Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

Erik Saarinen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McNamara Financial Services, Inc. He previously worked at Eaton Vance Distributors, Inc. and has been with McNamara Financial Services since 2022. McNamara Financial Services provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, endowments, and businesses. The firm emphasizes Modern Portfolio Theory and strategic asset allocation with a tactical component, using low-cost mutual funds and ETFs within diversified portfolios.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. 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 employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.

Christian Roy is a financial advisor with Rise North Capital Investment Advisors who holds the Series 65 designation and has two years of industry experience. Prior to his advisory role, he worked in various positions including at Sal's Pizza and Market Basket. Roy is also involved with Foundations Investment Advisors during a client transition period. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates a co-advisor model that emphasizes customized portfolio proposals, regular reviews, and public educational workshops on financial topics.

Timothy Nash is a CFA® charterholder with 26 years of industry experience. He is a financial advisor at Aequitas Investment Advisors, LLC and previously worked at CitiGroup and Columbia Management Advisors, Inc. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term buy-and-hold strategies with diversified allocations across mutual funds, ETFs, and selected individual securities.

Ryan Pitard is a financial advisor at Rise North Capital Investment Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors, LLC, National Life Group, Northwestern Mutual, and Fidelity Investments. He is also an independent insurance agent providing life insurance and annuity solutions. Rise North Capital Investment Advisors offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a co-advisor model for portfolio management and provides public educational workshops and comprehensive ongoing planning services.

Michael Cammarata is a CFP® with 21 years of industry experience, currently serving as an advisor at MSA Financial in Braintree, MA. He previously worked at Securities America, Inc. for 20 years and has been with Marino, Stram & Associates for over two decades. Outside of his advisory role, he is also a licensed independent insurance agent. MSA Financial is a team-based firm managing over $1.16 billion for approximately 1,300 clients. The firm provides customized portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions, utilizing both fundamental and technical analysis within a strategic asset-allocation framework.

James Bode is a financial advisor at Beck Bode LLC in Dedham, MA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Compass Rose Private Investment Management since 2023 and has been with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2016 and 2015, respectively. Beck Bode Wealth Management, LLC is a part owner of Boston Retirement Advisors, 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, including dividend-paying equities and a short-term, high-leverage options approach, tailoring allocations to client goals and risk tolerance.

Robert Florek is a CFP® professional with 22 years of experience in the financial industry. He has been with Florek Financial, LLC since 2009 and also operates a tax preparation business outside of investment services. Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm integrates financial planning, investment management, and tax services, offering both discretionary and non-discretionary management with a focus on long-term asset allocation.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Robert Napolitano is a financial advisor at Napier Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Truro Asset Management and LPL Financial. Outside of his advisory work, he is involved with managing private real estate investment funds through affiliated entities. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management, financial planning, and trustee services. The firm utilizes a macro-economic, top-down asset allocation approach and incorporates private real estate funds managed through affiliated entities as part of its investment offerings.

Claire Smith is a CFP® with 11 years of industry experience. She is currently with Stablepoint Partners, LLC, where she has worked since 2023. Prior to that, she held roles at Morgan Stanley and Columbia Management Investment Advisers, Inc. Smith is also involved in insurance sales on a limited basis. Stablepoint Partners provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a range of securities and employs both fundamental and technical analysis with ongoing monitoring and formal reviews.

Elizabeth Vallone is a financial advisor with Bay Colony Advisors in Norwell, MA, holding Series 63, 65, and 66 licenses and has 13 years of industry experience. She has been with Bay Colony Advisors and Essential Asset Management, LLC since 2015 and previously worked at Fidelity from 2003 to 2005. Vallone also works as an independent insurance agent affiliated with Essential Asset Management. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with comprehensive financial planning, portfolio management, and family office services. The firm’s investment approach combines fundamental analysis with model portfolios and third-party sub-advisers, offering both discretionary and non-discretionary management alongside estate, tax planning, and concierge support.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 65 and Series 63 designations and previously worked at T. Rowe Price for four years. Outside of advising, she had a one-year role at Everybody Water. BostonPremier Wealth is a seven-advisor team that provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm manages approximately $525 million across 749 client relationships using discretionary, model-based portfolios with a top-down asset allocation approach.

Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. 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 emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Bristol County Savings Bank. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in assets for individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary wealth management and financial planning, using fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Allison Leary is a financial advisor at MSA Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Securities America Inc. Outside of her advisory role, she is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with investment advisory, financial planning, and retirement-plan services. The firm uses a strategic asset-allocation approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.