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.

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. 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 employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

Jonathan Loer is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. Prior to this, he worked at Fieldstone Financial Management Group, LLC from 2016 to 2018. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, trusts, estates, and businesses, focusing on long-term, fundamentals-driven investment strategies supplemented by technical and cyclical analysis. The firm serves a meaningful non-U.S. client base and offers explicit planning for cross-border families.

Tammy Kaiser is a financial advisor at NorthPointe Financial Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Lurie Davis Wealth Management and St Xavier University. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC. NorthPointe Financial Advisors LLC is a fee-only firm serving individual clients, including high-net-worth individuals, with financial planning, investment management, and educational seminars. The firm employs both passive and active strategies and offers project-based and ongoing planning engagements.

Caroline Gaffney is a CFP® and CFA® with 17 years of industry experience. She has been with Atwater Wealth Management, Inc. since 2014. Gaffney holds a Series 66 license and is based in Boston, MA. Atwater Wealth Management is a fee-only, SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, using tailored investment strategies reviewed quarterly and managing assets on a discretionary basis through LPL Financial.

Ryan Carragher is a financial advisor with The Clifford Group LLC in Wayland, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served in the United States Army for several years. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term fundamental analysis supplemented by third-party artificial intelligence tools, with human oversight maintaining all recommendations and trades.

Gregg Picillo is a CFA® charterholder with 14 years of industry experience. He has been with Mason Capital Partners since 2006 and serves as the managing partner of Albert D. Mason Inc., an affiliated firm associated with Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management for individual and institutional clients, including high-net-worth individuals, corporate plans, foundations, and trusts. The firm follows an “income with growth” investment strategy, focusing primarily on common stocks with a portion allocated to fixed income, and bases its decisions on fundamental research and management meetings.

Robert Zock Jr. is the sole advisor at Robert A. Zock & Co., Inc. in Boston, MA, holding a Series 65 credential with 28 years of industry experience. He has been with Robert A. Zock & Co., Inc. since 1990 and has also worked at Mt. Sunapee Ski Area since 2000. Robert A. Zock & Co., Inc. provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term portfolio management based on fundamental analysis. The firm is notable for its work with charitable organizations and its administrative services for client non-U.S. multicurrency securities accounts.

Mackenzie Liman is a Series 65-licensed advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles in nonprofit consulting focused on fundraising and community-building, and has extensive experience in the bicycle industry. Liman provides consulting and coaching services to nonprofits as a 1099 contractor. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning, offering a blend of discretionary portfolio management, impact investment research, and educational programs. The firm employs a mix of in-house and third-party portfolio strategies guided by diverse analytical methods and maintains a formal impact investing due-diligence practice.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.

Patrick Davis is a financial advisor at Sequentis Capital LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Sequentis Capital in 2023, he worked at Integrated Wealth Concepts LLC and M3 Advisory Group, LLC. In addition to advisory services, he engages in fixed insurance sales for a few hours each week. Sequentis Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm combines strategic asset allocation and fundamental analysis with ongoing risk monitoring to construct diversified portfolios tailored to long-term and tactical market conditions.

Sid Chaudhry is a financial advisor at Thurston Hall Investment Research, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Familywealth Asset Management and Fidelity Investments. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including many high-net-worth households. The firm employs a fundamentally driven, conservative investment approach with limited trading and diversification, and it uses derivatives and margin strategies subject to suitability and client authorization.

Chris Chen is a fiduciary wealth strategist who helps people navigate major financial transitions such as retirement, divorce, and expatriation. He combines practical strategy with calm, steady guidance to help clients make sound financial decisions during times of change. Chris believes a strong life and financial plan makes every other decision simpler. He collaborates with clients and their legal and tax advisers to create cost-effective, tax-aware strategies that protect and grow wealth over time. Before his career as a financial planner, Chris spent years in international business management across the U.S., Europe, and the Asia-Pacific region. He earned a bachelor’s degree in economics, an MBA in finance, and completed Boston University’s Financial Planning Program. Chris is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst™, and Registered Life Planner®. He is also a trained mediator and financial neutral. Chris earned the Baccalauréeat in France. He speaks French fluently. Chris is a member of the National Association of Personal Financial Planners and the Massachusetts Council on Family Mediation. He serves on the board of the Massachusetts Council on Family Mediation and chairs its Investment Committee. Chris’s insights have appeared in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, MarketWatch, Business Insider, Investment News, and Bloomberg. Chris earned the Baccalaureat in France, and he speaks French fluently.

Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.

Georgia Bruggeman is a CFP® professional with 23 years of industry experience. She has been with Meridian Financial Advisors since 1990. Outside of her advisory role, she serves as Vice Chair and trustee of Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, LLC offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, families, and small businesses. The firm constructs portfolios based on fundamental analysis and client-specific objectives, managing approximately $257.9 million in discretionary assets.

Sarah Wells is a CFP® and holds a Series 66 license with 13 years of industry experience. She is a principal at TSW Wealth Management, where she has worked since 2011, and previously worked at Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.

Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers 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 family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.