Gavin Davis is a CFA® charterholder with over a decade of experience in financial advisory and investment management. He has worked at Beaumont Financial Partners since 2021, following roles at Brede Investment Management and the Commonwealth of Massachusetts Office of Administration and Finance. Prior to his financial industry career, he was involved with the Campaign for Charlie Baker for Governor. Beaumont Financial Partners serves affluent individuals, families, small businesses, and select institutions, offering investment management, wealth management, family office services, financial planning, and in-house tax preparation. The firm employs a Dominant Benefit Theory of Investing and integrates a range of investment vehicles, with oversight from an Investment Committee and tailored client relationship management.

Fatima Awada is a financial advisor at Flagship Harbor Advisors, LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at HarbourVest Partners, Boathouse, Inc., Northeastern University, and Bentley University. Outside of advising, she provides administrative support to Flagship Harbor Advisors. Flagship Harbor Advisors is an SEC-registered investment adviser serving high net worth 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 including mutual funds, ETFs, individual securities, and third-party managed accounts.

Edward Marinucci III is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both Flagship Harbor Advisors and LPL Financial since 2015. Marinucci also operates ChartHouse Capital, LLC, which focuses on non-variable 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, employing a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

John Francini Jr. is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Northeast Investment Management, Inc. in Boston, where he has worked since 2003. He holds a Series 63 license and is part of a nine-advisor team at the firm. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, client-specific constraints, and formal trading oversight.

Thomas Appleton is a CFA® charterholder with 19 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2006. He has held various fiduciary and trustee roles within the firm and is involved in several cultural and historical organizations in Boston, including serving as Assistant Treasurer of the Colonial Society of Massachusetts, Treasurer of the New England Quarterly, and Treasurer of the Paul Revere Memorial Association. Appleton also serves on the Board and Finance Committee of Revolutionary Spaces. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities with low turnover and offers integrated investment, trust, tax, and custodial services through a formal affiliation with a related trust company.

David Costigan is a CFP® professional with 19 years of industry experience currently affiliated with CW Advisors, LLC. His prior roles include positions at Congress Wealth Management LLC, SlateStone Private Client, Norton Point Strategic Advisors, and Penobscot Investment Management Company. He is also a managing member and partner of SlateStone Group, a holding company based in Jupiter, Florida. CW Advisors serves a diverse client base including individuals, high-net-worth families, charitable organizations, and business entities, offering wealth management, financial planning, family office services, and retirement plan advisory. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, combining third-party money managers with internally managed risk-managed strategies.

Kaitlyn Mcdonough is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Manulife John Hancock Brokerage Services LLC since 2024. Outside her advisory role, Mcdonough provides retirement plan education as a consultant for John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services offers financial planning and consultative services to individuals, trusts, estates, nonprofits, and businesses, utilizing a technology-assisted model with written, generally framed recommendations that clients implement at their discretion.

Joseph Powers III is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked with RWA and its predecessor entities since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management alongside fundamental and quantitative strategies.

John O’Reilly is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Congress Asset Management Company, LLP in Boston, MA. He has been with Congress Asset Management since 2001. Congress Asset Management 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 high net worth and individual investors. The firm’s investment approach centers on bottom-up, research-driven stock selection and a risk-aware, moderate-turnover strategy focused on growth, profitability, franchise strength, and valuation.

Thomas Cahill is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He has been with Beaumont Financial Advisors and its predecessor firms since 1999. Beaumont Financial Partners provides investment management, wealth management, and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment approach based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

William D'agostino Jr. is a financial advisor at CW Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aspire Wealth Management Corporation and Purshe Kaplan Sterling Investments. He is also a licensed insurance agent and dedicates part of his time to insurance sales and implementation of insurance recommendations. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, pension plans, and businesses, providing wealth management, family office services, retirement plan advisory, and portfolio management. The firm uses a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Leo Rotman is a CFP® professional with 24 years of industry experience, currently serving at Diversify Advisory Services, LLC. He previously worked at River Financial Group, LLC, and New York Life Insurance, Co. Outside of advisory work, he is a board member of the Federation for Children with Special Needs, providing support and guidance for parents and professionals in that community. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification strategy with individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Michelle Knight is a financial advisor at RWA Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has worked within various divisions of RWA Wealth Partners and its predecessor firms since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation, utilizing an open-architecture platform and combining fundamental and quantitative methods in select strategies.

Robert Alessandro is a financial advisor at Zacks Investment Management, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Harbor Funds Distributors, Harbor Capital Advisors, Purshe Kaplan Sterling Investments, and McAdam LLC. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, pooled investment vehicles, and other institutional clients. The firm combines proprietary quantitative models with qualitative portfolio management across a range of strategies and manages affiliated mutual funds and ETFs while distributing strategies through wrap-fee and unified managed account programs.

Robert Bailow III is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with JHPFS since 2016. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to generate recommendations and operates an Emergency Savings program.

James Almquist is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2024. Prior to joining Apollon, he worked for eight years at Royal Alliance Associates. He is also involved with The Quincy Group, Inc., where he provides financial advice to clients. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, and consulting services, employing both centrally managed and locally managed investment strategies across various asset classes and specialized client segments such as insurance companies and pooled investment vehicles.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. He is also the owner and treasurer of McGrath Insurance Brokerage Inc., where he has been involved in the sale of fixed insurance products since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, manages approximately $2.4 billion across 37 advisors, and offers services including discretionary portfolio management, retirement plan advisory, and a wrap-fee program.

Bryan Ciborowski is a financial advisor at Welch & Forbes LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group and State Street Global Advisors. Outside of his advisory role, he mentors second-year students at Harvard Business School in an entrepreneurial sales class. Welch & Forbes provides discretionary and non-discretionary investment management and supervisory services primarily to individuals and trusts, along with pension plans, estates, charitable organizations, and corporations. The firm employs a team-driven investment process focused on fundamental security selection and offers a range of services including personal trust, fiduciary, and estate administration.