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.

Mariella Catalano is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation. She has experience working at Moors & Cabot since 2024 and previously worked at Kichael Page and in educational roles at Provident College and Pomfret School. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Patrick Robinson is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior roles include positions at Lincoln Investment, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Jackson National Life Distributors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process, with various program options tailored to client needs.

Jamie Hobkirk is a CFP®, CFA®, and holds a Series 65 license with seven years of industry experience. He has been with Reynders, McVeigh Capital Management, LLC since 2020 and previously worked at CapFinancial Partners, LLC (CAPTRUST) and Boston Advisors, LLC. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment approach with integrated ESG criteria and manages a registered mutual fund alongside its advisory services.

Michael Stevens is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and nine years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2016. RWA Wealth Partners provides investment management, financial and integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach and an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented by customized fixed income and cash management strategies.

Silverio Boleto is a financial advisor with Santander Securities LLC, holding a Series 66 designation and 14 years of industry experience. He has been with Santander Securities and Santander Bank since 2012. 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 various wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

Nathaniel Lovell is a CFA® charterholder with 24 years of industry experience, currently serving as a financial advisor at Santander Securities LLC in Boston, MA. He has been with Santander Securities and its affiliated entities since 2014. Outside of his advisory role, he is involved in sports consulting, coaching, and event management, and serves as At Large Coordinator for Massachusetts Squash, overseeing rules and refereeing for local leagues and tournaments. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs, financial planning, and securities-based lending, delivering investment advice through a managed-account platform with a focus on ongoing suitability reviews and compliance oversight.

Kenneth Zannoni is a CFP® professional with 23 years of industry experience, currently serving at CW Advisors, LLC since 2009. He participates as a member of the Investor Advisory Council for Alumni Ventures, a venture capital company. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension plans, and corporations. The firm employs a core-and-satellite investment approach that combines active, passive, quantitative, and ESG strategies, and offers sub-advisory and operational outsourcing services through a dedicated business unit.

Christian Ginolfi is a financial advisor at Santander Securities LLC with 25 years of industry experience. He holds a Series 66 designation and has been with Santander Securities since 2017, following brief tenures at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he operates a consulting and sports memorabilia sales business. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm utilizes third-party discretionary managers and offers strategies through the FMAX wrap-fee platform, supporting approximately 10,800 client relationships with $3.14 billion in regulatory AUM.

Andrew Gerety is a financial advisor at McAdam LLC in Boston, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Axelia Partners, Pantazi Investment Group, and involvement with The French-American Chamber of Commerce and The International School of Boston. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, providing financial planning, investment management, and retirement plan consulting. The firm employs fundamental analysis with diversified asset allocations and incorporates specialized investment exposures, offering both discretionary portfolio management and stand-alone planning engagements.

Hugh Warren is a CFA® charterholder with 24 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1993. Since 2015, Mr. Warren has served as a director of Pingree Associates, Inc., a timberland management company, where he focuses on protecting client interests. 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 other asset classes, and it operates an integrated investment-trust-tax platform through its affiliated trust company.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Robert Joseph Jr. is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Capitol Securities. He is a partner in RRJ2, LLC, a pass-through entity used for office-related expenses. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by offering brokerage and investment advisory services, financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs, including separately managed accounts and wrap fee programs, and employs a broad range of investment instruments tailored to client-specific policies.

Peter Tobeason is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2012. 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 and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Megan Higgins is a financial advisor at RWA Wealth Partners with 11 years of industry experience. She holds a Series 65 designation and previously worked at Adviser Investments for 16 years before joining RWA Wealth Partners in 2023. 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 plans. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and offers specialized fixed income management and internally managed strategies through its subsidiary firms.

Richard Hern Jr. is a CFP® professional with 26 years of industry experience, currently with Consolidated Portfolio Review Corp. He previously worked at Cambridge Investment Research Advisors Inc. for over a decade. Outside of financial advising, Hern is involved in commercial fishing and operates independent insurance agencies. Consolidated Portfolio Review Corp is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, with investment strategies tailored by independent advisors using strategic asset allocation alongside fundamental and technical analysis.

Daniel Garron is a CFP® with 24 years of experience in the financial services industry. He currently works at Beaumont Financial Partners and has prior experience at Fidelity Investments and Fidelity Personal and Workplace Advisors. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments tailored to clients’ objectives and risk tolerance.

Roxanne Fleszar is a CFP® and ChFC® with 22 years of industry experience. She currently works at CW Advisors, LLC and has previously been with Congress Wealth Management LLC and Financial Resources Management Corp. Outside of her advisory work, she is a co-owner of a rental property. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party managers and internally managed strategies.

Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Santander Securities LLC across multiple periods since 2017 and has been with Santander Bank, NA since 2016. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across about 10,800 client relationships, offering investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, employing third-party discretionary managers and providing ongoing suitability and compliance oversight.