Adam Sousa is a financial advisor at Coastal Bridge Advisors with a Series 65 designation and one year of industry experience. His background includes roles at One Charles Private Wealth and several educational institutions. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to build diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

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 with Flagship Harbor Advisors, LLC in Boston, MA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at HarbourVest Partners and Boathouse, Inc., as well as administrative work related to investment advisory services. Flagship Harbor Advisors 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 range of investment strategies including allocations to mutual funds, ETFs, individual securities, and private investment funds.

Edward Marinucci III is a financial advisor at Flagship Harbor Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with both Flagship Harbor Advisors and LPL Financial since 2015. Marinucci also operates ChartHouse Capital, LLC, which focuses on non-variable insurance products. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets, employing a variety of investment strategies across mutual funds, ETFs, individual securities, and managed accounts.

John Francini Jr. is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Northeast Investment Management, Inc. in Boston, where he has worked since 2003. He holds a Series 63 license and is part of a nine-advisor team at the firm. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, client-specific constraints, and formal trading oversight.

Thomas Appleton is a CFA® charterholder with 19 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2006. He has held various fiduciary and trustee roles within the firm and is involved in several cultural and historical organizations in Boston, including serving as Assistant Treasurer of the Colonial Society of Massachusetts, Treasurer of the New England Quarterly, and Treasurer of the Paul Revere Memorial Association. Appleton also serves on the Board and Finance Committee of Revolutionary Spaces. Loring, Wolcott & Coolidge Fiduciary Advisors manages investment and fiduciary relationships primarily for high-net-worth individuals, trustees, foundations, and endowments. The firm emphasizes long-term ownership of high-quality growth equities with low turnover and offers integrated investment, trust, tax, and custodial services through a formal affiliation with a related trust company.

David Costigan is a CFP® professional with 19 years of industry experience, currently serving as an advisor at CW Advisors, LLC in Boston, MA. His prior experience includes roles at firms such as SlateStone Wealth LLC, Norton Point Strategic Advisors, and Banyan Partners, LLC. He is also a managing member and partner of SlateStone Group, a holding company based in Jupiter, Florida. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including high-net-worth individuals, families, trusts, and institutions. The firm employs a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across multiple asset classes and provides a range of wealth management, financial planning, and sub-advisory services.

Kaitlyn Mcdonough is a financial advisor at John Hancock Personal Financial Services, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Manulife John Hancock Brokerage Services LLC since 2024. Outside her advisory role, Mcdonough provides retirement plan education as a consultant for John Hancock Retirement Plan Services, LLC. John Hancock Personal Financial Services offers financial planning and consultative services to individuals, trusts, estates, nonprofits, and businesses, utilizing a technology-assisted model with written, generally framed recommendations that clients implement at their discretion.

Joseph Powers III is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked with RWA and its predecessor entities since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management alongside fundamental and quantitative strategies.

John O'Reilly is a CFA® charterholder with 15 years of industry experience. He has been with Congress Asset Management Company, LLP in Boston, MA, since 2001. Congress Asset Management provides discretionary portfolio management, model portfolio, and sub-advisory services to a diverse client base, including institutional investors and individual clients. The firm manages approximately $14.2 billion in assets, employing a research-driven, primarily bottom-up investment approach focused on growth equity and diversified fixed-income strategies.

Thomas Cahill is a financial advisor at Beaumont Financial Partners with 25 years of industry experience. He has been with Beaumont Financial Advisors and its predecessor firms since 1999. Beaumont Financial Partners provides investment management, wealth management, and family office services to affluent individuals, families, small businesses, and select institutions. The firm employs a structured investment approach based on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments.

William D'agostino Jr. is a financial advisor at CW Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aspire Wealth Management Corporation, Purshe Kaplan Sterling Investments, and Ameriprise. He is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation of insurance recommendations. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving individuals, families, trusts, estates, charitable organizations, pension plans, corporations, pooled vehicles, and other RIAs. The firm utilizes a Core-and-Satellite investment approach incorporating active, passive, strategic, quantitative, and ESG strategies across global asset classes, and offers wealth management, retirement plan advisory, family-office services, and sub-advisory solutions.

Leo Rotman is a CFP® professional with 24 years of industry experience, currently serving at Diversify Advisory Services, LLC. He previously worked at River Financial Group, LLC, and New York Life Insurance, Co. Outside of advisory work, he is a board member of the Federation for Children with Special Needs, providing support and guidance for parents and professionals in that community. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification strategy with individualized asset allocation, offering a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Michelle Knight is a financial advisor at RWA Wealth Partners with 18 years of industry experience. She holds a Series 66 designation and has worked within various divisions of RWA Wealth Partners and its predecessor firms since 2015. 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’s investment approach focuses on strategic asset allocation, utilizing an open-architecture platform and combining fundamental and quantitative methods in select strategies.

Suzanne Conran is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Lincoln Investment since 2010, Aag Securities since 1996, and Horizon Financial Group since 1994. In addition to her advisory roles, she sells fixed annuity products and provides insurance quotes and term life insurance to clients. 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, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that uses a proprietary screening process for building model portfolios.

Robert Alessandro is a financial advisor with Zacks Investment Management, Inc., holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Harbor Funds Distributors, Harbor Capital Advisors, Purshe Kaplan Sterling Investments, McAdam LLC, and the University of Massachusetts Amherst. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, managing mutual funds and ETFs. The firm uses a combination of proprietary quantitative models and qualitative portfolio management across various investment strategies and offers services through wrap-fee and unified managed account programs.

Robert Bailow III is a financial advisor with John Hancock Personal Financial Services, LLC in Boston, MA. He holds Series 63 and Series 65 designations and has 30 years of industry experience. He has been with JHPFS since 2016. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to generate recommendations and operates an Emergency Savings program.

James Almquist is a CFP® and Series 66 registered advisor with nine years of industry experience. He is currently with Apollon Wealth Management, LLC, where he has worked since 2024, following eight years at Royal Alliance Associates. Almquist is also involved with The Quincy Group, Inc. as a financial advisor. Apollon Wealth Management is a multi-team SEC-registered adviser overseeing approximately $11.56 billion in client assets with a network of 145 advisors. The firm serves individuals, high-net-worth families, and various institutional clients, offering financial planning and portfolio management through a combination of centrally managed strategies and locally managed portfolios, employing fundamental analysis, ESG models, and technology tools including generative AI.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. 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 emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Shaun Hamilton is a financial advisor at Andersen in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been affiliated with Andersen Tax LLC since 2014 and is also involved with Aramark as a food vendor at Red Sox games. Andersen provides full-service investment consulting and performance measurement to individuals, families, and their related entities, operating primarily as a non-discretionary investment consultant that integrates investment advice with tax consulting and financial planning.