Bradford Cadigan is a CFA® charterholder with nine years of industry experience. He is currently with Diversified Financial Management Associates, Inc., where he has worked since 2025. Prior to this, he was with Columbia Threadneedle Investments for eight years and Eaton Vance Management for one year. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a tax-aware approach, incorporating both quantitative and fundamental analysis.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Patrick Daly is a Series 65-registered advisor with Cambridge Trustee Advisors Inc in Cambridge, MA, bringing 32 years of industry experience. The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million and constructs portfolios primarily composed of equities, fixed income, and other securities, often engaging sub-advisors when appropriate. The firm's attorney ownership and affiliation with a law firm distinguish it by combining legal and investment advisory services, particularly for trusts and estates.

Nancy Von Stackelberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Radius Wealth Management, Inc. in Boston, MA. She has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm uses a combination of fundamental research, quantitative and technical screening, and client interviews to create long-term portfolios with tactical flexibility.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

Paula Chauncey is a CFA® charterholder with 23 years of experience in the financial advisory industry. She has been with Etre LLC (formerly Redwood Group LLC) since 1999, serving as the firm's sole advisor. Based in Boston, MA, she leads the firm's financial planning and investment management services. Etre LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts. The firm emphasizes a documented Investment Policy Statement with a strategic, diversified, and long-term approach, combining passive and active strategies tailored to client goals.

Jennifer Morrell is a CFP® professional at Wakely Investment Management with 10 years of industry experience. She previously worked at Nevils Financial, LLC for 12 years before joining J Wakely Advisors, LLC. Wakely Investment Management provides ongoing portfolio management and financial planning advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a tailored, goal-based process and a combination of fundamental, technical, and cyclical investment analysis to manage approximately $83 million in client assets.

Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.

Bryan Galligan is a financial advisor at South Shore Investment Services LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Capital Analysts, Lincoln Investment, and DMI Marketing. Outside of advisory work, he is also engaged in the sales and service of life insurance as a sole proprietor. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients, primarily managing discretionary accounts with tailored Investment Policy Statements. The firm combines modern portfolio theory and technical analysis, employs both long- and short-term trading strategies, and may utilize third-party managers and model allocations.

John Osbon is a financial advisor at Osbon Capital Management, LLC in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osbon Capital Management since 2005. Osbon Capital provides discretionary and non-discretionary portfolio management and consulting primarily for high-net-worth individual investors, as well as investment management for private funds and pooled investment vehicles. The firm uses indexed exchange-traded funds for individual accounts and offers a quantitative, rules-based absolute-return program that rebalances daily.

Robert Tamkin is a financial advisor at Shrier Associates, LLC with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with Shrier Associates since 2002 and has operated a sole proprietorship offering life, health, and related insurance product sales and advisory services since 1980. Shrier Associates provides investment management, financial planning, pension consulting, and ERISA 3(21) advisory services to individuals, trusts, businesses, non-profits, and retirement-plan sponsors. The firm employs a primarily long-term investment approach tailored to client objectives, utilizing low-cost mutual funds and ETFs, supplemented with other vehicles as appropriate, along with ongoing monitoring and optional tax-loss harvesting.

Charles Butler III is a financial advisor at Sequentis Capital LLC in Boston, MA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Vision 4 Fund Distributors, LLC, and Advisors Asset Management, Inc., as well as self-employment. 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, primarily long-term portfolios, and also offers ERISA-focused services for retirement plans.

Jacqueline Waite is a financial advisor at Atwater Wealth Management, Inc. with five years of industry experience and holds Series 63 and Series 65 licenses. Her previous experience includes roles at LPL Financial, Winsor House, New World Advisors LLC, and Fidelity Investments. Atwater Wealth Management is a fee-only, SEC-registered firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning services. The firm uses tailored investment strategies that combine fundamental and technical analysis across various instruments, managing assets primarily through LPL Financial.

