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 38 years of industry experience and is affiliated with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts and its associated entities since 1987. Outside of his advisory role, Robinson is the lead singer of the Irish entertainment band Belfast Cowboys and coordinates charity golf tournaments benefiting Project Children and the Juvenile Diabetes Research Fund. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Mark Soloperto is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Capital Analysts since 2022 and Lincoln Investment since 2012. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment teams.

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 Series 63 and Series 65 credentials and three years of industry experience. His prior roles include work at MacLean Consulting, LLC, Rover, and First Citizens Bank. Outside of advisory work, he provides pet care and dog walking services through Rover. SVB Wealth serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, portfolio management, financial planning, and retirement plan advisory services, utilizing a range of investment management approaches supported by an Investment Committee.

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 five years of industry experience. He is currently with Beaumont Financial Partners in Needham, MA, where he has worked since 2023. His prior experience includes roles 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 and integrates portfolio management with financial planning and in-house tax preparation.

James Karamourtopoulos is a CFP® with seven years of industry experience. He is currently with New England Private Wealth Advisors, LLC and has held prior roles at Forefront Wealth Partners, Origin Financial, FP Alpha, Centinel Financial Group, Hereford Financial, Everyday Life, and GW&K Investment Management. 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 offers diversified portfolio construction with mutual funds, ETFs, and alternative investments, along with specialized model strategies targeting income generation.

Eric Sneider is a financial advisor at Modera Wealth Management, LLC with 23 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Modera Wealth Management in 2024, he spent over two decades at Bromfield Schneider Wealth Advisors, Inc. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm applies a diversified asset allocation strategy based on Modern Portfolio Theory and combines traditional investment management with in-house accounting, tax services, and business coaching.

Mark Andrews is a financial advisor with Capital Analysts who holds a Series 63 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Dagesse Andrews & Bramwell since 2007 and 2006, respectively. Outside of his advisory work, Andrews owns and operates a CPA practice focused on tax preparation and financial statement services. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and managers.

David Robbins is a financial advisor with Moors & Cabot, Inc. in Boston, MA, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase NA, and Waddell & Reed. Outside of advisory work, Robbins is a freelance content producer specializing in multimedia financial and journalistic content and serves as a volunteer FINRA industry arbitrator. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, fee-based financial planning, and consulting. The firm employs a variety of analysis methods and investment strategies, including third-party sub-advisors, and operates under multiple registrations allowing for a broad range of advisory, brokerage, and insurance services.

Evelyn Pepe is a CFP® professional at RWA Wealth Partners with four years of industry experience. She has worked previously at Citizens Securities, Inc. and Citizens Private Wealth, where she spent 15 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and uses an open-architecture investment platform supplemented by tactical adjustments and customized fixed income management.

Paul Longobardi is a CFP® with 24 years of experience in the financial services industry. He is currently with Capital Analysts and Lincoln Investment, having held prior roles at TD Private Client Wealth LLC and TD Bank N.A. He serves as Senior Director of Investments at Capital Analysts of New England. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth investors, trusts, foundations, and charitable organizations. The firm combines discretionary investment management from its in-house team with advisor-managed portfolios and third-party managers, supported by its CAPSL mutual fund screening process.

George Howe is a financial advisor at Great Valley Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Great Valley since 2021. Prior to that, he was with U.S. Financial Advisors, LLC for seven years and LPL Financial for 19 years. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm focuses on individualized portfolio construction and oversight, using a combination of in-house strategies and third-party managers, and offers both discretionary and non-discretionary investment management along with financial planning and retirement-plan consulting.

Robert Craig is a financial advisor with Santander Securities LLC based in Boston, MA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked with Santander Securities since 2015 and Santander Bank since 2018. Outside of his advisory role, he serves as a District Commander for the Veterans of Foreign Wars Department of Massachusetts and holds other volunteer positions with the organization and his local town finance committee. Santander Securities LLC serves a wide retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory, portfolio management through wrap-fee programs, and financial planning services. The firm manages investments via the FMAX wrap-fee platform, incorporating third-party discretionary managers and providing compliance oversight, tax overlays, and ESG model options.

Timothy Higgins is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Flagship Harbor Advisors and affiliated with LPL Financial since 2010. Higgins teaches a course on college funding through local continuing education programs and has authored a book on unconventional investing. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $3.42 billion in discretionary assets. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and managed accounts, and offers services including investment management, financial planning, and retirement-plan consulting through a team of around 60 advisors.

James Wallace is a financial advisor at Capitol Securities Management, Inc. in Boston, MA, holding Series 63, 65, and 66 credentials with 33 years of industry experience. He has previously worked at firms including Investors Capital Corporation, Cetera Advisors LLC, and Summit Brokerage Services, Inc. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services along with comprehensive financial planning and pension consulting. The firm manages assets through various programs and utilizes a network of investment adviser representatives who develop client-specific investment policies and manage accounts using diverse financial instruments.