David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

William Ryan is a CFP® with 20 years of industry experience, currently serving at Fox Hill Wealth Management. He has previously worked at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities, and has operated Ryan Financial Strategies since 2011, where he also provides tax preparation services. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm utilizes a combined passive and active asset-allocation approach and employs both model and customized portfolios.

Thomas Mullen is a CFP® with 24 years of industry experience, currently serving as an advisor at Breakwater Capital Group. His prior roles include over a decade at Fidelity and multiple positions within Fidelity Brokerage Services LLC. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios tailored to client objectives and risk tolerance, employing active tools such as margin and options strategies.

Michael Thomas is a Series 65-licensed advisor with MG Financial LLC in Braintree, MA, where he has worked since 2016. He is part of a three-advisor team at the firm. MG Financial serves high-net-worth individuals, families, trusts, and foundations with a liquid net worth of $10 million or more. The firm provides comprehensive advisory services focused on long-term, tailored strategies, emphasizing manager selection and oversight, and it sponsors a multi-series private fund of funds called MGF Partners.

Andrew Martone is a financial advisor at Beck Bode LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beck Bode Wealth Management since 2016. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including a focus on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Lawrence Pereira is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including Blueprint Capital Markets and Seagate Global Wealth Management, and has been with Capital Markets IQ since 2016. Pereira also owns King Harbor Wealth Management, a consulting firm focused on economic and operations consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients, combining fundamental and technical analysis with proprietary strategies. The firm offers wealth and portfolio management, financial planning, business consulting, and support for alternative and private investments.

Katelyn Mahon is a CFP®-certified financial advisor at Peddock Capital Advisors, LLC with 12 years of industry experience. She has been with Peddock Capital Advisors for 10 years and previously worked at Vanguard Advisers. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and other entities by providing wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm uses a blend of fundamental and technical analysis with a long-term investment orientation, incorporating tactical reallocations and fiduciary discretion.

Jacob Graff is a ChFC® credentialed advisor with three years of industry experience, currently with Rise North Capital Investment Advisors. He has worked at Foundations Investment Advisors, LLC and ProIncome, and has been involved with Rise North Capital since 2020. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, while also acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model that retains discretionary authority and delivers customized portfolio proposals, ongoing reviews, and educational workshops.

Tyler Chaisson is a financial advisor with Compass Capital Corporation in Braintree, MA, holding Series 65 and Series 63 registrations and eight years of industry experience. He has worked at Compass Capital Corporation and Compass Securities Corporation since 2018 and previously worked at the University of Massachusetts School of Law. Chaisson is also the managing member and principal lawyer of Compass Legal Services, LLC, a law firm specializing in estate planning and business organization. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques to construct diversified portfolios.

John Noonan III is a CFP® professional with 21 years of industry experience. He has been with Great Oak Capital Partners, LLC since 2015 and previously worked at Osaic FA, Inc. and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an Evidence-Based Investment Approach emphasizing low costs, diversification, and rebalancing, and integrates tax and accounting services through affiliated professionals.

Charles Gable is a financial advisor at Kelly Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., Wells Fargo Clearing Services LLC, Webster Investments, and LPL Financial. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets across about 1,401 client households, using a blend of individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors with an emphasis on capital preservation and income generation.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 license and bringing 46 years of industry experience. He has been with Compass Capital Corp since 1984 and also worked at MarketsFlow Inc. from 2018 to 2019. Outside of advisory services, he serves as trustee and sole owner of a real estate trust with limited monthly involvement. Compass Capital Corporation provides personalized financial planning and investment management for individuals, plans, trusts, charities, and small businesses. The firm uses software-driven asset allocation and portfolio optimization techniques to build diversified portfolios and delivers both ongoing management and limited planning services.

Benjamin Beck is a CFP® with 21 years of experience in the financial industry. He is currently with Beck Bode LLC and has previously worked at Compass Rose Private Investment Management, Boston Retirement Advisors, Private Advisor Group, and Merrill. Outside of his advisory work, he serves as a FINRA arbitrator. Beck Bode LLC serves individuals, families, and 401(k) plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis to implement various investment strategies and also offers ancillary services such as accounting and tax preparation.

William Mc Carthy is a CFA® charterholder with two years of experience in financial advising. He has been with Carapace Financial Advisors LLC since 2023 and previously worked at State Street Corp for 29 years. Between 2018 and 2023, he spent time engaged in extended travel. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth and accredited investors, institutional clients, and other advisers. The firm employs customized market-linked hedging and investment strategies using proprietary quantitative methods, combining diversified collateral portfolios with exchange-listed options to manage downside risk while targeting upside potential or enhanced income.

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Joshua Smith is a Series 65-licensed financial advisor at Kelly Financial Services LLC with two years of industry experience. Prior to joining Kelly Financial Services, he worked at SHP Wealth Management and SHP Financial. Outside of finance, he has experience working in the restaurant industry. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages about $623.6 million in assets across roughly 1,401 client households, using a combination of discretionary portfolio management, non-discretionary guidance, individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors.

Michelle Fallon is a CFP® professional with 11 years of industry experience. She is part of a five-advisor team at Aequitas Investment Advisors, LLC in Hingham, MA. 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 asset allocation and periodic rebalancing across mutual funds, ETFs, and selected individual securities.

Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.