Sean Pilkington is a financial advisor at Brighton Jones LLC holding a Series 65 designation with three years of industry experience. His prior work history includes roles at Cambridge Investment Research, New York Life Group Benefits Solutions, Marsh & McLennan Agency, and Temple University Fox School of Business. Brighton Jones offers wealth-management and financial planning services to individuals, high-net-worth clients, and family offices through multiple brands, including its Personal CFO (PCFO) and OpenPlan offerings. The firm employs a whole-balance-sheet approach with discretionary investment authority and access to a range of public and private investments, supported by an affiliated ecosystem including private fund management, trust services, and legal assistance.

Ariel Dangelo is a financial advisor with Packerland Brokerage Services, Inc. in Needham, MA, holding Series 63 and 65 licenses and five years of industry experience. In addition to her advisory role, she is involved in real estate as a licensed agent and business advisor with Nightingale Homes Realty and The Nightingale Group. She is also the CEO and President of Helo LLC, a startup developing budgeting and financial literacy software. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of advisory programs and investment solutions through direct management and third-party managers using the Hilltop-cleared Envestnet platform.

Hamid Omid is a CFP® and ChFC® credentialed advisor with 35 years of industry experience. He is currently with Mutual Advisors, LLC and Mutual Securities, Inc., where he has worked since 2020. Prior to that, he was associated with Mass Mutual Investor Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he serves as president and director of Prime Solutions Insurance Brokerage, Inc., an insurance agency specializing in property, casualty, life insurance, and annuities. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of services such as asset management and financial planning, employing a combination of active and passive strategies with a focus on diversification and client objectives, and is distinguished by its institutional scale and variety.

John Fenton is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has worked with LPL Financial, LLC since 2010 and has been affiliated with Flagship Harbor Advisors for the same period. Outside of his advisory role, he offers fixed life insurance policies and fixed annuity contracts through Pinnacle IFS. 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 diversified investment approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning services through tiered models, employing long-term strategies that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Heather Goddard is a CFP®-credentialed financial advisor with five years of industry experience, currently with Brighton Jones LLC. Her prior experience includes roles at UBS, Fidelity Investments, and several other firms. Outside of finance, she teaches Yoga Sculpt classes and works as a fitness instructor in Boston. Brighton Jones LLC provides wealth-management and financial planning services to individual, high-net-worth, and family-office clients through multiple brands, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, and family office support. The firm employs a whole-balance-sheet approach and manages assets across public and private investments, supported by an affiliated ecosystem that includes private fund management, trust services, and legal offerings.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.

Annabel Veale is a Series 66-licensed financial advisor with Advisory Services Network, LLC. She has been with the firm since 2026 and has prior experience at Siena Private Wealth and Equitable Advisors, LLC. Veale has also worked in retail and educational roles, including positions at LL Bean and Suffolk University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers a variety of portfolio management and consulting services with flexible engagement options.

Dallis Goodson is a CFP® with 12 years of industry experience, currently with Moors & Cabot, Inc. in Boston, MA. His prior roles include positions at Citizens Securities Inc., Citizens Bank, and Clarfeld Financial Advisors, LLC. Outside of his advisory work, Goodson serves as Chair of the Finance Sub-Committee for the RI Trucking Association and holds volunteer roles with Community Care Alliance and the Estate Planning Council of Rhode Island. Moors & Cabot serves retail and high-net-worth individuals, as well as corporate and institutional clients, offering investment management, financial planning, and consulting services through customizable portfolio strategies. The firm integrates discretionary and non-discretionary services, third-party sub-advisors, and comprehensive account reviews to address client objectives across a broad range of asset types.

Max Winthrop is a financial advisor at Winthrop Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial from 2014 to 2024. Outside of advisory work, he is an owner of Cirque Holding, LLC, an investment-related entity. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach and utilizes a combination of in-house management and third-party sub-advisers to implement tax-managed and systematic strategies.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. Prior to joining Mutual of Omaha in 2022, he worked at Eagle Strategies, New York Life, Hornor Townsend & Kent, and other firms. In addition to his advisory role, he is also licensed as an insurance agent focusing on life, accident, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, allowing advisors to implement recommendations through multiple licensed capacities.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Jeffrey Blocker is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Advisor Share Wealth Management, he operated Bean Harbor Advisors LLC and worked at Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. He also owns Bean Harbor Advisors, where he provides insurance and annuity solutions as well as non-legal estate planning administrative services. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios to implement strategies and provides alternative investment options alongside a web-based platform for independent advisers.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.