Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

William Sullivan III is a financial advisor with Next Level Private LLC in Milton, MA and holds 13 years of industry experience. He has been associated with Next Level Private since 2022 and has operated Sullivan Insurance, Inc. since 1987. Sullivan serves as a board member of the Milton-Fuller Housing Agency, an over-55 housing community. Next Level Private LLC offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and tactical strategies, while maintaining frequent client contact and formal portfolio reviews.

Erik Saarinen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at McNamara Financial Services, Inc. His prior experience includes a role at Eaton Vance Distributors, Inc. from 2016 to 2019. McNamara Financial Services provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, endowments, and businesses. The firm emphasizes Modern Portfolio Theory and strategic asset allocation with tactical adjustments, using institutional custody and third-party technology to support portfolio monitoring and client reporting.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Abdikarim Ali is a financial advisor at Hoopoe Advisors in Boston, MA, with 12 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2013 to 2017. He also maintains a long-term association with GalooF & Associates since 2007. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach using fundamental, technical, and cyclical analysis across a broad range of asset classes, providing both discretionary and non-discretionary management.

Christian Roy is a financial advisor with Rise North Capital Investment Advisors who holds the Series 65 designation and has two years of industry experience. Prior to his advisory role, he worked in various positions including at Sal's Pizza and Market Basket. Roy is also involved with Foundations Investment Advisors during a client transition period. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates a co-advisor model that emphasizes customized portfolio proposals, regular reviews, and public educational workshops on financial topics.

Timothy Nash is a CFA® charterholder with 26 years of industry experience. He is a financial advisor at Aequitas Investment Advisors, LLC and previously worked at CitiGroup and Columbia Management Advisors, Inc. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term buy-and-hold strategies with diversified allocations across mutual funds, ETFs, and selected individual securities.

Ryan Pitard is a financial advisor at Rise North Capital Investment Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors, LLC, National Life Group, Northwestern Mutual, and Fidelity Investments. He is also an independent insurance agent providing life insurance and annuity solutions. Rise North Capital Investment Advisors offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a co-advisor model for portfolio management and provides public educational workshops and comprehensive ongoing planning services.

Michael Cammarata is a CFP® professional with 22 years of industry experience. He is affiliated with MSA Financial and has previously worked at Securities America, Inc. for 20 years. Outside of his advisory role, he is a licensed independent insurance agent. MSA Financial serves a broad range of clients including individuals, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and ERISA-focused consulting. The firm employs a long-term, customized investment approach that combines fundamental and technical analysis and incorporates third-party artificial intelligence tools for portfolio management.

Robert Florek is a CFP® professional with 22 years of industry experience. He has been with Florek Financial, LLC since 2009 and previously worked at Rinet Company, LLC from 2001 to 2009. In addition to his financial advisory role, he provides tax preparation services as a sole proprietor. Florek Financial, LLC offers customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm combines financial planning, investment management, and tax services, using both index and actively managed funds with a primarily long-term investment approach.

Robert Napolitano is a financial advisor at Napier Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Truro Asset Management and LPL Financial. Outside of his advisory work, he is involved with managing private real estate investment funds through affiliated entities. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management, financial planning, and trustee services. The firm utilizes a macro-economic, top-down asset allocation approach and incorporates private real estate funds managed through affiliated entities as part of its investment offerings.

Claire Smith is a financial advisor with Stablepoint Partners, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 11 years of industry experience, including previous roles at Morgan Stanley and Columbia Management. Smith is also involved in insurance sales on a limited basis outside of her advisory work. Stablepoint Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs primarily long-term, customized investment strategies using a range of securities and offers retirement plan advisory services along with support through third-party programs.

Jamal Khatib is a financial advisor at Hoopoe Advisors in Boston, MA, with six years of industry experience. He holds the Series 66 designation and has worked previously at Boston Consulting Group, BMO Capital Markets, and the U.S. Embassy in Qatar. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, using tailored investment strategies that include a mix of mutual funds, ETFs, equities, fixed income, and alternative investments. The firm also serves charitable organizations, small businesses, and pension/retirement plans.

Mohammad Kaleem is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Hoopoe Advisors since 2016 and was previously with LPL Financial for one year. Kaleem is also a co-founder and managing partner of Strengthening Families & Communities, LLC. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm uses tailored investment strategies incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, with regular account reviews and tax-efficient management.

Elizabeth Vallone is a financial advisor with Bay Colony Advisors in Norwell, MA, holding Series 63, 65, and 66 designations and 13 years of industry experience. She has worked with Bay Colony Advisors and Essential Asset Management, LLC since 2015 and previously spent two years at Fidelity. Vallone is also an independent insurance agent affiliated with Essential Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and estate and tax planning support. The firm combines family-office and concierge services with institutional retirement fiduciary offerings and employs a long-term, fundamental investment approach supported by model portfolios and third-party sub-advisers.

James Williams is a financial advisor at Hoopoe Advisors with 13 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2012 to 2017. Additionally, he operates James A Williams & Co. LLC, where he provides accounting services and occasionally offers clients advice or products from this activity. Hoopoe Advisors serves primarily individual and high-net-worth clients, as well as charities, small businesses, and self-trusteed pension plans. The firm provides comprehensive wealth management, including financial planning, retirement-plan advisory, and portfolio management, using a personalized investment approach that incorporates fundamental, technical, and cyclical analysis across various asset classes.

Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 63 and 65 licenses and previously worked at T. Rowe Price for four years and Everybody Water for one year. BostonPremier Wealth is a team-based firm serving individuals, charitable organizations, and business clients with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $525 million across about 749 client relationships, primarily using discretionary, model-based portfolios with a top-down asset allocation approach and offers access to Commonwealth’s advisory platforms.

Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.