Michael Coady is a financial advisor at SlateStone Wealth LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Ameris Bank, First Republic Bank, First Citizens Bank, and Lewis James Professional. SlateStone Wealth provides investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset approach combining fundamental, quantitative, technical, and cyclical analysis, offering customized portfolios and access to alternative private investments.

Lisa Tomczak is a financial advisor at SlateStone Wealth LLC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at SVB Wealth LLC and Boston Private Wealth LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning to high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, foundations, and business entities. The firm’s investment process includes fundamental, quantitative, technical, and cyclical analysis applied through internally developed equity strategies, model portfolios, and third-party managers.

Mary Huston Liscom is a financial advisor with Veracity Capital LLC, holding a Series 65 designation and four years of industry experience. Her prior work includes roles at Harbor Insurance and Michael J. Rose INC. Veracity Capital LLC provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to high-net-worth clients. The firm employs a long-term, custom-driven investment approach utilizing mutual funds, ETFs, individual equities, and fixed income, complemented by various analytical methods and option overlay strategies.

Bruce Fletcher is a financial advisor with LRI Investments and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Lindberg & Ripple and Wells Fargo Clearing. LRI Investments is a team of 25 professionals managing approximately $2.78 billion, providing financial planning, fee-based investment management, and retirement-plan consulting to individuals, high-net-worth clients, businesses, financial institutions, and certain state and municipal government entities. The firm emphasizes customized asset allocation with a long-term approach and sponsors its own wrap-fee program.

Russell O’Brien is a CFP® professional with 30 years of industry experience. He is currently with SlateStone Wealth LLC and has previous experience at Morgan Stanley Private Bank and Morgan Stanley, where he worked for a combined 17 years. SlateStone Wealth provides investment management and financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis and offers access to alternative private investments for eligible investors.

Cheryl Andrew is a financial advisor at IBEX Wealth Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Transcend Capital Advisors, and Purshe Kaplan Sterling Investments. Andrew also serves as a notary. IBEX Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies, including options and structured products, managing portfolios on a discretionary basis.

Malcolm Makin is a CFP® professional with 47 years of experience in the financial industry. He has worked at Professional Planning Group since 1975 and has been associated with Raymond James Financial Services and New England Professional Planning Group since 1989. He also serves as CEO of a support company related to his firm. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages approximately $1.17 billion in client assets and integrates both fundamental and technical analysis in its tailored investment strategies.

Brian Brescia is a CFP® with 19 years of industry experience, currently serving as a tax partner at Brescia McCluskey, LLC, an accounting firm. He has worked at Global Trust Asset Management, LLC since 2007 and previously at Nowlen, Holt, & Miner, P.A. Since 2024, he has balanced his accounting role alongside his advisory work. Global Trust is a team of eight advisors providing fee-only investment management along with tax, estate, and retirement planning for individuals, trusts, corporations, and employer retirement plans. The firm emphasizes asset allocation, diversification, and low-cost mutual funds and ETFs, and utilizes documented option strategies and a beta-plus portable-alpha framework in select accounts.

Eric Breitenbach Jr. is a financial advisor at One + One Wealth Management, LLC with five years of industry experience. He holds the Series 63 and Series 66 registrations and previously worked at Equitable Advisors LLC, Symmetry Financial Group, ColdWell Banker, and served ten years with the Highland Park Police. Breitenbach also spent nine years at the College of DuPage. One + One Wealth Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary portfolio management, model-portfolio implementation, consulting services, and integrates use of derivatives and margin strategies in separately managed accounts.

Sophia Burnichon is a financial advisor with Harvey Capital Management Inc in Palm Beach, FL, holding a Series 65 designation and 19 years of industry experience. She has been with Harvey Capital Management since 2007. Harvey Capital Management provides discretionary investment management to high-net-worth individuals and related entities, employing a flexible, bottom-up investment approach that combines fundamental and technical analysis. The firm actively manages individualized portfolios including equities, fixed income, ETFs, and option strategies to align with clients’ growth, income, or balanced objectives.

Brent Greninger is a financial advisor at Buckman Advisory Group LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James and Associates. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm uses a strategic asset-allocation process with model portfolios, primarily employing mutual funds, equities, bonds, and ETFs, and manages approximately $236 million across over 800 client relationships.

