Gregg Okeefe is a CFA® charterholder and holds a Series 65 license, with 14 years of industry experience. He is affiliated with Congress Asset Management Company, LLP, where he has worked since 1986. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients such as 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 emphasizes a bottom-up, research-driven stock selection process with a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Rene Faria Gonzalez is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 credential and having one year of industry experience. Prior to joining Insigneo in 2024, he worked at StateTrust International Bank & Trust LLC and StateTrust Group for over two decades. He is also the director and sole owner of Lancaster RiskTech Services LLC, a non-securities related business that is currently inactive. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm employs a customized investment approach combining individual adviser allocations with firm-modeled portfolios, utilizing third-party macroeconomic research and diverse asset classes.

Steven Ponte is a financial advisor at Santander Securities LLC with 12 years of industry experience. He holds the Series 66 designation and has been with Santander Securities since 2015, concurrently working at Santander Bank, NA since 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base including individual investors, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and a centralized customer-service team.

Erik Berge is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at J.P. Morgan Securities, First Republic Investment Management, Battery Global Advisors, and Gw & Wade Asset Management. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, tailored asset allocation within an open-architecture framework, offering both discretionary and non-discretionary management alongside tax, estate structuring, and business consulting services.

Abdelmagid Alawad is a financial advisor at Santander Securities LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at OneAmerica Securities and American United Life. Outside of his advisory role, he also works as an Uber driver in a non-investment capacity. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and managed-account services through a platform with third-party investment managers and emphasizes centralized client service and access to securities-based lending.

Dennis Palmerini is a CFP® professional with 17 years of industry experience, currently serving at Blackridge Asset Management, LLC since 2019. His prior roles include positions at PEAK Brokerage Services, LLC, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and MML Investor Services. In addition to his advisory work, he is involved in property and casualty insurance sales and services. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm employs a client-driven investment process with a range of portfolio management options and conducts thorough due diligence on sub-managers, offering its clients custodial statements and periodic performance reviews.

Nicole Rukstalis is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and three years of industry experience. She also serves as Department Chair and Professor of Finance at Northeastern University's D'Amore-McKim School of Business, a position she has held since 2004. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches and routinely utilizes third-party sub-adviser platforms while maintaining ongoing portfolio oversight.

Michael Galvin is a CFP® professional with 11 years of industry experience. He has been with Congress Wealth Management, LLC since 2011. Michael is based in Boston, MA. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and business entities. The firm uses a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

James Waggett is a CFP® and CFA® with 12 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, and TD Private Client Wealth LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and nonprofit organizations, offering customized investment management, financial planning, and consulting services. The firm combines internally managed strategies with third-party managers across multiple asset classes and employs a strategic asset allocation framework with tactical flexibility.

Aaron Swenson is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with eight years of industry experience. He has been with McAdam since 2018 and previously held roles at Middlesex School and Connecticut College. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing a discretionary investment approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

Mark Celi is a financial advisor at St. Bernard Financial Services, Inc. in Concord, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Asset Financial Inc and was self-employed before joining St. Bernard in 2020. St. Bernard Financial Services serves individuals, families, small businesses, trusts, and estates, providing investment advisory and brokerage services including portfolio management and financial planning. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds while considering tax and risk factors.

Adam Bateman is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial and Flagship Harbor Advisors since 2013. His other business activities include providing non-variable insurance products such as term, life, disability, long-term care, and fixed annuities. 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 through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and various managed accounts.

Jennifer Adams is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. She previously worked at Purshe Kaplan Sterling Investments for 12 years and Aspire Wealth Management Corporation for 10 years. In addition to advisory work, she is a licensed insurance agent, dedicating approximately 10% of her time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, 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 that incorporates active, passive, quantitative, and ESG strategies through both third-party and internal managers, supported by an Investment Oversight Committee.

Kimberly Harding is a CFP® with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She previously worked at Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services through Harding Financial & Insurance, a business she has been involved with since 2007. Diversify Advisory Services, LLC offers 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 emphasizes tactical diversification, employing a range of investment strategies and platforms to manage portfolios and provide comprehensive financial planning.

Caitlin Polson is a CFP® and Series 65-registered advisor with 14 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2008. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds, and also offers access to third-party managers and alternative investments for qualified clients.

Deepak Lachman Punjwani is affiliated with A.G.P. / Alliance Global Partners and holds a Series 66 designation. He has no prior industry experience as a financial advisor. Outside of his advisory role, he is the director and owner of Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Amazonas, Brazil. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers a range of services including portfolio management, financial planning, retirement-plan consulting, and capital markets and investment banking, with a focus on international investing and active brokerage and product-distribution activities.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Frederick Warburg is a financial advisor at CW Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing services.

Michael Whitney is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. Prior to that, he spent 12 years at NBW Capital, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base with both discretionary and non-discretionary management.