Jennifer Adams is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2024. She previously worked at Purshe Kaplan Sterling Investments for 12 years and Aspire Wealth Management Corporation for 10 years. In addition to advisory work, she is a licensed insurance agent, dedicating approximately 10% of her time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that incorporates active, passive, quantitative, and ESG strategies through both third-party and internal managers, supported by an Investment Oversight Committee.

Kimberly Harding is a CFP® with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She previously worked at Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services through Harding Financial & Insurance, a business she has been involved with since 2007. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm emphasizes tactical diversification, employing a range of investment strategies and platforms to manage portfolios and provide comprehensive financial planning.

Caitlin Polson is a CFP® and Series 65-registered advisor with 14 years of industry experience. She has been with New England Private Wealth Advisors, LLC since 2008. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm constructs diversified portfolios primarily using ETFs and mutual funds, and also offers access to third-party managers and alternative investments for qualified clients.

Deepak Lachman Punjwani is affiliated with A.G.P. / Alliance Global Partners and holds a Series 66 designation. He has no prior industry experience as a financial advisor. Outside of his advisory role, he is the director and owner of Madhula Comércio de Artigos Eletroeletrônicos Ltd, a retail store dealing in luggage and consumer electronics in Amazonas, Brazil. A.G.P. / Alliance Global Partners provides advisory and brokerage services to individuals, trusts, corporations, pooled vehicles, and charitable and retirement-plan sponsors. The firm offers a range of services including portfolio management, financial planning, retirement-plan consulting, and capital markets and investment banking, with a focus on international investing and active brokerage and product-distribution activities.

Erik Hacker is a ChFC® credentialed advisor with 29 years of industry experience, currently affiliated with Capital Analysts in Braintree, MA. He has worked at Capital Analysts since 1998 and Lincoln Investment since 2012, with prior experience at John Hancock Mutual Life Insurance Co. His other business activities include providing insurance sales and consultation. Capital Analysts serves individual and institutional clients through discretionary and non-discretionary portfolio management, offering model and custom portfolios managed by an in-house Investment Management & Research team. The firm collaborates closely with Lincoln Investment and provides a range of advisory services including retirement plan consulting and access to third-party managers.

Nicholas Carbone is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Dynatrace, and Trident Fisheries. Outside of his advisory role, he provides business coaching and strategic planning to business owners through Sooner Business Advisors. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

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® professional with 34 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked at LPL Financial for 13 years. EverSource Wealth Advisors serves individual clients, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships, offering wealth management, portfolio management, financial planning, consulting, and back-office support. The firm operates multiple investment programs, provides structured support to other advisory firms, and manages private market access and a pooled private real-estate fund.

Ryan Tumbry is a CFA® charterholder at Congress Asset Management Company, LLP with over 19 years of industry experience. He has been with Congress Asset Management 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 employs a research-driven, bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

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.