Justin Goodhue is a financial advisor at Primoris Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capitol Securities Management and Buell Securities Corp. before joining Primoris Wealth Advisors in 2022. Primoris Wealth Advisors is an independent, fee-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, foundations, trusts, estates, and business entities. The firm manages approximately $230 million across a six-advisor team and emphasizes strategic asset allocation, offering discretionary portfolio management with ongoing performance reviews and integrated tax and investment services.

Mackenzie Edwards is a financial advisor at Inlet Private Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has been with Inlet Private Wealth since 2019. Prior to her advisory role, she worked at Jonathan's Landing Golf Club and attended the University of Florida. Inlet Private Wealth, LLC manages discretionary and non-discretionary portfolios for individuals, trusts, estates, and charitable organizations, with approximately $554.9 million in client assets as of December 31, 2024. The firm employs a value-oriented investment approach focused on intrinsic value and risk defined as permanent capital impairment, and offers trustee and custodial services through a private-label trust representative office arrangement.

Daniel Payne is a CFA® charterholder with 23 years of industry experience. He is currently a member of the team at SlateStone Wealth LLC, where he has worked since 2023. Prior to joining SlateStone Wealth, Payne spent several years at Morgan Stanley in various capacities, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. SlateStone Wealth provides discretionary and non-discretionary investment management and comprehensive financial planning services to high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, estates, foundations, and business entities. The firm employs a multi-asset approach that integrates fundamental, quantitative, technical, and cyclical analysis overseen by an Investment Policy Committee.

Tyson Reed is a financial advisor at WhaleRock Point Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with WhaleRock since 2014. He also has a long-term affiliation with JPMorgan Chase bank beginning in 2010. WhaleRock Point Partners provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach combined with fundamental and technical analysis, with a focus on managing fixed-income portfolios and offering fiduciary services for retirement plans.

Thomas Bartholomew is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Bartholomew & Company, Inc. and Commonwealth Equity Services, Inc. since 1994. Outside of his advisory work, he serves as a course instructor for the Massachusetts Collectors & Treasurers Association, teaching topics related to Massachusetts General Law. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process with model portfolios that blend active, passive, and core-satellite strategies, emphasizing fixed income, municipal bonds, and ESG-oriented approaches.

Frank Shanley is a Series 65-licensed financial advisor at Dudley & Shanley, Inc. with 14 years of industry experience. He has been with Dudley & Shanley, LLC since 1986. Dudley & Shanley provides discretionary portfolio management primarily to high-net-worth individuals, trusts, estates, and charitable institutions, and serves several privately offered pooled investment vehicles. The firm pursues long-term capital appreciation through fundamental, in-house research, managing concentrated portfolios across domestic and international equities, convertibles, options, ETFs, and some debt instruments.

Ronald Smith is a financial advisor at Blue Ocean Capital with 24 years of industry experience. He holds a Series 65 designation and previously worked at Elhilow, Smith & Company, LLC and Financial Analytics, Inc. Outside of his advisory role, he is involved in a horse barn rental business. Blue Ocean Capital serves individual and high-net-worth clients, trusts, retirement plans, and closely held businesses, offering discretionary portfolio management, financial planning, family office services, and tax and accounting engagements. The firm combines fundamental analysis with modern portfolio theory to implement customized investment strategies and integrates CPA services with asset management through a team of five advisors.

Bo Lan is a financial advisor at Satovsky Asset Management LLC with a Series 65 designation and four years of industry experience. He has been with Satovsky Asset Management since 2015. Satovsky Asset Management is a wealth management firm serving high-net-worth individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a goals-based, tax-aware investment approach with a preference for low-cost, passive structures, while incorporating factor tilts, structured notes, privately placed alternatives, and a range of portfolio strategies to suit client needs.

Elliot Silverstein is a financial advisor at LRI Investments with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including KB Financial Partners, Equitable Advisors, and OneDigital Investment Advisors. Outside of his advisory roles, he is the founder and board chair of The Coach Wren Initiative, a nonprofit organization. LRI Investments serves individuals, high-net-worth clients, businesses, financial institutions, and state and municipal government entities, managing approximately $2.78 billion. The firm focuses on customized asset allocation and offers discretionary and non-discretionary services, including a proprietary wrap-fee program and ERISA-fiduciary retirement plan support.