Scott Mondeau is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes 17 years at Next Financial Group, Inc., and he has been with Flagship Harbor Advisors and affiliated LPL Financial since 2022. Outside of his advisory role, he works as an ice hockey referee on weekends. 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 alongside long- and short-term trading strategies.

Richard St. Onge is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He worked at LPL Financial for 22 years before joining Winthrop Advisory Group, LLC, where he has been since 2017. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment philosophy supported by a four-step process and utilizes both in-house management and third-party sub-advisers to implement tax-managed and systematic strategies.

Tara Oconnell is a financial advisor at Brighton Jones LLC in Boston, MA, holding a Series 65 credential with four years of industry experience. Her prior work includes roles at Ballentine Partners, LLC, Charles Schwab, and Walter’s Basin Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO (PCFO) offering. The firm employs a whole-balance-sheet approach and manages client assets across a mix of public and private investments, supported by an affiliated ecosystem of private investment funds, a trust company, and legal services for certain clients.

Mark Roman is a financial advisor with Stratos Wealth Advisors LLC in Rockland, MA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is also the managing partner of Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors is a multi-team SEC-registered advisory firm with approximately 71 advisors managing about $5.57 billion for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts by offering financial planning, portfolio management, third-party manager programs, OCIO solutions, and insurance consulting.

Kathleen Bochman is a CFA® charterholder with over 18 years of industry experience. She is currently with Trillium Asset Management and has previously worked at Moderna, Fidelity Investments, and Loomis Sayles & Co. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm combines bottom-up fundamental analysis with integrated ESG research and employs exclusionary screens and active ownership strategies in its investment process.

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside management of a registered mutual fund.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.

Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, Inc. 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, and access to securities-based lending and insurance products.

Amory Logan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2016. She has held several nonprofit board roles, including Treasurer of Sailors' Snug Harbor of Boston and involvement with the Maine Coast Heritage Trust, McCrillis Land Association, the Manchester-by-the-Sea Museum, and Shore Country Day School. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities complemented by fixed income and other asset classes. The firm integrates investment management with trust administration and operates a Sustainability Group that incorporates ESG research and direct impact investments.

Peter Thorbahn is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has worked at Moors & Cabot since 2011 and joined Advisory Services Network in 2025. Outside of his advisory role, he is an insurance agent selling annuities and life insurance on a commission basis and is the owner and managing member of Thorvest LLC, a service company for business expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets across various investment strategies and fee structures.

Erik Wallin is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked for Purshe Kaplan Sterling Investments and One Charles Private Wealth, where he served as managing partner. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans, employing a goal-based, fundamental analysis approach with diversified portfolio construction.

Thomas Kennedy is a CFA® charterholder with six years of industry experience. He is currently with Modera Wealth Management, LLC, where he has worked since 2019. Prior to that, he held positions at New England Investment & Retirement Group, Inc. and Windhaven Investment Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Mitali Prasad is a CFA® charterholder with 2 years of industry experience. She has been with Trillium Asset Management in Boston, MA, since 2016. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental financial analysis and manages a range of equity, fixed-income, and balanced strategies, including sub-advisory roles for registered funds.

Joseph Anastasi is a financial advisor with Winthrop Wealth in Boston, MA, holding a Series 65 designation. He has two years of experience in the industry, including prior roles at Commonwealth Financial Network and Winthrop Advisory Group LLC. Outside of finance, his background includes work in healthcare at Massachusetts General Hospital and involvement in agricultural operations at Volante Farms. Winthrop Wealth serves individuals, trusts, estates, business entities, retirement plans, and donor-advised funds, offering discretionary and non-discretionary investment management and financial planning. The firm employs a four-step investment process focused on goal analysis, policy, portfolio construction, and monitoring, utilizing both in-house management and third-party sub-advisers.

Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Scott Palmatier is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 10 years. Outside of his advisory work, he has been a delivery driver for Door Dash since 2021. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering a range of third-party managed investment strategies primarily through the FMAX wrap-fee platform.

Gerard Robinson is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts and its associated entities since 1987. Outside of his advisory role, Robinson is the lead singer of the Irish entertainment band Belfast Cowboys and coordinates charity golf tournaments benefiting Project Children and the Juvenile Diabetes Research Fund. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Soloperto is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Capital Analysts since 2022 and Lincoln Investment since 2012. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment teams.

Bowman Thayer is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in Boston, MA, where he has worked since 2021. He has three years of industry experience, including prior roles at Morgan & Morgan PC and various other positions outside the financial sector. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies.