Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with five years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 11 years. Catalyst Financial Partners offers discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, and various institutional clients. The firm focuses on long-term, diversified investment strategies using a range of asset types and provides access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Matthew Malicki is a CFA® charterholder with four years of industry experience. He has worked at Birch Hill Investment Advisors LLC since 2022 and previously held roles at Dolan McEniry Capital Management, Echo Global Logistics, and Badger Mutual Insurance Company. Birch Hill Investment Advisors LLC provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with ESG integration and customizes portfolios based on client objectives and constraints.

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.

Alonzo Tredwell is a financial advisor at Vital Investment Management LLC with 28 years of industry experience. His prior roles include positions at PIMCO Investments LLC and Fidelity, spanning over two decades. Outside of his advisory work, he also serves as a consultant for Red Door 80. Vital Investment Management is a team of five advisors managing approximately $284 million for individual and high-net-worth clients. The firm employs a value-oriented, long-only core strategy with tactical overlays and integrates planning technologies and AI tools to support its investment and operational processes.

Benjamin Dawson is a financial advisor with Woodstock Corporation in Boston, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Alpha Windward LLC for 22 years before joining Woodstock Corporation in 2020. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on fundamental research with an emphasis on high-quality growth equities and investment-grade debt, offering tailored asset allocation and a range of portfolio management, financial counseling, and custody services.

Colby Snyder is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously was affiliated with the University of Vermont from 2014 to 2018. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, client decision authority, and active portfolio monitoring, working primarily on a non-discretionary basis.

Alexander Adourian is a financial advisor at Keenan Financial based in Boston, MA. He holds a Series 65 credential and joined the firm in 2025. Prior to his advisory role, he was affiliated with the Club at New Seabury and has a background that includes education-related positions. Outside of his advisory work, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, combining portfolio management with financial planning and tax preparation. The firm employs a documented risk-profile questionnaire to customize portfolios and utilizes a range of investment strategies including modern portfolio theory and technical analysis.

Derek Liberti is a financial advisor at Wealth Effects in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Effects, he worked at Carbon Biosciences and the Children's Hospital of Philadelphia, and spent six years at the University of Pennsylvania. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to create primarily long-term portfolios, managing accounts on a discretionary basis with regular reviews.

George Putnam III is a financial advisor with Boston Family Office LLC who holds 32 years of industry experience. He has worked with New Generation Advisors, LLC since 1988. Outside of advising, he serves as president of New Generation Research, Inc., a publishing company where he oversees operations and contributes writing. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages accounts on a discretionary basis, emphasizing fundamental analysis and sector-based research to tailor portfolios to clients' tax situations, income needs, and risk tolerances.

Martin Mont is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. His background includes roles in the US Congress and the Mass Clean Water Trust, as well as teaching at Emmanuel College. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction and offers both discretionary and non-discretionary services.

Charles Mc Donald is a financial advisor at Woodstock Corporation in Boston, MA, holding a Series 65 credential. He has worked in financial and legal roles since 2015, including positions at Babson College, Ropes & Gray, LLC, LexShares, LLC, and PIGA Strategies before joining Woodstock Services Company in 2023. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base including individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm focuses on fundamental research across growth equities and investment-grade debt, tailoring asset allocation to client objectives and providing discretionary portfolio management alongside financial counseling and custody services.

David Warner is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding 20 years of industry experience. He has been with J.M. Forbes & Co. since 1989. Warner serves as a director on the board of Cambridge Trust Company, participating in compensation, trust, audit, and investment committees. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price investment approach with a core equity portfolio supplemented by diversified fixed income and selective mutual fund and ETF use, alongside trust and estate administration and other financial services.

Robert Bruch Jr. is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Middleton & Company Inc. in Boston, MA. He has been with Middleton & Company since 2015. Middleton & Company manages approximately $1.23 billion on a discretionary basis for individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, delivering tailored investment counseling and ongoing portfolio management. The firm’s investment approach emphasizes fundamental analysis across multiple core strategies and employs tax-sensitive management with regular rebalancing and quarterly reporting.

James Fonzi is a CFA® charterholder affiliated with Breakwater Capital Group and has one year of industry experience. His prior work includes roles at Deloitte & Touche LLP and US Financial Technology. Breakwater Capital Group serves individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing investment advisory and financial planning services. The firm constructs portfolios using fundamental analysis across various asset classes and offers discretionary and non-discretionary portfolio management, retirement plan advisory, and limited trustee services.

Robert Sanders is a CFA® charterholder with 18 years of industry experience. He has been with Howland Capital Management, Inc. since 2006. Sanders is based in Boston, MA, and holds the Series 66 license. He is part of Woodstock Corporation, an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a range of clients including individuals, families, and institutions. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, offering tailored asset allocation and a suite of portfolio management and financial counseling services.

James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Brennecke is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Timber Creek Capital Management, LLC since 2008. The firm provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $549 million across about 47 client relationships. Timber Creek employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and periodic portfolio reviews.

Bernard Donohue III is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. His prior work includes roles at Cssc Brokerage Services, Inc. and multiple related entities, as well as ownership of Donohue Consulting Group, Inc., where he provides financial services. Outside his advisory work, he owns a CPA practice offering auditing, accounting, tax, and business consulting services. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a mix of passive and active investment models tailored through several programs, including customized managed accounts with options such as municipal bonds and socially responsible investing.

Benjamin Robinot is a financial advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at 360 Advisory LLC. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Orfi Capital Ltd, an asset management firm in Hong Kong. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management focused on cross-border needs. The firm uses a tailored asset allocation process combining macro analysis with fundamental and technical research and maintains ownership ties to Banque Transatlantique and the Crédit Mutuel group.