James Pierotti is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 license and bringing 21 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2014. Outside of his advisory role, he is the author of two published history books. 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 range of investment strategies including allocations to mutual funds, ETFs, individual securities, and third-party managed accounts.

Joseph Campedelli is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Lion Street Financial, LLC and Sapers & Wallack. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to manage portfolios primarily with mutual funds and ETFs.

William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.

Dominic Phuah is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with six years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Massachusetts and Thayer Inc. Outside of advising, he is involved in fixed insurance sales through McAdam Institutional Brokerage. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing discretionary portfolio management with a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Ryan Kreatz is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with three years of industry experience. He holds a Series 65 designation and has previously worked at Putnam Investments and BJ's Wholesale Club. Reynders, McVeigh Capital Management provides investment management, financial planning, and consulting services to individual and high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments. The firm follows a growth-at-a-reasonable-price (GARP) investment approach that integrates fundamental analysis with ESG considerations and active shareholder engagement.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

Tyler Kramer is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Merrill, Bank of America, and Santander Bank. Outside of his advisory work, he operates the spendingunder30 YouTube channel, where he also manages video editing and the sale of secondhand clothing and other items. 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 a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and an affiliated banking organization.

David Cuetos Ruano is a CFA® charterholder and financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA, with six years at the firm and a total of five years in the industry. His prior experience includes roles at Dendur Capital, Surveyor Capital, and Ivory Capital. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities supplemented by bonds and other asset classes. The firm integrates ESG research and artificial-intelligence tools into its investment process and operates a related trust company that supports an integrated investment-trust-tax platform.

Jacob Scott is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously operated Scott's Siding & Remodeling from 2012 to 2018. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing compliance and suitability reviews.

Sean Fitzgibbon is a CFA® charterholder with five years of industry experience. He is currently with Waverly Advisors, LLC and was previously with NBW Capital LLC and The Boston Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement plan consulting, and multi-family office services.

David Decesare is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining Regal in 2025, he spent 26 years with Lincoln Investment Planning, Inc. He is also the president of VCD Services, Inc., an S-Corp handling general business operations. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party investment strategies and grants discretionary authority to implement and manage these strategies on behalf of clients.

Ryan Christensen is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with RWA Wealth Partners and its affiliated company ADVISER INVESTMENTS since 2012. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and customized fixed income management, supported by both fundamental and quantitative strategies.

Robert Mastrogiacomo is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at First Citizens Investor Services and State Street, as well as service in the Massachusetts Army National Guard. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a due diligence process to select third-party managers and employs fundamental, quantitative, and technical analysis overseen by an Investment Committee.

Kelsey Sullivan is a CFA® charterholder with over seven years of experience in the investment industry. She currently works at Choate Investment Advisors and previously held roles at Putnam Investments and Capital Group. Choate Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk profiles and combines index exposures with selected active managers and private fund vehicles, supported by an affiliation with the law firm Choate, Hall & Stewart LLP.

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.

Michael Mcneely is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 designations, and has 28 years of industry experience. His prior work includes roles at Vanderbilt Advisory Services and Cambridge Investment Research Advisors. Outside of advising, he owns a retail shop and has worked in retail and rideshare driving. Consolidated Portfolio Review is an SEC-registered firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, financial planning, and access to third-party sub-advisors, with investment strategies that include strategic asset allocation supported by fundamental and technical analysis.

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.