Dallis Goodson is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Moors & Cabot, Inc. and has previously worked at Citizens Securities Inc., Citizens Bank, and Clarfeld Financial Advisors, LLC. Outside of his advisory work, Goodson serves as Chair of the Finance Sub-Committee for the RI Trucking Association, Treasurer for the nonprofit Community Care Alliance, and is involved in planning events for the Estate Planning Council of Rhode Island. Moors & Cabot, Inc. provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a range of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Max Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2017 and previously spent 10 years with LPL Financial, LLC. Outside of his advisory work, he is an owner of Cirque Holding, LLC. Winthrop Wealth serves a broad client base including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management focused on long-term, prudent investment strategies implemented through an Investment Committee process, utilizing both internally managed strategies and external managers with human oversight of investment decisions.

Noel Blair is a CFA® charterholder at Congress Asset Management Company, LLP with 4 years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven investment process focused on growth, profitability, franchise strength, and valuation, delivering strategies through separate managed accounts and model portfolios.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Jeffrey Blocker is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. He has previously operated Bean Harbor Advisors LLC and worked with Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. Outside of his advisory roles, he provides insurance and non-legal estate planning administrative services through Bean Harbor Advisors. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs a multi-team structure and provides a range of portfolio management, retirement-plan services, and alternative investment options, supported by a web-based platform for independent advisers.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.

Christopher Lagan is a CFA® charterholder and holds a Series 65 license with 14 years of industry experience. He has been with Congress Asset Management Company, LLP since 1993. Outside of his advisory role, he serves as a director of Congress Wealth Management, contributing to the firm’s strategic direction. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm emphasizes a bottom-up, research-driven investment approach with a focus on growth, profitability, franchise strength, and valuation.

Kevin Carroll is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group, Atreyu Trading, and O'neil Securities. 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-markets allocations, and supports clients with a range of investment management, financial planning, and multi-family office services.

Jennifer Yousif is a financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Adviser Investments and Southern New Hampshire University. Reynders, McVeigh Capital Management 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 applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria, tailoring portfolios to client objectives while managing a registered mutual fund and offering impact investment options on an opt-in basis.

Ryan Mcquilkin is a CFP® and CFA® with 11 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2021 and previously worked at Boston Private Wealth LLC from 2014 to 2021. F.L. Putnam serves individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed strategies and third-party managers across various asset classes.

Rafael Svelti is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at SVB Wealth in Boston, MA, where he has been since 2025. His prior experience includes roles at Commonwealth Financial Network, JPMorgan Securities LLC, and Citizens Securities, Inc. SVB Wealth serves a broad client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services, employing a disciplined investment process with oversight from an Investment Committee and maintaining affiliations with First-Citizens Bank and related entities.

Daniel Jacob is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beaumont since 2005, including his current role at Beaumont Financial Advisors since 2022. 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 employs a Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, sub-advisors, and alternative investments, with portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Bakhtiar Hussaini is a financial advisor at Santander Securities LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities and Santander Bank since 2017, with prior experience at Bank of America and Merrill. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships, offering investment advisory services, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary investment managers and providing ongoing compliance oversight and optional tax and ESG overlays.

Jason Bugg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Santander Bank, NA since 2018 and has been with Santander Securities since 2016. Outside of his advisory role, he is the sole owner of Atlas Intelligence, LLC, a company specializing in adverse media monitoring and investigative research. 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 third-party managers and centralized client support.

Christopher Fraine is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Santander Securities since 2017 and previously at VOYA Financial Advisors. Outside of his advisory work, he serves as an Intelligence Operations Officer in the Air National Guard and is a director of Pyramid Cards, an advertising game created by his family. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, and financial planning. The firm primarily works with retail investors and provides investment management through third-party discretionary managers on platforms such as the FMAX wrap-fee program.

Brian Guild is a financial advisor at Congress Asset Management Company, LLP in Boston, MA, holding a Series 65 credential with 10 years of industry experience. He has been with Congress Wealth Management, LLC since 2010 and Congress Asset Management, LLP since 2008, serving as a portfolio manager and research analyst. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors, while also serving high net worth individuals. The firm employs a bottom-up, research-driven stock selection process with a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Luis Dolan is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2022, he worked at Citizens Securities, Inc. for nine years. Outside of his role at Kestra, Dolan serves as a managing partner and financial advisor at Northeast Investment Group, where he assists clients with investment portfolios and financial planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm supports advisor-managed accounts with discretionary and non-discretionary options, financial planning, and various investment platforms while maintaining supervisory oversight and offering access to both in-house and third-party solutions.

Taylor Kale is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Bain Capital LP and Boston Family Advisors LLC before joining Proficio Capital Partners LLC, where he currently serves as an advisor. Proficio Capital Partners provides discretionary portfolio management to high-net-worth individuals, families, foundations, and institutional clients, managing private pooled investment vehicles and acting as a sub-advisor to other investment advisers and funds. The firm’s investment approach combines core portfolios tailored to client needs with quantitative analytics, fundamental research, technical analysis, and supplements these with derivative hedges, structured notes, and selected illiquid investments.

Kevin O'Sullivan is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including nine years at Commonwealth Financial Network. His other business activity includes the sale of fixed life and fixed annuities through Boston Wealth Advisory Group. 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, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Terrence Tedeschi Jr. is a financial advisor at RWA Wealth Partners with nine years of industry experience. He holds a Series 65 credential and has worked within various divisions of RWA Wealth Partners since 2016. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, utilizing a strategic asset allocation approach combined with an open-architecture investment platform.