Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Matthew Macho is a CFP® with 23 years of experience in the financial services industry. He has worked at Lincoln Investment since 2015 and previously spent nine years with Voya Retirement Advisors, LLC. He is based in Arlington, MA. He is affiliated with Capital Analysts, a multi-team firm serving retail and institutional clients 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 representatives and firm-managed programs.

Dwight Mathis is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with SVB Wealth and has previous experience at Merrill and Suntrust Advisory Services. Mathis serves on the boards of the Brookline High School Innovation Fund and the Brookline Education Foundation, both nonprofit organizations focused on education. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and institutional clients. The firm utilizes a due diligence process for selecting third-party managers and is a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Erin Kerr is a CFA® charterholder with eight years of industry experience and has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, and charitable foundations. The firm’s investment approach focuses on diversified asset allocation tailored to clients' risk profiles and combines index exposures with selected active managers and private fund vehicles.

Robert Scanlon is a CFP® professional with 21 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He holds the Series 66 designation. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary management utilizing third-party Independent Managers and model portfolios.

James Jurgens is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with Reynders, McVeigh since 2017 and previously worked at Brown Brothers Harriman & Co. from 2015 to 2017. 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 incorporating ESG criteria and offers tailored portfolios alongside managing a registered mutual fund.

Kenneth Dean is a financial advisor with Winthrop Wealth in Boston, MA, holding the CFP® and CFA® credentials and over 17 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2018 and previously at LPL Financial and Peak Financial Management Inc. Kenneth also operates a tax preparation and accounting service. 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, goal-oriented investment approach and manages approximately $3.1 billion in assets, serving both retail and institutional clients.

Michael Woodman is a financial advisor at Northeast Planning Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Northeast Planning Associates in 2022, Woodman worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 15 years. He is also a notary public in Massachusetts. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, focusing primarily on individual and plan-sponsor clients.

Irina Zubov is a financial advisor at Capitol Securities Management, Inc. based in Boston, MA, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Winslow, Evans & Crocker, Inc. for 15 years, as well as at National Asset Management and National Securities Corp. In addition to her advisory work, she provides notary public services in Boston. Capitol Securities Management serves individual investors, institutional and corporate clients, retirement plans, trusts, and small businesses by offering portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, delivering investment advice through discretionary and non-discretionary programs, separately managed accounts, and third-party Money Managers.

Keith Gontarz is a CFA® charterholder with six years of industry experience. He is currently with Congress Asset Management Company, Llp in Boston, where he has worked since 2017. Prior to that, he spent seven years at GW&K Investment Management. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub‑advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom‑up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Peter Scott is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at First Southwest Company since 2008. Outside of his advisory role, he is involved with DAS Investments, LLC, an investment organization focused on startup companies that he formed with family members. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, consulting, and referrals to third-party wrap-fee programs. The firm offers tailored portfolio strategies using asset allocation, fundamental and technical analysis, and quantitative techniques, with both discretionary and advice-only arrangements.

William Richey is a financial advisor with ValMark Advisers, Inc. in Charlestown, MA, holding Series 65 and Series 66 credentials and 11 years of industry experience. His prior experience includes nine years at MassMutual Investors Services and MassMutual Life Insurance Company. He is also a partner and manager of Bush and Richey LLC, an insurance and financial advisory business unrelated to his investment advisory role. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities through a network of representatives. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, while also serving as adviser to registered ETF portfolios and offering annuity-linked advisory options.

Aviva Sapers is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 41 years of industry experience. She is the owner of Sapers & Wallack, Inc., a firm engaged in insurance sales, wealth management, and retirement plan consulting. Her prior work history includes roles at Ridgeback Securities, Ltd, Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services, Inc. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate clients. The firm employs a combined fundamental and technical analysis approach, emphasizing relative strength and a top-down process to customize portfolios through discretionary or model-based management.

Joshua Jurbala is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with RWA Wealth Partners and previously worked at Polaris Wealth Advisory Group, Adviser Investments, and contributed to the Fidelity Sector Investor Newsletter. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm employs a strategic asset allocation approach supported by a wide range of investment vehicles and offers services spanning investment management, financial and tax planning, and retirement plan advisory.

Lindsay Garrahan is a financial advisor at Modera Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Modera, she worked at RMR Group and Ameriprise Financial. Her background includes roles outside finance at the Utah Arts Festival and the Humane Society of Utah. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm combines a diversified investment strategy based on Modern Portfolio Theory with in-house accounting and tax services, supporting approximately $17.7 billion in assets under management across more than 100 advisors.

Patrick Collins is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Mission Wealth and World Energy, as well as four years at Bentley University. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance, combining index exposures, active managers, and private fund vehicles to provide private equity exposure.

Daniel Perillo is a Series 65-licensed financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He has one year of experience at John Hancock and Manulife Wealth Inc, along with prior roles at RBC Capital Markets and other firms. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a broad range of clients, including individuals, trusts, estates, non-profits, and businesses. The firm employs a technology-assisted, scaled service model that relies on third-party software to generate written financial plans, with implementation decisions left to clients.

Brian Katz is a CFA® charterholder with 23 years of experience in the financial industry. He is currently with Prosperity - An EisnerAmper Company and previously worked for Focus Partners Wealth, LLC and The Colony Group LLC. Katz serves as a member of the RIA Advisory Council for Ares Management, participating in meetings focused on product development and fund structures related to wealth management. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, retirement-plan advisory, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party Independent Managers and model portfolios.

Jonathan Mcgraw Bentley is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Choate Investment Advisors, where he has worked since 2023. His prior experience includes roles at Lowell Blake & Associates Inc., Leerink Partners LLC, and Tetrem Capital Management. Choate Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients' risk tolerance and combines index exposure, active management, and private fund vehicles, operating in close affiliation with the law firm Choate, Hall & Stewart LLP.