Paul Mason III is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020 and has prior experience in insurance and financial services, as well as other roles outside the investment industry. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a range of investment options and incorporating specialized exposures such as private funds and cryptocurrency.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, 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 that delivers automated ETF-based portfolios with periodic advisor engagement.

Robert Abendroth is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently with Winthrop Wealth and previously worked at True North Financial Partners, LLC and Eagle Strategies (NY Life). Abendroth is also licensed as an insurance broker for non-registered insurance products. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach using both in-house management and third-party Sub-Advisers, serving a mix of retail and institutional clients.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for Fernwood Investment Management, LLC for 22 years. She is also involved as a manager of the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors, LLC is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a mix of active, passive, quantitative, and ESG strategies and serves other registered investment advisers as well as managing pooled vehicles and private funds.

Brandon Bergert is a financial advisor at Northeast Planning Associates, Inc. in Waltham, MA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at LPL Financial LLC, Key Investment Services, LLC, KeyBank, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. He also spent time as a student and was briefly involved with the MLB Draft League. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing roughly $414 million in discretionary assets with a team of about 70 advisors.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

Praveena Naduthota is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. She has worked at Phillips since 2003 and holds a role in global business transformation within manufacturing. 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, employing a primarily long-term, fiduciary investment approach.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Moors & Cabot in 2026, he spent over 17 years at Morgan Stanley and 4 years at Banc Of America Investment Services, Inc. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with tailored portfolio strategies and a combination of advisory and brokerage capabilities.

Peter Gillis is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Piper Sandler & Co. and Sandler, O'Neill & Partners, L.P. There are no notable outside activities reported. Pallas Capital Advisors LLC 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, primarily using a long-term, fiduciary approach that includes ETFs, mutual funds, individual stocks and bonds, and alternative investments.

James Cesarz is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Moors & Cabot since 2017 and previously spent 13 years at Janney Montgomery Scott. Outside of his advisory role, Cesarz serves as Co-Director of the Newsboys Reading Room Association and chairs the Golf Committee at Marshfield Country Club. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients, offering investment management, financial planning, and consulting services. The firm tailors portfolios using various strategies and manages accounts on discretionary or non-discretionary terms, with additional brokerage and insurance services as part of its product offering.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.

Micah Bolotin is a financial advisor at Prosperity - An EisnerAmper Company in Boston, MA, holding the Series 66 designation with 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Bolotin also works as an insurance agent specializing in fixed annuity and insurance sales. Prosperity serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation, diversification, and partnerships with third-party managers and technology platforms.

Diane Rule is a financial advisor at The Patriot Financial Group, LLC, with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cetera Investment Advisers LLC, Securities America, Inc., and LPL Financial, LLC. Diane also owns Rule Financial Services, an advisory business focused on financial services. The Patriot Financial Group provides 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, employing a range of investment options and monitoring accounts through ongoing analysis and third-party managers.

Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. Beaumont Financial Partners 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 employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with oversight from an Investment Committee and tailored portfolio management.

Broderick Zisko is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam since 2016, with prior roles at Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates The Zisko Tax Group, where he provides tax preparation services. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using a variety of investment vehicles and incorporates specialized exposures such as private funds and cryptocurrency, with additional services including a tiered subscription planning product and estate-document creation.

Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

Madison Mc Auliffe is a CFP® with three years of industry experience, currently affiliated with Crestwood Advisors in Boston, MA. Prior to joining Crestwood, Madison worked at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and BNY Mellon Wealth Management. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, focusing on financial strength, management quality, valuation, and select ESG factors.

Jennifer Gates is a financial advisor at CW Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Congress Wealth Management, LLC, Fidelity, and Fidelity Personal Trust Company. She serves as a trustee and co-trustee for various trusts, including some clients of Congress Wealth Management. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies with oversight centralized through an Investment Oversight Committee.

Matthew Lagan is a CFA® charterholder based in Boston, MA, with nine years of industry experience. He has been with Congress Asset Management Company, LLP since 2003. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach with a focus on long-term growth equity and diversified fixed-income strategies.

Wayne Bradley is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Flagship Harbor Advisors, LLC since 2010 and also maintains an association with LPL Financial. His other business activities include working with fixed insurance and fixed annuities. 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 through a team of about 60 advisors, utilizing a variety of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.