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 Series 66 designated advisor at Moors & Cabot, Inc. in Boston, MA, with nine years of industry experience. He has worked at Moors & Cabot since 2018 and previously held positions at Mass Mutual Investors Services, McAdam LLC, and Purshe Kaplan Sterling Investments. Fisher serves on the board of directors and chairs the Investment Oversight Committee of Acadia Management Company, a single-family office. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a variety of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and consulting services.

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-licensed advisor at John Hancock Personal Financial Services, LLC with one year of industry experience. He has worked at John Hancock Personal Financial Services since 2024 and has been associated with Manulife Wealth Inc since 2001. John Hancock Personal Financial Services provides 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 utilizes third-party financial planning software to generate written recommendations and operates a technology-assisted service model with a higher client load per advisor than many multi-team firms.

Henry Fisher is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 34 years of industry experience. He has been with LaSalle St. Investment Advisers and LaSalle St. Securities since 2005 and has operated Fisher Financial Services since 2001. Fisher also serves as a successor trustee on his brother’s family trust account. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs and is notable for managing a majority of its assets on a non-discretionary basis.

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 1 year of industry experience. He has been with John Hancock Personal Financial Services since 2024 and has a prior association with Manulife Wealth Inc dating back to 1994. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to individual clients, trusts, estates, non-profits, and business entities, serving both non‑high‑net‑worth and high‑net‑worth individuals. The firm uses third‑party financial planning software to generate written recommendations and operates an Emergency Savings program without an advisory fee.

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 with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Express Financial Advisors from 2005 to 2016 before joining Flagship Harbor and LPL Financial in 2016. He also spends time assisting Medicare-eligible clients with comparing Medicare Advantage and supplement plans. 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 across mutual funds, ETFs, individual securities, and 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 and holds a Series 65 license, with nine years of industry experience. He has been with Congress Asset Management Company, LLP since 2017 and previously worked at Century Capital Management, LLC from 2014 to 2017. He also serves as a board member providing oversight for a private family office. Congress Asset Management Company, LLP offers discretionary portfolio management, model portfolio services, and sub-advisory investment management primarily to institutional clients, including pension and Taft-Hartley plans, charitable organizations, and wrap/UMA sponsors. The firm employs a bottom-up, research-driven investment approach focused on growth, profitability, franchise strength, and valuation, managing a range of separate accounts as well as proprietary mutual funds, ETFs, and collective investment trusts.

Gary Oman is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Great Valley Advisor Group since 2021 and LPL Financial since 2011, and has owned his own CPA practice since 1997, providing tax preparation and accounting services alongside his advisory work. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm employs individualized portfolio construction with a combination of in-house strategies and third-party managers, offering both discretionary and non-discretionary investment management along with financial planning and retirement consulting services.

Timothy Couture is a CFP® and Series 66 licensed advisor with 15 years of industry experience. He is currently with Compound Planning, Inc. and has previously worked at First Citizens Bank, Silicon Valley Bank, Goodman Advisory Group, LPL Financial, and Weston Financial Group. He is also a licensed insurance agent. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting, utilizing a risk-based, customized investment approach that incorporates fundamental, technical, and modern portfolio theory analysis. The firm offers a range of managed portfolio services and third-party solutions, including tax-aware direct indexing and options strategies.

Dequan Tian is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and three years of industry experience. He has worked with Transamerica Financial Advisors since 2022 and concurrently serves as an independent contractor assisting clients with health insurance applications. Tian also has prior experience with World Financial Group, Inc. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a variety of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

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® and Series 65 designations. Prior to joining Focus Partners Wealth in 2024, she worked at The Colony Group, LLC and GW & Wade, LLC, and earlier was employed by Deloitte & Touche, LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services, integrated reporting, and access to affiliated service companies beyond standard investment platforms.

Lauren Blakeley is a financial advisor at Oppenheimer in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer in 2023, she worked at Bloomingdale's for eight years and was involved in a pet concierge business. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation with a variety of investment vehicles, acting as a qualified custodian and providing both discretionary and non-discretionary management programs.

Peter McMahon is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors Corp and has operated his own CPA affiliate program through Peter McMahon, P.C. 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, consulting, and sponsors wrap-fee programs, utilizing customized portfolios with a long-term approach alongside shorter-term trades for rebalancing or cash needs.