Kristin Mckenna is a CFP® with 11 years of industry experience, currently serving at Darrow Wealth Management since 2014. She holds the Series 65 designation and contributes as a senior writer for Forbes.com. Darrow Wealth Management provides discretionary investment management and consulting services to individuals, trusts, and retirement plans, managing approximately $392 million in assets. The firm uses proprietary global asset allocation models and primarily low-cost ETFs and mutual funds, offering tailored portfolio management with regular reviews and occasional options strategies.

Nicholas Allsop is a CFP® with two years of industry experience, currently serving as an advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Scott DeSantis, Northwestern Mutual Investment Services LLC, PKS Investments, Bosco Crane, and Gilbane Building Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily to high-net-worth individuals, trusts, business entities, and pension plans. The firm employs a long-term, allocation-driven investment approach executed mainly through ETFs and third-party model portfolios, with a focus on tax-aware implementation and retirement plan consulting.

Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.

Michael Mccully is a financial advisor with Nefpg, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2020 and previously spent six years at Sun Life Financial. Nefpg serves individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client objectives.

Rodney Hass is a financial advisor with RF&L Wealth Management, LLC, holding a Series 65 credential and 22 years of industry experience. He has been with RF&L Wealth Management since 2006. Outside of his advisory work, he is a partner in BREAKING EIGHTY, LLC, an investment-related business involving real estate, equities, and other securities. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified, evidence-based investment approach grounded in Modern Portfolio Theory and integrates third-party solutions to support its client services.

Kyle Gavin is a financial advisor at Merrimack Valley Financial Advisors, Inc. with one year of industry experience. He previously worked for McLarney & Company LLC for five years and attended Merrimack College full time for four years. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm uses client-specific investment policies and model portfolios, relying on fundamental, quantitative, and qualitative research with a focus on long-term strategies.

Catherine Mckenna is a financial advisor with Beal Consulting, Inc. in Boston, MA, holding a Series 65 designation and over 20 years of industry experience. She has been with The Beal Consulting Group since 1999. Beal Consulting provides personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a collaborative, education-focused portfolio design, managing client accounts primarily on a discretionary basis.

Wenhua Zhang is a CFA® charterholder and Series 63 licensee with three years of industry experience. Zhang is the sole advisor at Atlas Capital Investment LLC and previously worked at Azia Capital Partners, Tan Lane Holdings, Ltd., and Wellesley Investment Partners, LLC. Outside of advisory work, Zhang serves as CFO and investor for Hourly Work LLC, a recruiting phone app. Atlas Capital Investment LLC provides ongoing portfolio management and financial planning primarily to higher-net-worth individuals and business entities. The firm uses cyclical, fundamental, and quantitative analysis focused on equities and related strategies, and it accepts performance-based fees for qualified clients while managing both performance-fee and non-performance accounts.

George Noyes is a CFP® and CIC certified financial advisor with 17 years of industry experience. He has been with Hanover Strategic Management, LLC since 2008. Hanover Strategic Management, LLC provides discretionary and non-discretionary investment management services to individuals, trusts, charitable organizations, and other entities. The firm employs a value-oriented investment approach that combines fundamental research with quantitative analysis, utilizing globally diversified portfolios and sector-level positioning to manage risk.

Vincent Serratore is president and CEO of Heritage Wealth Management and Heritage Financial Group, Inc., with 29 years of experience in the financial industry. He has worked at Coastal Equities, Inc. since 2015 and has been with Heritage Financial Group since 2001. Outside of his advisory roles, he is involved with Bardown Enterprises Ltd, which owns a girls youth hockey team. Heritage Wealth Management provides personalized investment management and consulting to individuals, including high net worth clients, as well as charitable organizations and small businesses. The firm employs proprietary asset-allocation strategies and offers discretionary and non-discretionary account management, integrating investment and insurance services through an affiliated business.

Mary Anne Gucciardi is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. She is the sole advisor at Wealthmind Financial Planning, where she has worked since 2023. Prior to that, she spent three years at Old Peak Finance and was involved with Charles Waban Group, LLC DBA Dragonwing girlgear for thirteen years. Wealthmind Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers customized planning across various financial areas.

Jake Bulian is a CFA® charterholder at Traub Capital Management with one year of industry experience. He previously worked at Deloitte for three years and State Street Corporation for five years. Traub Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively driven approach to investing, with an emphasis on closed-end fund premium/discount analysis and cost-efficient trade execution.

Katharine Davidge is a financial advisor at Dorfman Value Investments LLC in Newton, MA, holding a Series 65 designation with 14 years of industry experience. She has worked at Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser that manages equity-focused portfolios for individuals, family offices, foundations, endowments, and other institutional clients. The firm uses a value-oriented, fundamental stock-selection process and manages both separately managed accounts and pooled vehicles, including a private investment partnership.

Jay Lebed is a financial advisor with Lebed Asset Management LLC in Boston, MA, holding a Series 65 designation and 22 years of industry experience. He has worked with Boston Portfolio Advisers, LLC since 2014 as vice president and indirect minority owner, managing client relationships and providing investment advice. Lebed Asset Management LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, and family partnerships, focusing on separately managed equity portfolios and diversified strategies using fundamental analysis and intrinsic-value principles. The firm shares operational resources with its affiliate, Boston Portfolio Advisers, LLC, and manages roughly $24 million in assets across about a dozen accounts.

Nora Rho is a financial advisor at Rhotopia Financial Advisors with a Series 65 license and two years of industry experience. She previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Nora also assists with training advisors on insurance products for multiple carriers, including Penn Mutual Life Insurance Company and Lafayette Life. Rhotopia Financial Advisors provides comprehensive wealth management and project-based financial planning for individuals, high-net-worth clients, and business entities. The firm primarily uses passive, broadly diversified portfolios built with index mutual funds and ETFs, emphasizing low costs and tax efficiency, and manages roughly $12 million for a select group of clients.

Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.

Walter Downey is a financial advisor at Downey Capital Management, Inc. in Boston, MA, with 19 years of industry experience. He has been with the firm since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and advisory services. The firm uses a combination of fundamental and technical analysis to tailor investment strategies to client objectives and risk tolerances.

Hendrix Berry is a CFP® and Series 65 credentialed advisor at Obran Capital Advisors LLC with eight years of industry experience. Prior to joining Obran Capital Advisors in 2023, he worked at Balanced Rock Investment Advisors LLC for six years and has experience with community-focused organizations such as the Boston Ujima Project. Obran Capital Advisors LLC is a fee-only investment adviser serving individuals, businesses, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a combination of traditional asset allocation, modern portfolio techniques, and values-based screening, and it offers customized portfolios that may include private impact investments alongside specialized strategies through sub-advisors.

Caroline Hedges is a financial advisor at Fairfield Financial Advisors with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fairfield Financial Advisors since 2012. Fairfield Financial Advisors provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, and select small businesses and nonprofit entities. The firm employs a strategic asset allocation approach using no-load mutual funds, individual stocks, ETFs, and fixed-income securities, and is noted for its work with institutional client structures and fiduciary roles such as trusteeships.

John McClellan is a financial advisor at U.S. Boston Capital Corporation with nine years of industry experience. He holds the Series 66 designation and has been with the firm since 2016. Mr. McClellan is also Principal of Pear Tree Partners LP and serves as a board member or observer for several companies in technology and life sciences fields. U.S. Boston Capital Corporation provides investment management, financial planning, and retirement advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.