Christian Mcvey is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He has been with F.L. Putnam since 2002 and holds the Series 63 and Series 65 designations. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations, endowments, and family offices. The firm provides customized, team-based investment management and consulting, utilizing both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Siobhaun Johnson is a CFP® professional with 19 years of industry experience, currently serving as an advisor at CW Advisors, LLC since 2010. Prior to joining CW Advisors, she worked at Fidelity for six years. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse clientele including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a combination of active, passive, quantitative, and ESG strategies.

Alex Sternberg is a CFA® charterholder at Crestwood Advisors in Boston, with one year of industry experience. He previously worked at Fiduciary Trust International for six years and Nepc for four years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm uses a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.

Luis Monteiro is a financial advisor at Santander Securities LLC in Boston, MA, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Santander Securities and Santander Bank since 2018, with prior experience at Ameritas Investment Corp and Ameritas Life Insurance Corp. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm provides investment advisory services and portfolio management through wrap-fee programs, offering strategies implemented by third-party managers and supported by affiliated banking relationships.

Robert Prousalis is a financial advisor at Simplicity Wealth with five years of industry experience. He holds a Series 65 designation and has held roles at multiple firms, including Paramount Financial and Guardian Wealth Advisors. Outside of his advisory work, he owns a private law practice through Integrative Law. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, and offers a technology-driven platform for advisers with services such as model portfolio management and tax optimization.

William Spencer is a CFP® professional with nine years of experience at Crestwood Advisors in Boston, MA. He has worked at Crestwood Advisors Group, LLC since 2017 and was previously with Crestwood Advisors LLC in 2016. Crestwood serves individuals, families, and various institutional clients with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with fundamental security selection, emphasizing financial strength, management quality, valuation, and ESG factors.

Marcus Papajohn is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. His other business activity includes sales of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management options and fee structures.

Dina Megretskaia is a CFP® and holds a Series 65 license with 10 years of industry experience. She has worked at Modera Wealth Management, LLC since 2019 and was previously with Rockwood Wealth Management from 2016 to 2019. Modera Wealth Management, LLC provides wealth and portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines traditional investment management with in-house accounting and tax capabilities, serving approximately $17.7 billion in assets with a team of over 100 advisors.

Alexander Page is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds a Series 66 designation and has four years of industry experience. Prior to joining John Hancock, he worked at Voya Financial Advisors, Empower, Brighton Securities, and Merrill Lynch, among other firms. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses third-party financial planning software to generate written recommendations, with implementation at the client’s discretion, and operates an Emergency Savings program without an advisory fee.

Shannon Smith is a CFP® professional with 18 years of experience in the financial services industry. She is currently a financial advisor at Pallas Capital Advisors, LLC and has previously worked at UBS Financial Services, Inc. for 14 years. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors 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, employing a primarily long-term, fiduciary approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Dimitrina Atanasova is a Private Wealth Advisor at SVB Wealth with six years of industry experience. She holds Series 66, Series 65, and Series 63 licenses. Prior to joining SVB Wealth, she worked at firms including Merrill and Santander Bank. Outside of her financial career, she works as a server at Rock Harbor Grill, a restaurant in Orleans, MA. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm provides wealth management, portfolio management, financial planning, and retirement plan advisory services, with investment advice delivered primarily through its investment adviser representatives who manage accounts on a discretionary or non-discretionary basis.

Syuzanna Petrosyan is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She has worked with Santander Securities and Santander Bank since 2014. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning. The firm supports individuals, ERISA and IRA accounts, and institutional clients, delivering investment management primarily through the FMAX wrap-fee platform in partnership with Fidelity Institutional Wealth Adviser.

Amy Noyes is a CFA® charterholder and a financial advisor with 15 years of industry experience. She has been with Congress Asset Management Company, LLP since 1996. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach with a focus on long-term growth equity and diversified fixed-income strategies.

Steven Bruce is a financial advisor at Flagship Harbor Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanford C. Bernstein and Co., LLC prior to joining Flagship Harbor Advisors and LPL Financial in 2020. Bruce also provides investment advisory services through Flagship Harbor Plymouth, an independent investment advisor firm. Flagship Harbor Advisors, LLC is an SEC-registered firm serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets across a team of about 60 advisors, employing a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and third-party managers.

John Cahill is a financial advisor with Beaumont Financial Partners in Needham, MA. He holds a Series 65 designation and has been with Beaumont since 2024. Prior to joining the firm, he worked at S&P Global and has experience in academic roles at Trinity College, Providence College, and the College of the Holy Cross. Beaumont Financial Partners offers investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing and utilizes low-cost index funds, ETFs, sub-advisors, and alternative investments, with client portfolios tailored by relationship managers to meet specific objectives and risk tolerances.

Rahul Rana is a financial advisor at Santander Securities LLC in Boston, MA, with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several financial firms including Bank of America, Merrill, and Wells Fargo. Rahul has been with Santander Securities and Santander Bank since 2021. 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 offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily serving retail investors.

Andrew Richardson is a CFP® with seven years of industry experience. He is currently with Brighton Jones LLC, where he has worked since 2022. His prior experience includes roles at Monument Group Wealth Advisors, Dimensional Fund Advisors, and Boston Private Financial Holdings. Brighton Jones provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands. The firm offers a whole-balance-sheet approach with discretionary investment authority and a range of services including portfolio management, financial planning, tax preparation, real-estate consulting, and family office administrative support.

John Leahy III is a financial advisor with RWA Wealth Partners in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining RWA Wealth Partners in 2023, he worked at Bigtincan, Cardinal Health, and Enterprise Rent-A-Car. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm utilizes a strategic asset allocation approach with an open-architecture platform and emphasizes customized fixed income and cash management complemented by both fundamental and quantitative methods.

Thomas Lally is a CFP® with 14 years of industry experience, currently with Great Valley Advisor Group, LLC. He has held positions at U.S. Financial Advisors, LLC, LPL Financial, LLC, and U.S. Wealth Management. His other business activities include providing administrative support to Great Valley Advisor Group. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party platforms.

John Barber is a CFP® and Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Beaumont Financial Partners since 2011 and Beaumont Financial Advisors since 2022, both located in Needham, MA. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm uses a Dominant Benefit Theory of Investing and a collaborative investment process to tailor portfolios primarily with low-cost index funds, ETFs, selective sub-advisors, and alternative investments.