Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has held positions at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. Additionally, McGrath has been involved in insurance sales and management through his ownership and leadership of McGrath Insurance Brokerage Inc. since 1993. 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, using a combination of charting, fundamental and technical analysis, and may utilize independent managers for client assets.

Bryan Ciborowski is a financial advisor at Welch & Forbes LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group and State Street Global Advisors. Outside of his advisory role, he mentors second-year students at Harvard Business School in an entrepreneurial sales class. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, along with pension plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on fundamental security selection and offers a range of services including personal trust, fiduciary, and estate administration.

George Padula Jr. is a CFP® and CFA® with 28 years of industry experience, currently serving at Modera Wealth Management, LLC since 2011. He previously worked at Back Bay Financial Group, Inc. and The Danforth Associates, Inc. He volunteers with the Dana-Farber Cancer Institute in collaboration with the Financial Planning Association, providing pro bono financial education and planning to patients and caregivers. Modera Wealth Management, LLC offers wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm emphasizes diversified asset allocation based on Modern Portfolio Theory and integrates investment management with expanded accounting, tax, and business coaching services.

Thomas Burke Jr. is a financial advisor with Kovack Advisors, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Infinex Investments, Inc., and South Shore Bank. Outside of his advisory work, he serves as a board member of the Hanover Chamber of Commerce and works as a high school hockey official. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, utilizing an Envestnet-supported workflow to manage portfolios through a combination of internally created models, third-party managers, and both model-based and advisor-managed solutions.

Victor Sinopoli is a CFP® professional with three years of industry experience, currently serving with Perigon Wealth Management, LLC in Boston, MA. His prior roles include positions at TFC Financial Management Inc and Moors & Cabot Inc. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor arrangements, distinguishing itself through its focus on banking and thrift institution clients.

Jeremy Sandler is a CFP® with 14 years of industry experience. He has been with New England Private Wealth Advisors, LLC since 2014 and previously worked at Focus Partners Wealth, LLC and Mintz Levin Financial Advisors LLC. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and options-based income strategies.

Ryan Stanick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crestwood Advisors since 2025 and previously spent five years at Equitable Advisors, LLC. His background includes roles at Boston College and its Athletic Department. Crestwood Advisors provides investment and wealth management services to individuals, families, foundations, endowments, and institutions. The firm employs a team approach and emphasizes a combination of top-down asset allocation and bottom-up fundamental security selection with consideration of ESG factors, pursuing global diversification and tax efficiency.

Charles Fisher is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at Moors & Cabot since 2018 and previously at Mass Mutual Investors Services and McAdam LLC. He serves on the Board of Directors and chairs the Investment Oversight Committee at Acadia Management Company, a single-family office, where he monitors performance and fees of third-party RIAs. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with tailored portfolio strategies, using discretionary and non-discretionary arrangements.

Madison Mcnamara is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Crestwood Advisors with three years of industry experience. Prior to joining Crestwood in 2024, Madison worked at The Vanguard Group from 2022 to 2024 and has held various roles including at Maillie LLP and the University of Delaware. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and operates a digital investment program called Pathfinder that provides ETF-based automated portfolios with periodic advisor engagement.

Andrew O'Brien is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with John Hancock and its affiliated entities since 2006, including roles at John Hancock Distributors LLC and Jhfn Sii. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers generally framed written recommendations through Investment Adviser Representatives, serving a high volume of clients across its advisory teams.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

James Stewart is a Series 65-credentialed financial advisor with two years of experience at John Hancock Personal Financial Services, LLC and 25 years at Manulife Wealth Inc. He is based in Boston, MA. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-assisted planning tools and offers services such as asset allocation, retirement, and estate planning, serving both non-high-net-worth and high-net-worth clients.

Henry Fisher is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 34 years of industry experience. He has been with LaSalle St. Investment Advisers since 2005 and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as a successor trustee on a family trust account. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary asset management programs, uses a mix of mutual funds, ETFs, equities, fixed income, and options, and manages approximately $3.9 billion in non-discretionary assets and $1.84 billion in discretionary assets.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Samuel Ober is a CFA® charterholder at Howland Capital Management LLC in Boston, MA, with six years at the firm and one year of industry experience. Prior to joining Howland Capital, he worked at Babson College for four years. Howland Capital Management LLC provides personalized investment management and financial planning to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm utilizes client-specific Investment Policy Statements and model portfolios, combining fundamental, macroeconomic, technical, and credit analysis in its investment approach.

Danavan Levy is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation and two years of industry experience. He has been affiliated with Manulife Wealth Inc. since 1994. John Hancock Personal Financial Services, LLC provides 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 written financial plans and recommendations, with client implementation handled at their discretion.

Judith Ludwig is a CFP® professional with 21 years of experience in financial advisory services. She has worked at RWA Wealth Partners since 2017 and previously spent nearly three decades at Braver Wealth Management. Based in Boston, MA, Ludwig is part of a multi-team firm structure. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, using an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, complemented by customized fixed income and cash management.

Peter Kronberg is a financial advisor at Proficio Capital Partners LLC with 12 years of industry experience. He holds a Series 65 designation and has a background as a self-employed attorney serving design and software firm clients. Prior to his advisory role, he spent 13 years at Tufts University. Proficio Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, families, foundations, and institutional clients. The firm employs a core portfolio approach tailored to client needs using quantitative analytics, fundamental research, and technical analysis, and it actively manages private pooled investment vehicles.

Brendan Lammers is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with 21 years of industry experience. He holds the Series 66 designation and has worked at Flagship Harbor Advisors since 2016, following a brief period at Ameriprise. Lammers also assists clients by comparing Medicare Advantage and supplement plans through a non-variable insurance activity. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a multi-team approach, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.