James Murphy is a CFP® professional with six years of industry experience. He has worked at Northeast Investment Management, Inc. since 2019 and previously held roles at BNY Mellon, N.A. and Choate Hall & Stewart LLP. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions. The firm combines portfolio management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed trade oversight.

John Beaver is a CFA® charterholder based in Boston, MA, with 15 years of industry experience. He has worked at Congress Asset Management Company, LLP since 2002. 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 focused on long-term growth equity and diversified fixed-income strategies.

Veronica Walsh is a financial advisor at Coastal Bridge Advisors with a Series 65 credential and one year of industry experience. She has worked previously at One Charles Private Wealth Services, Blackstone, and Ironsphere. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using a range of investment vehicles, including equities, fixed income, and alternative investments.

Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts, Incorporated since 1986. Outside of his advisory role, he serves as Chair of the Board of Directors and Chair of the Quality, Service, Value Committee at South Shore Health, a community health system. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Ryan Strack is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 designations and having 12 years of industry experience. He has worked with John Hancock-affiliated entities since 2009, including John Hancock Funds LLC and Manulife John Hancock Brokerage Services. In addition to his advisory role, Strack serves as a retirement consultant providing educational information to participants in qualified retirement plans through an affiliated entity. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model with high client loads per advisor. Their advice includes written plans on asset allocation, retirement, and estate planning, with implementation decisions left to clients.

Jeffrey Beshansky is a financial advisor at RWA Wealth Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at CIBC Private Wealth Advisors, Inc., Leveroni Financial Management Corp. LPL Financial LLC, GW & Wade, LLC, and D.K. Brede Investment Management Co, Inc. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Cameron Rahbar is a CFP® professional with seven years of industry experience. He is currently with Howland Capital Management LLC and has previously worked at Anchor Capital Advisors LLC, Twin Focus Capital Partners, LLC, and Boston Private Wealth. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm employs a disciplined investment process incorporating fundamental, macroeconomic, technical, and credit analysis, and also offers tax services, private trustee services, and manages private investment vehicles.

Brandon Beauvais is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been affiliated with Beaumont Financial Partners and its predecessor entities since 2013. 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 structured investment process based on its Dominant Benefit Theory of Investing and utilizes a range of low-cost index funds, ETFs, sub-advisors, and alternative investments to tailor portfolios to clients’ goals and risk profiles.

Dina Milne is a CFP® with 11 years of experience in the financial services industry. She currently works at RWA Wealth Partners and previously spent eight years at Adviser Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation supported by an open-architecture platform and customized fixed income management.

Jeffrey Fernandes is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. He has previously worked with John Hancock Distributors LLC, Signator Investors, Inc., and New York Life Investment Management LLC. Outside of finance, he is a managing member and partner of Lorie-Lyn Photography, a family portrait photography business. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and businesses. The firm employs a technology-assisted advice model offering written, generally framed financial recommendations, with a focus on scalable service delivery.

James Landry is a financial advisor at Pallas Capital Advisors, LLC with 28 years of industry experience. He holds the ChFC® designation and several securities licenses including Series 63, 65, and 66. Prior to joining Pallas Capital Advisors in 2020, he worked at Lincoln Financial Advisors Corporation for 18 years and has also been affiliated with Triad Advisors LLC and Purshe Kaplan Sterling Investments. Pallas Capital Advisors is a multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management solutions including discretionary investment management, financial planning, and family office services.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Richard St. Onge is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He worked at LPL Financial for 22 years before joining Winthrop Advisory Group, LLC, where he has been since 2017. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, prudent investment philosophy supported by a four-step process and utilizes both in-house management and third-party sub-advisers to implement tax-managed and systematic strategies.

Tara Oconnell is a financial advisor at Brighton Jones LLC in Boston, MA, holding a Series 65 credential with four years of industry experience. Her prior work includes roles at Ballentine Partners, LLC, Charles Schwab, and Walter’s Basin Restaurant. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients through multiple operating brands, including its Personal CFO (PCFO) offering. The firm employs a whole-balance-sheet approach and manages client assets across a mix of public and private investments, supported by an affiliated ecosystem of private investment funds, a trust company, and legal services for certain clients.

Mark Roman is a financial advisor at Stratos Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. He is also a managing partner of Veritas Boston Wealth Management, an independent investment advisory firm. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 advisors across multiple teams. The firm offers customized financial planning, portfolio management, and third-party manager programs tailored to individual goals.

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services 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 management of a registered mutual fund.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.

Colin March is a financial advisor at Santander Securities LLC with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Santander Bank, NA, Bristol County Savings Bank, and Northeast Alternatives, Inc. 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 provides investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products.

Amory Logan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2016. She has held several nonprofit board roles, including Treasurer of Sailors' Snug Harbor of Boston and involvement with the Maine Coast Heritage Trust, McCrillis Land Association, the Manchester-by-the-Sea Museum, and Shore Country Day School. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities complemented by fixed income and other asset classes. The firm integrates investment management with trust administration and operates a Sustainability Group that incorporates ESG research and direct impact investments.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Bay Colony Advisors since 2015. Vallone is also an independent insurance agent with Essential Asset Management, LLC. Bay Colony Advisors serves individual investors across the wealth spectrum, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning and portfolio management. The firm combines fundamental analysis with access to model portfolios and third-party sub-advisers and provides family-office and concierge services alongside institutional retirement fiduciary offerings.