Joseph Anastasi is a financial advisor at Winthrop Wealth in Boston, MA, holding a Series 65 designation. He has held positions at Winthrop Advisory Group LLC, Commonwealth Financial Network, and previously worked in sectors including healthcare and education. Outside of his advisory role, he has experience with Volante Farms, reflecting involvement beyond the financial industry. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides integrated Private Wealth Management with a focus on prudent, long-term investment strategies, utilizing both internal and external managers while maintaining human oversight on investment decisions.

Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Scott Palmatier is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 10 years. Outside of his advisory work, he has been a delivery driver for Door Dash since 2021. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering a range of third-party managed investment strategies primarily through the FMAX wrap-fee platform.

Bowman Thayer is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in Boston, MA, where he has worked since 2021. He has three years of industry experience, including prior roles at Morgan & Morgan PC and various other positions outside the financial sector. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies.

Cory Schauer is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked with Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across about 2,281 clients through a team of 18 advisors operating in six offices.

Connell Maclean is a financial advisor at SVB Wealth with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SVB Wealth LLC since 2022. Outside of his advisory role, he is involved in a pet care and walking service as a contractor. SVB Wealth serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using a variety of investment strategies and maintains operational ties to First Citizens Bank.

Hayden Bloom is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles across multiple John Hancock and affiliated entities since 2015. In addition to his advisory work, he serves as a retirement consultant providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm utilizes a technology-assisted model with written planning recommendations to support client decision-making.

Jonathan Pond is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. He has operated his own firm, Jonathan D. Pond, LLC, since 2006 and is also involved in developing and promoting financial planning products distributed primarily through public television. These products provide computer-generated financial guidance based on client questionnaires. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, and various institutions. The firm employs a diversified investment approach with a long-term orientation and serves as an investment manager to mutual funds, sub-adviser to an ETF, and manager of private funds.

Owen Gilmore is a CFA® charterholder with four years of experience in wealth management. He is currently with Beaumont Financial Partners and has previously worked at CIPW Service Company, CI Barrett Private Wealth, and Barrett Asset Management. Beaumont Financial Partners offers comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a “Dominant Benefit Theory” investment approach, combining model allocations across multiple categories with a variety of investment vehicles, and integrates portfolio management with financial planning and in-house tax preparation.

James Karamourtopoulos is a CFP® professional with six years of industry experience, currently serving as an advisor at New England Private Wealth Advisors, LLC. His prior experience includes roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. New England Private Wealth Advisors provides fee-only investment advisory and wealth management services to individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm focuses on broadly diversified portfolios primarily using ETFs and mutual funds, and it offers both discretionary and non-discretionary asset management with customized wealth planning and retirement plan advisory.

David Robbins is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Moors & Cabot, Inc. since 2019. His prior roles include positions at J.P. Morgan Securities and Jpmorgan Chase NA, and he was self-employed from 2014 to 2018. Outside of advising, Robbins works as a freelance content creator producing multimedia financial and journalistic materials and serves as a volunteer FINRA industry arbitrator. Moors & Cabot provides investment advisory services to a diverse client base, including individuals, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary portfolio management, financial planning, and consulting, with accounts typically custodied through RBC Capital Markets.

Evelyn Pepe is a CFP® professional at RWA Wealth Partners with four years of industry experience. She has worked previously at Citizens Securities, Inc. and Citizens Private Wealth, where she spent 15 years. 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 emphasizes strategic asset allocation and uses an open-architecture investment platform supplemented by tactical adjustments and customized fixed income management.

Robert Craig is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at Santander Bank, NA since 2018 and at Santander Securities, LLC since 2015. Outside of his advisory role, he serves as a district commander for the Veterans of Foreign Wars and is involved with local finance and veterans organizations in Upton, MA. 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, utilizing a managed-account platform with third-party investment managers and a centralized support team.

Timothy Higgins is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. Higgins teaches a course on college funding through local continuing education programs and has authored a book on unconventional investing. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and managed accounts, and offers services including investment management, financial planning, and retirement-plan consulting through a team of around 60 advisors.

Timothy Dick is a CERTIFIED FINANCIAL PLANNER™ practitioner at The Fiduciary Alliance with five years of industry experience. He has previously worked at Dakota Wealth, LLC and John Hancock Investment Management Distributors LLC. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other investment advisers. The firm combines fundamental, technical, cyclical, and charting analysis in managing portfolios and offers a range of services including estate planning and risk management.

James Wallace is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 credentials with 33 years of industry experience. He has previously worked at firms including Investors Capital Corporation, Cetera Advisors LLC, and Summit Brokerage Services, Inc. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and utilizes a network of investment adviser representatives who develop client-specific investment policies and manage accounts using diverse financial instruments.

Lisa Tursi is a financial advisor with Regal Investment Advisors LLC and Regulus Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Lincoln Investment for 15 years. Tursi also operates Tursi Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients through a range of proprietary and third-party model portfolios.

Jacob Stewart is a financial advisor at Keel Point, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Granite Financial Partners and Cetera Advisors. Stewart has been with Keel Point since 2023. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to deliver strategic and tactical asset allocations across a range of investment programs, with offerings that include sub-advisers, customization options, and periodic portfolio monitoring.

Garrett Mancini is a CFA® charterholder with eight years of industry experience. He is currently affiliated with SVB Wealth and has previously worked at Boston Private Wealth LLC. SVB Wealth serves a diverse client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a structured investment process involving third-party manager selection, fundamental and quantitative analysis, and oversight by an Investment Committee.