Eric Sample is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2012. He holds the Series 65 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside offering tailored portfolios and financial planning services.

Joseph Levy is a CFP® with nine years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2022. Prior to joining CW Advisors, he worked at Morgan Stanley for four years and Merrill for one year. He also has teaching experience at Bryant University. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and it provides specialized services such as investment management for other registered advisers and private funds.

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.

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.

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® professional with 25 years of experience in the financial services industry. He currently works at Beaumont Financial Partners, where he has been employed since 2004, following a three-year tenure at Fidelity. Girard holds Series 63 and Series 66 licenses. Beaumont Financial Partners provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a disciplined investment approach based on its “Dominant Benefit Theory,” incorporating diverse investment categories and managing risks associated with alternative and illiquid assets.

Allen Sawyer is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at Manulife John Hancock Brokerage Services, Citizens Securities, Santander Securities, and Global Portfolio Strategies. Sawyer also works as a retirement consultant providing educational services to participants in qualified retirement plans. John Hancock Personal Financial Services offers financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model that supports a high client load per advisor. The firm provides generally framed written recommendations on asset allocation, retirement, and estate planning, with implementation decisions made by clients.

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 at RWA Wealth Partners in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Polaris Wealth Advisory Group, United Capital Financial Advisers, Lenox Wealth Management, and Ameriprise Advisor Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and integrates fundamental and quantitative methods in certain 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.

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.

Robert Heitzman is a CFP® with 23 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023. His prior experience includes roles at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and consulting services. The firm combines macroeconomic and security-level analysis with a mix of internally managed strategies and third-party managers across various asset classes.

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.

James Verity is a financial advisor at RWA Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Adviser Investments LLC and Kobren Insight Management, an Adviser Investments company. 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 and utilizes an open-architecture platform including mutual funds, ETFs, separate accounts, and private pooled vehicles.

John Fitzgerald Jr. is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 2001. He is based in Boston, MA, and holds the Series 65 designation. 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, bottom-up investment approach with a focus on growth equity and fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.