Francis Lee is a CFP® professional with 30 years of experience in the financial services industry. He currently works at RWA Wealth Partners and has held prior roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Avantax Investment Services, INC. He is based in Boston, MA and holds Series 63 and Series 65 licenses. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with services that include investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income management and both fundamental and quantitative strategies.

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, foundations, endowments, and institutional clients with comprehensive investment and wealth management services. The firm employs a team-based approach, blending top-down asset allocation with fundamental security selection, and emphasizes global diversification and tax efficiency.

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.

Jason Levine is a CFP® professional with 24 years of industry experience, currently serving at Capital Analysts in Danvers, MA. He has been associated with Auday Group since 2000. Levine is a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, with a model emphasizing fiduciary responsibility and customized advisory services.

Sarah Lewis is a CFP® professional with eight years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. She has been with the firm since 2015. New England Private Wealth Advisors offers fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs broadly diversified portfolios primarily using ETFs and mutual funds, with capabilities to recommend alternative investments and third-party managers for qualified clients.

Stephen Denapoli is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with 48 years of industry experience. He has been with Moors & Cabot since 2014. Moors & Cabot provides investment advisory and related services to a diverse client base that includes individuals, high-net-worth investors, corporations, pension plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation strategies, offering both discretionary and non-discretionary portfolio management along with fee-based financial planning and consulting services.

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 CFP® and ChFC® with 21 years of industry experience. He is affiliated with Winthrop Wealth in Boston, MA, and has previously worked at Highland Capital Brokerage and LPL Financial. In addition to his advisory role, he is active as a non-variable insurance producer. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional entities, offering integrated Private Wealth Management with a focus on prudent, long-term investment strategies guided by an Investment Committee. The firm combines internally managed strategies with third-party managers and maintains human oversight over investment decisions.

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.

Alec Norton is a financial advisor with Fortis Capital Advisors, LLC in Boston, MA, holding a Series 66 designation and five years of industry experience. He previously worked at D.H. Hill Securities, LLLP, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Outside of advisory roles, he is also an insurance agent involved in multi-line insurance sales and service. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring through a variety of investment strategies, managing approximately $1.21 billion in assets as of early 2025.

Gregory Brogan is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles with John Hancock and Manulife John Hancock Brokerage Services prior to joining Santander. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets across about 10,800 relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily for retail investors.

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 licenses and previously worked for SVB Wealth LLC / Boston Private Wealth, LLC for nine years before joining F L Putnam in 2023. F L Putnam serves a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across equities, fixed income, and alternative 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.

Jaidah Thomas is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at CliftonLarsonAllen, LLP and the University of Connecticut. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and integrates wealth, tax, estate, and insurance professionals to coordinate planning and implementation.

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.

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.