Frederick Warburg is a financial advisor at CW Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fernwood Investment Management, Block Mill Capital LLC, and Siharum Advisors, LLC. CW Advisors serves individuals, families, trusts, charitable organizations, pension plans, corporations, and other entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and supports other advisers through sub-advisory and operational outsourcing services.

Michael Whitney is a CFA® charterholder with 18 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2025. Prior to that, he spent 12 years at NBW Capital, LLC. 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, serving a broad client base with both discretionary and non-discretionary management.

Robert Thorne is a financial advisor with Flagship Harbor Advisors, LLC in Hyannis, MA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. 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 diverse investment approach including mutual funds, ETFs, individual securities, and independent managers, offering services through a team of about 60 advisors.

Robert Cully is a financial advisor at B. Riley Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 40 years of industry experience. His prior work includes ten years at Winslow, Evans & Crocker, Inc., followed by roles at National Securities Corporation and B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets across about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through a wide range of advisory programs, financial planning, and retirement solutions.

Grayham Lohrey is a CFP® with four years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Boston, MA. His prior experience includes roles at JP Morgan Chase, First Republic Investment Management, and PricewaterhouseCoopers LLP. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and institutional clients. The firm emphasizes long-term, tailored asset allocation within an open-architecture framework and offers discretionary and non-discretionary portfolio management alongside tax, estate, and business consulting services.

Alexander Lapointe is a financial advisor at Crestwood Advisors in Boston, MA, holding a Series 66 designation with 18 years of industry experience. He has been with Adviser Investments LLC since 2013. Crestwood Advisors serves individuals, families, and institutions with comprehensive investment and wealth management services. The firm employs a team approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing global diversification, tax efficiency, and continuous portfolio monitoring.

Roger Moulton Jr. is a CFP® with 34 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC. He worked at LPL Financial for 13 years prior to joining EverSource in 2025. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm provides advice through a national network using multiple investment programs and manages private pooled investments alongside operating a private markets platform.

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 seven years of industry experience. She has been with Howland Capital Management LLC in Boston, MA since 2004. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm uses a model portfolio approach tailored through Investment Policy Statements and performs comprehensive research and portfolio management, including operating multiple pooled investment vehicles structured as funds-of-funds.

Brendan Lortie is a CFP® professional at CW Advisors, LLC with two years of industry experience. He has been with CW Advisors since 2021. Prior to that, he attended Bentley University. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and offers sub-advisory, operational outsourcing, and succession programs to independent advisers.

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® with 18 years of industry experience, currently serving as an advisor at Robertson Stephens Wealth Management. He has been with Robertson Stephens since 2022 and also maintains a role at Vodia Capital, LLC. Outside of his advisory work, Frye provides financial coaching for new widows through Wings for Widows. Robertson Stephens Wealth Management serves a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight, offering a range of services from portfolio management to 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.

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 Series 66-licensed financial advisor with Prospera Financial Services, Inc., based in Melrose, MA. He has 21 years of experience in the industry and has been with Prospera since 2014. Outside his role at Prospera, Mr. Kutzen conducts investment-related business through Kutzen Financial. Prospera Financial Services is a multi-team advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through a network of advisors, offering a range of investment advisory and financial planning services across multiple platforms and delivery vehicles.

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. He has worked at Lincoln Investment, Capital Analysts, and GWN Securities Inc. since 2015. Outside of his advisory role, he is involved in life insurance and annuity sales and servicing through Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management utilizing proprietary research and model portfolios, offering both advisor-managed and third-party manager options.

Stephen Johnson is a CFP® and Series 66-registered advisor at RWA Wealth Partners with 12 years of industry experience. He has worked at RWA Wealth Partners since 2023, following roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Braver Wealth Management, LLC. 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 combines fundamental and quantitative methods in selected strategies.