Richard St. Onge is a financial advisor at Winthrop Wealth in Boston, MA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Winthrop Advisory Group, LLC since 2017, following a long tenure at LPL Financial from 2003 to 2025. Winthrop Wealth serves a diverse client base, including high-net-worth individuals, trusts, pension plans, and charitable organizations. The firm combines investment management, financial planning, and ERISA plan services through a disciplined, long-term investment approach supported by an Investment Committee process and a mix of internally managed strategies and third-party managers.

Tara Oconnell is a financial advisor at Brighton Jones LLC in Boston, MA, holding a Series 65 designation and with four years of industry experience. She has worked at Brighton Jones in multiple roles since 2021 and has prior experience at Ballentine Partners, LLC. Outside of finance, she has worked in hospitality, including at Walter's Basin Restaurant. Brighton Jones serves individuals, high-net-worth and ultra-high-net-worth families, retirement plan sponsors, and charitable organizations with comprehensive wealth services such as family office support, financial planning, discretionary investment management, tax preparation, and access to private investments. The firm employs a holistic, balance-sheet approach and utilizes independent managers alongside affiliated investment vehicles.

Kathleen Bochman is a CFA® charterholder with over 18 years of industry experience. She is currently with Trillium Asset Management and has previously worked at Moderna, Fidelity Investments, and Loomis Sayles & Co. Trillium Asset Management provides discretionary portfolio management to a range of clients including individuals, trusts, pension plans, charitable institutions, and endowments. The firm combines bottom-up fundamental analysis with integrated ESG research and employs exclusionary screens and active ownership strategies in its investment process.

Carrie Endries is a Series 65-licensed advisor with Reynders, McVeigh Capital Management, LLC, based in Boston, MA. She has 18 years of industry experience and has been with Reynders, McVeigh since 2014. Reynders, McVeigh provides discretionary and non-discretionary 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) investment philosophy with integrated ESG criteria and offers tailored portfolios alongside management of a registered mutual fund.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. 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 employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.

Amory Logan is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2016. She has held several nonprofit board roles, including Treasurer of Sailors' Snug Harbor of Boston and involvement with the Maine Coast Heritage Trust, McCrillis Land Association, the Manchester-by-the-Sea Museum, and Shore Country Day School. Loring, Wolcott & Coolidge manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, endowments, and retirement accounts, focusing on long-term ownership of high-quality growth equities complemented by fixed income and other asset classes. The firm integrates investment management with trust administration and operates a Sustainability Group that incorporates ESG research and direct impact investments.

Thomas Kennedy is a CFA® charterholder with six years of industry experience. He is currently with Modera Wealth Management, LLC, where he has worked since 2019. Prior to that, he held positions at New England Investment & Retirement Group, Inc. and Windhaven Investment Management. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach is allocation-driven and grounded in Modern Portfolio Theory, utilizing diversified portfolios and supplementing core strategies with independent managers, private placements, and optional ESG integration.

Mitali Prasad is a CFA® charterholder with 2 years of industry experience. She has been with Trillium Asset Management in Boston, MA, since 2016. Trillium Asset Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable institutions, and other institutional clients. The firm integrates ESG research with fundamental financial analysis and manages a range of equity, fixed-income, and balanced strategies, including sub-advisory roles for registered funds.

Joseph Anastasi is a financial advisor at Winthrop Wealth in Boston, MA, holding a Series 65 designation. He has held positions at Winthrop Advisory Group LLC, Commonwealth Financial Network, and previously worked in sectors including healthcare and education. Outside of his advisory role, he has experience with Volante Farms, reflecting involvement beyond the financial industry. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides integrated Private Wealth Management with a focus on prudent, long-term investment strategies, utilizing both internal and external managers while maintaining human oversight on investment decisions.

Hamit Merlika is a financial advisor at Santander Securities LLC with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Uber Technologies, Inc., Lyft, Inc., and Union Bank Sh.A. Santander Securities LLC serves a retail client base with approximately $3.14 billion in assets under management and offers investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily via the FMAX wrap-fee platform, incorporating third-party discretionary managers and offering ongoing suitability oversight and ESG options.

