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 at RWA Wealth Partners in Boston, MA, with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Polaris Wealth Advisory Group, United Capital Financial Advisers, Lenox Wealth Management, and Ameriprise Advisor Services. 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 using an open-architecture platform and includes internally managed strategies and customized fixed income management.

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 12 years of industry experience. He has worked at Savvy since 2026, following a 12-year tenure at Congress Wealth Management LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based long-term investment plans along with active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools in its approach.

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 23 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023. His prior experience includes roles at SVB Wealth LLC, Banyan Partners, LLC, and Rushmore Investment Advisors Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and consulting services. The firm combines macroeconomic and security-level analysis with a mix of internally managed strategies and third-party managers across various asset classes.

Jennifer De Sisto is a CFA® charterholder with seven years of industry experience. She is currently with CW Advisors, LLC and was previously with Anchor Capital Advisors LLC for eight years. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets. The firm serves a broad client base including individuals, families, trusts, charitable organizations, and pension plans, offering services such as wealth management, financial planning, retirement plan advisory, and family-office support. Their investment approach uses a Core-and-Satellite framework combining active, passive, strategic, quantitative, and ESG strategies across multiple asset classes.

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. He has experience working at TimesSquare Capital Management and Kapitus prior to joining New England Private Wealth Advisors. 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 management using mutual funds, ETFs, and alternative investments, alongside financial planning and retirement-plan advisory services.

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.

Jian Wei Fu is a CFP® certified financial advisor with two years of industry experience, currently practicing at Kingswood Wealth Advisors, LLC. Prior to joining Kingswood, he worked at Asset Strategy Advisors LLC and Concorde Investment Services. Outside of his advisory role, Fu is a licensed realtor and manages a small insurance business operated by his spouse. Kingswood Wealth Advisors serves a diverse clientele ranging from individual investors to institutional clients, offering portfolio management, financial planning, and ERISA plan advisory services. The firm employs an open-architecture investment approach, frequently utilizing third-party managers and sub-advisors, and has a distinctive operational model supporting insurance-linked account management.

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.

Thomas Roche is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2005. He holds the Series 63 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse clientele including individuals, high-net-worth investors, trusts, family offices, and institutional clients. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy that integrates fundamental financial analysis with ESG considerations and active shareholder engagement.

Adam Hogue is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA since 2020. He has held prior roles at LPL Financial from 2013 to 2015 and again starting in 2017. Outside of his advisory work, Hogue is an author. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets through a team of about 60 advisors. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis across long- and short-term strategies.

William Stewart is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He previously worked at Arthur Wood Investment Advisors Corp, Arthur W. Wood Company, Inc., and Janney Montgomery Scott. Capitol Securities Management serves individual investors, institutions, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering a range of advisory programs including separately managed accounts and third-party Money Managers.

Jack Mc Carty is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth, Loomis Sayles, and Rise Private Wealth Management. Outside of the financial sector, he has experience in the hospitality industry, including roles at 1230 Ocean Bistro and Jim's Dock. 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 incorporating equities, fixed income, mutual funds, ETFs, and alternative investments.

Thomas Williams is a CFP®-certified financial advisor with over 32 years of industry experience. He is affiliated with Flagship Harbor Advisors, LLC and has been with the firm since 2015, concurrently associated with LPL Financial. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a diversified investment approach using mutual funds, ETFs, individual securities, separately managed accounts, and multiple trading strategies.

Zachry Mc Mann is a financial advisor with McAdam LLC in Boston, MA, holding a Series 65 designation and five years of industry experience. His prior work includes roles at New England Wire Technology and Southern New Hampshire University. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, providing financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis, utilizing a range of investment vehicles and incorporating specialized exposures such as direct indexing and cryptocurrency through exchange-traded vehicles.

Griffith Graham II is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes roles at John Hancock Distributors LLC, Wells Fargo Clearing, TD Ameritrade, and Scottrade. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses technology-assisted tools to deliver generally framed financial plans and operates an Emergency Savings program, serving a high client load per advisor through a scaled service model.