Trent Mullen is a financial advisor at Reynders, McVeigh Capital Management, LLC, holding a Series 65 designation. He has been with Reynders McVeigh since 2022 and has prior experience at The Bancroft, Putnam Investments, and 110 Grill. Outside of finance, he operated Mullen Automotive Detailing from 2017 to 2022. Reynders, McVeigh provides investment management, model portfolio advice, and consulting services to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm employs a growth-at-a-reasonable-price (GARP) philosophy with ESG integration and manages a registered mutual fund alongside advisory roles for other investment advisers and clients.

Maryelizabeth Conlon Kesse is a financial advisor with Reynders, McVeigh Capital Management, LLC in Boston, MA, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Penobscot Investment Management Co., Inc. since 2009. Reynders, McVeigh provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, pension plans, family offices, and law-firm trust departments, while serving as adviser to a mutual fund. The firm follows a growth-at-a-reasonable-price philosophy integrating ESG considerations and active shareholder engagement, supported by in-house research and model-driven portfolios.

Peter Dixon is a financial advisor at Howland Capital Management LLC in Boston, MA, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Howland since 2018 and previously spent eleven years at Fidelity Investments. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, and institutional clients. The firm employs four model portfolios tailored through Investment Policy Statements and conducts fundamental and macroeconomic research to guide its portfolio management.

Jean Qiu is a financial advisor at The Bollard Group LLC in Boston, MA, holding a Series 65 designation with seven years of industry experience. She has been with The Bollard Group since 2020 and was previously with the same firm from 2005 to 2020. The Bollard Group is a multi-family office serving high-net-worth individuals, trusts, charitable foundations, and family-centric companies. The firm offers discretionary and non-discretionary investment management, tax and estate planning, and other wealth-management services, employing active management strategies across various asset classes and managing over $6.7 billion in assets.

Matthew Lichtman is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including seven years at Goldman, Sachs & Co. and five years at Advisory Services Network. In addition to his advisory work, Lichtman is the managing member of Lichtman & Associates, LLC, a law firm based in Wellesley, MA. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a wide range of investment strategies tailored to client objectives and risk tolerances.

Ariel Dangelo is a financial advisor at Packerland Brokerage Services, Inc. with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked in both financial services and real estate, including roles at MassMutual Life Insurance Company and Messina Realty Collective. Outside of advisory work, she is involved in real estate as a licensed agent and business advisor, and she serves as CEO and president of a startup developing budgeting and financial literacy software. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors managing over $1.3 billion in assets. The firm offers a range of investment advisory services, including financial planning, portfolio management, and retirement plan consulting, utilizing a platform that supports both direct and third-party managed accounts.

Hamid Omid is a CFP® and ChFC® with 34 years of industry experience. He has been with Mutual Advisors, LLC since 2020 and has prior experience at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as president and director of Prime Solutions Insurance Brokerage, Inc., an insurance agency. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm offers a range of advisory services using both active and passive investment strategies and manages approximately $9.45 billion across 154 advisors.

John Fenton is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA. He has worked with LPL Financial, LLC since 2010 and has been affiliated with Flagship Harbor Advisors for the same period. Outside of his advisory role, he offers fixed life insurance policies and fixed annuity contracts through Pinnacle IFS. 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 diversified investment approach including mutual funds, ETFs, individual securities, and separately managed accounts, supported by a team of about 60 advisors.

Tamer Alamuddin is a CFA® charterholder with 14 years of experience at Choate Investment Advisors and eight years in the financial industry. He is based in Boston, MA. Choate Investment Advisors is an SEC-registered firm serving high-net-worth individuals, trusts, charitable foundations, donor-advised funds, and endowments. The firm’s investment approach focuses on diversified asset allocation tailored to clients’ risk tolerance and incorporates index exposures, select active managers, and private fund vehicles to provide private equity access.

