Timothy Jun is a financial advisor at Kintra Wealth, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 13 years before joining Kintra Wealth in 2026. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm applies a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional collaboration.

Aaron Foley is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Santander Securities and Santander Bank since 2019, as well as at Citizens Securities, Inc. from 2015 to 2019. 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 advice through a managed-account platform with third-party investment managers and centralized client support.

Alexander Dobecki is a financial advisor at Crestwood Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at TD Bank and FP Solutions RI LLC. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with 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 delivers ETF-based automated portfolios with advisor engagement.

Eric Shrayer is a CFP® and CFA® with 19 years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2006, serving in his current role since 2020. The firm provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, family offices, corporations, and pension plans. Reynders, McVeigh employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside a registered mutual fund and advisory services for other investment advisers.

Reed Manning is a CFA® charterholder with 19 years of industry experience. He has been with F.L. Putnam Investment Management Company since 2015. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework with customized portfolios that combine internally managed strategies and third-party managers across equities, fixed income, and alternatives.

Jennifer Rosenbaum is a financial advisor at F L Putnam Investment Management Co. with six years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, Merrill, and BNY Mellon. F L Putnam serves a diverse client base including individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes.

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.

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.

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.