Matthew Parrish is a financial advisor at Robertson Stephens with a Series 65 credential and one year of industry experience. Prior to joining Robertson Stephens in 2024, he spent six years at Georgetown University and three years at Blacksburg High School. Robertson Stephens Wealth Management offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight by an Investment Office, managing over $7 billion in client assets.

Ira Sager is a CFP® with 22 years of industry experience, currently serving at Advisors Capital Management, LLC. He previously worked at Optiwealth, LLC dba Optimum Wealth and First Allied Advisory Services, Inc., among other firms. Outside of advising, he teaches financial literacy courses. Advisors Capital Management serves a diverse client base including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers, offering discretionary portfolio management through customized accounts and model strategies. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative methods, managing over $8 billion in assets for nearly 18,000 clients.

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.

Ali Laflamme is a financial advisor at Pallas Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, UBS Financial Services, TD Ameritrade, and Scottrade. At Pallas Capital Advisors, he serves as Director of Operations, overseeing client requests, account openings, operations team management, client reporting, and trade execution. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion across 1,118 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, utilizing a primarily long-term, fiduciary approach with diversified portfolios including ETFs, mutual funds, stocks, bonds, and alternative investments.

Merrie Leighton is a financial advisor at Capital Analysts with 44 years of industry experience. She has been with Capital Analysts since 1981 and also works with Lincoln Investment. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, as well as fixed insurance and annuity sales that include needs analysis, estate planning, and financial planning. 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 and retirement-plan advice through a combination of discretionary in-house investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process and institutional partnerships.

John Williams is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with ValMark Advisers, Inc. and has a longstanding role at Capital Formation Group, Inc., which he owns and operates, marketing financial services to the public. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 representatives. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and approved third-party managers, along with proprietary platforms and a range of advisory and sub-advisory services.

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.

Todd Vandam is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. He has over 31 years of industry experience, having previously worked at Loomis Sayles & Company from 1994 to 2025. Pallas Capital Advisors is a multi-team SEC-registered advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers wealth management services that include discretionary investment management, financial planning, family office services, and investment consulting, utilizing a primarily long-term and customized investment approach.

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.

Jeffrey Van Siclen is a CFP® with 13 years of industry experience currently serving at Fortis Capital Advisors, LLC. He has previously worked at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of advisory roles, he is involved as a partner and co-owner of LRVS Advisory Group, LLC, and provides insurance advice as a licensed agent. Fortis Capital Advisors offers investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm emphasizes customized portfolio construction and ongoing monitoring through discretionary management, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

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.