Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has worked with several firms including Rise North Capital and Voya Financial Advisors. Outside of advising, Bayron is also active as an insurance agent at Rise North Capital. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm employs a variety of analytical approaches and utilizes model portfolios and discretionary authority assigned to its investment adviser representatives.

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.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. Prior to joining Mutual of Omaha in 2022, he worked at Eagle Strategies, New York Life, Hornor Townsend & Kent, and other firms. In addition to his advisory role, he is also licensed as an insurance agent focusing on life, accident, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, allowing advisors to implement recommendations through multiple licensed capacities.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.

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 Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Capital Analysts since 1999 and concurrently affiliated with Lincoln Investment since 2012. Outside of advisory services, he is the owner of a software business called CloudSynergies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, utilizing an in-house Investment Management & Research team and proprietary screening tools, while offering various portfolio management options and maintaining affiliations with Lincoln Investment and Pershing/BNY.

Christopher Lagan is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 1993. He serves as a director of Congress Wealth Management, an investment-related business affiliated with his firm. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to institutional and individual clients, including Taft-Hartley pension plans and mutual funds. The firm employs a research-driven, primarily bottom-up investment approach with a focus on growth equity and diversified fixed-income strategies.

Kevin Carroll is a financial advisor at Waverly Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group LLC, Atreyu Trading, and O'neil Securities, Incorporated. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting 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.

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.

Mark Porter is a Certified Financial Planner® with 20 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2011. He is also affiliated with LPL Financial and holds a Series 66 license. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering modular planning engagements and access to investment management. The firm manages approximately $327.7 million in client assets and offers a subscription-based wealth management software option.