Peter Scott is a financial advisor at Moors & Cabot, Inc. based in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Southwest Company since 2008. Outside of his advisory role, he is involved in DAS Investments, LLC, an investment organization formed with family members to invest in startup companies. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, consulting, and advice-only services, utilizing a range of analytical methods and common investment strategies, while also operating as both a registered investment adviser and broker-dealer.

William Richey is a financial advisor with ValMark Advisers, Inc. in Charlestown, MA, holding Series 66 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he worked for nine years. Outside of his advisory work, he is a partner and manager of an LLC involved in his insurance and financial advisory business, Bush and Richey LLC, which is not related to investment activities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering solutions through proprietary and third-party platforms with oversight from its investment committee.

Aviva Sapers is a financial advisor at Csenge Advisory Group, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked with firms including Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services. She is also the owner of Sapers & Wallack Insurance Agency Inc., an insurance sales and wealth management business operating since 1987. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary and model-based allocations.

Joshua Jurbala is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with RWA Wealth Partners and previously worked at Polaris Wealth Advisory Group, Adviser Investments, and contributed to the Fidelity Sector Investor Newsletter. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm employs a strategic asset allocation approach supported by a wide range of investment vehicles and offers services spanning investment management, financial and tax planning, and retirement plan advisory.

Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.

Patrick Collins is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Mission Wealth and World Energy, as well as four years at Bentley University. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance, combining index exposures, active managers, and private fund vehicles to provide private equity exposure.

Daniel Perillo is a Series 65-licensed financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He has one year of experience at John Hancock and Manulife Wealth Inc, along with prior roles at RBC Capital Markets and other firms. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a broad range of clients, including individuals, trusts, estates, non-profits, and businesses. The firm employs a technology-assisted, scaled service model that relies on third-party software to generate written financial plans, with implementation decisions left to clients.

Ellis Pfahl is a CFP® credentialed financial advisor with seven years of industry experience. He is currently with The Patriot Financial Group, LLC and has prior experience at Cetera Financial Specialists LLC and Securities America, Inc. Outside of investment advising, Pfahl is involved in insurance sales through McGrath Insurance Brokerage Inc. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a range of investment options and monitoring accounts through multiple analysis techniques.

Brian Katz is a CFA® charterholder with 23 years of experience in the financial industry. He is currently with Prosperity - An EisnerAmper Company and previously worked for Focus Partners Wealth, LLC and The Colony Group LLC. Katz serves as a member of the RIA Advisory Council for Ares Management, participating in meetings focused on product development and fund structures related to wealth management. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, retirement-plan advisory, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party Independent Managers and model portfolios.

Jonathan Mcgraw Bentley is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Choate Investment Advisors, where he has worked since 2023. His prior experience includes roles at Lowell Blake & Associates Inc., Leerink Partners LLC, and Tetrem Capital Management. Choate Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients' risk tolerance and combines index exposure, active management, and private fund vehicles, operating in close affiliation with the law firm Choate, Hall & Stewart LLP.

Andres Coles is a financial advisor with SVB Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Boston Private Wealth LLC and Davos Financial Advisors. He also serves as a Wealth Consultant with First Citizens Investor Services. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, using fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

Victoria Tejeda is a CFP® professional with seven years of industry experience. She has been with Modera Wealth Management, LLC since 2017, following a one-year tenure at Daintree Advisors. Based in Boston, MA, she serves clients through Modera's multi-team platform. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and standalone financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and offers integrated accounting and tax services alongside investment management.

Anthony Frigo is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC. He has three years of industry experience, including prior roles at Brown Brothers Harriman and a background with Frigo Foods and Bryant University. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting 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 managing a registered mutual fund and providing consulting to other investment advisers.

Kelly Saffery is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at New England Private Wealth Advisors, LLC since 2018. Prior to this, Saffery worked at Boston Private Wealth for one year and completed four years of study before entering the industry. 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 emphasizes broadly diversified portfolios using low-cost mutual funds and ETFs, monitors third-party managers and legacy positions, and offers alternative investments and options-based income strategies alongside traditional financial planning.

Carolyn Wilcox is a financial advisor with Santander Securities LLC in Taunton, MA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She has been with Santander Securities and Santander Bank since 2012. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and centralized service support.

Hayley Carron is an advisor at Moors & Cabot, Inc. with a Series 66 credential and five years of industry experience. She has held previous roles at State University Bridgewater and American Eagle Outfitters. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, consulting, and advice-only services through a range of investment strategies and third-party sub-advisors.

Amy Qiu is a CFP® professional with 12 years of experience in the financial industry. She currently works at Choate Investment Advisors and has previously been employed at Welch & Forbes LLC, Reynders, McVeigh Capital Management, LLC, and Athena Capital Advisors LLC. Choate Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trustees, charitable foundations, donor-advised funds, and endowments. The firm emphasizes asset allocation based on clients’ risk tolerance and employs a diversified investment approach that includes index funds, active managers, subadvisors, and ESG research integration.

Kenneth Ko is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2012. Outside of his advisory work, he is the sole owner of Kenneth Ko Sewing, a small business focused on homemade sewing product sales. 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 utilizes a managed-account platform with third-party investment managers and an Implementation Manager for portfolio management and rebalancing.

Jaime Castro Diaz is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Santander Securities and Santander Bank, as well as prior work at MFS Fund Distributors. Santander Securities LLC serves a wide retail client base with approximately $3.14 billion in assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. Pallas Capital Advisors is a multi-team SEC-registered investment adviser 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 primarily using a long-term, fiduciary investment approach.