Mark Khozozian is a CFP® with 35 years of industry experience. He is currently with CW Advisors, LLC and was previously with Purshe Kaplan Sterling Investments and Aspire Wealth Management Corporation for 12 years. CW Advisors serves a diverse clientele including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm utilizes a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers wealth management, family office services, retirement plan advisory, and portfolio management.

Jeffrey Bieling is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Moors & Cabot since 2009. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

George Clarke is a financial advisor with Great Valley Advisor Group, LLC, holding the PFS™ designation and Series 66 license, with 24 years of industry experience. He has worked at LPL Financial and Holbrook Cooperative Bank and currently provides investment advisory services through US Financial Advisors, LLC. Clarke serves on the Board of Directors for Friends of Milton Crew, Inc., a community and charitable organization, and also holds roles on the boards of Abington Bank. 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 management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers or sponsored platforms.

Christopher Blakely is a financial advisor with Waverly Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. He worked at NBW Capital, LLC for 12 years before joining Waverly Advisors in 2025. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm manages portfolios for individuals, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private market allocations.

Matthew Mc Grath is a CFA® charterholder based in Boston, MA, with one year of industry experience. He is currently with Winthrop Wealth and previously worked at One Digital and SS&C Technologies. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management with an investment approach focused on prudence and long-term orientation, combining internally managed strategies with third-party managers and maintaining human oversight of investment decisions.

Kelley Ellis is a financial advisor at Welch & Forbes LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PRIO WEALTH LP and Sandy Cove Advisors, LLC. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, also serving pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm employs a team-driven, customized investment process focused on bottom-up fundamental security selection and offers a range of equity and fixed income strategies alongside personal trust, fiduciary, and tax-related services.

Michael Tuomala is a financial advisor at Santander Securities LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2014, following prior experience at Santander Bank, NA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and delivers investment advice through a managed-account platform with third-party investment managers, supported by a centralized customer-service team and affiliation with Santander Bank.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience. He holds the Series 66 designation and has held roles at firms including Lion Street Financial, John Hancock Investment Management, and Equitable Advisors. Accelerate Retirement serves individual and institutional clients, providing retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses customized portfolios and maintains a long-term investment approach while managing approximately $5.68 billion in plan assets under advisement.

Alyson Nickse is a CFP® professional with 19 years of industry experience, currently serving at Crestwood Advisors since 2012 in various capacities. She holds the Series 63 designation and is based in Boston, MA. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm employs a global asset allocation approach combined with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Gilbert Roddy Jr. is a CFA® charterholder with 24 years of industry experience, serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1985. He is a director of Hollingsworth & Vose Company and has served as treasurer of McCrillis Land Association since 1996. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, typically requiring about $2 million in investable assets. The firm emphasizes long-term ownership of high-quality growth equities supplemented by bonds and other asset classes, utilizing independent research and AI tools alongside a Sustainability Group focused on ESG integration and impact investments.

Matthew Patsky is a CFA® charterholder with 17 years of experience at Trillium Asset Management, where he has worked since 2009. He serves on advisory boards for nonprofit organizations such as American Promise and the Criterion Institute, which focus on political reform and social change. Patsky is also involved with several impact investing and advocacy groups, including Toniic and the Tara Health Foundation. Trillium Asset Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs a bottom-up fundamental analysis approach integrated with ESG research and active ownership, managing a range of equity, fixed-income, and balanced strategies while serving as sub-adviser to registered and non-U.S. funds.

Kirsten Buddington Davis is an investment advisor representative at McAdam LLC with a Series 65 credential and no prior industry experience before joining the firm. Her work history includes roles outside of finance, such as serving as a waitress at Barrett's Alehouse since 2020. McAdam LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios through fundamental analysis and a range of investment vehicles tailored to client objectives.

Nelson Zompetti is a financial advisor at Moors & Cabot, Inc. with six years of industry experience. His prior roles include positions at Bank of America, Merrill, and New York Life Insurance Co. Outside of finance, he serves as a volunteer head coach for an 8th grade boys basketball team with Marlboro Youth Basketball. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers both discretionary portfolio management and fee-based financial planning.

Hilary Champagne is a CFP® professional at Crestwood Advisors with one year of industry experience. Prior to joining Crestwood Advisors Group, LLC, she worked at TFC Financial Management Inc and CIBC Private Wealth. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other 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, emphasizing financial strength, management quality, valuation, and select ESG factors, while pursuing global diversification and tax efficiency.

Charles Toole III is a CFP® and CFA® with 16 years of experience in financial advising. He is currently with RWA Wealth Partners, where he has worked since 2023, following prior roles at Polaris Wealth Advisory Group, Adviser Investments, and Braver Wealth Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in its internally managed strategies.

David Mastroianni is a CFP® professional at RWA Wealth Partners with 11 years of industry experience. Prior to joining RWA Wealth Partners in 2023, he worked at Adviser Investments from 2014 to 2023. 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 emphasizes strategic asset allocation using a diversified platform of mutual funds, ETFs, separate accounts, and private pooled vehicles, with additional focus on customized fixed income and cash management strategies.

Matthew Bean is a financial advisor at CW Advisors, LLC based in Boston, MA, holding a Series 65 designation with three years of industry experience. He previously worked at Congress Wealth Management LLC for eight years and at GW&K Investment Management for three years. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, combining third-party and internally managed solutions.

Daria Grady is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation with eight years of industry experience. She has worked with Flagship Harbor Advisors and LPL Financial, LLC over the past nine years. Outside of her advisory role, she is involved in mortgage and real estate services through 3A Realty Group. Flagship Harbor Advisors 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 range of investment strategies, including allocations to mutual funds, ETFs, individual securities, and independent managers, supported by fundamental and technical analysis.

Todd Mills is a CFP® with 27 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Boston Private Wealth LLC for five years. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized portfolios through internally managed and third-party strategies across various asset classes. The firm provides a range of services such as investment management, financial planning, and family office solutions, and it is notable for advising the AOG Institutional Fund and owning a trust and custody service provider.

Benjamin Harding is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and DFPG Investments, LLC, having previously worked for Eagle Strategies and New York Life. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization focused on maintaining recreational trails and huts in western Maine, and volunteers as Chair for the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of platforms and strategies, incorporating both internal models and third-party solutions.