Michael Mcneely is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 designations, and has 28 years of industry experience. His prior work includes roles at Vanderbilt Advisory Services and Cambridge Investment Research Advisors. Outside of advising, he owns a retail shop and has worked in retail and rideshare driving. Consolidated Portfolio Review is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, with investment strategies that include strategic asset allocation supported by fundamental and technical analysis.

Raven Brockriede is a financial advisor at Trillium Asset Management with 12 years of industry experience. Prior to joining Trillium in 2026, she worked at Morgan Stanley for nine years and Merrill Lynch for four years. Outside of her advisory role, she engages in freelance writing and operates several online retail stores selling handmade crafts and reselling clothing and digital products. Trillium Asset Management serves a range of clients including individuals, trusts, pension plans, and institutional investors, offering discretionary portfolio management with an emphasis on integrated ESG research and fundamental financial analysis. The firm is notable for its use of exclusionary screens, thematic sustainable portfolios, active ownership, and its roles as a sub-adviser to registered funds and manager of pooled investment vehicles.

William Perkins is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1987. Since 1999, Mr. Perkins has served as a board member and, since 2023, as President of Sailor's Snug Harbor of Boston, a nonprofit organization supporting social services for low-income elders in coastal Massachusetts. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm emphasizes long-term ownership of high-quality growth equities supplemented by fixed income and other asset classes, supported by independent research and AI-assisted tools, and operates an integrated investment-trust-tax platform through its affiliation with a related trust company.

Scott Ward is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at John Hancock and its related entities since 2009 and was previously with Manulife Asset Management. Outside of his advisory role, he serves as a volunteer trustee for the Claybrook Home Owners Association in Medway, MA. John Hancock Personal Financial Services provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software to generate recommendations that advisors review and present, supporting a technology-assisted service model with a high client load per advisor.

Francis Lee is a CFP® professional with 30 years of experience in the financial services industry. He currently works at RWA Wealth Partners and has held prior roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Avantax Investment Services, INC. He is based in Boston, MA and holds Series 63 and Series 65 licenses. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with services that include investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income management and both fundamental and quantitative strategies.

Paul Gaudio is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Crestwood Advisors and previously worked at Triad Advisors and Ouellette Wealth Advisory. His background also includes four years at the College of The Holy Cross. Crestwood Advisors serves individuals, families, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team-based approach, blending top-down asset allocation with fundamental security selection, and emphasizes global diversification and tax efficiency.

Leah Sciabarrasi is a CFP® professional with 17 years of industry experience. She has been with Crestwood Advisors since 2003, initially at Crestwood Advisors LLC and continuing at Crestwood Advisors Group, LLC since 2017. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Jason Levine is a CFP® professional with 24 years of industry experience, currently serving at Capital Analysts in Danvers, MA. He has been associated with Auday Group since 2000. Levine is a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a model emphasizing fiduciary responsibility and customized advisory services.

Sarah Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. She has been with the firm since 2015. New England Private Wealth Advisors offers fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs broadly diversified portfolios primarily using ETFs and mutual funds, with capabilities to recommend alternative investments and third-party managers for qualified clients.

Stephen Denapoli is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 48 years of industry experience. He has been with Moors & Cabot since 2014. Moors & Cabot provides investment advisory and related services to a diverse client base that includes individuals, high-net-worth investors, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies, offering both discretionary and non-discretionary portfolio management along with fee-based financial planning and consulting services.

John Morris is a financial advisor at Crestwood Advisors with 18 years of industry experience. He has been with Crestwood Advisors and its predecessor entities since 2003. Morris holds Series 63 and Series 65 licenses and is based in Boston, MA. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm’s investment approach combines global asset allocation with bottom-up fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

Daniel Castle is a CFP® and ChFC® with 21 years of industry experience. He is affiliated with Winthrop Wealth in Boston, MA, and has previously worked at Highland Capital Brokerage and LPL Financial. In addition to his advisory role, he is active as a non-variable insurance producer. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering integrated Private Wealth Management with a focus on prudent, long-term investment strategies guided by an Investment Committee. The firm combines internally managed strategies with third-party managers and maintains human oversight over investment decisions.

Connor Mahoney is a financial advisor at Santander Securities LLC with six years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity, SagePoint Financial, and Securian Advisors of New England. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on non-high-net-worth investors.

Alec Norton is a financial advisor with Fortis Capital Advisors, LLC in Boston, MA, holding a Series 66 designation and five years of industry experience. He previously worked at D.H. Hill Securities, LLLP, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of advisory roles, he is also an insurance agent involved in multi-line insurance sales and service. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a variety of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Christopher Carbone is a financial advisor with 9 years of industry experience, currently practicing at 71 West Capital Partners. He holds a Series 66 designation and has previously worked at UBS Financial Services, Goldman Sachs & Co., and The Ayco Company/Mercer Allied. 71 West Capital Partners manages approximately $5.5 billion across about 171 client relationships, providing wrap-fee portfolio management and consulting to individuals, high-net-worth clients, trusts, pension, and corporate clients. The firm utilizes in-house advisers and third-party managers employing a variety of investment strategies and emphasizes ongoing portfolio monitoring and rebalancing.

Carolyn Macedo is a financial advisor at F L Putnam Investment Management Co. with 13 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked for SVB Wealth LLC / Boston Private Wealth, LLC for nine years before joining F L Putnam in 2023. F L Putnam serves a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across equities, fixed income, and alternative asset classes.

Todd Kanter is a financial advisor at Silvercrest Asset Management Group LLC in Boston, MA, holding Series 63 and Series 65 credentials with 43 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Parker Moody is a CFP®-designated financial advisor with 11 years of industry experience. He has been with McAdam LLC since 2014 and previously worked at Purshe Kaplan Sterling Investments. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses fundamental analysis to manage portfolios across mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial-planning service alongside access to alternative investment strategies.

Simran Su is a CFA charterholder with 10 years of industry experience, currently serving as a financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2025. Prior to joining Loring Wolcott & Coolidge, Su spent nine years at Wellington Management. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts. The firm focuses on long-term ownership of high-quality growth equities, supplemented by fixed income and other asset classes, and integrates ESG research and shareholder engagement through its Sustainability Group.

Peter Malone is a CFA® charterholder with 11 years of industry experience. He has worked at Crestwood Advisors in various capacities since 2016 and is currently based in Boston, MA. Malone holds a Series 66 license. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder that offers automated ETF-based portfolios with periodic advisor engagement.