Daniel Lagan is a CFA® charterholder with 25 years of industry experience, currently serving at Congress Asset Management Company, LLP since 1999. He holds the Series 65 license and acts as a director of Congress Wealth Management, participating in the firm’s strategic direction. Congress Asset Management Company, LLP provides discretionary portfolio management and sub-advisory services primarily to institutional clients such as pension plans, charitable organizations, and wrap/UMA sponsors, as well as high net worth individuals. The firm employs a bottom-up, research-driven investment approach focused on growth, profitability, and valuation, delivering strategies through separate managed accounts, model portfolios, and proprietary funds.

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 at Flagship Harbor Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at HarbourVest Partners, Boathouse, Inc., Northeastern University, and Bentley University. Outside of advising, she provides administrative support to Flagship Harbor Advisors. Flagship Harbor Advisors is an SEC-registered investment adviser serving high net worth 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 mutual funds, ETFs, individual securities, and third-party managed accounts.

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 affiliated with CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, SlateStone Private Client, Norton Point Strategic Advisors, and Penobscot Investment Management Company. He is also a managing member and partner of SlateStone Group, a holding company based in Jupiter, Florida. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

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 14 years of industry experience, currently serving as a financial advisor at Congress Asset Management Company, LLP in Boston, MA. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients such as pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors, while also serving high net worth and individual investors. The firm’s investment approach centers on bottom-up, research-driven stock selection and a risk-aware, moderate-turnover strategy focused on growth, profitability, franchise strength, and valuation.

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 and Purshe Kaplan Sterling Investments. He is also a licensed insurance agent and dedicates part of his time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, pension plans, and businesses, providing wealth management, family office services, retirement plan advisory, and portfolio management. The firm uses a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

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 with RWA Wealth Partners in Boston, MA, holding a Series 66 designation and 17 years of industry experience. She has worked with Ropes Wealth Advisors and its divisions since 2015 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using a broad range of investment vehicles and combines fundamental and quantitative methods in selected strategies.

Christopher Vassilopoulos is a financial advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including Townsend Holdings LLC and Aon Securities LLC. Outside of his advisory role, he is Chair of the Membership Committee for the Georgia Association of Public Pension Trustees and serves on the Board of Directors for the Boston College Alumni Association. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm employs a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Charles Carella is a financial advisor at Packerland Brokerage Services, Inc. with 34 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Carella operates a CPA firm specializing in tax preparation and accounting. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by offering financial planning, portfolio management, and advisory program access through various platforms and account management options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets.

Robert Bailow III is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with JHPFS since 2016. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to generate recommendations and operates an Emergency Savings program.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. 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 emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.