Sean Oneil is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Purshe Kaplan Sterling Investments and McAdam LLC. Fortis Capital Advisors provides investment advisory and financial planning services to individuals, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring using a variety of strategies, managing approximately $1.21 billion in assets as of early 2025.

James Sickorez is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, OSAIC, and Signator Investors, Inc. He is also the owner of College Planning Solutions, where he provides private guidance counseling on high school course selection, college applications, and related areas. On Investment Management Company offers financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm provides access to multiple third-party investment programs and combines discretionary and non-discretionary portfolio management options across a broad client base.

Ioannis Mitropoulos is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Reynders, McVeigh since 2008. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including high-net-worth individuals, trusts, family offices, corporations, and pension plans. The firm follows a growth-at-a-reasonable-price (GARP) investment philosophy incorporating ESG criteria and offers tailored portfolios alongside financial planning and asset advisement services.

Jed Kutzen is a Financial Advisor with Prospera Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has been with Prospera since 2014 and also operates Kutzen Financial in Melrose, MA, where he spends a significant portion of his time. Prospera Financial Services is an enterprise-scale adviser and broker-dealer managing approximately $12.4 billion for a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations in portfolio construction.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment, Capital Analysts, and GWN Securities Inc. since 2015. Outside of his advisory role, he is involved in life insurance and annuity sales and servicing through Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management utilizing proprietary research and model portfolios, offering both advisor-managed and third-party manager options.

Stephen Johnson is a CFP® and Series 66-registered advisor at RWA Wealth Partners with 12 years of industry experience. He has worked at RWA Wealth Partners since 2023, following roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Braver Wealth Management, LLC. 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 focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in selected strategies.

Eli Bishop is a financial advisor at McAdam LLC with six years of industry experience and holds a Series 65 designation. His background includes roles in both the financial sector and the food service industry, including customer service work at Basho Japanese Brasserie. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a fundamental analysis approach to portfolio management and offers a range of strategies including alternative and specialized investments, alongside a subscription-based financial planning service.

Christopher Caron is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes multiple roles within Santander entities since 2017, as well as prior experience at Flagship Harbor Advisors, LLC and LPL Financial, LLC. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services through the FMAX managed-account platform, featuring third-party investment managers and discretionary account management.

William Munro III is a financial advisor at Mariner Independent with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 23 years. Since 2024, he has been associated with Kinney Munro Wealth Advisors and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Stephen Guy is a financial advisor with Northeast Planning Associates, Inc. and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at LPL Financial and prior work with Householder Group Estate & Retirement Specialists. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Frank Lombardi III is a financial advisor at CW Advisors, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. Prior to joining CW Advisors in 2024, he worked for 16 years at Cubic Asset Management, LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, utilizing both third-party and internally managed investment solutions.

James Pierotti is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 license and bringing 21 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2014. Outside of his advisory role, he is the author of two published history books. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a range of investment strategies including allocations to mutual funds, ETFs, individual securities, and third-party managed accounts.

Joseph Campedelli is a financial advisor at Csenge Advisory Group, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Lion Street Financial, LLC and Sapers & Wallack. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to manage portfolios primarily with mutual funds and ETFs.

William Wrigley is a Series 65 licensed financial advisor with one year of industry experience. He is currently affiliated with John Hancock Personal Financial Services, LLC and Manulife Wealth Inc. His prior experience includes roles at Ventum Advisors Corp., Echelon Wealth Partners, Chevron Wealth Preservation, and National Bank Financial. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities across both non‑high‑net‑worth and high‑net‑worth segments. The firm uses a technology-assisted model to deliver written financial plans and operates an Emergency Savings program, serving a large client base through 61 advisors.

Dominic Phuah is a Series 65-licensed financial advisor at McAdam LLC in Boston, MA, with six years of industry experience. He has been with McAdam since 2020 and previously worked at the University of Massachusetts and Thayer Inc. Outside of advising, he is involved in fixed insurance sales through McAdam Institutional Brokerage. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, employing discretionary portfolio management with a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency.

Ryan Kreatz is a financial advisor at Reynders, McVeigh Capital Management, LLC in Boston, MA, with three years of industry experience. He holds a Series 65 designation and has previously worked at Putnam Investments and BJ's Wholesale Club. Reynders, McVeigh Capital Management provides investment management, financial planning, and consulting services to individual and high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments. The firm follows a growth-at-a-reasonable-price (GARP) investment approach that integrates fundamental analysis with ESG considerations and active shareholder engagement.

John Mara is a financial advisor with OnePoint BFG Wealth Partners in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Northwestern Mutual and LPL Financial. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a wide range of clients, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations, using a client-specific investment approach that integrates third-party managers, proprietary models, and technology-driven operational support.

Tyler Kramer is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Merrill, Bank of America, and Santander Bank. Outside of his advisory work, he operates the spendingunder30 YouTube channel, where he also manages video editing and the sale of secondhand clothing and other items. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and an affiliated banking organization.

David Cuetos Ruano is a CFA® charterholder and financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA, with six years at the firm and a total of five years in the industry. His prior experience includes roles at Dendur Capital, Surveyor Capital, and Ivory Capital. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities supplemented by bonds and other asset classes. The firm integrates ESG research and artificial-intelligence tools into its investment process and operates a related trust company that supports an integrated investment-trust-tax platform.

Jacob Scott is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Santander Securities and Santander Bank since 2018 and previously operated Scott's Siding & Remodeling from 2012 to 2018. 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 wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with ongoing compliance and suitability reviews.