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. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously held roles at Boston Private Wealth LLC, Banyan Partners, Silver Bridge, and Fidelity. F.L. Putnam serves individual investors, families, and institutions with a team-based, customized investment approach that includes discretionary and non-discretionary management, financial planning, and family office solutions. The firm combines macroeconomic and security-level research and employs both internally managed and third-party strategies across multiple asset classes.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

Thomas Childs is a CFP® professional with 13 years of industry experience, currently serving at Moors & Cabot, Inc. He has held roles at Cetera Financial Specialists LLC and Securities America Advisors, Inc., and has operated his own firm, Childs Financial Services, since 2014. Outside of his advisory work, he serves on the board of directors for Charlestown Youth Hockey and volunteers pro bono financial advice to cancer patients through Dana Farber. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services utilizing a range of analysis methods and works with third-party and affiliated sub-advisors.

Edward Burke is a CFA® charterholder with 29 years of industry experience. He currently serves at Winthrop Wealth and was previously with LPL Financial for 27 years. Burke holds Series 63 and Series 65 licenses and has been with Winthrop Advisory Group since 2017. 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 long-term, goal-driven investment approach, combining in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Jordan Lee is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with two years of industry experience. He holds a Series 66 designation and has worked previously at Hub Pen and LYC Financial Group. Jordan serves as a trustee of the Krawshaw Family Trust alongside his siblings. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, including third-party manager selection and monitoring, emphasizing a predominance of non-discretionary asset management.

Mohammed Siddiqui is a financial advisor at Wealthcare Advisory Partners LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Financial, and National Planning Corporation. Outside of his advisory role, he serves as president of Solution Sales Management LLC, a consulting firm focused on clean energy and transportation. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, retirement plans, charitable organizations, and businesses. The firm combines goals-based planning supported by proprietary software with an evidence-based investment approach that incorporates behavioral economics and quantitative measures to construct diversified, long-term portfolios.

Brian Wrigley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation. He has experience at several firms, including Ventum Financial, Chevron Wealth Preservation Inc., Echelon Wealth Partners, and National Bank Financial Inc. Wrigley is based in Boston, MA. John Hancock Personal Financial Services, LLC serves a diverse client base, including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-assisted, written recommendations. The firm operates an Emergency Savings program and maintains a high client-to-advisor ratio within a scaled service model.

Zoe Oasis is a financial advisor at Citizens Private Wealth with one year of industry experience. She holds the Series 66 designation and has previously worked at Worklyn Partners and Vice Ventures. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as a range of institutional clients. The firm offers tailored long-term asset allocation within an open-architecture investment framework and provides discretionary and non-discretionary portfolio management alongside business consulting services for multigenerational families and closely held businesses.

Olivia Allen is a financial advisor at RWA Wealth Partners with three years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs Ayco Personal Financial Management. 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 and combines fundamental and quantitative methods across an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Nancy Perez is a CFA® charterholder with 43 years of industry experience. She has been with Boston Private Wealth LLC since 2014 and is currently affiliated with SVB Wealth in Palm Beach Gardens, FL. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis, with both discretionary and non-discretionary investment options.

Camden Newton is a financial advisor at Pallas Capital Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at GWM Advisors, LLC and PNC Bank. Pallas Capital Advisors is a multi-team SEC-registered investment adviser 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 investment approach.

Christian Mcvey is a financial advisor at F.L. Putnam Investment Management Co. with 24 years of industry experience. He has been with F.L. Putnam since 2002 and holds the Series 63 and Series 65 designations. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations, endowments, and family offices. The firm provides customized, team-based investment management and consulting, utilizing both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Roland Ouimet is a financial advisor at Pinnacle Investments, LLC with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Pinnacle Investments in 2019, he worked at Global Investment Advisors, LLC and Essex Securities LLC. He is also involved in insurance sales on a limited basis. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations using a range of investment methods and third-party managers.

Siobhaun Johnson is a CFP® with 19 years of industry experience and has been with CW Advisors, LLC since 2010. Based in Boston, MA, she holds Series 63 and Series 66 licenses. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach using active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies, and provides wealth management, financial planning, family office services, retirement plan advisory, and portfolio management.

Alex Sternberg is a CFA® charterholder at Crestwood Advisors in Boston, with one year of industry experience. He previously worked at Fiduciary Trust International for six years and Nepc for four years. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm uses a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors.