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.

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 and holds a Series 63 license, with seven years of industry experience. He has been with Howland Capital Management LLC since 2013. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm employs a model portfolio approach tailored through Investment Policy Statements, conducts extensive research and analysis, and manages multiple pooled investment vehicles structured as funds-of-funds.

Steven Violin is a CFA® charterholder and holds the Series 66 designation 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 that includes individual and institutional investors, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm utilizes a strategic asset allocation framework incorporating internally managed strategies and third-party managers across multiple asset classes, and it is noted for its role as adviser to the AOG Institutional Fund and ownership of Darwin Trust Company.

Andrew Wetzel is a CFA® charterholder with 18 years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2003. F.L. Putnam serves a diverse client base including individual investors, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting through FLP Atrato Consulting. The firm employs a strategic asset allocation framework with internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, which focuses on private and illiquid alternative assets.

Cavan Lamontagne is a financial advisor at Winthrop Wealth in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, Baystate Financial, and Vitalis. Winthrop Wealth serves a diverse client base that includes individuals, trusts and estates, pension plans, charitable organizations, and corporations. The firm provides integrated Private Wealth Management with a long-term, prudent investment approach supported by a committee process and a combination of internally managed and third-party strategies.

Charles Clapp III is a CFA® charterholder with 30 years of industry experience, currently serving at Howland Capital Management LLC since 1991. Based in Boston, MA, he has been with the firm for over three decades. Howland Capital Management LLC provides discretionary investment management to individuals, families, trusts, retirement accounts, foundations, endowments, and estates, as well as investors in its pooled investment vehicles. The firm offers wealth services including financial planning, tax planning and filing, estate planning, private trustee services, and charitable planning, using a structured investment approach supported by fundamental, macroeconomic, technical, and credit analysis.

Aaron Lassanske is a CFA® charterholder with 16 years of industry experience. He has worked at BlackRock Investments, LLC for 13 years before joining SVB Wealth and First Citizens Asset Management in 2024. He serves as a portfolio strategist and meets with clients to discuss a range of investment capabilities. SVB Wealth LLC serves a diverse client base including individuals, trusts, estates, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services using fundamental, quantitative, and technical analysis, with an emphasis on custom allocations and manager due diligence.

Ye Huang is a financial advisor with Lifemark Securities Corp. in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Lifemark in 2018, he worked at Foresters Equity and has operated as an independent insurance agent since 2010. He is also an attorney specializing in estate planning through his own law practice and holds leadership roles as President and Chairman of the Asian American Association of Boston, Chairman of the Fujianess Association, and Chairman of the Boston Fujianess Chamber of Commerce. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with advice driven by suitability assessments and managed accounts under discretionary or non-discretionary arrangements.

B Joseph Walton Yedlin is a CFA® charterholder with over 15 years of industry experience. He is currently an advisor at Modera Wealth Management, LLC, having joined the firm in 2026 after 14 years at SCS Financial Services LLC. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation strategy grounded in Modern Portfolio Theory and integrates investment management with in-house accounting, tax services, and business coaching.

James Bush is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including a long tenure at MassMutual. Outside of his advisory role, he is involved in management consulting through Bush & Company and serves as a principal at Bush & Richey LLC, which provides financial planning, insurance, and investment advising. ValMark Advisers serves a broad client base ranging from individual investors to institutional entities, offering investment advisory and financial planning through a network of representatives. The firm’s approach focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Stephen Hollingsworth is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Raymond James Financial Services Advisors Inc. and Adele Financial Services, LLC, where he continues to operate as an insurance agent selling group life and disability policies to law enforcement. Outside of his advisory work, he serves as treasurer of the Wellesley Grid Iron high school football club. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Lisa Mackinnon is a financial advisor at Trillium Asset Management in Boston, MA, holding Series 63 and Series 65 licenses with four years of industry experience. She has been with Trillium Asset Management since 1993. Trillium Asset Management provides discretionary portfolio management to a broad client base, including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers equity, fixed-income, and balanced strategies, serving also as sub-adviser to registered and non-U.S. investment companies.

Audrey Daum is a financial advisor at Moors & Cabot, Inc. in Boston, MA, with 36 years of industry experience. She has held positions at Moors & Cabot since 2017 and previously worked at Oppenheimer from 2010 to 2017. Audrey serves as a board member of the MIT Sloan Alumni Association of Boston and is the author of a children's book titled "The Little Floof's Book of Money." Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Leonardo Chantre is a financial advisor with Sequent Planning, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Sequent Planning in 2025, he worked at Mutual of Omaha, NYLIFE Securities, New York Life Insurance, Northwestern Mutual, and Family First Life. Outside of advising, he works as a rideshare driver for both Lyft and Uber. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services through a multi-team network of approximately 97 advisors.