George Conway Jr. is a financial advisor at Mission Wealth Management, LP with eight years of industry experience. He holds a Series 65 designation and has previously worked at Charles Carroll Financial Partners and St. Sebastian's School. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized wealth management and financial planning services through tiered models, employing long-term strategies that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Kevin Albano is a financial advisor at Santander Securities LLC in Boston, MA with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at Santander Bank, NA and has diverse experience in various industries including fitness and maritime operations. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management. The firm provides investment advisory services, portfolio management through wrap-fee programs, and access to lending and insurance products, focusing primarily on retail investors.

Andrea Anastasio is a Series 65-licensed advisor with one year of industry experience. She is currently affiliated with Advisory Solutions Group and True North Wealth Advisors, with prior experience at CS Planning Corp, MassMutual, and State Street Investment Management. Andrea serves as a board member of The American Fondouk, a nonprofit veterinary hospital supporting working equines in Fez, Morocco. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs a diversified investment approach combining quantitative, momentum, and fundamental analysis and offers both discretionary and non-discretionary portfolio management strategies.

Heather Goddard is a CFP® and holds a Series 66 license with five years of industry experience. She is currently with Brighton Jones LLC and has previously worked at UBS, Fidelity Investments, Citizens Securities, Balance Wealth Advisors, Northwestern Mutual, and Emmanuel College. Outside of her financial advisory role, she teaches Yoga Sculpt classes at Corepower Yoga and is a fitness instructor at The Handle Bar in Boston. Brighton Jones LLC serves individuals, high-net-worth families, retirement plan sponsors, and various organizations, offering comprehensive wealth management and financial planning services. The firm employs a holistic, balance-sheet approach and provides discretionary and non-discretionary management, private investment options, and in-house tax and legal services.

Davis Wilson is a financial advisor at McAdam LLC in Boston, MA, holding a Series 66 designation with nine years of industry experience. His work history includes roles at Madison Avenue Securities and Purshe Kaplan Sterling Investments, alongside his ongoing tenure at McAdam LLC. McAdam LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm manages portfolios on a discretionary basis, employing a range of traditional and alternative investment strategies, supported by proprietary planning products and monitored use of AI tools.

Brendan Bayron is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has worked with several firms including Rise North Capital and Voya Financial Advisors. Outside of advising, Bayron is also active as an insurance agent at Rise North Capital. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, as well as employer-sponsored retirement plans and registered investment companies. The firm employs a variety of analytical approaches and utilizes model portfolios and discretionary authority assigned to its investment adviser representatives.

Dallis Goodson is a CFP® with 12 years of industry experience, currently serving at Moors & Cabot, Inc. since 2025. Prior to this, he held roles at Citizens Securities Inc., Clarfeld Financial Advisors, LLC, and Citizens Bank. Goodson is actively involved in community and nonprofit organizations, serving as Chair of the Finance Sub-Committee for the RI Trucking Association, Treasurer for Community Care Alliance, and a Planning Committee Member for the Estate Planning Council of Rhode Island. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services utilizing a range of investment strategies and third-party sub-advisors.

Max Winthrop is a financial advisor with 14 years of industry experience, currently affiliated with Winthrop Wealth in Boston, MA. He has held roles at Winthrop Advisory Group LLC since 2017 and previously worked at LPL Financial for ten years. Winthrop is a Series 65 and Series 63 license holder. Winthrop Wealth provides investment management, financial planning, and wealth management services to individuals, trusts, estates, business entities, retirement plans, and donor-advised funds. The firm employs a long-term, prudence-based investment approach and integrates in-house management with third-party sub-advisers to implement tax-managed and options-based strategies.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. Prior to joining Mutual of Omaha in 2022, he worked at Eagle Strategies, New York Life, Hornor Townsend & Kent, and other firms. In addition to his advisory role, he is also licensed as an insurance agent focusing on life, accident, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, allowing advisors to implement recommendations through multiple licensed capacities.

Noel Blair is a CFA® charterholder affiliated with Congress Asset Management Company, LLP in Boston, MA, with four years of industry experience. He has been with Congress Asset Management since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse range of institutional and individual clients, including Taft-Hartley pension plans, mutual funds, and financial intermediaries. The firm utilizes a research-driven, primarily bottom-up investment approach overseen by investment policy committees and offers various strategies with ESG, SRI, and tax-sensitive options available.