Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 18 years of industry experience. He has worked at Congress Asset Management continuously 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 uses a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

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 8 years of industry experience. She works at Howland Capital Management LLC, where she has been since 2004. Howland Capital Management LLC provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm offers tax services, private trustee services, and manages private investment vehicles using a client-specific approach guided by detailed investment policy statements and multiple analytical methods.

Brendan Lortie is a CFP® professional with five years at CW Advisors, LLC and a total of two years of industry experience. He holds a degree from Bentley University and is based in Boston, MA. CW Advisors, LLC is a multi-team registered investment adviser with approximately $15 billion in assets under management, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs a Core-and-Satellite investment framework that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

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® and Series 65-licensed advisor at Robertson Stephens with 19 years of industry experience. He previously worked at Vodia Capital, LLC for seven years prior to joining Robertson Stephens in 2022. Outside of his advisory role, he provides financial coaching for new widows through Wings for Widows. Robertson Stephens offers investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans, managing $8.76 billion in assets as of the end of 2025. The firm provides discretionary and non-discretionary portfolio management using a variety of investment tools and offers planning services including 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.

Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including positions at Purshe Kaplan Sterling Investments and McAdam LLC. Sean also provides insurance advice based on client needs. Fortis Capital Advisors is an SEC-registered multi-team investment adviser serving individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm offers customized discretionary portfolio solutions, financial planning, retirement plan consulting, and educational workshops, utilizing a mix of passive, active, tactical, and ESG-aware strategies along with third-party sub-advisors.

James Sickorez is a financial advisor with ON Investment Management Company in Rockland, MA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior firms include Signator Investors, Inc. and OSAIC. Outside of advising, he has owned College Planning Solutions since 2003, providing private guidance counseling on high school course selection, college applications, and standardized testing. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs alongside both discretionary and non-discretionary account management.

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 at Prospera Financial Services, Inc. with 21 years of industry experience. He previously worked at LPL Financial for nine years before joining Prospera in 2014. Mr. Kutzen holds a Series 66 designation and also operates Kutzen Financial in Melrose, MA, dedicating a significant portion of his time to this related business. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

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. His career includes roles at Lincoln Investment, Gwn Securities Inc, Mariner, Hornor, Townsend & Kent, Investors Capital Corp., and Eastern Point Advisors Inc. He is also involved in sales and service at TRIPLE V, INC., doing business as Marshall Wealth Management, where he focuses on life insurance, long-term care, and fixed annuities. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Stephen Johnson is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He currently works at RWA Wealth Partners and has previously been affiliated with Polaris Wealth Advisory Group, Adviser Investments, Braver Wealth Management, and Charles Schwab. 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 with a broad open-architecture platform and offers specialized fixed income management and internally managed strategies through its subsidiaries.

Eli Bishop is a Series 65 credentialed financial advisor with seven years of industry experience, currently serving at McAdam LLC in Boston, MA. His prior work includes roles in the restaurant and education sectors. Outside of advising, he is involved in the food service industry through Basho Japanese Brasserie. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, typically managing client accounts on a discretionary basis with a portfolio approach that includes mutual funds, ETFs, individual securities, independent managers, and specialized investments.

Christopher Caron is a financial advisor at Santander Securities LLC in Boston, Massachusetts, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at Santander Bank, Fidelity, LPL Financial, and Flagship Harbor Advisors. He has been with Santander Securities in various capacities since 2017. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm supports individuals, ERISA and IRA accounts, and institutional clients, providing investment management primarily through the FMAX wrap-fee platform co-sponsored by Fidelity Institutional Wealth Adviser.

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.

Silas Witherbee is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Cantella & Co Inc and Janney Montgomery Scott. He is also the owner of Witherbee Wealth Management LLC, a non-investment-related business. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental, long-term investment strategies with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Frank Lombardi III is a Series 65 credentialed advisor at CW Advisors, LLC with two years of industry experience. He previously worked at Cubic Asset Management, LLC for 16 years. Based in Boston, MA, Lombardi has been with CW Advisors since 2024. CW Advisors is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base including individuals, families, trusts, and institutions, offering wealth management, financial planning, retirement plan advisory, and family-office services using a Core-and-Satellite investment approach that integrates active, passive, quantitative, and ESG strategies.