Wendy Laranjo is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Santander Securities since 2012 and has worked at Santander Bank, NA since 2003. Outside of her advisory role, she owns Outside-In, Inc., a property management and design business, serves as president of a condominium association, and is a board member of the Potter League for Animals. Santander Securities LLC provides investment advisory and related services to a broad range of clients, including individuals, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and providing ongoing suitability reviews and compliance oversight.

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

Gerald Dufault is a Certified Financial Planner (CFP®) with 39 years of industry experience. He is currently with The Patriot Financial Group, LLC and has previously worked at Cetera Financial Specialists LLC, Securities America Inc., Bay State Savings Bank, and LPL Financial LLC. He is also the owner of Rollover Advisory Services, LLC, which provides expense management services. The Patriot Financial Group serves a diverse client base including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management, financial planning, and retirement plan advisory services, combining fundamental and technical analysis with a broad range of investment options.

Francesca Lanza is a financial advisor at Winthrop Wealth in Boston, MA, with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Eaton Vance prior to her current role. Her background also includes experience outside of finance, having worked with Wahlburgers and in academic support roles. Winthrop Wealth serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach focuses on prudence and long-term strategy, utilizing a combination of internally managed strategies and third-party managers, while maintaining human oversight in investment decisions.

Silas Hill is a financial advisor at RWA Wealth Partners in Boston, MA, with three years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Farther Finance Advisors, Charles Schwab & Co., Inc., and TD Ameritrade/Charles Schwab. Outside of finance, he has experience with Press Cafe. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by tactical adjustments and manages fixed income and cash strategies with internal credit analysis and a broad dealer network.

Nancy Higgins is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Silvercrest Asset Management Group LLC since 2008. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies, combining bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Nushin Kormi is a CFA charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2017. Prior to this, she worked at Rocky Mountain Institute and Resility. Ms. Kormi serves on the boards of Mothers Out Front, where she is Treasurer, and the Trustees Reservations, both nonprofit organizations focused on climate change and environmental solutions. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities combined with a sustainability focus through ESG research and direct impact investments.

Michael Mcnabb is a financial advisor with SVB Wealth LLC in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior roles include positions at First Citizens Investor Services, Boston Private Wealth LLC, and Wells Fargo. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a documented due diligence process with third-party managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank & Trust Company.

Christopher Donovan is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 registrations and bringing nine years of industry experience. His background includes roles at DFPG Investments, Eagle Strategies (NY Life), Harding Financial & Insurance, NYLIFE Securities LLC, and New York Life Insurance Company. He is also engaged as an independent contractor brokering non-registered insurance products with outside insurance carriers. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of portfolio management strategies and financial planning services tailored to client goals and risk tolerance.

Nicholas Stathos is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and two years of industry experience. He has been associated with various John Hancock entities since 2023 and previously worked in education at Bates College and The Rivers School. In addition to his advisory role, he serves as a retirement consultant providing educational services on retirement plan options for qualified plan participants. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm uses a technology-assisted model to deliver generally framed written recommendations, with client implementation at their discretion, and operates an Emergency Savings program without an advisory fee.

James Doogan is a CFA® charterholder with three years of industry experience. He currently works at Crestwood Advisors and has prior experience at Wealth Enhancement Advisory Services, Wealth Enhancement Group, North American Management, and Loring Wolcott and Coolidge. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that uses automated ETF portfolios alongside periodic advisor engagement.

James Moda is a Series 65-licensed financial advisor with McAdam LLC, based in Boston, MA, bringing five years of industry experience. Prior to joining McAdam in 2021, he worked at Baypine and held roles with the YMCA of Greater Boston and educational institutions. McAdam LLC serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary management approach using a range of investments, including mutual funds, ETFs, individual securities, and alternative assets, while incorporating technology solutions and unique planning services like their tiered subscription product RetireUS.

Colin Molloy is a CFA® charterholder with six years of experience at Northeast Investment Management Inc. He has prior experience at Northwestern Mutual Investment Services LLC, George Doran, Adam Baur, and Michael Raposa. Northeast Investment Management, Inc. advises individuals, families, trustees, executors, family offices, charitable institutions, and small businesses on portfolios totaling approximately $3.27 billion. The firm offers discretionary and non-discretionary portfolio management with an emphasis on diversification and ongoing monitoring, providing estate-planning and trustee services within its investment counsel relationships.

Shauna Kehrmeyer is a financial advisor at Capital Analysts with seven years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts, Lincoln Investment LLC, Infinex Investments, and Equitable Bank. Outside of her advisory role, she serves as Director of Client Services at Triple V, Inc. dba Marshall Wealth Management, assisting with client services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management and uses an in-house investment management team with proprietary screening tools to support its portfolios.

Emily Richard is a CFA® charterholder and holds a Series 66 license with two years of industry experience. She currently works at Pallas Capital Advisors, LLC and has prior experience at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis Sayles & Company. Outside of finance, she is an owner and partner of Diamond Odyssey, LLC, an arts and crafts business focusing on international travel and oil painting sketching. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides customized, long-term wealth management services incorporating discretionary investment management, financial planning, family office services, and investment consulting, utilizing a range of investment vehicles and offering specialized fiduciary and family office capabilities.

Louis Marchant is a financial advisor at Choate Investment Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at PwC for four years. Marchant completed his studies at Bentley University. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments, offering discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk tolerance and employs a combination of index funds, active managers, and ESG research in its investment approach.

Michael Finley is a financial advisor at SVB Wealth with 14 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining SVB Wealth in 2021, he worked at Boston Private Wealth LLC for five years. Outside of his advisory role, Finley operates a catering business providing food and drink service at events. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm employs a due diligence process to select and monitor third-party managers and is a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Company with affiliated entities supporting its service model.

Sean Turner is a financial advisor with RWA Wealth Partners in Boston, MA. He holds a Series 65 designation and has two years of industry experience. Prior to joining RWA Wealth Partners, he worked at JP Morgan/DiSys and served six years in the U.S. Army. RWA Wealth Partners provides investment management, financial planning, tax, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm’s investment approach focuses on strategic asset allocation using a broad range of investment vehicles and combines fundamental and quantitative methods in select strategies.

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.