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 serves high-net-worth individuals, families, and institutional clients, providing wealth management, financial planning, investment management, and related consulting services. The firm employs a comprehensive approach that integrates investment strategies with tax, trust, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

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 Vatcher is a CFP®-certified financial advisor at Brighton Jones LLC in Boston, MA, with five years of industry experience. She previously worked at UBS, Fidelity Investments, Citizens Securities, Inc., Balance Wealth Advisors, and Northwestern Mutual. Outside of finance, she teaches Yoga Sculpt classes and works as a fitness instructor at a Boston studio. Brighton Jones provides wealth management and financial planning services to individual, high-net-worth, and family-office clients, offering discretionary and non-discretionary portfolio management, financial planning, tax preparation, real estate consulting, and family office administrative support through multiple operating brands.

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.

Annabel Veale is a Series 66-licensed financial advisor with Advisory Services Network, LLC. She has been with the firm since 2026 and has prior experience at Siena Private Wealth and Equitable Advisors, LLC. Veale has also worked in retail and educational roles, including positions at LL Bean and Suffolk University. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent adviser representatives. The firm offers a variety of portfolio management and consulting services with flexible engagement options.

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® professional at Moors & Cabot, Inc. in Boston, MA, with 12 years of industry experience. Prior to joining Moors & Cabot, he worked at Citizens Securities Inc., Clarfeld Financial Advisors, LLC, and Citizens Bank. He serves as Chair of the Finance Sub-Committee for the RI Trucking Association and holds volunteer roles as 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, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, fee-based financial planning, and consulting services. The firm employs tailored portfolio strategies and offers both discretionary and non-discretionary advisory arrangements alongside commissionable brokerage and insurance services.

Max Winthrop is a financial advisor with Winthrop Wealth in Boston, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Winthrop Advisory Group LLC since 2017 and previously at LPL Financial for ten years. 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 emphasizes a long-term investment approach with a four-step process and combines in-house management with third-party sub-advisers to implement tax-managed, systematic, 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.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Jeffrey Blocker is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Advisor Share Wealth Management, he operated Bean Harbor Advisors LLC and worked at Foundations Investment Advisors LLC and Impact Partnership Wealth, LLC. He also owns Bean Harbor Advisors, where he provides insurance and annuity solutions as well as non-legal estate planning administrative services. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm employs third-party sub-advisers and model portfolios to implement strategies and provides alternative investment options alongside a web-based platform for independent advisers.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Capital Analysts since 1999 and has worked with Lincoln Investment since 2012. Outside of advising, Connolly owns CloudSynergies, a software business focused on business development. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary services delivered through advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Christopher Lagan is a CFA® charterholder with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 1993. He serves as a director of Congress Wealth Management, an investment-related business affiliated with his firm. 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, primarily bottom-up investment approach with a focus on growth equity and diversified fixed-income strategies.

Kevin Carroll is a financial advisor at Waverly Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior roles include positions at Lightspeed Financial Services Group LLC, Atreyu Trading, and O'neil Securities, Incorporated. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and retirement consulting services.

Jennifer Yousif is a financial advisor at Reynders, McVeigh Capital Management, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at Adviser Investments and Southern New Hampshire University. Reynders, McVeigh Capital Management provides discretionary and non-discretionary investment management, model portfolio advice, and investment consulting to a diverse client base including individuals, trusts, family offices, corporations, and pension plans. The firm applies a growth-at-a-reasonable-price (GARP) investment philosophy with integrated ESG criteria, tailoring portfolios to client objectives while managing a registered mutual fund and offering impact investment options on an opt-in basis.