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 based in Boston, MA, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and iCapital, LLC. Outside of finance, he has worked as a Door Dash delivery driver since 2021. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management and offers investment advisory services, portfolio management through wrap-fee programs, financial planning, and access to lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, featuring third-party discretionary managers and ongoing suitability and compliance oversight.

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 four years of industry experience. He holds Series 63 and Series 65 designations and has worked at SVB Wealth since 2022. Outside of financial advising, he is involved in a pet care and walking service through a contractor position with Rover. SVB Wealth LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate and pension clients. The firm offers both discretionary and non-discretionary account management and utilizes a combination of fundamental, quantitative, and technical analysis supported by an Investment Committee to oversee asset allocations and manager adherence.

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 21 years of industry experience. He previously operated his own firm, Jonathan D. Pond, LLC, for 17 years. In addition to his advisory work, he develops and supports financial planning products distributed primarily through public television and other channels, including credit unions and banks. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, and business enterprises, providing wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a customized, long-term investment process that integrates fundamental, technical, and quantitative analysis and is involved in managing pooled funds and sub-advising a registered ETF.

Owen Gilmore is a CFA® charterholder with five years of industry experience. He is currently with Beaumont Financial Partners in Needham, MA, where he has worked since 2023. His prior experience includes roles 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 and integrates portfolio management with financial planning and in-house tax preparation.

James Karamourtopoulos is a CFP® with seven years of industry experience. He is currently with New England Private Wealth Advisors, LLC and has held prior 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-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers diversified portfolio construction with mutual funds, ETFs, and alternative investments, along with specialized model strategies targeting income generation.

David Robbins is a CFP® professional at Moors & Cabot, Inc. in Boston, MA, with 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase NA, and Waddell & Reed. Outside of advising, he works as a freelance content producer, creating multimedia material including written, visual, audio, and video content. Moors & Cabot serves retail and high-net-worth individuals, as well as corporate and institutional clients, offering investment management, financial planning, and consulting services. The firm employs tailored portfolio strategies using asset allocation, fundamental and technical analysis, and may allocate assets to third-party sub-advisors.

Evelyn Pepe is a CFP® professional with five years of industry experience. She has worked at RWA Wealth Partners since 2025 and previously held roles at Citizens Securities, Inc. and Citizens Private Wealth from 2010 to 2025. 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 focuses on strategic asset allocation and uses a broad platform including mutual funds, ETFs, and private pooled vehicles, complemented by customized fixed income strategies and tactical adjustments.

Robert Craig is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked with Santander Securities since 2015 and Santander Bank since 2018. Outside of his advisory role, he serves as a District Commander for the Veterans of Foreign Wars Department of Massachusetts and holds other volunteer positions with the organization and his local town finance committee. Santander Securities LLC serves a wide retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm manages investments via the FMAX wrap-fee platform, incorporating third-party discretionary managers and providing compliance oversight, tax overlays, and ESG model options.

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, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior roles include positions at Capital Analysts, LLC and Lincoln Investment Planning, LLC. She conducts financial services and insurance activities through her DBA, Tursi Wealth Management. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies, exercising day-to-day trading discretion while Primary Advisors maintain client relationships and suitability responsibilities.

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 previously worked at firms including Granite Financial Partners, Cetera Advisors LLC, Natixis Advisors, and Manulife Investment Management. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion for individuals, high-net-worth clients, family offices, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based approach combining fundamental and quantitative analysis to implement diverse strategies, offering customization and using affiliated broker-dealer, insurance, and private fund entities as part of its distinctive operating model.

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 financial advisor with Moors & Cabot, Inc. based in Boston, MA, holding a Series 65 designation and three years of industry experience. Prior to joining Moors & Cabot in 2026, Mija worked at Keenan Financial and its insurance agency division for four years. Mija also provides clients with insurance information as an insurance agent. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, and consulting services. The firm employs a range of investment strategies and allows advisors flexibility in tailoring portfolios to client objectives and risk tolerances.

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.