Daniel Koenig is a financial advisor with SVB Wealth, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at SVB Wealth LLC since 2022, with prior roles including positions at Morgan Stanley and Silicon Valley Bank. Koenig also serves as an Affluent Wealth Advisor affiliated with First Citizens Investor Services. SVB Wealth LLC provides wealth management, portfolio management, financial planning, and retirement plan advisory services to individuals, trusts, estates, charitable organizations, and corporate clients. The firm uses a documented due diligence process to select and monitor third-party managers and operates as a wholly owned subsidiary of First-Citizens Bank & Trust Company.

Scott Palmatier is a financial advisor with Santander Securities LLC in Boston, MA, holding Series 65 and Series 63 licenses and 26 years of industry experience. He previously worked at Citizens Securities, Inc. for 10 years. Outside of his advisory work, he has been a delivery driver for Door Dash since 2021. Santander Securities LLC serves a diverse retail client base with approximately $3.14 billion in regulatory assets under management, providing investment advisory, portfolio management through wrap-fee programs, financial planning, and access to securities-based lending and insurance products. The firm operates as both a registered investment adviser and a FINRA-registered broker-dealer, offering a range of third-party managed investment strategies primarily through the FMAX wrap-fee platform.

Gerard Robinson is a CFP® with 37 years of industry experience, currently with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been affiliated with Capital Analysts and its related entities since 1987. Outside of his advisory work, Robinson is the lead singer in the Irish entertainment band, the Belfast Cowboys, and coordinates charity golf tournaments benefiting organizations such as Project Children and the Juvenile Diabetes Research Fund. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management team, offering a range of portfolio options and advisory services through a network of several hundred advisors.

Mark Soloperto is a financial advisor at Capital Analysts with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Capital Analysts since 2022, having previously worked at Lincoln Investment since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs, supported by an in-house Investment Management & Research team and proprietary screening tools.

Bowman Thayer is a CFP® and Series 65-registered advisor with Modera Wealth Management, LLC in Boston, MA, where he has worked since 2021. He has three years of industry experience, including prior roles at Morgan & Morgan PC and various other positions outside the financial sector. Modera Wealth Management provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selective alternative strategies.

Cory Schauer is a financial advisor with Ashton Thomas Securities, LLC in Boston, MA. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Ashton Thomas in 2024, he worked with Raymond James & Associates for eight years. Ashton Thomas Securities is a registered investment adviser and broker-dealer that provides investment management, financial planning, and retirement plan consulting to individuals, businesses, trusts, estates, and charitable organizations. The firm manages approximately $1.86 billion across about 2,281 clients through a team of 18 advisors operating in six offices.

Connell Maclean is a financial advisor at SVB Wealth with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at SVB Wealth LLC since 2022. Outside of his advisory role, he is involved in a pet care and walking service as a contractor. SVB Wealth 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 a variety of investment strategies and maintains operational ties to First Citizens Bank.

Hayden Bloom is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles across multiple John Hancock and affiliated entities since 2015. In addition to his advisory work, he serves as a retirement consultant providing educational information to participants in qualified retirement plans. John Hancock Personal Financial Services, LLC delivers financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and businesses. The firm utilizes a technology-assisted model with written planning recommendations to support client decision-making.

Jonathan Pond is a financial advisor at Dakota Wealth, LLC with 20 years of industry experience. He has operated his own firm, Jonathan D. Pond, LLC, since 2006 and is also involved in developing and promoting financial planning products distributed primarily through public television. These products provide computer-generated financial guidance based on client questionnaires. Dakota Wealth Management offers investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, and various institutions. The firm employs a diversified investment approach with a long-term orientation and serves as an investment manager to mutual funds, sub-adviser to an ETF, and manager of private funds.

Owen Gilmore is a CFA® charterholder with four years of experience in wealth management. He is currently with Beaumont Financial Partners and has previously worked at CIPW Service Company, CI Barrett Private Wealth, and Barrett Asset Management. Beaumont Financial Partners offers comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a “Dominant Benefit Theory” investment approach, combining model allocations across multiple categories with a variety of investment vehicles, and integrates portfolio management with financial planning and in-house tax preparation.