Ian Donahue is a financial advisor at Santander Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017. Outside of his advisory role, he is a commissioned Notary Public in Massachusetts. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and goal-based financial planning, primarily targeting retail investors with diversified account offerings and affiliated banking relationships.

Stephanie Flynn Schofield is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has been with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model with third-party financial planning software to deliver written recommendations, serving a high volume of clients per advisor.

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 over 30 years of industry experience. He currently serves at RWA Wealth Partners and has previously worked at firms including Polaris Wealth Advisory Group, Adviser Investments, Avantax Investment Services, and Fidelity. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm uses a strategic asset allocation approach with an open-architecture platform and offers internal fixed income management and tax preparation services through a wholly owned subsidiary.

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, institutions, and pension plans with comprehensive investment and wealth management services. The firm employs a team approach and integrates top-down asset allocation with fundamental security selection, emphasizing diversification, tax efficiency, and ongoing portfolio monitoring.

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.

Sarah Lewis is a CFP® at New England Private Wealth Advisors, LLC with nine years of industry experience. She has been with the firm since 2015. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and income-focused model strategies.

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 financial advisor at Winthrop Wealth in Boston, MA, holding the CFP® and ChFC® designations with 22 years of industry experience. His prior roles include positions at Highland Capital Brokerage, LPL Financial LLC, and John Hancock Distributors LLC. Outside of his advisory work, he is involved in non-variable insurance production related to investment activities. 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, goal-oriented investment approach that combines in-house management with third-party sub-advisers and serves a range of clients including institutional and non-retail entities.

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.

Megan Brandt is a financial advisor at Kestra Private Wealth Services, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at Expeditors International of Washington and City Catering Company. Brandt has also served as a Client Relationship Manager involved in registered representative activities. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a wide range of investment products and specialized services, including discretionary and non-discretionary account management.

Alec Norton is a financial advisor with Fortis Capital Advisors, LLC in Boston, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at D.H. Hill Securities, LLLP, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. In addition to his advisory work, he holds an insurance brokerage license and actively engages in multi-line insurance sales and service. Fortis Capital Advisors serves individuals, families, businesses, and institutional clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies tailored to client needs, including discretionary management and ESG options, and manages approximately $1.6 billion in discretionary assets.

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 credentials and has previously worked at SVB Wealth LLC, Merrill, and Banc of America Investment Services. F L Putnam serves a diverse client base including individuals, families, and institutions, providing customized investment management and advisory services through a team-based approach that utilizes both internal strategies and third-party managers across various 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.