Claire Soja is a financial advisor at Capitol Securities Management, Inc. with 26 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise Financial Services LLC, Winslow, Evans & Crocker, Inc., and Detwiler Fenton Investment Management. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses, offering portfolio management, financial planning, and consulting through both broker-dealer and registered investment adviser platforms. The firm’s investment services include discretionary and non-discretionary programs, separately managed accounts, model portfolios, and access to third-party managers.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Matthew Dakoyannis is a CFP® and Series 65-registered advisor with RWA Wealth Partners, based in Boston, MA. He has three years of industry experience, including roles at Adviser Investments, Stonehill College, and Stoneham High School. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation through an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Charles Frederick Boit is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2001. The partners of his firm serve as trustees and manage fiduciary accounts, also acting as directors and managers of affiliated trust and custodial entities. Loring, Wolcott & Coolidge Fiduciary Advisors primarily serves high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, generally requiring about $2 million in investable assets. The firm focuses on long-term ownership of high-quality growth equities combined with bonds and other asset classes, supported by independent research, AI tools, and a Sustainability Group integrating ESG and impact investments.

Timothy Lane is a financial advisor with Pinnacle Investments, LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Pinnacle Investments since 2019, with prior experience at Essex Securities LLC and Global Investment Advisors, LLC. In addition to his advisory work, he has taught at Malden High School for over two decades. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion and serving individuals, retirement plans, trusts, estates, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and operating on multiple custodial platforms.

Christian Mahoney is a CFA® charterholder and holds a Series 65 license, with five years of industry experience. He has worked at Reynders, McVeigh Capital Management, LLC since 2020 and previously held positions at Carson Wealth Management and Everest Insurance. His background also includes diverse early career roles in the restaurant industry and at the University of Massachusetts Amherst. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to a varied client base including individuals, high-net-worth investors, trusts, pension plans, and family offices. The firm employs a growth-at-a-reasonable-price (GARP) approach that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

Andrew Macdougall is a CFP® and ChFC® with 11 years of industry experience. He is currently with Csenge Advisory Group, LLC and has previously worked at Ridgeback Securities, Integrity Alliance, Lion Street Financial, Sapers & Wallack, Keenan Financial, Park Avenue Securities, and Guardian Life Insurance. He is also licensed as an insurance agent. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a top-down investment process combining fundamental and technical analysis, offering customized portfolio management through discretionary and model-based approaches.

Frederick Winters is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with RWA Wealth Partners in Boston, MA, since 2012. 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 using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC, Mutual Securities, Inc., and LPL Financial. Outside of advising, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent life insurance agent. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning and portfolio management. The firm combines fundamental analysis with model portfolios and third-party sub-advisers to offer tailored investment solutions alongside family office and concierge services.

Geoffrey Turner is a financial advisor at RWA Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Adviser Investments LLC for 13 years before joining RWA Wealth Partners. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, and business entities. The firm employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management, internally managed strategies, and tax preparation services through its wholly owned subsidiary.

Richard Mullen is a financial advisor with Pallas Capital Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at several notable firms including UBS Financial Services, Morgan Stanley, and Triad Advisors. Outside of his advisory role, Mullen is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, primarily long-term wealth management solutions that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and bringing 15 years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at Edward Jones and Merrill. He serves on the Board of Directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm supports a range of clients with access to third-party money managers and retirement plan consulting.

Scott Johnson is a financial advisor at Santander Securities LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities since 2012, with prior experience at Banc of America Investment Services and Quick & Reilly. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, managing approximately $3.14 billion in assets across more than 10,800 client relationships.

Scott Liston is a financial advisor at Santander Securities LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Santander in various capacities since 2007. Outside of his advisory role, he serves on the boards of the Cape Community Ice Arena and the Casco Bay Hockey Association, and is the treasurer for The Cromwell Center for Disabilities Awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and ongoing compliance oversight.

Zaven Yarumian is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Innovation Partners LLC. He is also president of Z.A. Yarumian & Co., a marketing consulting sole proprietorship serving investment managers. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm focuses on personalized portfolios and discretionary management strategies, emphasizing service to non-high-net-worth retail investors and retirement plan participants.

Benjamin Lucas is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam LLC since 2020 and has prior experience at Old Port Marine Services Inc and Lake Anthony Launch Company LLC. McAdam LLC advises a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using fundamental analysis and incorporates specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

Thomas Wironen is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 66 and Series 63 licenses and has 12 years of industry experience, having worked with John Hancock and its affiliated entities since 2014. He also serves as a retirement consultant for John Hancock Retirement Plan Services, providing education to participants of qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes a technology-assisted advice model delivering written, general recommendations on asset allocation, retirement, and estate planning.

Matthew Wyllie is a CFP®-credentialed financial advisor with 17 years of industry experience. He currently works at RWA Wealth Partners and was previously with Adviser Investments LLC for 11 years. Based in Boston, MA, Wyllie holds the Series 66 license. 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 employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Francis Jackson is a CFA® charterholder with 20 years of industry experience. He has been with Howland Capital Management LLC since 2005. Based in Boston, MA, he works at a multi-team firm consisting of 10 advisors. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm manages multiple pooled investment vehicles and emphasizes tailored portfolio management supported by fundamental, macroeconomic, technical, and credit analysis.

Nakia Maddox Eubanks is a financial advisor at Trillium Asset Management with four years of industry experience. She previously worked at BNY Mellon, Bainco International Investors LLC, and Atlantic Trust Private Wealth Management. Nakia serves on the local board of Jumpstart, a national early education organization, and is involved with Tomorrow's Women Today and the Boston Women's Leadership Council. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental analysis and employs exclusionary screens and active ownership as part of its investment approach.