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.

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.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

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® and holds a Series 66 license with 14 years of industry experience. He is currently with Argonautica Private Wealth Management, Inc and has previously worked at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, and Cross Financial Services Corporation. Outside of his advisory role, he serves as an unpaid trustee for a condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses with investment management, independent manager selection, financial planning, and retirement plan services. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach that combines active and passive strategies.

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.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

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.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

Gregory Ellms is a financial advisor at Oasis Wealth Planning Advisors in Wellesley, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Copper Beech Wealth Management, Cambridge Investment Research, and Helmsman Financial Strategies. Outside of his advisory role, he serves as secretary and board member of a family-owned limited partnership involved in commercial property in Wellesley. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Frederick Lane is a financial advisor at Finivi Inc. with 34 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Aspencross Wealth Management, Inc., Triad Advisors, and Signator Investors, Inc. Finivi serves individual and business clients, including high-net-worth and non-high-net-worth households, providing discretionary investment management, comprehensive financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach tailored to clients’ risk tolerance and objectives and offers additional services such as insurance brokerage and financial-wellness programs for business clients.

Julie Drainville is a CFP® and ChFC® with six years of industry experience. She is currently with AAF Wealth Management, LLC and has previously worked at firms including Kintra Wealth, Mutual Securities, and Northwestern Mutual. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and other institutions through asset management, financial planning, and pension consulting. The firm focuses on asset allocation and a rules-based fund manager selection process combined with tax-aware considerations and uses a proprietary manager-ranking system to guide portfolio construction.

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.

Jonathan Penta is a financial advisor with Empirical Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services, Savior Wealth, LLC, and Purshe Kaplan Sterling Investments. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, and charitable organizations. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios constructed from low-cost ETFs, mutual funds, and select securities, alongside systematic overlays and third-party research.