Mary Lecca is a financial advisor at Argonautica Private Wealth Management, Inc with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Arete Research LLC. Outside of her advisory role, she is a part owner and officer of InkAmazon LLC and serves as trustee and treasurer of the LaGrange at 841 Condominium Trust. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profits, foundations, and businesses. The firm manages approximately $533 million through a team of five advisors, offering customized, risk-adjusted, and tax-conscious asset allocations using a blend of active and passive strategies across various investment types.

Brian Burke is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Montis Financial, LLC since 2022. He previously worked for Morgan Stanley Smith Barney for 11 years. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that integrates unaffiliated managers and a variety of investment strategies tailored to client objectives and risk tolerance.

Anthony Veloso is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Financial Foundations, Inc. and has previously worked at Commonwealth Financial Network, Cetera Advisor Networks LLC, and Sbia. Veloso also engages in fixed insurance sales as a secondary business activity. Financial Foundations provides standalone, fee-for-service financial planning focused on retail clients, delivering detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm emphasizes a planning-only model without managing or custody of client assets and offers in-house tax preparation services through an affiliated enrolled agent.

Michael Delduchetto is a financial advisor with Excalibur Management Corp in Waltham, MA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been with Excalibur Management Corp since 2003. Outside of his advisory role, he serves as a board member for Spectrum for Living Endowment, a nonprofit organization supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments, providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm emphasizes preserving irreplaceable assets through a blend of macroeconomic research and fundamental and technical analysis, managing portfolios primarily on a discretionary basis with ongoing risk assessment and tactical rebalancing.

Gregory Racki is a financial advisor at Monument Group Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Monument Group since 2021. In addition to his advisory role, he owns and operates an estate planning firm, RackiLaw, providing estate planning advice, trustee services, and probate services. Monument Group Wealth Advisors offers investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing a diversified range of mutual funds, ETFs, and selected securities, with ongoing account monitoring and formal quarterly reviews.

George Webb is a financial advisor with Pension & Wealth Management Advisors in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Pension & Wealth Management Advisors in 2020, he worked at Kastel Capital Advisors, Muzinich & Co, Muzinich Capital LLC, and Nuveen Investments. He is also president and owner of an M&A advisory firm, Pension Wealth M&A Advisors LLC. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm offers customized portfolios using fundamental, technical, top-down, and bottom-up analysis, managing assets internally across a range of traditional and alternative investment strategies.

Robert Sandler is the sole advisor at Double Eagle Capital Management, LLC, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 20 years of industry experience, including over two decades at Double Eagle Capital Management. Double Eagle Capital Management serves individual and high-net-worth clients with discretionary portfolio management focused on individually held common stocks and fixed-income securities. The firm employs a blended fundamental and technical analysis approach and uses covered option writing selectively within tax-advantaged accounts as part of its investment strategy.

Mark Fiskio is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Asset Management since 2010. He previously worked at Race Rock Capital LLC from 2016 to 2017. Fiskio is also a manager and member of Empirical Fiscal Partners, an entity serving as general partner of a private fund. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and institutional clients. The firm employs a rules-based, long-term investment approach using proprietary methods and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Philip Swisher is a financial advisor at Trevián Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Trevián Wealth Management since 2015. Outside of his advisory role, he is the managing member of Trevian Equity Partners LLC, which manages an investment in a privately held company. Trevián Wealth Management serves individuals, high-net-worth clients, businesses, and pension plans, managing approximately $549.9 million on a discretionary basis. The firm emphasizes long-term asset allocation with a focus on low costs and customized portfolios that include a range of investment types, including private investments and derivatives.

Denis Higgins is a financial advisor at Montis Financial, LLC in Waltham, MA, holding CFP®, CFA®, and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Anokiwave Inc and EWM Wealth Management, where he worked for over two decades. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

John Malone III is an advisor at APEX Investment Group with one year of industry experience. Prior to joining APEX, he worked at Anomaly CPA and Tetzel Law LLC. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning with a focus on customized, long-term portfolios primarily composed of diversified mutual funds and ETFs.

Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with a Series 66 designation and over 19 years of industry experience. He previously worked at BNP Paribas Asset Management USA, Inc. before joining Fiduciary Wealth Partners. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management, including discretionary and non-discretionary strategies, and emphasizes family governance and access to alternative investments.

Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

Adam Waitkevich is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Concord Wealth Partners since 2021. He is also the principal owner of Divorce Financial Solutions, LLC, which provides forecasting reports and information related to the division of marital assets, alimony, and childcare for divorcing couples. Additionally, Waitkevich serves as a board member and volunteer for Kevin Youkilis Hits for Kids. Concord Wealth Partners is a team-based registered investment adviser managing approximately $1.07 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, emphasizing tailored allocations, asset allocation, and cash management.

Christopher Assad is a CFP® professional at Montis Financial, LLC with one year of industry experience. He previously worked at Bessemer Trust and Brown Brothers Harriman. Montis Financial serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and investment management that includes a wide range of instruments and specialized strategies. The firm employs specific operational practices such as the use of Dimensional Fund Advisors funds, AI policy governance, and detailed risk documentation.

Lee Mcgowan is a CFP® with 21 years of industry experience and has been with Monument Group Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and works from Concord, MA as part of a three-advisor team. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected individual securities, with ongoing account monitoring and formal quarterly reviews.

Adam Strauss is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Pekin Hardy Strauss, Inc., where he has worked since 2004. Strauss serves as president of the board of directors for Frontier Natural Brands, Inc., a role he has held since 1996. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis approach combined with asset allocation and consideration of ESG factors, using a variety of instruments and strategies to tailor portfolios according to client objectives and risk tolerances.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA since 2004 and holds a Series 63 license. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up fundamental and technical analysis, focusing on risk assessment and preserving irreplaceable assets.

Thomas Wade is a CFP® professional with 26 years of industry experience. He has been with Devonshire Asset Management, Inc. since 1999. Wade is based in Waltham, MA and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a firm that provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. The firm customizes portfolios using a variety of investment strategies and manages approximately $530 million in assets without outsourcing to third-party sub-advisers.