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.

Matthew Macho is a CFP® professional with 23 years of experience in the financial industry. He is currently with Capital Analysts and has worked at Lincoln Investment for 11 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary mutual-fund screening processes.

Carl Robinson is a financial advisor at SVB Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo and M&T Securities. Robinson serves as an officer and director for Massachusetts Youth Lacrosse, a nonprofit youth sports organization. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Dwight Mathis is a CFP® with 27 years of experience in financial advising, currently with SVB Wealth. His prior experience includes roles at Merrill and Suntrust. He serves on the boards of two Brookline, MA-based education nonprofits focused on innovation and teacher development. SVB Wealth LLC provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs fundamental, quantitative, and technical analysis and oversees third-party managers through a formal due diligence process.

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.

Timothy Duggan is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill Lynch and has experience in financial planning and investment advisory roles. Outside of his primary role, he is involved with Veritas Boston Wealth Management as a private wealth advisor. Stratos Wealth Advisors serves a diverse client base including individuals, trusts, retirement plans, nonprofits, corporations, and institutions, offering financial planning and portfolio management through customized and model portfolios. The firm provides access to multiple platforms, third-party managers, and alternative investments, supported by integrated services through its affiliation with SEI.

David Kemmerer is a financial advisor at RFG Advisory, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, Bluebird Wealth Management, Balter Liquid Alternatives, and MFS Investment Management. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for more than 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware methods, and it serves a range of clients including investment companies, state and municipal entities.

Kenneth Dean is a financial advisor at Winthrop Wealth with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Winthrop Advisory Group LLC since 2018, following prior roles at LPL Financial and Peak Financial Management Inc. In addition to his advisory work, he operates a CPA business focused on tax preparation and accounting. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies, utilizing a combination of internally managed and third-party strategies under human oversight.

Irina Zubov is a financial advisor with Capitol Securities Management, Inc. in Brookline, MA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior work includes 15 years at Winslow, Evans & Crocker, Inc., followed by roles at National Asset Management and National Securities Corp. She also maintains a notary public service in Boston. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm offers access to multiple investment platforms, including separately managed accounts and wrap fee programs, utilizing a range of investment vehicles and periodic account reviews.

Keith Gontarz is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Congress Asset Management Company, LLP since 2017 and was previously employed at GW&K Investment Management from 2010 to 2017. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven stock selection process with a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Peter Scott is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials with 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 organization formed with his father and brother to invest in startup companies. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

William Richey is a financial advisor with ValMark Advisers, Inc. in Charlestown, MA, holding Series 66 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he worked for nine years. Outside of his advisory work, he is a partner and manager of an LLC involved in his insurance and financial advisory business, Bush and Richey LLC, which is not related to investment activities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering solutions through proprietary and third-party platforms with oversight from its investment committee.

Aviva Sapers is a financial advisor at Csenge Advisory Group, LLC with 41 years of industry experience. She holds a Series 63 designation and has worked with firms including Integrity Alliance, LLC, Lion Street Financial, and Kestra Financial Services. She is also the owner of Sapers & Wallack Insurance Agency Inc., an insurance sales and wealth management business operating since 1987. 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 approach integrates fundamental and technical analysis with a relative strength methodology, offering customized portfolio management through discretionary and model-based allocations.

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.

Ellis Pfahl is a CFP® with six years of industry experience, currently serving as an investment adviser representative at The Patriot Financial Group, LLC. His prior experience includes roles at CETERA Financial Specialists LLC and Securities America, Inc. Outside of his advisory work, he is also involved in insurance sales through McGrath Insurance Brokerage Inc. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and analytical approaches, managing approximately $2.4 billion across 37 advisors and offering a wrap-fee program.