Sofocles Tsimogianis is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with five years of industry experience. His work history includes multiple tenures at Santander Securities and Santander Bank since 2016. Outside of his advisory role, he is a partner in Aris Group, LLC. Santander Securities LLC serves a broad retail client base with investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm employs third-party discretionary managers and offers various managed account strategies, supported by its affiliation with Santander Bank.

Harvey Slaughter is a financial advisor at Winthrop Wealth with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms, including LPL Financial, Schechter Investment Advisors, LLC, and Via Global Advisors LLC. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, goal-focused investment process and combines in-house management with third-party sub-advisers to implement tax-managed, systematic, and options-based strategies.

Robert Depascale is a financial advisor at Beaumont Financial Partners with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Beaumont Financial Partners since 2010, including a role at Beaumont Financial Advisors since 2022. Beaumont Financial Partners 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 employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Diana Linn is a CFP® with eight years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. Prior to joining RWA Wealth Partners in 2024, she worked at Adviser Investments, LLC for eight years and was employed at Life Time Fitness for eleven years. 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 uses a strategic asset allocation approach supported by an open-architecture investment platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Katharine Manning is a financial advisor at F.L. Putnam Investment Management Co. in Boston, MA, with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at F.L. Putnam since 2019. Her prior experience includes roles at Charles Schwab and Admiral's Bank. F.L. Putnam serves a diverse client base, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm employs a research process combining macroeconomic and security-level analysis, managing strategies across equities, fixed income, and alternatives while providing options for sustainable investing and tax-aware rebalancing.

Jill Hennessey is a CFP® with 15 years of industry experience and is currently a financial advisor at SAX Wealth Advisors, LLC. She previously worked for Drumlin Financial Advisory for 14 years. SAX Wealth Advisors offers investment management and comprehensive financial planning to a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes long-term, evidence-based asset allocation using low-cost, passive investment vehicles supplemented by customized fixed-income strategies and alternative investment services.

Nicholas Gorton is a financial advisor with Fortis Capital Advisors, LLC, holding one year of industry experience. He also serves as an accountant at Gorton & Company, P.C., an accounting firm he has been with since 2015. Fortis Capital Advisors provides portfolio management, financial planning, retirement-plan consulting, and educational workshops to individuals, families, businesses, retirement plans, institutional clients, and other advisers. The firm employs a mix of discretionary management, advisor-specific investment styles, and model portfolios, including ESG options, while managing $1.615 billion in discretionary assets as of December 31, 2025.

Geoffrey Hardaway is a financial advisor at John Hancock Personal Financial Services, LLC with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining John Hancock, he worked at Fidelity Brokerage Services, LLC for four years and has a background in environmental and technology firms. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm utilizes third-party financial planning software for written recommendations and operates a technology-assisted service model with a high client-to-advisor ratio.

Shruti Bansal is a CFA® charterholder with four years of industry experience, currently serving at Ropes Wealth Advisors, a division of RWA Wealth Partners. She previously worked at Osbon Capital Management and Agate Fund Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform and offers internally managed strategies and tax preparation services through its subsidiaries.

Walter Riester Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. His prior experience includes roles at LPL Financial, Washington Trust Advisors, and Weston Securities Corporation. In addition to his advisory work, he is an agent selling fixed annuities, life insurance, and long-term care insurance through Pinnacle Insurance & Financial Services, LLC. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser managing approximately $3.42 billion in discretionary assets as of December 31, 2025. The firm serves individuals, charitable organizations, corporations, and retirement plans, offering investment management, financial planning, and retirement-plan consulting through a team of about 60 advisors. Flagship employs a diverse investment approach using mutual funds, ETFs, individual securities, and managed accounts, and operates its own wrap-fee program while utilizing third-party technology to monitor and rebalance held-away assets.

Paul Mason III is a Series 65-licensed financial advisor at McAdam LLC with six years of industry experience. He has worked at McAdam since 2020 and has prior experience in insurance and financial services, as well as other roles outside the investment industry. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm offers financial planning, investment management, and retirement plan consulting, managing client accounts with a range of investment options and incorporating specialized exposures such as private funds and cryptocurrency.

Kayla Hammen is a financial advisor at Crestwood Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crestwood Advisors Group since 2018. Her prior experience includes roles at Bainco International Investors LLC and Newbury Street Capital Limited Partnership. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing 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 that delivers automated ETF-based portfolios with periodic advisor engagement.

Robert Abendroth is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently with Winthrop Wealth and previously worked at True North Financial Partners, LLC and Eagle Strategies (NY Life). Abendroth is also licensed as an insurance broker for non-registered insurance products. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudent investment approach using both in-house management and third-party Sub-Advisers, serving a mix of retail and institutional clients.

Kristen Holland is a financial advisor at CW Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and previously worked for Fernwood Investment Management, LLC for 22 years. She is also involved as a manager of the Pennmont Fund, L.P., a hedge fund limited partnership. CW Advisors, LLC is a multi-team advisory firm that offers investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a mix of active, passive, quantitative, and ESG strategies and serves other registered investment advisers as well as managing pooled vehicles and private funds.

Jackson Rotondo is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Rotondo is also involved in insurance brokering for non-registered products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and corporate consulting with an investment approach focused on tactical diversification and individualized asset allocation.

Brandon Bergert is a financial advisor at Northeast Planning Associates, Inc. in Waltham, MA, holding Series 63 and Series 65 designations with one year of industry experience. His prior roles include positions at LPL Financial LLC, Key Investment Services, LLC, KeyBank, JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. He also spent time as a student and was briefly involved with the MLB Draft League. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing roughly $414 million in discretionary assets with a team of about 70 advisors.

John Reynolds is a Series 65-credentialed financial advisor at Chicago Partners Investment Group LLC with four years of industry experience. He previously worked for Reynolds Group Private Investment Counselors, LLC for eleven years before joining Chicago Partners in 2021. Chicago Partners Investment Group advises a diverse client base, including individuals, trusts, endowments, corporations, and not-for-profit plans. The firm employs a long-term, diversified investment approach using fundamental analysis and offers customized portfolio management, financial planning, retirement services, and automated advisory programs.

Christopher Ribeiro is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Alphastar Capital Management and Fidelity Investments, as well as service with the Medford Police Department. Coppell Advisory Solutions LLC, operating under the Fusion Investment Advisors brand, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm utilizes an open-architecture platform with tailored investment strategies and a broad range of investment tools, supported by over 75 advisors managing more than $1 billion in assets.

Robert Selleck Jr. is a financial advisor with Moors & Cabot, Inc. based in Boston, MA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Moors & Cabot in 2026, he spent over 17 years at Morgan Stanley and 4 years at Banc Of America Investment Services, Inc. Moors & Cabot serves a diverse client base including retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services, with tailored portfolio strategies and a combination of advisory and brokerage capabilities.

James Cesarz is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has worked at Moors & Cabot since 2017 and previously spent 13 years at Janney Montgomery Scott. Outside of his advisory role, Cesarz serves as Co-Director of the Newsboys Reading Room Association and chairs the Golf Committee at Marshfield Country Club. Moors & Cabot serves retail and high-net-worth individuals as well as institutional clients, offering investment management, financial planning, and consulting services. The firm tailors portfolios using various strategies and manages accounts on discretionary or non-discretionary terms, with additional brokerage and insurance services as part of its product offering.