James Murphy is a CFP® professional with six years of industry experience. He has worked at Northeast Investment Management, Inc. since 2019 and previously held roles at BNY Mellon, N.A. and Choate Hall & Stewart LLP. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions. The firm combines portfolio management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed trade oversight.

John Beaver is a CFA® charterholder with 14 years of industry experience. He has been with Congress Asset Management Company, LLP since 2002. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven stock selection process with a risk-aware, moderate-turnover approach focused on growth, profitability, franchise strength, and valuation.

Veronica Walsh is a financial advisor at Coastal Bridge Advisors with a Series 65 credential and one year of industry experience. She has worked previously at One Charles Private Wealth Services, Blackstone, and Ironsphere. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios using a range of investment vehicles, including equities, fixed income, and alternative investments.

Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. Mccarthy has worked at Lincoln Investment since 2012 and has been with Capital Analysts since 1986. Outside of advisory work, he serves as Chair of the Board of Directors for South Shore Health, a community health system. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients through discretionary and non-discretionary portfolio management. The firm operates an in-house investment management team, provides access to third-party managers, and supports advisors with various portfolio options and fiduciary services.

Robert Everett is a financial advisor with LPL Financial in Cambridge, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010 and also provides financial planning and consulting services through Northeast Planning Associates, an independent registered investment advisor. Additionally, he is an author with works available for sale through Amazon. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

Ryan Strack is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 designations and having 12 years of industry experience. He has worked with John Hancock-affiliated entities since 2009, including John Hancock Funds LLC and Manulife John Hancock Brokerage Services. In addition to his advisory role, Strack serves as a retirement consultant providing educational information to participants in qualified retirement plans through an affiliated entity. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, utilizing a technology-assisted model with high client loads per advisor. Their advice includes written plans on asset allocation, retirement, and estate planning, with implementation decisions left to clients.

Jeffrey Beshansky is a financial advisor at RWA Wealth Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at CIBC Private Wealth Advisors, Inc., Leveroni Financial Management Corp. LPL Financial LLC, GW & Wade, LLC, and D.K. Brede Investment Management Co, Inc. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Cameron Rahbar is a CFP® professional with seven years of industry experience, currently serving at Howland Capital Management LLC. His prior roles include positions at Anchor Capital Advisors LLC, Twin Focus Capital Partners, LLC, and Boston Private Wealth LLC. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in pooled investment vehicles. The firm employs multiple model portfolios tailored through Investment Policy Statements and conducts fundamental, macroeconomic, technical, and credit analysis to inform its management approach.

Brandon Beauvais is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been affiliated with Beaumont Financial Partners and its predecessor entities since 2013. 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 based on its Dominant Benefit Theory of Investing and utilizes a range of low-cost index funds, ETFs, sub-advisors, and alternative investments to tailor portfolios to clients’ goals and risk profiles.

Dina Milne is a CFP® with 11 years of experience in the financial services industry. She currently works at RWA Wealth Partners and previously spent eight years at Adviser Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation supported by an open-architecture platform and customized fixed income management.

Jeffrey Fernandes is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with John Hancock Distributors LLC since 2018 and also works with Signator Investors, Inc. since 2015. Outside of finance, he is a managing member and partner at Lorie-Lyn Photography, a family portrait photography business. 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 a technology-assisted advice model focused on written plans and recommendations, with clients implementing decisions independently.

James Landry is a financial advisor with Pallas Capital Advisors, LLC, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 27 years of industry experience, including prior roles at Lincoln Financial Advisors Corporation and Triad Advisors LLC. Landry is also registered as a representative with Purshe Kaplan Sterling Investments and works with fixed life insurance and annuities. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, and family office services, employing a primarily long-term fiduciary approach using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives.

Kevin Smith is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA since 2015. He has concurrently been associated with LPL Financial during this period. Outside of his advisory roles, he is involved in fixed and life insurance activities. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser that manages approximately $3.42 billion in discretionary assets for individuals, charitable organizations, corporations, and retirement plans. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors serving several thousand client relationships.

Scott Mondeau is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes 17 years at Next Financial Group, Inc., and he has been with Flagship Harbor Advisors and affiliated LPL Financial since 2022. Outside of his advisory role, he works as an ice hockey referee on weekends. 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 diverse investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis alongside long- and short-term trading strategies.

Richard St. Onge is a financial advisor at Winthrop Wealth in Boston, MA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Winthrop Advisory Group, LLC since 2017, following a long tenure at LPL Financial from 2003 to 2025. Winthrop Wealth serves a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm combines investment management, financial planning, and ERISA plan services through a disciplined, long-term investment approach supported by an Investment Committee process and a mix of internally managed strategies and third-party managers.

Tara Oconnell is a financial advisor at Brighton Jones LLC in Boston, MA, holding a Series 65 designation and with four years of industry experience. She has worked at Brighton Jones in multiple roles since 2021 and has prior experience at Ballentine Partners, LLC. Outside of finance, she has worked in hospitality, including at Walter's Basin Restaurant. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, and charitable organizations with comprehensive wealth services such as family office support, financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside affiliated investment vehicles.

Mark Roman is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at Merrill from 1994 to 2019 and Bank of America from 2011 to 2019. He is also the managing partner of Veritas Boston Wealth Management, an investment advisory and financial planning firm. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm provides investment management, financial planning, and insurance consulting through a network of investment advisory representatives, utilizing both bespoke and model portfolios alongside third-party investment programs.

Kathleen Bochman is a CFA® charterholder with over 18 years of industry experience. She is currently with Trillium Asset Management and has previously worked at Moderna, Fidelity Investments, and Loomis Sayles & Co. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm combines bottom-up fundamental analysis with integrated ESG research and employs exclusionary screens and active ownership strategies in its investment process.

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside management of a registered mutual fund.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.