Susan Dahl is a financial advisor at Levatus LLC in Boston, MA, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Levatus since 2017. Prior to that, she was with Bainco International and Newbury Street Capital LP. Levatus LLC serves individuals, high net worth clients, trusts, and estates by providing wealth advisory and investment management services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating a structured risk-tolerance assessment and detailed reviews of tax and estate considerations to guide portfolio construction.

Jay Warner is a CFA® charterholder and financial advisor at Epogee Capital Management, LLC with over 15 years of industry experience. He previously worked at Balter Capital Management, Invenomic Capital, Method Advisors, and Port One Investments. Outside of Epogee, he serves as a Strategic Advisor and controller for Advanced Visibility, a company providing safety garments to the utility industry, and as a Senior Advisor on the investment committee of Port One Equities, a private real estate fund. Epogee Capital Management offers portfolio management and customized investment policy statements primarily for high-net-worth individuals and charitable organizations. The firm manages a concentrated client roster and employs a broad range of investment strategies, including alternative assets, with a blend of fundamental, quantitative, and technical analysis.

Patrick Barrett is a CFP® professional with 27 years of industry experience. He is a principal at Barrett Capital Partners, where he has worked since 2021. Prior to this, he held positions at Advisory Group Equity Services, Trust Advisory Group, and Source Capital Group. Barrett also owns and operates an accounting practice, Patrick J. Barrett CPA P.C., which he has managed since 1987. Barrett Capital Partners provides investment management, financial planning, and pension consulting services to individual investors, employer-sponsored retirement plans, and trusts. The firm employs a fundamental analysis approach to individual equities and manages client portfolios using a diversified mix of asset types tailored to client-specific Investment Policy Statements.

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view. Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money. Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church. Matt enjoys golf, biking, reading, and spending time with friends. “Give me six hours to chop down a tree and I will spend the first four sharpening the axe” – Abraham Lincoln

Taylor Thomas is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with South Shore Capital Advisors since 2006. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm employs fundamental security analysis and a buy-and-hold investment approach, incorporating customized portfolios and ESG integration through third-party metrics and a structured questionnaire process.

Chris grew up working alongside his father, uncles, and cousins in their family-owned manufacturing business in Michigan. This familial proximity provided Chris with a unique perspective on hard work and sacrifice, while exposing him to the challenges and opportunities that often occur with closely-held family-owned businesses. A self-professed financial theory geek, Chris has a strange need to prove out financial models for himself in an Excel spreadsheet before accepting them as gospel. This passion for knowledge started with an economics degree from Vassar College, followed by a Master’s in Economics from Cambridge University in England. Chris then went on to serve as an adjunct professor at the Brandeis Graduate School of International Economics and Finance. Chris spent much of his professional career leveraging his knowledge, experience, and insight for the betterment of large institutions. He authored several chapters in “The Handbook of Fixed Income Securities,” including one that was selected for the Chartered Financial Analyst Level III curriculum. Professionally, he has served as an institutional portfolio manager with Fidelity as well as a portfolio advisor with Wellington Management, Putnam Investments, and Zurich Scudder Investments. With Chris, our clients are receiving world class portfolio management, critical thinking, and problem-solving strategies. Through his decades of institutional investment experience, Chris has gained valuable insight that he is now bringing to his individual clients at Impact Advisors Group. In his personal life, Chris is an avid pilot. He frequently flies for Above the Clouds, a nonprofit organization that provides flight experiences for underprivileged or sick children, and for Pilot AirLift Services, a nonprofit that provides non-emergency medical transportation. When he is not airborne, his feet are firmly planted in his wine cellar collecting single malt scotch and fine wine.

Adam Dworkin is a financial advisor at Diversified Financial Management with five years of industry experience. He is also a Certified Public Accountant with AKD Consultants, where he has provided accounting services since 2011. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a tax-aware approach, combining quantitative and fundamental analysis while providing client education and access to alternative investments.