Benjamin Muchler is a CFP® with 19 years of industry experience. He has been with Boston Research and Management, Inc. since 2014. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm uses a fundamental research-based investment process with bottom-up and top-down analysis, proprietary screening models, and an intrinsic-value framework, while also offering fiduciary retirement-plan advisory services.

Meghan Flynn is a CFP® with 10 years of industry experience, currently serving at Boston Research and Management, Inc. She previously worked at Gorton & Company Inc. and UBS Financial Services Inc. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a fundamental research-driven investment process and offers discretionary portfolio management, holistic financial planning, and retirement-plan advisory services as an ERISA fiduciary.

Robert Mckenzie is a financial advisor at Boston Research and Management, Inc. with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Boston Research and Management since 2012. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a research-driven investment process that combines fundamental analysis with proprietary screening models and an intrinsic-value framework, offering tailored portfolio management and retirement-plan advisory services.

Charles Babin is a financial advisor at Boston Research and Management, Inc. with 26 years of industry experience. He has been with Boston Research and Management since 2014 and holds a Series 63 designation. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm’s investment approach combines fundamental research, proprietary screening models, and an intrinsic-value framework, with a focus on discretionary portfolio management and tailored fixed-income strategies.

Daniel Tortola is a CFA® charterholder with 14 years of industry experience. He has been with Boston Research and Management, Inc. since 2014, where he is part of a five-advisor team based in Manchester, MA. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a fundamental research-driven approach combining bottom-up and top-down analysis with proprietary screening and an intrinsic-value framework, offering tailored portfolio management and fiduciary retirement-plan advisory services.

Leslie Kernan III is a CFA charterholder at Boston Research and Management, Inc. with eight years at the firm and three years of overall industry experience. Prior to joining Boston Research and Management, he worked at Boston College and JamSpot, Inc. Boston Research and Management, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors, employing a valuation-oriented equity approach focused on intrinsic value and a margin of safety.