Ryan Christensen is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with RWA Wealth Partners and its affiliated company ADVISER INVESTMENTS since 2012. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and customized fixed income management, supported by both fundamental and quantitative strategies.

Robert Mastrogiacomo is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at First Citizens Investor Services and State Street, as well as service in the Massachusetts Army National Guard. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a due diligence process to select third-party managers and employs fundamental, quantitative, and technical analysis overseen by an Investment Committee.

Kelsey Sullivan is a CFA® charterholder with over seven years of experience in the investment industry. She currently works at Choate Investment Advisors and previously held roles at Putnam Investments and Capital Group. Choate Investment Advisors is an SEC-registered firm that provides 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 profiles and combines index exposures with selected active managers and private fund vehicles, supported by an affiliation with the law firm Choate, Hall & Stewart LLP.

Ian Donahue is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017. Outside of his advisory role, he is a commissioned Notary Public in Massachusetts. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily targeting retail investors with diversified account offerings and affiliated banking relationships.

Stephanie Flynn Schofield is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high volume of clients per advisor.

Michael Mcneely is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 designations, and has 28 years of industry experience. His prior work includes roles at Vanderbilt Advisory Services and Cambridge Investment Research Advisors. Outside of advising, he owns a retail shop and has worked in retail and rideshare driving. Consolidated Portfolio Review is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, with investment strategies that include strategic asset allocation supported by fundamental and technical analysis.

Raven Brockriede is a financial advisor at Trillium Asset Management with 12 years of industry experience. Prior to joining Trillium in 2026, she worked at Morgan Stanley for nine years and Merrill Lynch for four years. Outside of her advisory role, she engages in freelance writing and operates several online retail stores selling handmade crafts and reselling clothing and digital products. Trillium Asset Management serves a range of clients including individuals, trusts, pension plans, and institutional investors, offering discretionary portfolio management with an emphasis on integrated ESG research and fundamental financial analysis. The firm is notable for its use of exclusionary screens, thematic sustainable portfolios, active ownership, and its roles as a sub-adviser to registered funds and manager of pooled investment vehicles.

William Perkins is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1987. Since 1999, Mr. Perkins has served as a board member and, since 2023, as President of Sailor's Snug Harbor of Boston, a nonprofit organization supporting social services for low-income elders in coastal Massachusetts. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm emphasizes long-term ownership of high-quality growth equities supplemented by fixed income and other asset classes, supported by independent research and AI-assisted tools, and operates an integrated investment-trust-tax platform through its affiliation with a related trust company.

Scott Ward is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at John Hancock and its related entities since 2009 and was previously with Manulife Asset Management. Outside of his advisory role, he serves as a volunteer trustee for the Claybrook Home Owners Association in Medway, MA. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate recommendations that advisors review and present, supporting a technology-assisted service model with a high client load per advisor.

Francis Lee is a CFP® professional with 30 years of experience in the financial services industry. He currently works at RWA Wealth Partners and has held prior roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Avantax Investment Services, INC. He is based in Boston, MA and holds Series 63 and Series 65 licenses. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with services that include investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income management and both fundamental and quantitative strategies.

Paul Gaudio is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Crestwood Advisors and previously worked at Triad Advisors and Ouellette Wealth Advisory. His background also includes four years at the College of The Holy Cross. Crestwood Advisors serves individuals, families, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team-based approach, blending top-down asset allocation with fundamental security selection, and emphasizes global diversification and tax efficiency.

Leah Sciabarrasi is a CFP® professional with 17 years of industry experience. She has been with Crestwood Advisors since 2003, initially at Crestwood Advisors LLC and continuing at Crestwood Advisors Group, LLC since 2017. 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 combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Jason Levine is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Auday Group since 2000. Levine serves as a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. 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 and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that employs a proprietary screening process to construct model portfolios.

Sarah Lewis is a CFP® at New England Private Wealth Advisors, LLC with nine years of industry experience. She has been with the firm since 2015. 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 manages broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused model strategies.

John Morris is a financial advisor at Crestwood Advisors with 18 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2003. Morris holds Series 63 and Series 65 licenses and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm’s investment approach combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Daniel Castle is a financial advisor at Winthrop Wealth with 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Highland Capital Brokerage, LPL Financial, and John Hancock Distributors. His outside business activities include serving as a non-variable insurance producer. 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 four-step investment process focused on prudence and long-term goals, combining in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Alec Norton is a financial advisor with Fortis Capital Advisors, LLC in Boston, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at D.H. Hill Securities, LLLP, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. In addition to his advisory work, he holds an insurance brokerage license and actively engages in multi-line insurance sales and service. Fortis Capital Advisors serves individuals, families, businesses, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies tailored to client needs, including discretionary management and ESG options, and manages approximately $1.6 billion in discretionary assets.

Christopher Carbone is a financial advisor with 9 years of industry experience, currently practicing at 71 West Capital Partners. He holds a Series 66 designation and has previously worked at UBS Financial Services, Goldman Sachs & Co., and The Ayco Company/Mercer Allied. 71 West Capital Partners manages approximately $5.5 billion across about 171 client relationships, providing wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm utilizes in-house advisers and third-party managers employing a variety of investment strategies and emphasizes ongoing portfolio monitoring and rebalancing.

Carolyn Macedo is a financial advisor at F L Putnam Investment Management Co. with 13 years of industry experience. She previously worked at SVB Wealth LLC / Boston Private Wealth, LLC, Merrill, and Banc Of America Investment Services, Inc. Carolyn holds Series 66 and Series 65 designations. F L Putnam serves a diverse client base including individual investors, families, and various institutions, offering customized, team-based investment management and financial planning. The firm uses a research-driven approach combining macroeconomic and security-level analysis, with investment options across equities, fixed income, and alternatives.

Todd Kanter is a financial advisor at Silvercrest Asset Management Group LLC in Boston, MA, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.