Nicole Rukstalis is a financial advisor with Integrated Advisors Network LLC, holding a Series 65 license and three years of industry experience. She also serves as Department Chair and Professor of Finance at Northeastern University's D'Amore-McKim School of Business, a position she has held since 2004. Integrated Advisors Network is an SEC-registered multi-team investment adviser that provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches and routinely utilizes third-party sub-adviser platforms while maintaining ongoing portfolio oversight.

Michael Galvin is a CFP® professional with 11 years of industry experience. He has been with Congress Wealth Management, LLC since 2011. Michael is based in Boston, MA. CW Advisors, LLC serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and business entities. The firm uses a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated business unit offering sub-advisory and operational outsourcing services.

James Waggett is a CFP® and CFA® with 12 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2022. His prior experience includes roles at Equitable Advisors, Thrivent Financial, and TD Private Client Wealth. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based investment approach that customizes strategies across equities, fixed income, and alternatives, incorporating both internally managed and third-party solutions along with sustainable investing and tax-aware rebalancing.

Aaron Swenson is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with eight years of industry experience. He has been with McAdam since 2018 and previously held roles at Middlesex School and Connecticut College. 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 a discretionary investment approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized exposures such as direct indexing and private investment funds.

Franz Loeber is a financial advisor with Vanderbilt Advisory Services in Weston, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Ark Global, LLC since 2015. Loeber is also associated with True Gritt LTD dba Vanderbilt Financial Group, a marketing and compensation business unrelated to investment management. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing a strategic asset allocation process combined with fundamental, technical, and charting analysis.

Adam Bateman is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial and Flagship Harbor Advisors since 2013. His other business activities include providing non-variable insurance products such as term, life, disability, long-term care, and fixed annuities. 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, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and various managed accounts.

Jennifer Adams is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. She previously worked at Purshe Kaplan Sterling Investments for 12 years and Aspire Wealth Management Corporation for 10 years. In addition to advisory work, she is a licensed insurance agent, dedicating approximately 10% of her time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies through both third-party and internal managers, supported by an Investment Oversight Committee.

Kimberly Harding is a CFP® with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She previously worked at Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services through Harding Financial & Insurance, a business she has been involved with since 2007. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm emphasizes tactical diversification, employing a range of investment strategies and platforms to manage portfolios and provide comprehensive financial planning.

Caitlin Polson is a CFP® and Series 65-registered advisor with 14 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2008. 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 constructs diversified portfolios primarily using ETFs and mutual funds, and also offers access to third-party managers and alternative investments for qualified clients.

Deepak Lachman Punjwani is a financial advisor with A.G.P. / Alliance Global Partners in Boston, MA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Brazil, where he is a director and owner. A.G.P. / Alliance Global Partners operates a multi-team platform with approximately 131 advisors managing around $2.95 billion for more than 7,000 clients. The firm offers a range of services including portfolio management, financial planning, retirement-plan advisory, and brokerage services, employing an open-architecture investment approach that blends internally managed strategies with co- and sub-advisory relationships.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Frederick Warburg is a financial advisor at CW Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing services.

Michael Whitney is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. Prior to that, he spent 12 years at NBW Capital, LLC. 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, serving a broad client base with both discretionary and non-discretionary management.

Robert Thorne is a financial advisor with Flagship Harbor Advisors, LLC in Hyannis, MA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. 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 diverse investment approach including mutual funds, ETFs, individual securities, and independent managers, offering services through a team of about 60 advisors.

Robert Cully is a financial advisor at B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior work includes ten years at Winslow, Evans & Crocker, Inc., followed by roles at National Securities Corporation and B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a wide range of advisory programs, financial planning, and retirement solutions.

Grayham Lohrey is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Boston, MA. His prior experience includes roles at JP Morgan Chase, First Republic Investment Management, and PricewaterhouseCoopers LLP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alexander Lapointe is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with Adviser Investments LLC since 2013. 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 fundamental security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Roger Moulton Jr. is a CFP® with 34 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC. He worked at LPL Financial for 13 years prior to joining EverSource in 2025. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm provides advice through a national network using multiple investment programs and manages private pooled investments alongside operating a private markets platform.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 18 years of industry experience. He has worked at Congress Asset Management continuously since 2007. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm uses a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Michael Dillaire is a CFP® with nine years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. His prior experience includes roles at Adviser Investments, LLC, JP Morgan Chase Bank, N.A., and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.