Benjamin Lucas is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with five years of industry experience. He has worked at McAdam LLC since 2020 and has previous experience with Old Port Marine Services Inc, Providence College, and Lake Anthony Launch Company LLC. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, retirement plan consulting, and related implementation support. The firm offers discretionary portfolio management and uses fundamental analysis, incorporating specialized investments such as direct indexing, private funds, structured notes, and cryptocurrency exposure.

Thomas Wironen is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has worked at John Hancock and its related entities since 2014, including Manulife John Hancock Brokerage Services since 2024. In addition to his advisory role, he serves as a retirement plan services education consultant, providing guidance on distribution options for qualified retirement plan participants. John Hancock Personal Financial Services offers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted, scaled service model with a focus on written financial plans and an Emergency Savings program.

Matthew Wyllie is a CFP®-credentialed financial advisor with 17 years of industry experience. He currently works at RWA Wealth Partners and was previously with Adviser Investments LLC for 11 years. Based in Boston, MA, Wyllie holds the Series 66 license. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Francis Jackson is a CFA® charterholder with 20 years of industry experience. He has been with Howland Capital Management LLC since 2005. Based in Boston, MA, he works at a multi-team firm consisting of 10 advisors. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm manages multiple pooled investment vehicles and emphasizes tailored portfolio management supported by fundamental, macroeconomic, technical, and credit analysis.

Nakia Maddox Eubanks is a financial advisor at Trillium Asset Management with four years of industry experience. She previously worked at BNY Mellon, Bainco International Investors LLC, and Atlantic Trust Private Wealth Management. Nakia serves on the local board of Jumpstart, a national early education organization, and is involved with Tomorrow's Women Today and the Boston Women's Leadership Council. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental analysis and employs exclusionary screens and active ownership as part of its investment approach.

Francesco Conidi is a CFP® professional with 23 years of industry experience, currently advising at CliftonLarsonAllen Wealth Advisors, LLC since 2021. His prior experience includes roles at Charles Schwab and Charles Schwab Bank SSB between 2009 and 2021. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to individuals, high-net-worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation using model portfolios with active and passive mutual funds and ETFs, and integrates wealth, tax, estate, and insurance professionals to coordinate comprehensive planning and implementation.

Alan Sharpe is a financial advisor at Capitol Securities Management, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Arthur W Wood Company Inc, Arthur Wood Investment Advisors Corp, and Moors & Cabot. He also operates a separate business under the name AL Sharpe Financial LLC. Capitol Securities Management serves individual, institutional, and corporate clients with portfolio management, financial planning, and consulting services. The firm functions as both a broker-dealer and registered investment adviser, offering various advisory programs including discretionary and non-discretionary accounts and access to third-party money managers.

Matthew Macho is a CFP® professional with 23 years of experience in the financial industry. He is currently with Capital Analysts and has worked at Lincoln Investment for 11 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management team and proprietary mutual-fund screening processes.

Carl Robinson is a financial advisor at SVB Wealth with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Wells Fargo and M&T Securities. Robinson serves as an officer and director for Massachusetts Youth Lacrosse, a nonprofit youth sports organization. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Dwight Mathis is a CFP® with 27 years of experience in financial advising, currently with SVB Wealth. His prior experience includes roles at Merrill and Suntrust. He serves on the boards of two Brookline, MA-based education nonprofits focused on innovation and teacher development. SVB Wealth LLC provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and corporate clients. The firm employs fundamental, quantitative, and technical analysis and oversees third-party managers through a formal due diligence process.

Erin Kerr is a CFA® charterholder with eight years of industry experience and has been with Choate Investment Advisors in Boston, MA since 2015. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services primarily to high-net-worth individuals, trusts, and charitable foundations. The firm’s investment approach focuses on diversified asset allocation tailored to clients' risk profiles and combines index exposures with selected active managers and private fund vehicles.

Robert Scanlon is a CFP® professional with 21 years of industry experience, currently serving at Prosperity - An EisnerAmper Company. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. He holds the Series 66 designation. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets through both discretionary and non-discretionary management utilizing third-party Independent Managers and model portfolios.

James Jurgens is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with six years of industry experience. He has been with Reynders, McVeigh since 2017 and previously worked at Brown Brothers Harriman & Co. from 2015 to 2017. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services 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 incorporating ESG criteria and offers tailored portfolios alongside managing a registered mutual fund.

Kenneth Dean is a financial advisor at Winthrop Wealth with 17 years of industry experience. He holds the CFP® and CFA® designations and has worked at Winthrop Advisory Group LLC since 2018, following prior roles at LPL Financial and Peak Financial Management Inc. In addition to his advisory work, he operates a CPA business focused on tax preparation and accounting. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management with an emphasis on prudence and long-term investment strategies, utilizing a combination of internally managed and third-party strategies under human oversight.

Michael Woodman is a financial advisor at Northeast Planning Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Northeast Planning Associates in 2022, Woodman worked for Kovack Advisors, Inc. and Kovack Securities, Inc. for 15 years. He is also a notary public in Massachusetts. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements and access to investment management, focusing primarily on individual and plan-sponsor clients.

Kimberly Ratcliffe is a CFA® charterholder with 24 years of experience in the investment industry. She has worked at F.L. Putnam Investment Management Co. since 2022 and previously spent 21 years at Salem Capital Management, Inc. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework with customized portfolios that include internally managed strategies and third-party managers across multiple asset classes.

Irina Zubov is a financial advisor with Capitol Securities Management, Inc. in Brookline, MA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. Her prior work includes 15 years at Winslow, Evans & Crocker, Inc., followed by roles at National Asset Management and National Securities Corp. She also maintains a notary public service in Boston. Capitol Securities Management serves individual, corporate, and charitable clients with brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm offers access to multiple investment platforms, including separately managed accounts and wrap fee programs, utilizing a range of investment vehicles and periodic account reviews.

Keith Gontarz is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Congress Asset Management Company, LLP since 2017 and was previously employed at GW&K Investment Management from 2010 to 2017. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven stock selection process with a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Peter Scott is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 credentials with 20 years of industry experience. He has worked at First Southwest Company since 2008. Outside of his advisory role, he is involved with DAS Investments, LLC, an organization formed with his father and brother to invest in startup companies. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a mix of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

William Richey is a financial advisor with ValMark Advisers, Inc. in Charlestown, MA, holding Series 66 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he worked for nine years. Outside of his advisory work, he is a partner and manager of an LLC involved in his insurance and financial advisory business, Bush and Richey LLC, which is not related to investment activities. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, delivering solutions through proprietary and third-party platforms with oversight from its investment committee.