Catherine Mckenna is a financial advisor with Beal Consulting, Inc. in Boston, MA, holding a Series 65 designation and over 20 years of industry experience. She has been with The Beal Consulting Group since 1999. Beal Consulting provides personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a collaborative, education-focused portfolio design, managing client accounts primarily on a discretionary basis.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Wenhua Zhang is a CFA® charterholder and Series 63 licensee with three years of industry experience. They are currently with Atlas Capital Investment LLC and previously worked at Azia Capital Partners for ten years and Tan Lane Holdings, Ltd. for one year. Outside of advising, Wenhua serves as CFO and investor for Hourly Work LLC, a recruiting phone app. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities. The firm employs a combination of cyclical, fundamental, and quantitative analysis, using both long- and short-term trading strategies, and offers performance-based fee arrangements for qualified clients.

Vincent Serratore is president and CEO of Heritage Wealth Management and Heritage Financial Group, Inc., with 29 years of experience in the financial industry. He has worked at Coastal Equities, Inc. since 2015 and has been with Heritage Financial Group since 2001. Outside of his advisory roles, he is involved with Bardown Enterprises Ltd, which owns a girls youth hockey team. Heritage Wealth Management provides personalized investment management and consulting to individuals, including high net worth clients, as well as charitable organizations and small businesses. The firm employs proprietary asset-allocation strategies and offers discretionary and non-discretionary account management, integrating investment and insurance services through an affiliated business.

Mary Anne Gucciardi is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. She is the sole advisor at Wealthmind Financial Planning, where she has worked since 2023. Prior to that, she spent three years at Old Peak Finance and was involved with Charles Waban Group, LLC DBA Dragonwing girlgear for thirteen years. Wealthmind Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers customized planning across various financial areas.

Katharine Davidge is a financial advisor at Dorfman Value Investments LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser providing discretionary portfolio management to individual and institutional clients. The firm employs a fundamentals-driven, value-oriented approach, constructing customized equity portfolios tailored to client risk, tax, and restriction profiles, with an emphasis on long-term capital appreciation across a broad range of market capitalizations.

Jay Lebed is a financial advisor with Lebed Asset Management LLC in Boston, MA, holding a Series 65 designation and 22 years of industry experience. He has worked with Boston Portfolio Advisers, LLC since 2014 as vice president and indirect minority owner, managing client relationships and providing investment advice. Lebed Asset Management LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, and family partnerships, focusing on separately managed equity portfolios and diversified strategies using fundamental analysis and intrinsic-value principles. The firm shares operational resources with its affiliate, Boston Portfolio Advisers, LLC, and manages roughly $24 million in assets across about a dozen accounts.

Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.

Walter Downey is the principal of Downey Capital Management, Inc. in Boston, MA, with 27 years at the firm and 20 years of industry experience. Downey Capital Management provides discretionary investment management to high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm focuses on tailored portfolio management using fundamental and technical analysis, typically managing portfolios composed of equities, fixed income, ETFs, and selectively, privately placed securities.

Hendrix Berry is a CFP® and holds a Series 65 license with nine years of industry experience. He currently works at Obran Capital Advisors LLC, where he has been since 2023, following prior roles at Obran Cooperative LCA, Boston Ujima Project, and Balanced Rock Investment Advisors LLC. Obran Capital Advisors LLC is a fee-only investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a combination of traditional and modern portfolio techniques, integrates values-based screening and social-movement alignment, and offers customized wealth management and financial planning services.

Daniel Carman is a CFA® credentialed advisor with two years of industry experience. He is currently with Park State Asset Management LLC, having joined in 2025, and previously worked at Alapocas Investment Partners, Bank of America, Boston College Carroll School of Management, and State Street Bank. Outside of his advisory role, he serves as a portfolio manager at Alapocas Investment Partners. Park State Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, focusing on concentrated global equity portfolios alongside conservative and balanced strategies tailored to client needs.

Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.

Raymond Bligh is a CFP® and Series 66 credentialed advisor at Bounty Management Corporation with 18 years of industry experience. He has worked at Bounty Management since 2008 and previously at Bofa Advisors, LLC for one year. Bounty Management Corporation provides discretionary investment management and limited financial consulting to individuals, families, trusts, and charitable organizations, focusing on separately managed accounts invested in publicly traded stocks, bonds, ETFs, and mutual funds. The firm employs a long-term investment approach combining macroeconomic analysis with fundamental company valuation metrics, tailoring portfolios to client constraints and preferences.

Kaitlyn Carlson is a CFP® with 12 years of industry experience and currently works at Theory Planning Partners. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm combines executive financial planning and corporate consulting with investment portfolio management, emphasizing long-term, diversified portfolios and coordination with clients’ other professional advisors.

Paul Fortin is a financial advisor with Harbor Island Capital LLC in Topsfield, MA, holding 27 years of industry experience. He has been with Harbor Island Capital since 1999. Harbor Island Capital provides discretionary, personalized portfolio management to high-net-worth individuals, associated trusts, and other legal entities, focusing on direct equity investments along with mutual funds or ETFs. The firm employs a fundamental, value-oriented stock-selection process with concentrated portfolios and emphasizes hands-on oversight for a small client base.

Mark Miller is a financial advisor at Mason Capital Partners in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mason Capital Partners since 2018, following five years at SagePoint Financial. In addition to his advisory role, he is a statutory agent for M.R. Miller Financial, LLC, which sells life insurance and annuities as part of a broader financial planning practice. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income. The firm employs fundamental analysis and maintains low turnover, serving retail investors, high-net-worth individuals, and institutional entities through separately managed accounts and pooled investment vehicles.

Charles Von Stackelberg is a financial advisor at Radius Wealth Management, Inc. based in Boston, MA. He holds the ChFC® designation and a Series 65 license, with 10 years of industry experience. He has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm combines fundamental research with quantitative and technical tools to create customized portfolios and offers both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting.

Samuel Levenson is a Series 65-licensed financial advisor at Levenson Wealth LLC with one year of industry experience. Prior to his current role, he worked at Bain & Company for five years and spent four years in full-time education at a yeshiva. Levenson Wealth LLC is a fee-only, Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm integrates comprehensive financial planning into ongoing advisory engagements and employs a globally diversified, low-cost investment approach focused on tax efficiency and periodic rebalancing.

Michael Aquilino is a financial advisor with Heritage House Asset Management in Boston, MA, holding 20 years of industry experience. He has been with Heritage House since 1994. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates, managing approximately $69 million in assets for around 80 clients. The firm’s investment process integrates technical and fundamental analysis with macroeconomic trend evaluation, focusing on mid- to large-capitalization, highly liquid equities.

Joseph Fahmy is a financial advisor at Zor Capital, LLC in Belmont, MA, holding a Series 65 designation with four years of industry experience. He has been with Zor Capital since 2012. Outside of his advisory role, Fahmy operates a subscription-based educational service through his website, providing financial education content. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management and customized investment programs. The firm combines fundamental and technical analysis, managing portfolios with a mix of long-term and short-term strategies across various instruments, including stocks, bonds, ETFs, and cryptocurrency-linked ETFs.