Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Randall Tavilla is a financial advisor at MWA Asset Management with 23 years of industry experience. He has held the Series 66 designation and has worked at MWA Asset Management since 2013, previously working at Triad Advisors, Inc. and engaging in insurance sales for 17 years. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm customizes portfolios and asset allocation based on client objectives and uses both internal and third-party research to guide investment decisions.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.

Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, holding a Series 65 designation with five years of industry experience. He has worked at Sterling Oak Wealth Advisors since 2020 and previously held roles at Eli's on Whitney, Quinnipiac University, and The Cottage Wellesley. Sterling Oak Advisors provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals and retirement plans. The firm employs a long-term investment approach focused on dividend-paying blue-chip stocks and low-cost ETFs, combined with various analytical methods and ongoing client engagement.

Mark Cacciola is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Sawyer & Co Inc in Boston, MA. His prior roles include positions at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company, Inc. provides investment supervisory and trustee services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $313 million across several hundred accounts, focusing on fundamental analysis and a long-term investment approach that emphasizes diversified U.S. high-quality common stocks.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been with Sawyer & Co Inc since 1986. Sawyer & Company provides investment supervisory and trustee services primarily to high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes a long-term investment horizon focused on high-quality U.S.-based companies and manages portfolios mainly oriented toward equities on a discretionary basis.

Michael Stuart is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Clark & Stuart, Inc. since 1994. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, low turnover, and long-term holdings, with tailored portfolio construction based on client-specific factors.

Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

William Kelly is a financial advisor at Generous Wealth Management in Hull, MA, holding a Series 66 designation and bringing 21 years of industry experience. He worked at Verity Capital Management, LLC for 13 years before joining Generous Wealth Management, where he has been since 2023. Generous Wealth Management serves individuals, including high-net-worth clients, charitable organizations, and businesses with discretionary investment management, financial planning, retirement plan advisory, and fee-based annuity services. The firm emphasizes strategic asset allocation based on modern portfolio theory and often incorporates outside managers and alternative investments in client portfolios.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 credential and one year of industry experience. Her prior roles include positions at MBA Builders and as a self-employed advisor at KLD Management. She also worked for Jumpstart for Young Children for five years. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions, managing approximately $195.6 million in client assets. The firm employs a conservative-growth, long-term equity strategy focused on high-quality companies with steady profit and dividend growth, managing separate, concentrated portfolios for each client.

Daniel Hawthorne is a financial advisor at Lighthouse Financial, LLC with 11 years of industry experience. He holds a Series 65 designation and has been associated with Hawthorne Financial Advisors, LLC since 2014. In addition to his advisory work, he provides bookkeeping and business support services on a part-time basis. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $95.6 million on a discretionary basis and employs a long-term, diversified investment approach primarily using ETFs, mutual funds, and individual equities.

John Verrengia is the sole advisor at Lattanzi Financial Services LLC in Revere, MA, holding Series 63 and Series 65 registrations with 33 years of industry experience. His prior work includes roles at LPL Financial and Heritage Financial Group. Outside of investment advising, he serves as an assessor for the City of Revere and is involved in a family limited partnership, as well as operating a CPA firm. Lattanzi Financial Services provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios based on risk assessments, diversifies across various asset classes, and monitors accounts daily, managing approximately $8.3 million for about 28 clients.

Travis Army is a CFA® charterholder based in Boston, MA, currently with The Invictus Collective, LLC. He has experience spanning roles at MFS Investments and educational institutions including Lawrence Academy and Vermont Academy. Army has been with The Invictus Collective since 2026. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm combines traditional wealth management with advisory services for pooled vehicles and other advisers, tailoring portfolios using a variety of investment vehicles and strategies implemented on both discretionary and non-discretionary bases.

Gita Rao is a financial advisor at East Horizon Investments with 11 years of industry experience. She holds the Series 65 designation and has worked at Plum Pointe Wealth Management and East Horizon Investments since 2016. In addition to her advisory role, she is a Senior Lecturer in Finance at the MIT Sloan School, where she has taught and provided academic advising since 2013. East Horizon Investments serves individuals, families, trusts, and smaller institutions, offering discretionary portfolio management alongside financial planning and consulting. The firm’s investment approach emphasizes fundamental security analysis and intrinsic value, focusing on long-term, long-only strategies without leverage or short positions.