily through the FMAX wrap-fee platform with strategies implemented by third-party discretionary managers and provides ongoing suitability and compliance oversight.

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 designations with 10 years of industry experience. His prior firms include Fernwood Investment Management and Block Mill Capital LLC. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base that includes individuals, families, trusts, charitable organizations, pension plans, and corporations. The firm employs a Core-and-Satellite investment approach combining various active, passive, strategic, quantitative, and ESG strategies across multiple asset classes and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Dominic Glasson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience, including roles at Rise North Capital and Foundations Investment Advisors. Outside of his advisory work, he is also a licensed life insurance agent focusing on premium financing strategies. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

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.

Alexander Lapointe is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with Adviser Investments LLC since 2013. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 18 years of industry experience. He has worked at Congress Asset Management continuously since 2007. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm uses a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Michael Dillaire is a CFP® with nine years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. His prior experience includes roles at Adviser Investments, LLC, JP Morgan Chase Bank, N.A., and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Maureen Quigley is a CFA® charterholder with 8 years of industry experience. She works at Howland Capital Management LLC, where she has been since 2004. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm offers tax services, private trustee services, and manages private investment vehicles using a client-specific approach guided by detailed investment policy statements and multiple analytical methods.

Brendan Lortie is a CFP® professional with five years at CW Advisors, LLC and a total of two years of industry experience. He holds a degree from Bentley University and is based in Boston, MA. CW Advisors, LLC is a multi-team registered investment adviser with approximately $15 billion in assets under management, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

Gregory Boyle is a financial advisor at Pallas Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc, GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is involved in life insurance settlements as an agent. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, focusing on a long-term fiduciary approach using a diversified range of investment vehicles.