Jonathan Mcgraw Bentley is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Choate Investment Advisors, where he has worked since 2023. His prior experience includes roles at Lowell Blake & Associates Inc., Leerink Partners LLC, and Tetrem Capital Management. Choate Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients' risk tolerance and combines index exposure, active management, and private fund vehicles, operating in close affiliation with the law firm Choate, Hall & Stewart LLP.

Andres Coles is a financial advisor with SVB Wealth in New York, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Boston Private Wealth LLC and Davos Financial Advisors. He also serves as a Wealth Consultant with First Citizens Investor Services. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, using fundamental, quantitative, and technical analysis alongside a formal due-diligence process for manager selection.

Victoria Tejeda is a CFP® professional with seven years of industry experience. She has been with Modera Wealth Management, LLC since 2017, following a one-year tenure at Daintree Advisors. Based in Boston, MA, she serves clients through Modera's multi-team platform. Modera Wealth Management, LLC provides wealth management, portfolio management, retirement plan consulting, and standalone financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and offers integrated accounting and tax services alongside investment management.

Anthony Frigo is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC. He has three years of industry experience, including prior roles at Brown Brothers Harriman and a background with Frigo Foods and Bryant University. 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, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside managing a registered mutual fund and providing consulting to other investment advisers.

Kelly Saffery is a CFP® professional with eight years of experience in the financial advisory industry. She has been with New England Private Wealth Advisors, LLC since 2018 and previously worked at Boston Private Wealth in 2017. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes diversified portfolios primarily using ETFs and mutual funds and offers customized wealth planning and retirement plan advisory services.

Carolyn Wilcox is a financial advisor with Santander Securities LLC in Taunton, MA, holding Series 63 and Series 65 designations and having 24 years of industry experience. She 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 individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with third-party managers and centralized service support.

Hayley Carron is a financial advisor at Moors & Cabot, Inc. in Boston, MA. She holds the Series 66 designation and has been with Moors & Cabot since 2021. Prior to joining the firm, she held various roles including positions at State University Bridgewater and American Eagle Outfitters. Moors & Cabot provides investment advisory and related services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm employs multiple analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Amy Qiu is a CFP® professional with 12 years of experience in the financial industry. She currently works at Choate Investment Advisors and has previously been employed at Welch & Forbes LLC, Reynders, McVeigh Capital Management, LLC, and Athena Capital Advisors LLC. Choate Investment Advisors provides discretionary and non-discretionary investment management, financial planning, and wealth management services to individuals, trustees, charitable foundations, donor-advised funds, and endowments. The firm emphasizes asset allocation based on clients’ risk tolerance and employs a diversified investment approach that includes index funds, active managers, subadvisors, and ESG research integration.

Kenneth Ko is a financial advisor at Santander Securities LLC with 16 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2012. Outside of his advisory work, he is the sole owner of Kenneth Ko Sewing, a small business focused on homemade sewing product sales. 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 wrap-fee advisory programs and utilizes a managed-account platform with third-party investment managers and an Implementation Manager for portfolio management and rebalancing.

Jaime Castro Diaz is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and spent two years at MFS Fund Distributors, Inc. He is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across over 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products, primarily targeting retail investors.

Jackson Roberts is a Series 65 licensed financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. Prior to joining Pallas Capital Advisors, he worked at Raymond James & Associates and has held roles at Tulane University, the Town of Nantucket, and The Roxbury Latin School. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services primarily using a long-term, fiduciary investment approach.

Vijay Addanki is a financial advisor at Flagship Harbor Advisors, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Equitable Advisors. Prior to his advisory career, he spent 30 years at State Street Bank. 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 and employs a range of investment strategies across mutual funds, ETFs, individual securities, and managed accounts through a team of about 60 advisors.

Andrew Busa is a CFP® with six years of industry experience, currently advising at RWA Wealth Partners since 2021. He previously worked at Adviser Investments, LLC, Monument Group Wealth Advisors, LLC, and Wingate Wealth Advisors, LLC. 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 includes customized fixed income and cash management supported by internal credit analysis and a network of over 100 fixed income dealers.

John Clark is a financial advisor with Santander Securities LLC in Littleton, MA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with Santander Bank, NA since 2018 and with Santander Securities, LLC since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and other institutional clients. The firm offers wrap-fee advisory programs, financial planning, and access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers and an implementation manager.

Carleton Crockett is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at LPL Financial, Next Financial Group, and Primerica Advisors. He also operates a business entity, Crockett and Associates, which he has managed since 1988. 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 range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts through a team of about 60 advisors.

Luke Neumann is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Crestwood Advisors since 2017. Prior to joining Crestwood, he worked at North Berkeley Investment Partners, LLC from 2014 to 2017. Crestwood Advisors provides comprehensive investment and wealth management services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm employs a global asset allocation strategy combined with fundamental security selection and offers both discretionary and non-discretionary advisory services, including a digital investment program called Pathfinder.

Jennifer Votano is a CFP® and CFA® with 21 years of experience in the financial services industry. She is currently with RWA Wealth Partners and has previously worked at Clarfeld Financial Advisors, CiTIZENS BANK, N.A., and New England Private Wealth Advisors. Outside of her advisory role, she occasionally assists as a class instructor for a CPR training business owned by her husband. 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 using a broad range of investment vehicles and offers customized fixed income management alongside internally managed strategies and tax preparation through its subsidiaries.

Robert Hill is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He worked at Stifel Nicolaus from 2008 to 2025 before joining Flagship Harbor Advisors and LPL Financial in 2025. 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, employing a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and separately managed accounts.

Brian Griffith is a CFP® professional with 25 years of industry experience, currently serving with Flagship Harbor Advisors, LLC since 2010. He also maintains a role at LPL Financial and provides fixed insurance and fixed annuities to clients. 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 around 60 advisors, employing a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds a Series 66 designation and previously worked at Citizens Bank and Citizens Securities, Inc. Outside of her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers various advisory and investment options tailored to client needs.