Scott Chaisson is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass Capital Corporation and Compass Securities Corp since 2015. Outside of his advisory role, he serves as president of Compass Securities Insurance Agency, which is licensed to sell life insurance and annuities. 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 emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios through a combination of ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial 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 manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.

Gregory Workman is a financial advisor with Kelly Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Financial Compass Group, Equitable Advisors, and New York Life Insurance Co. Since 2019, he has also worked as a rideshare driver for Lyft, Inc. Kelly Financial Services provides wealth management and financial planning to individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages client portfolios primarily on a discretionary basis, utilizing individual equities, fixed income, mutual funds, and ETFs with a generally long-term investment horizon and periodic tactical adjustments.

Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.

John Coyne is a Certified Financial Planner® with 36 years of industry experience. He is currently with Compass Capital Corporation and Compass Securities Corporation and previously worked for Winslow, Evans & Crocker, Inc. for 17 years. Coyne is based in Braintree, MA. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques to construct diversified portfolios.

Maclean Barach is a CFP® and Series 65 credentialed advisor at Stage Harbor Financial with nine years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation from 2016 to 2018. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a personalized asset allocation approach combined with a core/satellite investment philosophy and manages over $1.09 billion in client assets through a small advisory team.

Robert Fogarty is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and over 30 years of industry experience. He has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor since 1992. Compass Capital Corporation provides financial planning and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and manages portfolios directly or through sub-advisors.

Donald Sowa is a CFP® with 38 years of industry experience and has been with Sowa Financial Group since 2000. He also maintains a long-standing association with Commonwealth Equity Services, Inc. Outside of his advisory role, he reads commercials on a radio program. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for about 572 clients, offering primarily discretionary portfolio management tailored to various client objectives and risk tolerances.

Nathan Beauvais is a CFP® professional with 11 years of experience, currently serving at Sowa Financial Group since 2014. He holds a Series 66 license and has been associated with CommonWealth Financial Network over the same period. Outside of his advisory role, Beauvais is active as a freelance musician, performing and teaching music in the Rhode Island area. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering discretionary portfolio management, standalone financial planning, and retirement plan consulting with access to Commonwealth’s PPS Select program.

Laura Daniels is a CFP® with four years of experience and is a member of the Balanced Rock Investment Advisors team in Roslindale, MA. She has been with Balanced Rock since 2018. Prior to her advisory career, she operated Laura Daniels Acupuncture for over two decades. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with wealth management, financial planning, and portfolio management. The firm uses a long-term, diversified core-satellite investment approach that incorporates fundamental and quantitative analysis, direct indexing, tactical adjustments, and offers a values-based ESG strategy.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.

Eric Benz is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary approach with portfolios constructed from a combination of passive and active strategies using both fundamental and quantitative analysis.

Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. 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, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

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.

John Russell is a CFA® charterholder with six years of industry experience. He has worked at Peak Asset Management, LLC since 2020 and previously held roles at Health Warrior, Inc. and the University of Denver. He maintains a personal blog called "Equinimity," where he shares non-compensated observations on financial markets and the economy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for over 300 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, typically employing long-term strategies based on client-specific investment policy statements and a blend of fundamental, technical, and qualitative analysis.

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.

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.