Victor Sinopoli is a CFP® professional with three years of industry experience, currently serving with Perigon Wealth Management, LLC in Boston, MA. His prior roles include positions at TFC Financial Management Inc and Moors & Cabot Inc. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor arrangements, distinguishing itself through its focus on banking and thrift institution clients.

Jeremy Sandler is a CFP® with 14 years of industry experience. He has been with New England Private Wealth Advisors, LLC since 2014 and previously worked at Focus Partners Wealth, LLC and Mintz Levin Financial Advisors LLC. New England Private Wealth Advisors provides fee-based investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on broadly diversified portfolios using mutual funds and ETFs, monitors third-party managers, and offers alternative investments and options-based income strategies.

Ryan Stanick is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Crestwood Advisors since 2025 and previously spent five years at Equitable Advisors, LLC. His background includes roles at Boston College and its Athletic Department. Crestwood Advisors provides investment and wealth management services to individuals, families, foundations, endowments, and institutions. The firm employs a team approach and emphasizes a combination of top-down asset allocation and bottom-up fundamental security selection with consideration of ESG factors, pursuing global diversification and tax efficiency.

Charles Fisher is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding a Series 66 designation and nine years of industry experience. He has worked at Moors & Cabot since 2018 and previously at Mass Mutual Investors Services and McAdam LLC. He serves on the Board of Directors and chairs the Investment Oversight Committee at Acadia Management Company, a single-family office, where he monitors performance and fees of third-party RIAs. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, and consulting services with tailored portfolio strategies, using discretionary and non-discretionary arrangements.

Madison Mcnamara is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Crestwood Advisors with three years of industry experience. Prior to joining Crestwood in 2024, Madison worked at The Vanguard Group from 2022 to 2024 and has held various roles including at Maillie LLP and the University of Delaware. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients, offering comprehensive investment and wealth management, financial planning, and both discretionary and non-discretionary advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection and operates a digital investment program called Pathfinder that provides ETF-based automated portfolios with periodic advisor engagement.

Andrew O'Brien is a financial advisor with John Hancock Personal Financial Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with John Hancock and its affiliated entities since 2006, including roles at John Hancock Distributors LLC and Jhfn Sii. John Hancock Personal Financial Services, LLC offers financial planning, consultative services, and an Emergency Savings program to a diverse client base including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers generally framed written recommendations through Investment Adviser Representatives, serving a high volume of clients across its advisory teams.

James Stewart is a Series 65-credentialed financial advisor with two years of experience at John Hancock Personal Financial Services, LLC and 25 years at Manulife Wealth Inc. He is based in Boston, MA. John Hancock Personal Financial Services, LLC 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 planning tools and offers services such as asset allocation, retirement, and estate planning, serving both non-high-net-worth and high-net-worth clients.

Henry Fisher is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding a Series 63 designation and 34 years of industry experience. He has been with LaSalle St. Investment Advisers since 2005 and previously worked at Commonwealth Financial Network. Outside of his advisory role, he serves as a successor trustee on a family trust account. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary asset management programs, uses a mix of mutual funds, ETFs, equities, fixed income, and options, and manages approximately $3.9 billion in non-discretionary assets and $1.84 billion in discretionary assets.

Samuel Ober is a CFA® charterholder at Howland Capital Management LLC in Boston, MA, with six years at the firm and one year of industry experience. Prior to joining Howland Capital, he worked at Babson College for four years. Howland Capital Management LLC provides personalized investment management and financial planning to individuals, families, trusts, retirement accounts, foundations, endowments, and estates. The firm utilizes client-specific Investment Policy Statements and model portfolios, combining fundamental, macroeconomic, technical, and credit analysis in its investment approach.

Danavan Levy is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 65 designation and two years of industry experience. He has been affiliated with Manulife Wealth Inc. since 1994. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a diverse client base, including individuals, trusts, estates, non-profits, and business entities. The firm uses a technology-assisted model to deliver written financial plans and recommendations, with client implementation handled at their discretion.

Judith Ludwig is a CFP® professional with 21 years of experience in financial advisory services. She has worked at RWA Wealth Partners since 2017 and previously spent nearly three decades at Braver Wealth Management. Based in Boston, MA, Ludwig is part of a multi-team firm structure. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, using an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, complemented by customized fixed income and cash management.

Peter Kronberg is a financial advisor at Proficio Capital Partners LLC with 12 years of industry experience. He holds a Series 65 designation and has a background as a self-employed attorney serving design and software firm clients. Prior to his advisory role, he spent 13 years at Tufts University. Proficio Capital Partners provides discretionary portfolio management primarily to high-net-worth individuals, families, foundations, and institutional clients. The firm employs a core portfolio approach tailored to client needs using quantitative analytics, fundamental research, and technical analysis, and it actively manages private pooled investment vehicles.

Brendan Lammers is a financial advisor at Flagship Harbor Advisors, LLC in Boston, MA, with 21 years of industry experience. He holds the Series 66 designation and has worked at Flagship Harbor Advisors since 2016, following a brief period at Ameriprise. Lammers also assists clients by comparing Medicare Advantage and supplement plans through a non-variable insurance activity. 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 multi-team approach, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

John Cahill is a financial advisor with Capitol Securities Management, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Capitol Securities Management since 1997 and also maintains a self-employed law practice focused on estate planning and trusts for the firm’s clients. Capitol Securities Management serves individuals, including high-net-worth clients, as well as corporate and charitable clients, trustees, and plan sponsors. The firm offers brokerage and investment advisory services combined with comprehensive financial planning, pension consulting, insurance products, and educational seminars, managing assets through various account types and investment strategies.

Jeffrey Kerrigan is a CFA® charterholder with 10 years of industry experience. He has been with Congress Asset Management Company, LLP since 2017, following prior roles at Century Capital Management, LLC, Haber Trilix Advisors, LP, and Ten Asset Management, Inc. He serves on the board and provides oversight for a private family office, assisting with funds administration and general guidance. Congress Asset Management provides discretionary portfolio management, model portfolios, and sub-advisory services to a diverse client base, including institutional and individual investors. The firm employs a research-driven, primarily bottom-up investment approach focused on long-term growth equity and diversified fixed-income strategies.

Dequan Tian is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at United Healthcare and HSA Insurance, where he has assisted clients with health insurance applications as an independent contractor. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary model portfolios and access to third-party money managers across discretionary and non-discretionary platforms.

Christopher Mcintyre is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. He has 24 years of industry experience and has been associated with Green Harbor Financial and Commonwealth Financial Network since 2006. In addition to advisory services, he conducts fixed insurance sales through Green Harbor Financial Services. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing a broad range of advisory programs, technology, and operational support. The firm offers various investment platforms and portfolio management solutions while allowing advisors discretion in constructing client portfolios.

Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® certification and Series 65 license. Prior to joining Focus Partners Wealth, she worked at The Colony Group, LLC, GW & Wade, LLC, and Deloitte & Touche, LLP. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with two years of industry experience. Prior to joining Oppenheimer in 2023, she worked for eight years at Bloomingdale's and also operated a pet concierge service. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment and consulting services, utilizing both discretionary and non-discretionary portfolio management across various asset classes.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Integrated Wealth Concepts and LPL Financial since 2016 and also maintains his own CPA affiliate business, Peter McMahon, P.C., which he has operated since 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.