Brandon Frye is a CFP® and Series 65-licensed advisor at Robertson Stephens with 19 years of industry experience. He previously worked at Vodia Capital, LLC for seven years prior to joining Robertson Stephens in 2022. Outside of his advisory role, he provides financial coaching for new widows through Wings for Widows. Robertson Stephens offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of the end of 2025. The firm provides discretionary and non-discretionary portfolio management using a variety of investment tools and offers planning services including tax and estate planning.

Christopher Watson is a CFP® with 11 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2026. His prior roles include positions at Ameriprise Financial Services, Mai Capital Management, The Colony Group, and John Hancock. 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’s investment approach focuses on strategic asset allocation using an open-architecture platform and emphasizes customized fixed income and cash management supported by internal credit analysis and a broad dealer network.

Thomas Griffin is a CFP® and ChFC® with 24 years of experience in the financial industry. He currently works at Santander Securities LLC and Santander Bank, NA, where he has been employed since 2018. His prior experience includes roles at Questar Capital Corporation, Questar Asset Management, and Roster Financial. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized service support.

Ioannis Mitropoulos is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Reynders, McVeigh since 2008. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including high-net-worth individuals, trusts, family offices, corporations, and pension plans. The firm follows a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

Jed Kutzen is a financial advisor at Prospera Financial Services, Inc. with 21 years of industry experience. He previously worked at LPL Financial for nine years before joining Prospera in 2014. Mr. Kutzen holds a Series 66 designation and also operates Kutzen Financial in Melrose, MA, dedicating a significant portion of his time to this related business. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Stephen Johnson is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He currently works at RWA Wealth Partners and has previously been affiliated with Polaris Wealth Advisory Group, Adviser Investments, Braver Wealth Management, and Charles Schwab. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach with a broad open-architecture platform and offers specialized fixed income management and internally managed strategies through its subsidiaries.

Eli Bishop is a Series 65 credentialed financial advisor with seven years of industry experience, currently serving at McAdam LLC in Boston, MA. His prior work includes roles in the restaurant and education sectors. Outside of advising, he is involved in the food service industry through Basho Japanese Brasserie. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, typically managing client accounts on a discretionary basis with a portfolio approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized investments.

Christopher Caron is a financial advisor at Santander Securities LLC in Boston, Massachusetts, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at Santander Bank, Fidelity, LPL Financial, and Flagship Harbor Advisors. He has been with Santander Securities in various capacities since 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, providing investment management primarily through the FMAX wrap-fee platform co-sponsored by Fidelity Institutional Wealth Adviser.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Frank Lombardi III is a Series 65-licensed advisor with CW Advisors, LLC, based in Boston, MA, with 2 years of industry experience. He previously worked at Cubic Asset Management, LLC for 16 years prior to joining CW Advisors in 2024. CW Advisors, LLC is a multi-team firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group, providing integrated solutions including trust and lending services.

James Pierotti is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 license and bringing 21 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2014. Outside of his advisory role, he is the author of two published history books. 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 and employs a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and third-party managed accounts.

Joseph Campedelli is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Lion Street Financial, LLC, and Sapers & Wallack. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach, offering customized portfolio management through discretionary or model-based strategies.

William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.

Dominic Phuah is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with six years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Massachusetts and Thayer Inc. Outside of advising, he is involved in fixed insurance sales through McAdam Institutional Brokerage. 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 discretionary portfolio management with a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Ryan Kreatz is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with three years of industry experience. He holds a Series 65 designation and has previously worked at Putnam Investments and BJ's Wholesale Club. Reynders, McVeigh Capital Management provides investment management, financial planning, and consulting services to individual and high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments. The firm follows a growth-at-a-reasonable-price (GARP) investment approach that integrates fundamental analysis with ESG considerations and active shareholder engagement.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

Tyler Kramer is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Santander Bank, Bank of America, and Merrill. Outside of his advisory role, he operates the YouTube channel "spendingunder30," where he also edits videos and manages a small secondhand clothing and goods sales business. Santander Securities LLC serves a broad retail client base, offering investment advisory services, portfolio management, and financial planning through multi-team platforms. The firm utilizes third-party discretionary managers and provides access to wrap-fee programs and securities-based lending, supported by an affiliated banking relationship.

David Cuetos Ruano is a CFA® charterholder and financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA, with six years at the firm and a total of five years in the industry. His prior experience includes roles at Dendur Capital, Surveyor Capital, and Ivory Capital. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities supplemented by bonds and other asset classes. The firm integrates ESG research and artificial-intelligence tools into its investment process and operates a related trust company that supports an integrated investment-trust-tax platform.

Jacob Scott is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes six years at Scott's Siding & Remodeling. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm provides investment management primarily through the FMAX wrap-fee platform, employing third-party discretionary managers and maintaining ongoing suitability and compliance oversight.

Sean Fitzgibbon is a CFA® charterholder with five years of industry experience. He is currently with Waverly Advisors, LLC and was previously with NBW Capital LLC and The Boston Company. 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 and offers financial planning, retirement plan consulting, and multi-family office services.