Charles Babin is a financial advisor at Boston Research and Management, Inc. with 26 years of industry experience. He has been with Boston Research and Management since 2014 and holds a Series 63 designation. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm’s investment approach combines fundamental research, proprietary screening models, and an intrinsic-value framework, with a focus on discretionary portfolio management and tailored fixed-income strategies.

Daniel Tortola is a CFA® charterholder with 14 years of industry experience. He has been with Boston Research and Management, Inc. since 2014, where he is part of a five-advisor team based in Manchester, MA. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a fundamental research-driven approach combining bottom-up and top-down analysis with proprietary screening and an intrinsic-value framework, offering tailored portfolio management and fiduciary retirement-plan advisory services.

Donald Joyal is a financial advisor at Flagship Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Flagship Wealth Advisors since 2014 and Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment industry relationship development through Entertainment Capital Management LLC and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, and variable annuities, with ongoing supervision and quarterly reviews, and employs third-party tools for planning and reporting.

Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. for 10 years before joining LPL Financial and Alta Wealth Advisors in 2024. He is also a business owner of Cranberry Harvest Co LLC. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

David Mac Dougall is a CFA® charterholder with five years of experience in the financial industry. He has previously worked at Boston Financial Management LLC and Emerson Investment Management LLC. He is based in Beverly, MA, and is part of a six-advisor team at Ipswich Investment Management Company, Inc. Ipswich Investment Management Company, Inc. provides discretionary portfolio management and advisory services to individual investors, families, trusts, endowments, and institutions. The firm emphasizes a long-term, low-turnover investment approach focusing on equities and high-quality fixed income, with asset allocation tailored to client objectives and risk tolerance.

David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm and its affiliated entity, Risk Paradigm Group, LLC, since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business based in Burlington, MA. Risk Paradigm Group provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based investment process using proprietary quantitative and qualitative research, with a focus on risk controls and tactical global asset allocation.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

William Eaton is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPG Family Wealth Advisory since 2015. Eaton serves as a board member and investment committee member for the North Shore United Way. RPG Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis and constructs portfolios with a variety of asset types, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Michael Kozak is a CFP® with 24 years of experience in the financial advisory industry. He is currently with BlueDoor Private Wealth, LLC, where he has worked since 2019, following prior roles at Little House Capital, East Coast Asset Management, and Cabot Wealth Management. Kozak maintains a small, occasional tax and estate planning practice involving drafting estate documents and coordinating tax work. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning, employing a long-term approach that combines fundamental and technical analysis. The firm offers multiple service options, including discretionary and non-discretionary management, an online flat-fee planning product, and access to insurance and annuity solutions.

Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a combination of advisor-managed and model portfolio programs.

Daniel Doherty is a financial advisor with Financial Transparency, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Envision Financial Transparency since 2018 and previously spent nearly two decades with CSSC-affiliated firms. Doherty is a shareholder in the law firm Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., where he has practiced law for over 29 years. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation approach based on Modern Portfolio Theory and offers a range of investment programs including both passive and active management tailored to various client needs.

Robert Mestjian is a CFP® professional with 17 years of industry experience. He is a co-owner and advisor at Alliance Private Wealth, LLC, where he has worked since 2007. His prior experience includes 16 years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses with a five-advisor team managing approximately $466 million. The firm focuses on long-term discretionary wealth management, diversified portfolios, and comprehensive financial planning, including exit planning for business owners.

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior firms include LPL Financial, Pinnacle Private Wealth, Santander Securities, and Sovereign Bank. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 licenses and one year of industry experience. He has been self-employed since 2022 and joined BlueDoor in 2025. Outside of financial advising, he operates a business providing after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning services. The firm employs a long-term investment process combining fundamental and technical analysis, offers an online flat-fee planning product, and provides access to insurance and annuity solutions through a partner network.

Nathan Stevens is a financial advisor at Cabot Wealth Management in Beverly, MA, holding a Series 65 credential. He joined the firm in 2025 and has recently started his career in the industry. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on clients’ objectives and risk tolerance, utilizing a mix of individual securities, mutual funds, and ETFs while offering financial planning and in-house tax services for select clients.

Leslie Kernan III is a CFA charterholder at Boston Research and Management, Inc. with eight years at the firm and three years of overall industry experience. Prior to joining Boston Research and Management, he worked at Boston College and JamSpot, Inc. Boston Research and Management, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors, employing a valuation-oriented equity approach focused on intrinsic value and a margin of safety.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.

Nicole Somers is a financial advisor at Alta Wealth Advisors LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 15 years. Outside of her advisory role, she is employed in customer service at Stop and Shop. Alta Wealth Advisors LLC serves individual, high-net-worth clients, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating multiple analytical methods and offers services including a wrap-fee program and educational seminars.