Isaac Ross is a financial advisor at Success Wealth Management LLC with a Series 65 designation and one year of industry experience. His background includes roles in hospitality and retail, as well as a period of full-time study at the University of Colorado Boulder Leeds School of Business. Success Wealth Management LLC serves individuals and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm employs Modern Portfolio Theory to tailor asset allocation based on client goals and risk tolerances, conducting regular account reviews and utilizing technology to support client communications.

Marc Berman is a Certified Financial Planner® with 22 years of industry experience, currently serving as an advisor at Colman Knight Advisory Group, LLC since 1999. He holds the Series 63 designation and works within a team of five advisors based in Acton, MA. Colman Knight Advisory Group provides financial planning, investment management, and consulting services to individuals—including high-net-worth clients—charitable organizations, and corporations. The firm employs a fundamental, global buy-and-hold investment approach supplemented by technical and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and non-investment consulting.

Arthur Debenedictis is a financial advisor at Genesis Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Genesis since 2011. He is also the owner of a CPA firm, Arthur M. DeBenedictis, where he has been practicing since 1989. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a focus on model portfolios and detailed performance reporting.

Kyle La Sella is a Series 65-registered advisor with Rise North Capital Investment Advisors and has one year of industry experience. Prior to his current role, he worked at Foundations Investment Advisors LLC and has experience as an insurance and annuities agent reviewing and proposing client solutions. He has also worked in the hospitality industry and was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, with a unique co-advisor operating model and a focus on ongoing portfolio reviews and educational workshops.

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.

Francis Finn is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He is currently with Alta Wealth Advisors LLC and has previously worked at LPL Financial, LLC for over two decades. Finn provides investment advisory services through Alta Wealth Advisors, an independent registered investment advisor. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies tailored to each client’s goals and risk tolerance.

David Manteau is a CFP® and CFA® with 16 years of industry experience. He is a financial advisor at Colman Knight Advisory Group, LLC, where he has worked since 2022. His prior experience includes roles at Prudential Insurance Company of America, MassMutual, and MetLife Securities. Outside of his advisory work, Mr. Manteau serves as a Subject Matter Expert and Adjunct Professor at Boston University Center for Professional Education, teaching CFP courses. Colman Knight Advisory Group serves individuals, charitable organizations, and corporations with comprehensive financial planning, investment management, and consulting. The firm employs a fundamental, global buy-and-hold investment approach tailored through customized Investment Policy Statements and conducts at least semi-annual portfolio reviews.

Samuel Shepherd is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and has been with Shepherd Financial Partners, LLC since 2016. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with access to private investment funds and derivatives-based strategies, managing over $1.1 billion across eight advisors and five offices.

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.

Bryan Parks is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alta Wealth Advisors since 2018. Prior to that, he was with Pinnacle Private Wealth, LLC and LPL Financial. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerance.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA, since 2004. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security analysis, tailoring portfolios to clients’ specific liquidity, tax, concentration, and cash-flow needs.

Rajeev Kotyan is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Innovative Advisory Group since 2008. He is a non-compensated member of the Board of Trustees for the Harrington Park Condominium Association and holds ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group. Innovative Advisory Group is a team of eight advisors providing investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using various analytical approaches and employs multi-office platforms and segmented custody solutions.

Cara Whipkey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Wingate Wealth Advisors since 2021 and previously spent six years at Morgan Stanley. Wingate Wealth Advisors serves individuals, charitable organizations, and retirement plan participants by providing investment management and financial planning. The firm follows a strategic investment process using model portfolios and blends active and passive strategies, operating on a fee-only basis without accepting third-party compensation.

Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.

Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.

Juan David Ramon Soto is a CFP® professional with two years of industry experience. He is currently with Alliance Private Wealth, LLC and has previously worked at Commonwealth Financial Network, First Republic Private Wealth Management, Northern Trust, and Northwestern Mutual. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a team approach, managing approximately $466 million in assets. The firm focuses on long-term, discretionary portfolio management using diversified, low-cost investment vehicles combined with comprehensive financial planning and specialized exit planning for business owners.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.

Rylee Felice is a financial advisor at White Lighthouse Investment Management, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at CapFinancial Partners LLC (CAPTRUST), Boston Financial Management LLC, Lincoln Financial Advisors Corporation, and Amon & Associates. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides investment management, financial planning, and comprehensive wealth-management services with a focus on international and cross-border planning, using customized, diversified portfolios primarily consisting of low-cost ETFs and mutual funds.

Michael Claveau is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2022 and previously spent seven years with Boston Hill Advisors, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and third-party money managers, managing client accounts primarily on a discretionary basis.