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.

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 one year of industry experience. He holds the Series 66 designation and previously worked for Edward Jones and BNP Paribas Asset Management USA, Inc. He joined Fiduciary Wealth Partners in 2025 as part of a five-advisor team. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm customizes its recommendations through a consultative process and implements client plans by allocating assets among independent managers, offering both discretionary and non-discretionary portfolio management.

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.

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.

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.

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.

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. 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.

Thomas Wade is a CFP® with 26 years of experience in the financial industry. He has spent his entire career at Devonshire Asset Management, Inc. from 1999 to 2025. Wade is based in Waltham, MA, and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a team-based firm that provides portfolio management and financial planning services to a diverse range of clients including individuals, high-net-worth clients, institutions, trusts, estates, and charitable organizations. The firm offers customized portfolios using a combination of fundamental, technical, top-down, and bottom-up analysis, managing approximately $530 million in assets with direct investment management and access to complex investment strategies.

Jennifer Christenson is a financial advisor at Pension & Wealth Management Advisors in Waltham, MA. She holds a Series 65 designation and joined the firm in 2026. Prior to her current role, she worked at South Shore YMCA and held positions at Kuehne and Nagel and Expeditors International. Pension & Wealth Management Advisors offers portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm manages approximately $530 million in assets, employing both traditional and alternative investment strategies tailored to client-specific risk tolerance and objectives.

Michael McIntosh is a CFA® charterholder with 15 years of experience in the financial advisory industry. He is currently with Argonautica Private Wealth Management, Inc., where he has worked since 2025. His previous roles include positions at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, Cross Financial Services Corporation, and Heritage Financial Services. He serves as an unpaid trustee for his condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profit organizations, foundations, and businesses, managing approximately $533 million across about 109 client relationships. The firm offers customized, risk-adjusted, and tax-conscious asset allocations using a combination of active and passive strategies and provides portfolio management, financial planning, and retirement-plan advisory services.

Christina Mitkonis is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. She is currently with Financial Foundations, Inc., a team-based firm located in Southborough, MA, and has been associated with Commonwealth Financial Network and Bentley University’s McCallum Graduate School of Business since 2011. Outside of financial advising, she is involved with Jumbo Donuts, a business she has been connected with for over 20 years. Financial Foundations provides comprehensive financial planning and non-securities advice focused on budgeting, tax and retirement planning, education funding, estate analysis, and benefit reviews. The firm does not manage client assets or maintain custody of funds, emphasizing individualized, planning-only services with coordination of tax and estate recommendations alongside outside professionals.

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.

Gary Raymond is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is a commissioned notary in Massachusetts. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profit organizations, foundations, and businesses. The firm manages approximately $533 million across about 109 client relationships using a combination of active and passive strategies tailored to risk and tax considerations.

Russell Almstrom is a financial advisor at AAF Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Clinton Savings Bank. Outside of his advisory role, he is involved in managing a rental property in Kissimmee, Florida. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Emily Levine is a financial advisor at AAF Wealth Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at AAF Wealth Management since 2019, including her current role starting in 2024, as well as prior experience at Financial Foundations. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and institutions through asset management, financial planning, and pension consulting. The firm emphasizes asset allocation and uses a rules-based fund manager selection process with both quantitative and qualitative analysis, offering portfolios that include stocks, bonds, ETFs, options, and private equity, along with tax-aware investment considerations.

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.