Robert Lamb is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at John Hancock Personal Financial Services, LLC in Boston, MA. He has been affiliated with John Hancock Distributors LLC since 2018 and with John Hancock since 2016. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted service model, delivering written, generally framed recommendations reviewed by advisors, with implementation decisions made by clients.

George Klebart is a financial advisor with Santander Securities LLC in Hartford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial from 2013 to 2020 and has been with Santander Securities since 2020. Klebart is a member of the Exchange Club of Farmington, a nonprofit organization of local business owners focused on community and business support. Santander Securities LLC provides investment advisory services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and employs a managed-account platform that integrates third-party investment managers and centralized implementation, serving clients primarily on a discretionary basis.

Dwayne Hall is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2014. Outside of his advisory role, he is a commissioned Notary Public in the Commonwealth of Massachusetts. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies using mutual funds, ETFs, individual securities, and third-party technology to monitor and rebalance client assets.

Daniel Falcone is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and four years of industry experience. He has held roles at Stratos Wealth Advisors since 2021 and at Veritas Boston Wealth Management since 2020, where he also serves as a Technology Specialist. Prior to this, he worked at MFS and Putnam and was affiliated with the University of Massachusetts Lowell. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and bank or thrift institutions. The firm offers a range of investment management, financial planning, and insurance consulting services through a network of investment advisory representatives using both bespoke and model portfolios.

Eric Sample is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Reynders, McVeigh Capital Management, LLC since 2012. He holds the Series 65 designation and is based in Boston, MA. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base including individuals, trusts, family offices, corporations, pension plans, and trustee law firms. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria and manages a registered mutual fund alongside offering tailored portfolios and financial planning services.

Joseph Levy is a financial advisor at CW Advisors, LLC in Boston, MA, holding the CFP® designation and Series 66 license with nine years of industry experience. He previously worked at Morgan Stanley for four years and Merrill for one year. CW Advisors serves a diverse clientele including individuals, high-net-worth families, trusts, and charitable organizations, offering wealth management, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and a specialized business unit providing sub-advisory and operational outsourcing services.

Jack McCroken is a CFP® with 15 years of industry experience, currently serving at Pallas Capital Advisors, LLC. His prior roles include positions at UBS Financial Services, Inc., Triad Advisors LLC, and Purshe Kaplan Sterling Investments, Inc. In addition to his advisory work, he is a notary, providing notarial services. Pallas Capital Advisors is an SEC-registered multi-team firm managing approximately $4.3 billion, serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that integrate investment management, financial planning, family office services, and retirement plan advisory.

Carroll Hayes Jr. is a CFP® professional with 31 years of industry experience. He is currently with Mission Wealth Management, LP and previously spent 16 years at Charles Carroll Financial Partners, LLC. Mission Wealth Management, LP is an SEC-registered multi-team advisory firm managing approximately $17 billion for high-net-worth individuals, families, and institutional clients. The firm offers personalized wealth management, portfolio management, financial planning, and consulting services, employing a tiered service model tailored to client complexity and asset size.

Leigh Hurd is a CFA® charterholder with 13 years of industry experience, currently serving as an advisor at Crestwood Advisors. He has been with Crestwood Advisors Group, LLC since 2017 and previously worked at Crestwood Advisors LLC from 2013 to 2016. Crestwood Advisors provides investment and wealth management, financial planning, and advisory services to individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients. The firm combines global asset allocation with a fundamental security selection process and offers a digital investment program called Pathfinder, which delivers ETF-based automated portfolios with periodic advisor engagement.

Michael Patterson is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, Michael hosts a weekly Music Bingo night at a local pub and works as an energy advisor helping customers reduce electricity costs. The Patriot Financial Group serves individuals, small businesses, and retirement plans by offering investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, and charting analysis, managing a diverse range of asset classes with ongoing monitoring and rebalancing.

Shelly Lairar is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA, holding a Series 65 designation and two years of industry experience. Her prior experience includes roles at Manulife Wealth Inc., Echelon Partners USA Inc., and Echelon Wealth Partners Inc. She is also an owner of a residential apartment building in Arnprior, Ontario. John Hancock Personal Financial Services, LLC serves a diverse client base including individuals, trusts, estates, non-profits, and business entities, providing financial planning and consultative services supported by technology-driven, generally framed recommendations. The firm operates a scaled service model with a high client-to-advisor ratio and is affiliated with John Hancock and Manulife entities.

