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.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. 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 approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

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.

David Henry is a CFA® charterholder with six years of industry experience. He is currently an advisor at The Patriot Financial Group, LLC and has held positions at firms including Mass Mutual Life Insurance and H&R Block. Outside of his advisory work, Henry serves as a non-compensated board member and investment committee member for Northeast Arc and is on the investment committee for the Essex County Community Foundation. He also works as an innkeeper for seasonal rental units in Salem, MA. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical approaches, manages about $2.4 billion across 37 advisors, and offers services such as discretionary portfolio management, retirement plan advisory, and wrap-fee programs.

Amy Noyes is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Congress Asset Management Company, LLP. She has been with the firm since 1996. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors, while also serving taxable and tax-exempt institutions and high net worth individuals. The firm’s investment process emphasizes bottom-up, research-driven stock selection and a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Timothy Mcaloon is a financial advisor at Capital Analysts with 12 years of industry experience. He is also a part owner and practicing attorney at Marshall, Crane, & McAloon P.C., a law firm specializing in estate planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management driven by an in-house Investment Management & Research team, utilizing proprietary screening processes and providing a range of advisory services.

Steven Bruce is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Sanford C. Bernstein and CO, LLC from 2016 to 2020. Bruce also provides investment advisory services through Flagship Harbor Plymouth, an independent registered investment advisor firm. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages over $3 billion in discretionary assets and employs a range of investment strategies, including fundamental and technical analysis, across various asset types.

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.

Michael Dias is a financial advisor at Fortis Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and McAdam, LLC. Outside of his advisory work, Dias volunteers as an assistant soccer coach at Weymouth High School. Fortis Capital Advisors serves individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients by providing investment advisory and financial planning services. The firm emphasizes customized portfolio construction and ongoing monitoring, employing a range of strategies including passive, active, tactical, blended, and ESG-integrated approaches.

Andrew Richardson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Brighton Jones LLC since 2022. His prior roles include positions at Monument Group Wealth Advisors, Dimensional Fund Advisors, and Boston Private Financial Holdings. Brighton Jones serves high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts, offering comprehensive wealth services such as family office support, financial planning, discretionary investment management, and access to private investment opportunities through a holistic, balance-sheet approach.

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.

Gregory Mcsweeney is a CFA® charterholder with nine years of industry experience. He has worked at Crestwood Advisors since 2020 and previously spent five years at Bainco International Investors LLC. He holds a Series 63 license and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with 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 ETF-based automated portfolios with advisor engagement.