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.

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 with CW Advisors, LLC and previously worked at Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.

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 22 years of industry experience. He is currently with F.L. Putnam Investment Management Co. and has previously worked at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a wide range of clients including individuals, families, and various institutional investors. The firm employs a team-based investment approach using both internal and third-party strategies across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

Jennifer De Sisto is a CFA® charterholder affiliated with CW Advisors, LLC in Boston, MA, with seven years of industry experience. She previously worked for eight years at Anchor Capital Advisors LLC before joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager selection overseen by an Investment Oversight Committee.

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.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and approximately two years of industry experience. His prior roles include positions at TimesSquare Capital Management and Kapitus. New England Private Wealth Advisors is a fee-based investment adviser serving individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm manages diversified portfolios emphasizing low-cost mutual funds and ETFs, and offers discretionary management supplemented by third-party separate account managers.

Brian Gaffney is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has worked with IHT Wealth Management since 2020 and has been associated with LPL Financial since 2012. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm uses a blend of fundamental stock selection and quantitative tools to manage diversified portfolios that include ETFs, mutual funds, third-party managers, fixed income, and option strategies, and it offers discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.