Lisa Tursi is a financial advisor with Regal Investment Advisors LLC and Regulus Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Lincoln Investment for 15 years. Tursi also operates Tursi Wealth Management, providing financial and insurance services. Regal Investment Advisors LLC, doing business as LionShare, offers discretionary investment management to independent advisers and subadvisors, serving individual, charitable, and corporate clients through a range of proprietary and third-party model portfolios.

Alex Kozlowski is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Pallas Capital Advisors, LLC. He has three years of industry experience, including prior roles at RBC Capital Markets, Alpha Pension Group, and Putnam Investments. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services through a primarily long-term, fiduciary approach utilizing a range of investment vehicles including ETFs, mutual funds, individual securities, and alternative investments.

Garrett Mancini is a CFA® charterholder with eight years of industry experience. He is currently affiliated with SVB Wealth and has previously worked at Boston Private Wealth LLC. SVB Wealth serves a diverse client base including individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, offering wealth management, financial planning, and retirement plan advisory services. The firm uses a structured investment process involving third-party manager selection, fundamental and quantitative analysis, and oversight by an Investment Committee.

James Shannon IV is a financial advisor with Capital Analysts in Braintree, MA, holding CFP® and Series 66 credentials and bringing 13 years of industry experience. He has been with Lincoln Investment Planning since 2014. In addition to his advisory role, Shannon is involved in life insurance sales and servicing through KAF Wealth Management. Capital Analysts serves a broad client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management with access to third-party managers and emphasizes an in-house investment research team driving its managed programs.

Inis Mija is a Series 65 licensed advisor at Moors & Cabot, Inc. with three years of industry experience. Prior to joining Moors & Cabot in 2026, Inis worked at Keenan Financial and its insurance agency division for four years. Inis also provides clients with insurance information as part of a registered insurance agent activity. Moors & Cabot offers investment advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, fee-based financial planning, and consulting services.

Brian Corcoran is a financial advisor at Beaumont Financial Partners with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beaumont Financial Advisors and Beaumont Financial Partners since 2011. Beaumont Financial Advisors provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs an investment process based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with portfolio oversight tailored to client objectives and risk tolerance.

Tracy Gibbs is a CFP® professional with 23 years of experience in the financial industry. She has been with Howland Capital Management LLC since 1999. Howland Capital Management LLC provides discretionary investment management and a range of wealth services to individuals, families, trusts, retirement accounts, foundations, and endowments. The firm employs model portfolios tailored through Investment Policy Statements and conducts regular research and portfolio reviews, while also managing multiple pooled investment vehicles and offering private trustee and estate administration services.

David Buxton is a CFP® professional with 18 years of experience in the financial services industry. He is currently with SVB Wealth and affiliated entities, having held various roles within the SVB and First Citizens organizations since 2014. SVB Wealth LLC serves individuals, trusts, estates, retirement plans, charitable organizations, and corporate and pension clients, providing wealth management, portfolio management, financial planning, and retirement plan advisory services. The firm uses a documented due diligence process to select and monitor managers and operates as a wholly owned, non-bank subsidiary of First Citizens Bank, integrating bank, trust, broker-dealer, and asset management services.

Kristen Manjikian is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 credentials with 17 years of industry experience. Her prior roles include positions at Adviser Investments, LLC and Securities America Advisors. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm utilizes a strategic asset allocation approach with an open-architecture platform, complemented by customized fixed income and cash management strategies.

Matthew Kirshner is a financial advisor at 71 West Capital Partners with four years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Format Entertainment. 71 West Capital Partners sponsors a wrap fee program offering comprehensive portfolio management and financial planning services to a diverse client base, including individuals, high net worth clients, trusts, estates, pension plans, and corporate entities. The firm employs an investment process that integrates asset-allocation frameworks with fundamental, technical, quantitative, and sector analysis, while utilizing both in-house advisers and selected third-party sub-advisers.

Clarissa Smith is a financial advisor at SVB Wealth with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Bank of New York Mellon and Ropes and Gray LLP. She currently serves as Director of Client Advisory Services at SVB Wealth in Boston. SVB Wealth LLC serves a diverse client base including individuals, trusts, charitable organizations, family offices, corporations, and retirement plans. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services utilizing a range of investment strategies and maintains operational ties to First Citizens Bank & Trust Company.

David Young is a financial advisor at New England Private Wealth Advisors, LLC with a Series 65 credential and one year of experience. His prior roles include positions at Manulife John Hancock Brokerage Services and John Hancock, with earlier experience at Liberty Mutual. New England Private Wealth Advisors is a fee-based investment adviser managing approximately $5.09 billion for individuals, trusts, estates, charitable organizations, corporate entities, and retirement plans. The firm emphasizes broadly diversified, low-cost portfolios and offers discretionary management alongside third-party separate account managers.

Erik Jefferson is a financial advisor at Flagship Harbor Advisors, LLC with 15 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Flagship Harbor Advisors and LPL Financial since 2012. 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 through a team of about 60 advisors, employing a diversified investment approach that includes mutual funds, ETFs, individual securities, and separately managed accounts.

William Corman is a financial advisor at 71 West Capital Partners with five years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for four years. 71 West Capital Partners provides wrap-fee portfolio management and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension and corporate clients. The firm manages approximately $5.5 billion across about 171 client relationships, offering customized portfolio management alongside financial planning within its wrap program.

Daniel Lagan is a CFA® charterholder with 25 years of industry experience, currently serving at Congress Asset Management Company, LLP since 1999. He holds the Series 65 license and acts as a director of Congress Wealth Management, participating in the firm’s strategic direction. Congress Asset Management Company, LLP provides discretionary portfolio management and sub-advisory services primarily to institutional clients such as pension plans, charitable organizations, and wrap/UMA sponsors, as well as high net worth individuals. The firm employs a bottom-up, research-driven investment approach focused on growth, profitability, and valuation, delivering strategies through separate managed accounts, model portfolios, and proprietary funds.

John Sawyer III is a CFP® professional with 26 years of industry experience, currently serving at Flagship Harbor Advisors, LLC since 2010. He also maintains an affiliation with LPL Financial over the same period. His activities include offering fixed annuities and fixed insurance products to clients. 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 across about 60 advisors, utilizing a range of investment strategies that include mutual funds, ETFs, individual securities, and separately managed accounts.

Christopher Newton is a CFA® charterholder with four years of industry experience. He has worked at Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2022, and previously held positions at AEW Capital Management and Brown Brothers Harriman. He began his career after graduating from Trinity College, where he worked from 2013 to 2017. 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 specialized fixed income management and internally managed investment strategies.

Myles Mccormick is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with Momentum Independent Network Inc. since 2008. Outside of his advisory role, he serves on the Fieldstone Lane Homeowners Association board, participating in property management decisions without compensation. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage services. The firm offers a range of investment programs and utilizes third-party managers and Envestnet for model delivery and account management, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management features.

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.