Tucker Roeder is a financial advisor with Fortis Capital Advisors, LLC and holds a Series 66 credential. He has 13 years of industry experience, including roles at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam, LLC. Roeder is a partner and co-owner of Fortis Capital Advisors’ LRVS Advisory Group. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers discretionary portfolio management with customized strategies across passive, active, tactical, blended, and ESG-integrated approaches.

Ross Frankenfield is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at The London Company of Virginia, where he has worked since 2025. Prior to that, he spent 19 years at Harbor Funds Distributors, Inc. and Harbor Capital Advisors, Inc. The London Company of Virginia is an independently owned, SEC-registered investment adviser managing approximately $16.0 billion in discretionary assets. The firm serves individuals, high net worth clients, pension plans, foundations, and institutional investors through a conservative, bottom-up equity process focused on downside protection and risk management.

Michael Eckton is a CFA® charterholder with 24 years of industry experience. He has been with Crestwood Advisors since 2003, working first with Crestwood Advisors, LLC and then with Crestwood Advisors Group, LLC since 2017. The firm serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. Crestwood combines global asset allocation with bottom-up fundamental security selection and operates a digital investment program called Pathfinder, which offers ETF-based automated portfolios with periodic advisor engagement.

Peter Girard is a CFP® with 24 years of experience in the financial industry. He has been with Beaumont Financial Partners and its predecessor entities since 2004. Girard holds the Series 63 and Series 66 licenses. 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 centered on its Dominant Benefit Theory of Investing and offers an integrated service model that includes discretionary portfolio management and held-away account oversight.

Allen Sawyer is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Manulife John Hancock Brokerage Services, Citizens Securities, Inc., and Santander Securities LLC. In addition to his advisory role, he serves as a retirement consultant providing educational services related to qualified retirement plans. John Hancock Personal Financial Services, LLC offers financial planning and consultative services to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver generally framed financial recommendations, with implementation decisions made by clients.

Daniel McCarthy is a financial advisor with Apollon Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 33 years of industry experience. His prior roles include positions at Royal Alliance Associates and The Quincy Group, Inc., where he served for over two decades. He is also an investor and part owner of Lionheart Behavioral Health Services, an outpatient clinic specializing in substance abuse and mental health treatment. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined centrally managed and local portfolio management approach, integrating both fundamental and tactical investment strategies along with tax-aware tools and alternative investment options.

Kyle Bateman is a CFP® and Series 66 credentialed advisor with 10 years of industry experience. He is affiliated with The Patriot Financial Group, LLC and has previously worked at firms including CETERA Financial Specialists LLC, Waypoint Wealth Management, Securities America Inc., and LPL Financial, LLC. Bateman is also licensed to sell fixed insurance products. The Patriot Financial Group serves individuals, small businesses, and retirement plans by providing investment management, financial planning, and retirement plan advisory services. The firm constructs tailored portfolios using a variety of asset classes and combines fundamental, technical, and charting analysis, with ongoing portfolio supervision and rebalancing.

Hideyoshi Watanabe is a financial advisor at Choate Investment Advisors with 12 years of industry experience. He holds a Series 65 designation and has been with Choate Investment Advisors since 2014. Choate Investment Advisors serves individuals, trustees, charitable foundations, donor-advised funds, and endowments by providing discretionary and non-discretionary investment management, financial planning, and wealth management services. The firm emphasizes asset allocation based on client risk assessment and utilizes a mix of index funds, active managers, and subadvisors, incorporating ESG research and addressing tax-sensitive issues for taxable clients.

Earl Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 65 licenses and with 41 years of industry experience. His career includes long tenures at LPL Financial and leadership roles at Winthrop Investment Management, LLC and Winthrop Advisory Group, LLC. He is also the manager of Big Earl, LLC, a family LLC used for investment and estate planning purposes. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, and institutions, offering integrated private wealth management with a focus on prudence and long-term investment strategies. The firm employs a combination of internally managed strategies and third-party managers, supporting a broad institutional footprint and providing tailored retirement and institutional services.