Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing 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 that delivers automated ETF-based portfolios with periodic advisor engagement.

Robert Abendroth is a financial advisor at Winthrop Wealth in Boston, MA, with 11 years of industry experience. He holds CFP® and ChFC® designations and has prior experience with True North Financial Partners LLC, Eagle Strategies (NY Life), and New York Life. He is also appointed as an insurance broker with outside carriers for brokering non-registered insurance products. 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 philosophy and integrates in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for 22 years at Fernwood Investment Management, LLC. Outside of her advisory role, she is involved as a manager in the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, and institutional entities. The firm utilizes a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a dedicated unit offering sub-advisory and operational outsourcing services.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

Brandon Bergert is a financial advisor at Northeast Planning Associates, Inc. in Waltham, MA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at LPL Financial LLC, Key Investment Services, LLC, KeyBank, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. He also spent time as a student and was briefly involved with the MLB Draft League. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing roughly $414 million in discretionary assets with a team of about 70 advisors.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

Christopher Ribeiro is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Coppell Advisory Solutions in 2025, he worked at Alphastar Capital Management and Fidelity Investments, and served in the Medford Police Department. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with tailored investment strategies and a broad investment toolkit across various asset classes.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Morgan Stanley Private Bank, N.A., Banc of America Investment Services, Inc., and Quick & Reilly, Inc. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a range of analytical methods and strategies, and operates with multiple registrations that enable brokerage, advisory, and insurance services.

Stephen Boudreau is a financial advisor at Alera Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Strategic Retirement Plan Consultants, Inc. and LPL Financial. He also provides administrative support to Strategic Retirement Plan Consultants, an independent investment advisory firm. Alera Investment Advisors offers investment management, financial planning, and retirement-plan advisory services to a broad client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis approach while incorporating various investment vehicles and provides ongoing portfolio supervision and consulting services.

James Cesarz is a financial advisor at Moors & Cabot, Inc. with 31 years of industry experience. He previously worked at Janney Montgomery Scott for 13 years before joining Moors & Cabot in 2017. Cesarz is co-director of the Newsboys Reading Room Association and serves on the Marshfield Country Club Board of Governors, where he is also chairman of the golf committee. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advice-only services, utilizing a range of analysis methods and investment strategies, and partners with third-party and affiliated sub-advisors.

Aaron Beltrami is a CFP® professional with 25 years of experience in financial advising. He has been with Crestwood Advisors since 2008, currently serving as an advisor at Crestwood Advisors Group, LLC. Based in Boston, MA, Beltrami holds Series 63 and Series 66 licenses in addition to his CFP® designation. 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 employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder that features ETF-based automated portfolios with periodic advisor engagement.

Micah Bolotin is a financial advisor at Prosperity - An EisnerAmper Company in Boston, MA, holding the Series 66 designation with 11 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. Bolotin also works as an insurance agent specializing in fixed annuity and insurance sales. Prosperity serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan advisory services. The firm employs a multi-team approach with approximately 63 advisors managing around $5 billion in assets, emphasizing asset allocation, diversification, and partnerships with third-party managers and technology platforms.

Jeffery Sutton is a Certified Financial Planner® with 28 years of industry experience. He is currently with Accelerate Retirement and has previously worked at firms including Commonwealth Financial Network and Donegal Investment Advisors. Sutton also operates a retirement plan advisory business under the name Axial Benefits Group. Accelerate Retirement serves individual and institutional clients by providing retirement plan consulting, investment management, financial planning, and fiduciary services, utilizing customized portfolios and a long-term investment approach.

David Barlow is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Grimes & Company since 2024. His prior experience includes roles at Goodman Advisory Group, LLC, Ferris Capital, LLC, and Bts Asset Management, Inc. Grimes & Company provides discretionary investment management and financial planning to a diverse client base including individual and institutional investors. The firm employs customized strategies supported by proprietary research and portfolio management systems, serving both high-net-worth and non‑HNW clients across various investment approaches.

Stephen Beam is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including StoneX Securities Inc., WRP Investments, and Kovack Advisors. Outside of his advisory role, he is the owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm employs a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and a network of affiliated firms.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors and Lexington Wealth Management, Inc. He is also president of Frank Advising LLC, where he delivers educational workshops. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services through a national network of advisors. The firm offers multiple investment programs, including private markets and values-based strategies, and acts both as an adviser to outside RIAs and as a manager of private pooled investments.

Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with oversight from an Investment Committee and tailored portfolio management.

Broderick Zisko is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam since 2016, with prior roles at Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates The Zisko Tax Group, where he provides tax preparation services. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using a variety of investment vehicles and incorporates specialized exposures such as private funds and cryptocurrency, with additional services including a tiered subscription planning product and estate-document creation.

Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

Madison Mc Auliffe is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including First Republic Securities Company, BNY Mellon Wealth Management, and Procursys. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.