Roger Moulton Jr. is a CFP® professional with 34 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at LPL Financial for 13 years. EverSource Wealth Advisors serves individual clients, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships, offering wealth management, portfolio management, financial planning, consulting, and back-office support. The firm operates multiple investment programs, provides structured support to other advisory firms, and manages private market access and a pooled private real-estate fund.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 19 years of industry experience. He has been with Congress Asset Management 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 employs a research-driven, bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

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.

Maureen Quigley is a CFA® charterholder with seven years of industry experience. She has been with Howland Capital Management LLC in Boston, MA since 2004. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm uses a model portfolio approach tailored through Investment Policy Statements and performs comprehensive research and portfolio management, including operating multiple pooled investment vehicles structured as funds-of-funds.

Brendan Lortie is a CFP® professional at CW Advisors, LLC with two years of industry experience. He has been with CW Advisors since 2021. Prior to that, he attended Bentley University. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory, operational outsourcing, and succession programs to independent advisers.

Gregory Boyle is a financial advisor at Pallas Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services Inc, GWM Advisors, LLC, and Triad Advisors LLC. Outside of his advisory role, he is involved in life insurance settlements as an agent. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors 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, focusing on a long-term fiduciary approach using a diversified range of investment vehicles.

Vicki Cook is a financial advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Echelon Wealth Partners for eight years, followed by Ventum Financial. In addition to her advisory work, she is licensed as an insurance advisor since 2008 and dedicates part of her time to insurance services as part of her client planning process. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both high-net-worth and non-high-net-worth clients. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, emphasizing scalable service through a higher client load per advisor.

Brandon Frye is a CFP® with 18 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management. He has been with Robertson Stephens since 2022 and also maintains a role at Vodia Capital, LLC. Outside of his advisory work, Frye provides financial coaching for new widows through Wings for Widows. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight, offering a range of services from portfolio management to tax and estate planning.

Christopher Watson is a CFP® with 11 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2026. His prior roles include positions at Ameriprise Financial Services, Mai Capital Management, The Colony Group, and John Hancock. 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 emphasizes customized fixed income and cash management supported by internal credit analysis and a broad dealer network.

Thomas Griffin is a CFP® and ChFC® with 24 years of experience in the financial industry. He currently works at Santander Securities LLC and Santander Bank, NA, where he has been employed since 2018. His prior experience includes roles at Questar Capital Corporation, Questar Asset Management, and Roster Financial. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party investment managers and centralized service support.

Ioannis Mitropoulos is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Reynders, McVeigh since 2008. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including high-net-worth individuals, trusts, family offices, corporations, and pension plans. The firm follows a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

Jed Kutzen is a Financial Advisor with Prospera Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has been with Prospera since 2014 and also operates Kutzen Financial in Melrose, MA, where he spends a significant portion of his time. Prospera Financial Services is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion for a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations in portfolio construction.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment, Capital Analysts, and GWN Securities Inc. since 2015. Outside of his advisory role, he is involved in life insurance and annuity sales and servicing through Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management utilizing proprietary research and model portfolios, offering both advisor-managed and third-party manager options.

Stephen Johnson is a CFP® and Series 66-registered advisor at RWA Wealth Partners with 12 years of industry experience. He has worked at RWA Wealth Partners since 2023, following roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Braver Wealth Management, 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 combines fundamental and quantitative methods in selected strategies.

Jason Berube is a financial advisor with Encompass More Asset Management LLC, holding a Series 63 designation and seven years of industry experience. His work history includes roles at firms such as Cornerstone Wealth Consulting Services and Guardian Wealth Advisors, as well as a position as a tax specialist at H&R Block. In addition to his advisory work, he is licensed as an insurance agent specializing in life, accident, and health insurance. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Eli Bishop is a financial advisor at McAdam LLC with six years of industry experience and holds a Series 65 designation. His background includes roles in both the financial sector and the food service industry, including customer service work at Basho Japanese Brasserie. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management and offers a range of strategies including alternative and specialized investments, alongside a subscription-based financial planning service.

Christopher Caron is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes multiple roles within Santander entities since 2017, as well as prior experience at Flagship Harbor Advisors, LLC and LPL Financial, LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services through the FMAX managed-account platform, featuring third-party investment managers and discretionary account management.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Stephen Guy is a financial advisor with Northeast Planning Associates, Inc. and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at LPL Financial and prior work with Householder Group Estate & Retirement Specialists. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Frank Lombardi III is a financial advisor at CW Advisors, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. Prior to joining CW Advisors in 2024, he worked for 16 years at Cubic Asset Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed investment solutions.