Leigh Hurd is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and previously worked at Crestwood Advisors LLC from 2013 to 2016. Crestwood Advisors provides investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with a fundamental security selection process and offers a digital investment program called Pathfinder, which delivers ETF-based automated portfolios with periodic advisor engagement.

Michael Patterson is a financial advisor at The Patriot Financial Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Michael hosts a weekly Music Bingo night at a local brewpub and works as an Energy Advisor, assisting customers with electricity bill savings. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, utilizing a mix of charting, fundamental and technical analysis, and may engage independent managers for portions of client assets.

Shelly Lairar is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Her prior experience includes roles at Manulife Wealth Inc., Echelon Partners USA Inc., and Echelon Wealth Partners Inc. She is also an owner of a residential apartment building in Arnprior, Ontario. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-driven, generally framed recommendations. The firm operates a scaled service model with a high client-to-advisor ratio and is affiliated with John Hancock and Manulife entities.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. 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 discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Michael Eckton is a CFA® charterholder with 24 years of industry experience. He has been with Crestwood Advisors since 2003, working first with Crestwood Advisors, LLC and then with Crestwood Advisors Group, LLC since 2017. The firm 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. Crestwood combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder, which offers ETF-based automated portfolios with periodic advisor engagement.

Peter Girard is a CFP® with 24 years of experience in the financial industry. He has been with Beaumont Financial Partners and its predecessor entities since 2004. Girard holds the Series 63 and Series 66 licenses. 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 structured investment process centered on its Dominant Benefit Theory of Investing and offers an integrated service model that includes discretionary portfolio management and held-away account oversight.

Allen Sawyer is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Manulife John Hancock Brokerage Services, Citizens Securities, Inc., and Santander Securities LLC. In addition to his advisory role, he serves as a retirement consultant providing educational services related to qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver generally framed financial recommendations, with implementation decisions made by clients.

Daniel McCarthy is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Royal Alliance Associates and The Quincy Group, Inc., where he also served as president. In addition to his advisory role, McCarthy is an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic focused on substance abuse and mental health treatment. Apollon Wealth Management is an SEC-registered multi-team adviser serving high-net-worth individuals, families, businesses, trusts, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios, investing across multiple asset classes and utilizing sub-advisors to tailor client solutions.

Kyle Bateman is a CFP® with 10 years of industry experience, currently with The Patriot Financial Group, LLC in Walpole, MA. He has worked with several firms, including Cetera Financial Specialists LLC, Securities America Inc., and LPL Financial, LLC. Bateman also holds a Series 66 license and is involved in sales of fixed insurance products as an insurance agent. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment options and independent managers, and offers a formal wrap-fee program alongside comprehensive financial planning and insurance services.

Hideyoshi Watanabe is a financial advisor at Choate Investment Advisors in Boston, MA, holding a Series 65 designation with 2 years of industry experience. He has been with Choate Investment Advisors since 2014. Choate Investment Advisors is an SEC-registered firm that offers discretionary and non-discretionary portfolio management, financial planning, and wealth management services to high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm emphasizes diversified asset allocation tailored to clients’ risk tolerance and combines index exposures with selected active managers and private fund vehicles to provide private equity exposure.

Earl Winthrop is a financial advisor at Winthrop Wealth with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial for over three decades. Earl is also involved as the manager of Big Earl, LLC, a family LLC focused on investment and estate planning. 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 that combines in-house management with third-party sub-advisers and serves both retail and institutional clients.

Charles Brown is a financial advisor at Integrated Advisors Network LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DHK Financial Advisors, Inc. and LongView Investment Advisors, where he also serves as a principal. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a range of investment approaches within a structured risk-profile framework and frequently uses third-party sub-adviser platforms while managing ongoing portfolio oversight and rebalancing.

Michael Russo is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and eight years of industry experience. His prior work includes positions at Adviser Investments and Lynch's Furniture. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select internal strategies.

Lisa Mac Ewen is a financial advisor at Howland Capital Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Howland Capital since 2016 and Financial Engines Advisors L.L.C. since 2014. 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 operates multiple pooled investment vehicles and applies a research-driven investment approach combined with tailored client programs and expanded administrative services.

Steven Reder is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group, United Capital Financial Advisers, and Lenox Wealth Management. 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’s investment approach emphasizes strategic asset allocation using an open-architecture platform, customized fixed income management, and a combination of fundamental and quantitative strategies.

Joseph Luiz Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at John Hancock and its affiliates since 2019 and previously at Citizens Securities, Inc. from 2014 to 2019. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses third-party software to generate written financial plans, which advisors review and present, with implementation decisions left to clients.

Michael Murphy is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with CW Advisors, LLC and previously worked at Congress Wealth Management LLC for six years. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, pension plans, and business entities. The firm employs a Core-and-Satellite investment approach, utilizing a combination of active, passive, quantitative, and ESG-oriented strategies across various investment vehicles.

Richard Grasfeder is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at SVB Wealth. His prior roles include positions at First Citizens Bank, Nixon Peabody LLP, and Boston Private Wealth LLC. He holds a role as Executive in Residence at Babson College, where he engages in coaching related to entrepreneurship and finance. SVB Wealth serves a diverse client base, including individuals, trusts, charitable organizations, family offices, and corporations, offering wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a combination of fundamental, quantitative, and technical analysis alongside a formal due-diligence process to select investment managers.

Jennifer De Sisto is a CFA® charterholder and holds the Series 63 license, with seven years of industry experience. She has worked at CW Advisors, LLC since 2022 and previously spent eight years at Anchor Capital Advisors LLC. CW Advisors, LLC is a multi-team 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 uses a Core-and-Satellite investment approach incorporating active, passive, quantitative, and ESG strategies, and serves other registered investment advisers as well as managing pooled vehicles and private funds.