Stephen Beam is a financial advisor at StoneX Advisors Inc. with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including StoneX Securities Inc., WRP Investments, and Kovack Advisors. Outside of his advisory role, he is the owner and managing director of Regency Financial Group, LLC, which provides insurance and fixed annuity products. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm employs a range of strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by integrated platforms and a network of affiliated firms.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors and Lexington Wealth Management, Inc. He is also president of Frank Advising LLC, where he delivers educational workshops. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services through a national network of advisors. The firm offers multiple investment programs, including private markets and values-based strategies, and acts both as an adviser to outside RIAs and as a manager of private pooled investments.

Charles Garabedian is a financial advisor at Beaumont Financial Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Beaumont Financial Partners and its affiliates since 2007. 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 Dominant Benefit Theory of Investing, using a combination of low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with oversight from an Investment Committee and tailored portfolio management.

Broderick Zisko is a financial advisor at McAdam LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at McAdam since 2016, with prior roles at Purshe Kaplan Sterling Investments. In addition to his advisory work, he operates The Zisko Tax Group, where he provides tax preparation services. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households, offering financial planning, investment management, and retirement plan consulting. The firm manages client portfolios on a discretionary basis using a variety of investment vehicles and incorporates specialized exposures such as private funds and cryptocurrency, with additional services including a tiered subscription planning product and estate-document creation.

Deborah Mota is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 63 and Series 66 licenses and with 23 years of industry experience. She has been with Santander Securities since 2012 and is also affiliated with Santander Bank, NA. Santander Securities LLC offers investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm utilizes a managed-account platform with third-party investment managers and provides services such as wrap-fee advisory programs, financial planning, tax and values overlay services, and securities-based lending.

Madison Mc Auliffe is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at several firms including First Republic Securities Company, BNY Mellon Wealth Management, and Procursys. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Gates is a financial advisor at CW Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Congress Wealth Management, LLC since 2009. Gates also serves as a trustee and co-trustee for various trusts, including some that are clients of Congress Wealth Management. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, retirement plans, corporations, and business entities. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and sub-advisory solutions.

Yvan Bodart is a CFA® charterholder with three years of industry experience. He is currently with F L Putnam Investment Management Co., joining in 2023. His prior roles include positions at Boston Financial Management LLC, Cabot - Wellington, LLC, and Bank of America Private Bank. F L Putnam serves a diverse client base including individuals, families, institutions, and registered investment companies. The firm employs a team-based investment approach that integrates internally managed strategies and third-party managers across multiple asset classes, offering customized solutions such as discretionary and non-discretionary management, financial planning, and family office services.

Matthew Lagan is a CFA® charterholder based in Boston, MA, with nine years of industry experience. He has been with Congress Asset Management Company, LLP since 2003. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients. The firm employs a research-driven, primarily bottom-up investment approach with a focus on long-term growth equity and diversified fixed-income strategies.

Wayne Bradley is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Flagship Harbor Advisors, LLC since 2010 and also maintains an association with LPL Financial. His other business activities include working with fixed insurance and fixed annuities. Flagship Harbor Advisors, LLC 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, utilizing a variety of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

Bradford Kimball is a financial advisor with Capitol Securities Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at multiple firms, including Douglas Elliman, where he is also a licensed realtor representing buyers and sellers of real estate. Capitol Securities Management serves individual investors, institutional clients, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, and consulting services. The firm operates as both a broker-dealer and registered investment adviser, offering a range of managed programs and investment solutions.

Stephen Campagnone is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked within various John Hancock entities since 2016. Outside of his advisory role, he owns two golf-related e-commerce businesses, Lowcountry Golf Company and First Tee Coffee Company, and works part-time as a food delivery employee for DoorDash. John Hancock Personal Financial Services provides financial planning and consultative services to a diverse client base, including individuals, trusts, and non-profits. The firm utilizes third-party financial planning software to generate recommendations and operates a technology-assisted, scaled service model.

Theresa Timmerman is a financial advisor at Vanderbilt Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Vanderbilt Advisory Services since 2017, following a two-year tenure at Financial West Group. Outside of advisory work, she is a medical technologist at Elliot Hospital Satellite Lab in Londonderry, NH. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Laurie Faille is a CFP® professional with 12 years of industry experience, currently serving at F.L. Putnam Investment Management Co. since 2018. Prior to joining F.L. Putnam, she worked at Proctor Financial for seven years. Outside of her financial advisory role, she operates a photography business as a sole proprietor. F.L. Putnam serves individual investors, families, and institutional clients, offering customized, team-based investment management and financial planning. The firm utilizes both internally managed strategies and third-party managers across multiple asset classes, incorporating tax-aware approaches and options for sustainable investing.

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.

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.