Mariella Catalano is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation. She has experience working at Moors & Cabot since 2024 and previously worked at Kichael Page and in educational roles at Provident College and Pomfret School. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jamie Hobkirk is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2020 and previously worked at CapFinancial Partners, LLC (CAPTRUST) and Boston Advisors, LLC. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting 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 approach with integrated ESG criteria and manages a registered mutual fund alongside its advisory services.

Michael Stevens is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and nine years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2016. RWA Wealth Partners provides investment management, financial and integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach and an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented by customized fixed income and cash management strategies.

Joni Stone is a financial advisor at F L Putnam Investment Management Co. with five years of industry experience. She holds the Series 65 designation and previously worked at 42 North Private Bank, Bank of New England Mortgage, and Academy Communications. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm builds customized portfolios using both internally managed strategies and third-party managers across multiple asset classes, incorporating strategic asset allocation with tactical adjustments.

Silverio Boleto is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. 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 compliance oversight.

Nathaniel Lovell is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Santander Securities LLC in Boston, MA. He has been with Santander Securities and its affiliated entities since 2014. Outside of his advisory role, he is involved in sports consulting, coaching, and event management, and serves as At Large Coordinator for Massachusetts Squash, overseeing rules and refereeing for local leagues and tournaments. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

Kenneth Zannoni is a CFP® professional with 23 years of industry experience, currently serving at CW Advisors, LLC since 2009. He participates as a member of the Investor Advisory Council for Alumni Ventures, a venture capital company. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services through a dedicated business unit.

Christian Ginolfi is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2017, following brief tenures at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he operates a consulting and sports memorabilia sales business. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm utilizes third-party discretionary managers and offers strategies through the FMAX wrap-fee platform, supporting approximately 10,800 client relationships with $3.14 billion in regulatory AUM.

Andrew Gerety is a financial advisor at McAdam LLC in Boston, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Axelia Partners, Pantazi Investment Group, and involvement with The French-American Chamber of Commerce and The International School of Boston. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis with diversified asset allocations and incorporates specialized investment exposures, offering both discretionary portfolio management and stand-alone planning engagements.

Hugh Warren is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1993. Since 2015, Mr. Warren has served as a director of Pingree Associates, Inc., a timberland management company, where he focuses on protecting client interests. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm emphasizes long-term ownership of high-quality growth equities supplemented by other asset classes, and it operates an integrated investment-trust-tax platform through its affiliated trust company.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Megan Higgins is a financial advisor at RWA Wealth Partners with 11 years of industry experience. She holds a Series 65 designation and previously worked at Adviser Investments for 16 years before joining RWA Wealth Partners in 2023. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and offers specialized fixed income management and internally managed strategies through its subsidiary firms.

Daniel Garron is a CFP® with 24 years of experience in the financial services industry. He currently works at Beaumont Financial Partners and has prior experience at Fidelity Investments and Fidelity Personal and Workplace Advisors. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Roxanne Fleszar is a CFP® and ChFC® with 22 years of industry experience. She currently works at CW Advisors, LLC and has previously been with Congress Wealth Management LLC and Financial Resources Management Corp. Outside of her advisory work, she is a co-owner of a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party managers and internally managed strategies.

Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Santander Securities LLC across multiple periods since 2017 and has been with Santander Bank, NA since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, employing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Harvey Slaughter is a financial advisor at Winthrop Wealth in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked at Winthrop Advisory Group LLC, LPL Financial, Schechter Investment Advisors, and Via Global Advisors. 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 investment approach focused on prudence and long-term strategies, utilizing a combination of internally managed strategies and third-party managers while maintaining human oversight over investment decisions.

Robert Depascale is a financial advisor at Beaumont Financial Partners with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Beaumont Financial Partners since 2010, including a role at Beaumont Financial Advisors since 2022. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Diana Linn is a CFP® with eight years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. Prior to joining RWA Wealth Partners in 2024, she worked at Adviser Investments, LLC for eight years and was employed at Life Time Fitness for eleven years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach supported by an open-architecture investment platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.