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 with 15 years of industry experience and has been with Congress Asset Management Company, LLP since 2001. He is based in Boston, MA, and holds the Series 65 designation. 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, bottom-up investment approach with a focus on growth equity and fixed-income strategies, serving over 8,000 client relationships with approximately $14.2 billion in assets under management.

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 licenses and bringing 33 years of industry experience. He has worked at Open Network Financial, a dba of Integrated Advisors Network, since 2016 and previously spent two years at Coinbase Capital Markets Corp. Outside of advising, he is involved in offering fixed life and long-term care insurance products and fixed annuities through Open Network Financial Consulting. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative investment strategies, often utilizing third-party sub-advisers, and offers services including portfolio management, financial planning, and access to Managed Account Solutions.

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.

Michael Dooley is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Santander Bank, Investors Capital Corp., Cambridge Investment Research Advisors, and LPL Financial. He is based in Swampscott, MA. Santander Securities LLC serves a broad retail client base, managing approximately $3.14 billion in regulatory assets under management across about 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.

Adam Hogue is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA since 2020. He has held prior roles at LPL Financial from 2013 to 2015 and again starting in 2017. Outside of his advisory work, Hogue is an author. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets through a team of about 60 advisors. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts, utilizing both fundamental and technical analysis across long- and short-term strategies.

William Stewart is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 licenses with 39 years of industry experience. He previously worked at Arthur Wood Investment Advisors Corp, Arthur W. Wood Company, Inc., and Janney Montgomery Scott. Capitol Securities Management serves individual investors, institutions, retirement plans, trusts, and small businesses by providing portfolio management, financial planning, consulting, and wrap fee programs. The firm operates as both a broker-dealer and registered investment adviser, offering a range of advisory programs including separately managed accounts and third-party Money Managers.

Jack Mc Carty is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. Prior to joining Coastal Bridge Advisors, he worked at One Charles Private Wealth, Loomis Sayles, and Rise Private Wealth Management. Outside of the financial sector, he has experience in the hospitality industry, including roles at 1230 Ocean Bistro and Jim's Dock. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and constructs diversified portfolios incorporating equities, fixed income, mutual funds, ETFs, and alternative investments.

Thomas Williams is a CFP®-certified financial advisor with over 32 years of industry experience. He is affiliated with Flagship Harbor Advisors, LLC and has been with the firm since 2015, concurrently associated with LPL Financial. 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 and employs a diversified investment approach using mutual funds, ETFs, individual securities, separately managed accounts, and multiple trading strategies.

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.

Jessica Frigon is a financial advisor at Pallas Capital Advisors, LLC with a Series 65 designation. She has one year of industry experience and previously worked at Shepherd Kaplan Krochuk, LLC for three years. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services that include discretionary investment management, financial planning, family office services, and retirement plan advisory.

Nicholas Crocker is a CFA® charterholder with eight years of industry experience. He has been with Howland Capital Management LLC since 2013. The firm provides personalized investment management and financial planning services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. Howland Capital Management employs a disciplined investment process supported by fundamental, macroeconomic, technical, and credit analysis and offers additional services including tax assistance and private trustee services.

Steven Violin is a CFA® charterholder and holds a Series 66 license with 24 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2000. F.L. Putnam serves a diverse client base including individuals, families, and various institutional investors. The firm employs a team-based, research-driven approach to investment management, offering customized strategies across asset classes with a focus on combining macroeconomic and security-level analysis.