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.

Inis Mija is a Series 65 licensed advisor at Moors & Cabot, Inc. with three years of industry experience. Prior to joining Moors & Cabot in 2026, Inis worked at Keenan Financial and its insurance agency division for four years. Inis also provides clients with insurance information as part of a registered insurance agent activity. Moors & Cabot offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Brian Corcoran is a financial advisor at Beaumont Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beaumont Financial Advisors and Beaumont Financial Partners since 2011. Beaumont Financial Advisors 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 an investment process based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Tracy Gibbs is a CFP® professional with 23 years of experience in the financial industry. She has been with Howland Capital Management LLC since 1999. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs model portfolios tailored through Investment Policy Statements and conducts regular research and portfolio reviews, while also managing multiple pooled investment vehicles and offering private trustee and estate administration services.

David Buxton is a CFP® professional with 18 years of experience in the financial services industry. He is currently with SVB Wealth and affiliated entities, having held various roles within the SVB and First Citizens organizations since 2014. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank, integrating bank, trust, broker-dealer, and asset management services.

Kristen Manjikian is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 credentials with 17 years of industry experience. Her prior roles include positions at Adviser Investments, LLC and Securities America Advisors. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm utilizes a strategic asset allocation approach with an open-architecture platform, complemented by customized fixed income and cash management strategies.

Matthew Kirshner is a financial advisor at 71 West Capital Partners with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Format Entertainment. 71 West Capital Partners sponsors a wrap fee program offering comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm employs an investment process that integrates asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, while utilizing both in-house advisers and selected third-party sub-advisers.