Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

Madison Mc Auliffe is a CFP® with three years of industry experience, currently affiliated with Crestwood Advisors in Boston, MA. Prior to joining Crestwood, Madison worked at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, and BNY Mellon Wealth Management. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up security selection, focusing on financial strength, management quality, valuation, and select ESG factors.

Jennifer Gates is a financial advisor at CW Advisors, LLC with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Congress Wealth Management, LLC, Fidelity, and Fidelity Personal Trust Company. She serves as a trustee and co-trustee for various trusts, including some clients of Congress Wealth Management. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base that includes individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG-oriented strategies with oversight centralized through an Investment Oversight Committee.

Matthew Lagan is a CFA® charterholder based in Boston, MA, with nine years of industry experience. He has been with Congress Asset Management Company, LLP since 2003. 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 with a focus on long-term growth equity and diversified fixed-income strategies.

Wayne Bradley is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Flagship Harbor Advisors, LLC since 2010 and also maintains an association with LPL Financial. His other business activities include working with fixed insurance and fixed annuities. 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 through a team of about 60 advisors, utilizing a variety of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Bradford Kimball is a financial advisor with Capitol Securities Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at multiple firms, including Douglas Elliman, where he is also a licensed realtor representing buyers and sellers of real estate. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering a range of managed programs and investment solutions.

Stephen Campagnone is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked within various John Hancock entities since 2016. Outside of his advisory role, he owns two golf-related e-commerce businesses, Lowcountry Golf Company and First Tee Coffee Company, and works part-time as a food delivery driver for DoorDash. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, nonprofits, and business entities, utilizing technology-assisted models and third-party software to deliver scalable advice and planning.

Patrick Furnari is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Capital Analysts since 2002 and also maintains roles at Lincoln Investment, Tactical Solutions, and KAF Financial. Outside of advising, he provides business consulting services through Tactical Solutions, focusing on operations and debt refinancing. Capital Analysts serves a diverse client base that includes 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 and non-discretionary methods supported by an in-house research team.

Laurie Faille is a CFP® professional with 12 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 2018. Prior to joining F.L. Putnam, she worked at Proctor Financial for seven years. Outside of her financial advisory role, she operates a photography business as a sole proprietor. F.L. Putnam serves individual investors, families, and institutional clients, offering customized, team-based investment management and financial planning. The firm utilizes both internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware approaches and options for sustainable investing.

George Klebart is a financial advisor with Santander Securities LLC in Hartford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial from 2013 to 2020 and has been with Santander Securities since 2020. Klebart is a member of the Exchange Club of Farmington, a nonprofit organization of local business owners focused on community and business support. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and employs a managed-account platform that integrates third-party investment managers and centralized implementation, serving clients primarily on a discretionary basis.

Dwayne Hall is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2014. Outside of his advisory role, he is a commissioned Notary Public in the Commonwealth of Massachusetts. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party technology to monitor and rebalance client assets.

Daniel Falcone is a financial advisor with Stratos Wealth Advisors LLC, holding a Series 65 designation and five years of industry experience. Prior to joining Stratos Wealth Advisors in 2021, he worked at Veritas Boston Wealth Management and MFS. His background also includes roles in financial advising and technology specialization. Stratos Wealth Advisors serves individual and institutional clients, including high-net-worth households and retirement plans, through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, third-party manager programs, and other advisory services tailored to individual goals.

Eric Sample is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2012. He holds the Series 65 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside offering tailored portfolios and financial planning services.

Joseph Levy is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2022. Prior to joining CW Advisors, he worked at Morgan Stanley for four years and Merrill for one year. He also has teaching experience at Bryant University. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and it provides specialized services such as investment management for other registered advisers and private funds.

Jack McCroken is a CFP® with 15 years of industry experience, currently serving at Pallas Capital Advisors, LLC. His prior roles include positions at UBS Financial Services, Inc., Triad Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he is a notary, providing notarial services. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that integrate investment management, financial planning, family office services, and retirement plan advisory.

Carroll Hayes Jr. is a CERTIFIED FINANCIAL PLANNER™ with 31 years of industry experience. He is currently with Mission Wealth Management, LP and was previously with Charles Carroll Financial Partners, LLC for 16 years. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized wealth management and financial planning services through tiered models and employs typically long-term, diversified investment strategies including alternative investments and tax-aware trading.

Leigh Hurd is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and previously worked at Crestwood Advisors LLC from 2013 to 2016. Crestwood Advisors provides investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with a fundamental security selection process and offers a digital investment program called Pathfinder, which delivers ETF-based automated portfolios with periodic advisor engagement.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

Shelly Lairar is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Her prior experience includes roles at Manulife Wealth Inc., Echelon Partners USA Inc., and Echelon Wealth Partners Inc. She is also an owner of a residential apartment building in Arnprior, Ontario. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-driven, generally framed recommendations. The firm operates a scaled service model with a high client-to-advisor ratio and is affiliated with John Hancock and Manulife entities.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.