Andrew Krout is a financial advisor at Pallas Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at De Groote Financial Group, LLC and Kelly Financial Services LLC. Pallas Capital Advisors LLC 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 with diversified portfolio construction.

Claire Soja is a financial advisor with Capitol Securities Management, Inc. in Littleton, MA, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. Her prior roles include positions at Ameriprise Financial Services LLC and Winslow, Evans & Crocker, Inc. She also operates as The Wellesley Group. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and advisory services, comprehensive financial planning, pension consulting, and insurance products, utilizing a range of investment vehicles and third-party managers.

Kevin Morse is a financial advisor with Capital Analysts and holds Series 63 and Series 66 credentials. He has 35 years of industry experience and has been with Capital Analysts since 1991. He is also a member and Treasurer of the Pinnacle Study Group and operates a tax preparation service as a sole proprietor. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through in-house managed models and access to third-party managers. The firm emphasizes a fiduciary approach and provides various portfolio options, operating through a network of several hundred advisors managing approximately $8.8 billion in assets.

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 licenses and bringing 31 years of industry experience. He has been with Pinnacle Investments since 2019 and has also worked at Global Investment Advisors, LLC and Essex Securities LLC since 2010. In addition to his advisory roles, Lane has worked as a high school teacher at Malden High School for over 28 years. Pinnacle Investments serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and access to third-party managers. The firm employs a range of investment strategies across multiple asset classes and functions as both a registered investment adviser and broker-dealer, with affiliated sub-advisory services and custodial relationships.

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 financial advisor with Csenge Advisory Group, LLC, holding CFP® and ChFC® designations and over 11 years of industry experience. He has worked at firms including Integrity Alliance, LLC, 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 services to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment process combines fundamental and technical analysis with a relative strength methodology and a four-step top-down approach, offering customized portfolio management through discretionary and model-based strategies.

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.

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 at Pallas Capital Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc., GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is the founder and investor of ProStairs Fitness LLC, a fitness equipment manufacturer. Pallas Capital Advisors LLC 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, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, utilizing a long-term fiduciary approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Steven Galavotti is a Series 66 licensed financial advisor with Mutual of Omaha Investor Services, Inc., bringing 14 years of industry experience. He previously worked at Edward Jones from 2012 to 2019 before joining Mutual of Omaha in 2019. Outside of his advisory role, he serves on the Board of Directors at Southcoast YMCA and holds silent partner positions in two car wash businesses. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed account solutions primarily through its network of Investment Advisor Representatives.

Scott Johnson is a financial advisor at Santander Securities LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2010. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

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 10 years of industry experience. He holds a Series 66 designation and has maintained his own marketing consulting business, Z.A. Yarumian & Co., providing services to investment managers. His prior work includes roles at IP Financial Services, LLC and Innovation Partners LLC. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm focuses on customized portfolios and also provides access to third-party investment advisors while serving a broad range of non-high-net-worth individuals.

Benjamin Lucas is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with five years of industry experience. He has worked at McAdam LLC since 2020 and has previous experience with Old Port Marine Services Inc, Providence College, and Lake Anthony Launch Company LLC. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm offers discretionary portfolio management and uses fundamental analysis, incorporating 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, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at John Hancock and its related entities since 2014, including Manulife John Hancock Brokerage Services since 2024. In addition to his advisory role, he serves as a retirement plan services education consultant, providing guidance on distribution options for qualified retirement plan participants. John Hancock Personal Financial Services offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with a focus on written financial plans and an Emergency Savings program.

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.