David Young is a financial advisor at New England Private Wealth Advisors, LLC, holding a Series 65 designation. He began his advisory career in 2025 and was previously employed at Manulife John Hancock Brokerage Services and John Hancock, with additional experience at Liberty Mutual. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio management, financial planning, retirement-plan advisory services, and separate-account Model Strategies focused on current income.

Erik Jefferson is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. He has worked with LPL Financial, LLC and Flagship Harbor Advisors since 2012. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets through a team of about 60 advisors. The firm uses a range of investment vehicles and strategies, including mutual funds, ETFs, independent managers, and both fundamental and technical analysis, and sponsors its own wrap-fee program.

Alan Pransky is a financial advisor with Lifemark Securities Corp. in Peabody, MA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked with Lifemark since 2018 and previously with Foresters Equity Services, Inc. from 2012 to 2018. Outside of advisory work, Pransky serves on the board of the Temple Torat Emet Men's Club in Boynton Beach, FL, and on the board of the Maple Hill Cemetery Association in Peabody, MA. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, using suitability-driven advice with discretionary and non-discretionary account management supported by platform tools and third-party custodians.

William Corman is a financial advisor at 71 West Capital Partners with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for four years. 71 West Capital Partners provides wrap-fee portfolio management and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension and corporate clients. The firm manages approximately $5.5 billion across about 171 client relationships, offering customized portfolio management alongside financial planning within its wrap program.

Daniel Lagan is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He has been with Congress Asset Management Company, LLP since 1999 and serves as a director of Congress Wealth Management. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach, focusing on long-term growth equity and diversified fixed-income strategies.

John Sawyer III is a CFP® professional with 26 years of industry experience, currently serving at Flagship Harbor Advisors, LLC since 2010. He also maintains an affiliation with LPL Financial over the same period. His activities include offering fixed annuities and fixed insurance products to clients. 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 across about 60 advisors, utilizing a range of investment strategies that include mutual funds, ETFs, individual securities, and separately managed accounts.

Christopher Newton is a CFA® charterholder with four years of industry experience. He has worked at Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2022, and previously held positions at AEW Capital Management and Brown Brothers Harriman. He began his career after graduating from Trinity College, where he worked from 2013 to 2017. 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 supported by an open-architecture platform and offers specialized fixed income management and internally managed investment strategies.

Fatima Awada is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at HarbourVest Partners and Boathouse, Inc., as well as administrative work related to investment advisory services. 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 range of investment strategies including allocations to mutual funds, ETFs, individual securities, and private investment funds.

Edward Marinucci III is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both Flagship Harbor Advisors and LPL Financial since 2015. Marinucci also operates ChartHouse Capital, LLC, which focuses on non-variable insurance products. 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, employing a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

John Francini Jr. is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Northeast Investment Management, Inc. in Boston, where he has worked since 2003. He holds a Series 63 license and is part of a nine-advisor team at the firm. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, client-specific constraints, and formal trading oversight.

Thomas Appleton is a CFA® charterholder with 19 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2006. He has held various fiduciary and trustee roles within the firm and is involved in several cultural and historical organizations in Boston, including serving as Assistant Treasurer of the Colonial Society of Massachusetts, Treasurer of the New England Quarterly, and Treasurer of the Paul Revere Memorial Association. Appleton also serves on the Board and Finance Committee of Revolutionary Spaces. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities with low turnover and offers integrated investment, trust, tax, and custodial services through a formal affiliation with a related trust company.

James Perry is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. He previously worked at Banker Life Securities and Bankers Life & Casualty. Perry is also a licensed insurance agent involved in life insurance, annuity, and Medicare plan sales. He is a co-owner of Wealthpath Financial, Inc., a service company for business income and expenses. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment consulting, and a wrap-fee program, managing approximately $8.6 billion in client assets.

David Costigan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at CW Advisors, LLC in Boston, MA. His prior experience includes roles at firms such as SlateStone Wealth LLC, Norton Point Strategic Advisors, and Banyan Partners, LLC. He is also a managing member and partner of SlateStone Group, a holding company based in Jupiter, Florida. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes and provides a range of wealth management, financial planning, and sub-advisory services.

Kaitlyn Mcdonough is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Manulife John Hancock Brokerage Services LLC since 2024. Outside her advisory role, Mcdonough provides retirement plan education as a consultant for John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services offers financial planning and consultative services to individuals, trusts, estates, nonprofits, and businesses, utilizing a technology-assisted model with written, generally framed recommendations that clients implement at their discretion.

Joseph Powers III is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked with RWA and its predecessor entities since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management alongside fundamental and quantitative strategies.

John O'Reilly is a CFA® charterholder with 15 years of industry experience. He has been with Congress Asset Management Company, LLP in Boston, MA, since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional investors and individual clients. The firm manages approximately $14.2 billion in assets, employing a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed-income strategies.

William D'agostino Jr. is a financial advisor at CW Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aspire Wealth Management Corporation, Purshe Kaplan Sterling Investments, and Ameriprise. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation of insurance recommendations. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving individuals, families, trusts, estates, charitable organizations, pension plans, corporations, pooled vehicles, and other RIAs. The firm utilizes a Core-and-Satellite investment approach incorporating active, passive, strategic, quantitative, and ESG strategies across global asset classes, and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Leo Rotman is a CFP® professional with 24 years of industry experience, currently serving at Diversify Advisory Services, LLC. He previously worked at River Financial Group, LLC, and New York Life Insurance, Co. Outside of advisory work, he is a board member of the Federation for Children with Special Needs, providing support and guidance for parents and professionals in that community. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification strategy with individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Michelle Knight is a financial advisor at RWA Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has worked within various divisions of RWA Wealth Partners and its predecessor firms since 2015. 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’s investment approach focuses on strategic asset allocation, utilizing an open-architecture platform and combining fundamental and quantitative methods in select strategies.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds the Series 66 and Series 63 designations and has held roles at several firms, including Townsend Holdings LLC and Aon Securities LLC. He serves as Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and is a board member of the Boston College Alumni Association. Johnson Investment Counsel serves a broad client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm’s investment approach combines bottom-up multi-factor quantitative equity analysis with a macro/micro fixed income strategy and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.