Judith Ludwig is a CFP® professional with 21 years of experience in financial advisory services. She has worked at RWA Wealth Partners since 2017 and previously spent nearly three decades at Braver Wealth Management. Based in Boston, MA, Ludwig is part of a multi-team firm structure. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, using an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, complemented by customized fixed income and cash management.

Peter Kronberg is a financial advisor at Proficio Capital Partners LLC with 12 years of industry experience. He holds a Series 65 designation and has a background as a self-employed attorney serving design and software firm clients. Prior to his advisory role, he spent 13 years at Tufts University. Proficio Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, families, foundations, and institutional clients. The firm employs a core portfolio approach tailored to client needs using quantitative analytics, fundamental research, and technical analysis, and it actively manages private pooled investment vehicles.

Brendan Lammers is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with 21 years of industry experience. He holds the Series 66 designation and has worked at Flagship Harbor Advisors since 2016, following a brief period at Ameriprise. Lammers also assists clients by comparing Medicare Advantage and supplement plans through a non-variable insurance activity. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a multi-team approach, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Jeffrey Kerrigan is a CFA® charterholder with 10 years of industry experience. He has been with Congress Asset Management Company, LLP since 2017, following prior roles at Century Capital Management, LLC, Haber Trilix Advisors, LP, and Ten Asset Management, Inc. He serves on the board and provides oversight for a private family office, assisting with funds administration and general guidance. Congress Asset Management provides discretionary portfolio management, model portfolios, 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.

Christopher Mcintyre is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has 24 years of industry experience and has been associated with Green Harbor Financial and Commonwealth Financial Network since 2006. In addition to advisory services, he conducts fixed insurance sales through Green Harbor Financial Services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing a broad range of advisory programs, technology, and operational support. The firm offers various investment platforms and portfolio management solutions while allowing advisors discretion in constructing client portfolios.

Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® certification and Series 65 license. Prior to joining Focus Partners Wealth, she worked at The Colony Group, LLC, GW & Wade, LLC, and Deloitte & Touche, LLP. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with two years of industry experience. Prior to joining Oppenheimer in 2023, she worked for eight years at Bloomingdale's and also operated a pet concierge service. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary portfolio management across various asset classes.

Rex Berger is a financial advisor at Integrated Wealth Concepts LLC in Boston, MA, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Claro Advisors, The Colony Group, Merrill Lynch, and State Street Bank & Trust. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, providing discretionary investment management, financial planning, and family office services. The firm employs customized portfolios utilizing mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.

Brian Dudley is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC in Burlington, MA. His prior experience includes roles at LPL Financial, Triad Advisors, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory work, he is a licensed public notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment process combining passive and active strategies with oversight from an internal Investment Committee.

Ryan Joyce is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Boston, MA. He holds the Series 66 designation and has 14 years of industry experience, including over a decade at Boston Private Wealth LLC before joining CIBC Private Wealth in 2023. CIBC Private Wealth Advisors offers investment advisory and wealth management services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a collaborative investment process involving internal teams and committees to manage customized portfolios and utilizes both proprietary and external strategies, with a focus on scale and investment company client service.

Marc Dangora is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Ameriprise for four years and State Street Global Services for seven years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services with a focus on customized portfolios and a primarily long-term investment approach.

Kimberly Miles is a financial advisor at Eagle Strategies (NY Life) with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Eagle Strategies since 2008 and New York Life Insurance Co. since 2002. Outside of her advisory role, she is involved in music as a member of a band and owns Miles In Heels Productions LLC, where she executive produces live events, emcees programs, and teaches Mah Jongg classes. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and sponsor criteria, with most assets managed on a non-discretionary basis.

Heather Gelchion is a financial advisor at Rockefeller Financial LLC with three years of industry experience. She previously worked at Rockefeller Capital Management and Cambridge Associates LLC. Gelchion serves on the Investment Committee of the Rockefeller Family Fund and is an Advisory Board member for Glasswing Ventures, a venture capital fund. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and an integrated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Jack Patalano is a financial advisor with Voya Financial Advisors, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes a role at Fidelity Investments and involvement in local community activities such as a city council campaign and work with Newport Hospital. Outside the industry, he has worked in the restaurant and moving sectors. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing both affiliated and third-party investment products with a focus on client-approved, non-discretionary strategies.

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 38 years of industry experience. He holds a Series 63 designation and previously worked at The Colony Group, LLC and G. W. & Wade Asset Management Company, Inc. Outside of advising, he serves as a council member for Glastonbury Abbey, a religious nonprofit, and is a board member of the Mass Soldier's Legacy Fund, which provides educational grants to children of Massachusetts fallen servicemen and servicewomen. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Nicholas Forgione is a CFP® and Series 65-registered advisor at Allworth Financial, L.P. with two years of industry experience. His prior roles include positions at Sachetta, LLC, CA Brandt, and Fidelity Investments. He also has experience in the fitness industry and academia, having worked with Forge Fitness, Achieve Fitness, and Framingham State University. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Matthew Kishlansky is a financial advisor at Corient in Boston, MA, with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at GenTrust LLC for 11 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Kevin Smith is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years with The Ayco Company, L.P./Mercer Allied. Based in Boston, MA, he provides financial advisory services through Goldman Sachs Wealth Services. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated capabilities across Goldman Sachs affiliates to deliver tailored investment solutions.

Courtney Dunnells is a CFP® and Series 66 licensed advisor with five years of industry experience. She is currently with Integrated Wealth Concepts LLC and previously worked at Ameriprise, The Colony Group, Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Dunnells has also held various roles during her time at Bryant University. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.

Christopher Helms is a CFP®-credentialed financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He has previously worked at Columbia Management Investment Distributors Inc and various Cetera affiliates before joining Rockefeller in 2025. Based in Boston, MA, Helms holds Series 63 and Series 65 licenses. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and retirement plans. The firm provides portfolio management, financial planning, and consulting services, combining a Private Advisor model with a consolidated investment platform that includes direct portfolio management, third-party managers, and model delivery solutions across multiple asset classes.