Eric Henderson is a CFA® and CFP® with 14 years of industry experience. He is a founding member of East Horizon Investments, where he has worked since 2011, and previously worked at Plum Pointe Wealth Management from 2018 to 2023. Outside of his advisory role, he owns and operates a commercial real estate business in Massachusetts. East Horizon Investments serves individuals, families, and smaller institutions such as nonprofits and foundations, providing fee-only discretionary investment management and financial planning. The firm employs a fundamental, intrinsic-value approach combined with diversified asset allocation and manages approximately $63.5 million in client assets.

George Pope is the sole advisor at Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Patriot Mullare Associates since 1998. In addition to his advisory role, he has been affiliated with U Mass Boston since 1996. Patriot Mullare Associates provides discretionary investment management to a diverse client base, including institutional and individual clients such as foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm’s investment approach focuses on fundamental, value-oriented equity analysis and investment-grade fixed income with diversification and risk controls, managing accounts without margin, short sales, or derivatives.

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes risk control and disciplined diversification through active and passive strategies, incorporating independent managers and institutional trading resources.

John Ollquist is a financial advisor at Exchange Place Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Exchange Place Advisors since 2003. Exchange Place Advisors, LLC is an SEC-registered investment adviser serving individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm focuses on asset allocation and diversification, using mutual funds, ETFs, and individual securities, and conducts ongoing account monitoring with formal quarterly reviews.

Shawn Young Eagle is a financial advisor at Vista Way Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services Inc and Columbia Management Investment Distributors. Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm constructs tailored portfolios using both passive and active strategies and offers educational seminars and business consulting alongside retirement plan management.

Xiaowan Tian is a financial advisor at Atlas Capital Investment LLC with two years of industry experience. She holds a Series 65 designation and previously co-founded Bridge Point Capital, a venture capital firm focused on deep tech, where she remains a passive partner involved in post-investment management. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities, utilizing a strategy informed by cyclical, fundamental, and quantitative analysis with a focus on equities and diversified instruments. The firm accepts performance-based fees for qualified clients and employs institutional custody relationships and advanced trading tools.

Alan Shorr is a financial advisor at Investment Advisor Associates, Inc. in Boston, MA, holding the ChFC® and Series 63 designations with 44 years of industry experience. His prior work includes positions at Independent Financial Group, AFA Advisor Services LLC, and Sentra Securities Corporation. Outside of his advisory role, he is involved as a 20% owner of 253 Organic LLC and serves as CEO of Almar Productions Inc., which produces live theater globally. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $37 million across about 70 clients, employing customized portfolios that utilize fundamental and technical analysis, global diversification, and a range of trading strategies including derivatives and leverage.

Brian Kenney is an investment advisor with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. Kenney is also a licensed independent insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services offers discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a primarily long-term, fundamental analysis approach to build customized portfolios and also provides ERISA-related services and investment oversight for plan sponsors.

Albert Mason is a financial advisor at Mason Capital Partners with 14 years of industry experience. He has been affiliated with U.S. Securities, International Corp. since 1970 and has served as a registered investment advisor since 1977. Mason Capital Partners serves a diverse clientele, including high-net-worth individuals, corporate pension and profit-sharing plans, foundations, and other institutional clients. The firm focuses on discretionary portfolio management with an investment approach centered on “income with growth,” typically allocating two-thirds to three-quarters of assets to common stocks and the remainder to fixed income, guided by fundamental research and disciplined position limits.

Ryan Nagle is a financial advisor at Sequentis Capital LLC in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2018 before joining Sequentis Capital in 2018. Sequentis Capital offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm applies a combination of strategic asset allocation, fundamental analysis, and risk monitoring to construct diversified portfolios, and also provides ERISA-focused services and written financial plans.

Ousmane Diagne is a CFP® and CFA® with 21 years of industry experience. He is the sole advisor at Timbuktu Capital Management, LLC, where he has worked since 2013. Outside of his advisory role, he is involved in real estate as a licensed salesperson and property manager, and he provides consulting services related to the EB-5 Immigrant Investor Program. Timbuktu Capital Management is a boutique wealth management firm serving individuals, families, entrepreneurs, and entities such as corporations, trusts, and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, and provides educational seminars, including sessions tailored to immigrant audiences.

Beata Dragovics is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. She has worked with Commonwealth Financial Network for 13 years and currently operates as the sole advisor at Freedom Trail Financial. Dragovics is also involved in selling fixed insurance products and serves as trustee of the firm's 401(k) retirement plan. Freedom Trail Financial is a boutique wealth management consulting firm based in Boston that serves individuals and families with financial planning on topics including retirement income, estate planning, and tax strategies. The firm conducts educational seminars and provides advice on an hourly, fixed-fee, or retainer basis, focusing on client-directed implementation without discretionary portfolio management.

Bradford Williams is a financial advisor with Lebed Asset Management LLC, holding a Series 65 credential and over 23 years of industry experience. He has worked at Boston Portfolio Advisers, LLC and Boston Investment Advisers, Inc., among other firms. Williams serves as Director of Fund Research at Lebed Asset Management, where he selects and monitors mutual funds and ETFs and provides related recommendations. Lebed Asset Management LLC provides investment advisory services primarily to high-net-worth individuals, trusts, and family partnerships. The firm focuses on fundamental analysis of U.S.-listed common stocks and ADRs, offering both equity-only and diversified portfolios managed on a discretionary basis, and maintains distinctive operational arrangements through its formal affiliation with another registered investment adviser.

Daniel Ollquist is a CFP® with six years of industry experience, currently serving as a financial advisor at Exchange Place Advisors, LLC since 2019. Prior to this role, he worked at CreditSights for nine years. Exchange Place Advisors, LLC is an SEC-registered investment adviser providing financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and time horizon.

Maureen Zock is a financial advisor with Robert A. Zock & Co., Inc. in Boston, MA, holding 24 years of industry experience. The firm provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term portfolio management based on fundamental analysis. Robert A. Zock & Co., Inc. emphasizes tailored investment strategies and offers administrative support for clients’ non-U.S. multicurrency securities accounts.

Lowell Thomas III is a CFA® charterholder with 18 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, and businesses by managing discretionary and non-discretionary portfolios totaling approximately $273 million. South Shore Capital Advisors employs a fundamental security analysis approach to build globally diversified, customized portfolios and incorporates a documented ESG process using third-party metrics for clients who request ESG integration.

Douglas Hart is a financial advisor at Penobscot Investment Management Company, Inc. with 31 years of industry experience. He has been with Penobscot since 1988, including his current tenure since 2021. Hart serves as a director of the Wildlands Trust of Southeastern Massachusetts and is an honorary trustee of the Emma Willard School. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with five years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 11 years. Catalyst Financial Partners offers discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, and various institutional clients. The firm focuses on long-term, diversified investment strategies using a range of asset types and provides access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Matthew Malicki is a CFA® charterholder with four years of industry experience. He has worked at Birch Hill Investment Advisors LLC since 2022 and previously held roles at Dolan McEniry Capital Management, Echo Global Logistics, and Badger Mutual Insurance Company. Birch Hill Investment Advisors LLC provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with ESG integration and customizes portfolios based on client objectives and constraints.

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.