Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Keystone Capital Corporation from 2013 to 2016 and has been with Integrated Advisors Network since 2016. In addition to advisory services, he is involved in offering fixed life and annuity products, including term, universal, and whole life insurance, as well as long-term care and disability income insurance. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, employing a mix of investment approaches and frequently utilizing third-party sub-adviser platforms for portfolio management and oversight.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Thomas Roche is a CFA® charterholder with 19 years of industry experience, currently serving at Reynders, McVeigh Capital Management, LLC since 2020. He has been with the firm in its various forms since 2005. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy integrated with ESG criteria and manages a registered mutual fund alongside its advisory services.

Adam Hogue is a CFP® professional with 12 years of experience in the financial services industry. He is currently an advisor at Flagship Harbor Advisors, LLC and has prior experience at LPL Financial and Constant Advisor. Outside of his advisory work, he serves in the US Army Reserve. 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 range of investment strategies, including allocations to mutual funds, ETFs, individual securities, and separately managed accounts, supported by fundamental and technical analysis.

William Stewart is a financial advisor at Capitol Securities Management, Inc. with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Arthur Wood Investment Advisors Corp and Arthur W. Wood Company, Inc. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives.

Thomas Williams is a CFP®-certified financial advisor with over 32 years of industry experience. He is affiliated with Flagship Harbor Advisors, LLC and has been with the firm since 2015, concurrently associated with LPL Financial. 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 through a team of about 60 advisors and employs a diversified investment approach using mutual funds, ETFs, individual securities, separately managed accounts, and multiple trading strategies.

Zachry Mc Mann is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with four years of industry experience. Prior to joining McAdam LLC, he worked at New England Wire Technology and Southern New Hampshire University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.

Griffith Graham II is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at John Hancock Distributors LLC, Wells Fargo Clearing, TD Ameritrade, and Scottrade. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver generally framed financial plans and operates an Emergency Savings program, serving a high client load per advisor through a scaled service model.

Shuxin Wu is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. Wu’s career includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Personal Financial Services LLC, State Street Corporation, and Bank of New York Mellon. Outside of finance, Wu was involved in the restaurant business for nine years with Shabu-Zen Restaurant. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Michael Galli is a financial advisor at The Patriot Financial Group, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Patriot Financial Group since 2019. Prior to that, he was with Lighthouse Capital, LLC and iCapital, LLC. Galli is also a licensed insurance agent specializing in health, life, and disability insurance. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a mix of analysis techniques and diverse securities, managing approximately $2.4 billion across 37 advisors.

Vahan Janjigian is a CFA® charterholder with 15 years of industry experience and has been with Greenwich Wealth Management, LLC since 2010. He provides consulting services including writing and editing, and occasionally teaches a graduate course on Equity Analysis. He serves on the Corporate Disclosure Policy Council of the CFA Institute and is a member of the board of trustees of the Armenian Museum of America. Greenwich Wealth Management offers advisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and macro analysis to tailor portfolios across a range of instruments and investment structures, and it manages both individual and institutional accounts including pooled vehicles like endowments and wrap programs.

Jessica Frigon is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Shepherd Kaplan Krochuk, LLC for three years. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Nicholas Crocker is a CFA® charterholder with eight years of industry experience. He has been with Howland Capital Management LLC since 2013. The firm provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. Howland Capital Management employs a disciplined investment process supported by fundamental, macroeconomic, technical, and credit analysis and offers additional services including tax assistance and private trustee services.

Steven Violin is a CFA® charterholder and holds the Series 66 designation with 24 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2000. F.L. Putnam serves a diverse client base that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm utilizes a strategic asset allocation framework incorporating internally managed strategies and third-party managers across multiple asset classes, and it is noted for its role as adviser to the AOG Institutional Fund and ownership of Darwin Trust Company.

Andrew Wetzel is a CFA® charterholder with 18 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2003. 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 consulting through FLP Atrato Consulting. The firm employs a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, which focuses on private and illiquid alternative assets.

Cavan Lamontagne is a financial advisor at Winthrop Wealth in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, Baystate Financial, and Vitalis. Winthrop Wealth serves a diverse client base that includes individuals, trusts and estates, pension plans, charitable organizations, and corporations. The firm provides integrated Private Wealth Management with a long-term, prudent investment approach supported by a committee process and a combination of internally managed and third-party strategies.

Charles Clapp III is a CFA® charterholder with 30 years of industry experience, currently serving at Howland Capital Management LLC since 1991. Based in Boston, MA, he has been with the firm for over three decades. Howland Capital Management LLC provides discretionary investment management to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in its pooled investment vehicles. The firm offers wealth services including financial planning, tax planning and filing, estate planning, private trustee services, and charitable planning, using a structured investment approach supported by fundamental, macroeconomic, technical, and credit analysis.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He has worked at BlackRock Investments, LLC for 13 years before joining SVB Wealth and First Citizens Asset Management in 2024. He serves as a portfolio strategist and meets with clients to discuss a range of investment capabilities. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis, with an emphasis on custom allocations and manager due diligence.

Ye Huang is a financial advisor with Lifemark Securities Corp. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity and has operated as an independent insurance agent since 2010. He is also an attorney specializing in estate planning through his own law practice and holds leadership roles as President and Chairman of the Asian American Association of Boston, Chairman of the Fujianess Association, and Chairman of the Boston Fujianess Chamber of Commerce. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with advice driven by suitability assessments and managed accounts under discretionary or non-discretionary arrangements.