Todd Soloman is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA. He has 15 years of industry experience and has been with Congress Asset Management since 2001. 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 and oversees strategies through investment policy committees, managing approximately $14.2 billion in regulatory assets.

Gregg Okeefe is a CFA® charterholder and Series 65 licensed financial advisor with 15 years of industry experience. He works at Congress Asset Management Company, Llp, where he has been employed since 1986. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed income strategies, serving over 8,000 client relationships with approximately $14.2 billion in regulatory assets under management.

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.

Robert Allen is a Series 65-licensed advisor with Gibbs Wealth Management, LLC in Rockland, MA, and has four years of industry experience. He also manages Harper Financial Associates, where he is involved in life insurance and annuity sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios.

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.

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 is currently with CW Advisors, LLC and has served at Congress Wealth Management, LLC since 2011. CW Advisors, LLC is a multi-team advisory firm offering investment management, wealth management, financial planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutional entities. The firm uses a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG strategies.

James Waggett is a CFP® and CFA® with 13 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, TD Private Client Wealth, and Banc of America Investment Advisors. F.L. Putnam serves individual and institutional clients, providing customized, team-based investment management and consulting services across a range of asset classes. The firm utilizes both internally managed and third-party strategies with options for sustainable investing and tax-aware rebalancing.

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.

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® with 28 years of industry experience. She joined CW Advisors, LLC in 2024 after previous roles at Purshe Kaplan Sterling Investments, Aspire Wealth Management Corporation, and Ameriprise. Adams is also a licensed insurance agent, dedicating part of her time to insurance sales and implementation of insurance recommendations. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach combining active, passive, quantitative, and ESG-oriented strategies, and is part of the larger Osaic corporate group offering a broad range of financial services.

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® professional with 14 years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC since 2008. She holds a Series 65 license and is based in Wellesley, MA. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers continuous portfolio management, financial planning, and retirement-plan advisory services, with an investment approach that includes broadly diversified portfolios using low-cost mutual funds and ETFs, alternative investments, and options-based income models.

Deepak Lachman Punjwani is a financial advisor with A.G.P. / Alliance Global Partners in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Brazil, where he is a director and owner. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that blends internally managed strategies with co- and sub-advisory relationships.

Erik Hacker is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Capital Analysts since 1998 and has been affiliated with Lincoln Investment and John Hancock Mutual Life Insurance Co. since 2012 and 1996, respectively. Outside of his advisory work, he is involved in insurance sales through Capital Analysts of New England, providing clients with insurance quotes and information. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house management and non-discretionary advisory services.

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 in Boston, MA, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors, LLC is a multi-team advisory firm serving a broad client base including individuals, trusts, estates, charitable organizations, pension plans, and corporations. The firm offers investment management, comprehensive wealth planning, and family office services using a Core-and-Satellite investment approach that incorporates active, passive, quantitative, and ESG strategies.

Dominic Glasson is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has three years of industry experience, including roles at Rise North Capital and Foundations Investment Advisors. Outside of his advisory work, he is also a licensed life insurance agent focusing on premium financing strategies. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.