Joseph Luiz Jr. is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Citizens Securities, Inc. from 2014 to 2019 before joining John Hancock in 2019. 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 uses third-party financial planning software to generate written recommendations, with implementation decisions made by clients, and operates a technology-assisted service model that supports a high client-to-advisor ratio.

Michael Murphy is a CFA® charterholder with 11 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Congress Wealth Management LLC. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, utilizing both third-party money managers and internally managed risk-managed strategies.

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 22 years of industry experience. He is currently with F.L. Putnam Investment Management Co., where he has worked since 2023, following a nine-year tenure at SVB Wealth LLC. F.L. Putnam serves a diverse clientele that includes individual investors, institutions, and registered investment companies, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm uses a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes and is noted for its management of the AOG Institutional Fund and ownership of trust and custody services through Darwin Trust Company.

Jennifer De Sisto is a CFA® charterholder affiliated with CW Advisors, LLC in Boston, MA, with seven years of industry experience. She previously worked for eight years at Anchor Capital Advisors LLC before joining CW Advisors in 2024. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment manager selection overseen by an Investment Oversight Committee.

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 and holds a Series 65 license, with 14 years of experience in the financial industry. He has been with Congress Asset Management Company, LLP since 2001. Congress Asset Management Company, LLP provides discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients such as pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors, while also serving taxable and tax-exempt institutions as well as high net worth individuals. The firm’s investment approach focuses on bottom-up, research-driven stock selection and a risk-aware, moderate-turnover strategy emphasizing growth, profitability, franchise strength, and valuation.

Michael Abbondanza is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and approximately two years of industry experience. His prior roles include positions at TimesSquare Capital Management and Kapitus. New England Private Wealth Advisors is a fee-based investment adviser serving individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm manages diversified portfolios emphasizing low-cost mutual funds and ETFs, and offers discretionary management supplemented by third-party separate account managers.

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.

Mark Lublin is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Keystone Capital Corporation from 2013 to 2016 and has been with Integrated Advisors Network since 2016. In addition to advisory services, he is involved in offering fixed life and annuity products, including term, universal, and whole life insurance, as well as long-term care and disability income insurance. Integrated Advisors Network is a multi-team SEC-registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services, employing a mix of investment approaches and frequently utilizing third-party sub-adviser platforms for portfolio management and oversight.

John Khoury is a financial advisor at Savvy with 22 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co, Inc from 2008 to 2023. Outside of his advisory role, he owns a property management business involving a condo rental in Lincoln, New Hampshire. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Thomas Roche is a CFA® charterholder with 19 years of industry experience, currently serving at Reynders, McVeigh Capital Management, LLC since 2020. He has been with the firm in its various forms since 2005. Reynders, McVeigh provides discretionary and non-discretionary investment management, model portfolio advice, and consulting to a diverse client base that includes individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) investment philosophy integrated with ESG criteria and manages a registered mutual fund alongside its advisory services.

Julian Morris is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, holding the ChFC® designation and Series 66 license with 21 years of industry experience. He previously worked at LPL Financial for 11 years before joining Flagship Harbor Advisors in 2021. Morris is also a producer for Pinnacle Insurance & Financial Services, a general agency for fixed insurance products. 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, employing a range of investment strategies across mutual funds, ETFs, individual securities, and third-party managed accounts.

Adam Hogue is a CFP® professional with 12 years of experience in the financial services industry. He is currently an advisor at Flagship Harbor Advisors, LLC and has prior experience at LPL Financial and Constant Advisor. Outside of his advisory work, he serves in the US Army Reserve. 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 and employs a range of investment strategies, including allocations to mutual funds, ETFs, individual securities, and separately managed accounts, supported by fundamental and technical analysis.

William Stewart is a financial advisor at Capitol Securities Management, Inc. with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Arthur Wood Investment Advisors Corp and Arthur W. Wood Company, Inc. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various account types and utilizes a range of investment instruments, supported by a network of investment adviser representatives.

Thomas Williams is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Flagship Harbor Advisors, LLC and LPL Financial since 2015. 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 and employs a range of investment strategies, including allocations to mutual funds, ETFs, individual securities, and independent managers, supported by both fundamental and technical analysis.

Zachry Mc Mann is a financial advisor at McAdam LLC in Boston, MA, holding a Series 65 license with four years of industry experience. Prior to joining McAdam LLC, he worked at New England Wire Technology and Southern New Hampshire University. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to construct portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a subscription-based financial planning service alongside access to alternative and specialized investment strategies.

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.

Shuxin Wu is a financial advisor at Santander Securities LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. Wu’s career includes roles at Manulife John Hancock Brokerage Services LLC, John Hancock Personal Financial Services LLC, State Street Corporation, and Bank of New York Mellon. Outside of finance, Wu was involved in the restaurant business for nine years with Shabu-Zen Restaurant. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across more than 10,800 client relationships. The firm provides investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products.

Vahan Janjigian is a CFA® charterholder with 15 years of industry experience and has been with Greenwich Wealth Management, LLC since 2010. He provides consulting services including writing and editing, and occasionally teaches a graduate course on Equity Analysis. He serves on the Corporate Disclosure Policy Council of the CFA Institute and is a member of the board of trustees of the Armenian Museum of America. Greenwich Wealth Management offers advisory services to high-net-worth individuals, families, trusts, endowments, charitable organizations, corporations, and retirement plans. The firm employs a combination of fundamental, technical, and macro analysis to tailor portfolios across a range of instruments and investment structures, and it manages both individual and institutional accounts including pooled vehicles like endowments and wrap programs.