Denis Rezendes is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Algorithmic Investment Models, LLC since 2020 and previously worked at Beaumont Financial Partners, LLC from 2014 to 2019. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to deliver daily ETF rankings and tactical allocations.

Michael Brady is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with the firm since 2005. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension plans, charitable institutions, and private investment funds. The firm employs a multi-factor, global growth-oriented investment process, managing concentrated equity portfolios alongside a fixed-income sleeve, and is distinct in its role as a private fund adviser managing pooled investment vehicles.

George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.

Benjamin Seaman is a financial advisor at Riverview Capital Advisers LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Riverview Capital Advisers in 2023, he worked at RPL International and Eisner Advisory Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees roughly $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis as part of its discretionary portfolio management approach.

Michael Collins is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has worked at WinCap Financial LLC since 2021 and previously at CapFinancial Partners, LLC and Boston Advisors, LLC. In addition to his advisory work, he serves as an adjunct professor teaching undergraduate and graduate courses in investments, business, and economics at Bunker Hill Community College and Endicott College. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically to address market conditions or client needs.

Dana Rowen is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked at Claro Advisors since 2012 and previously spent five years at Mutual Securities, Inc. Rowen is also involved in life insurance sales through a small insurance agency role. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses a fundamental, long-term investment approach with tactical reallocations and incorporates AI tools in research, managing pooled vehicles and offering proprietary strategies and personalized investment options.

Lisette Smith is a CFP® with 18 years of industry experience, currently serving as part of the six-advisor team at The Advisory Group of San Francisco, LLC since 2016. The Advisory Group of San Francisco, LLC is an SEC-registered, fee-only advisory firm managing approximately $809.9 million for about 116 clients. The firm serves individuals, foundations and endowments, and retirement plans, employing a blend of modern portfolio theory with fundamental and quantitative analysis, and utilizes both active and passive mutual funds in its investment approach.

Alexander Weiss is a CFP® professional with 16 years of industry experience. He is currently with Napier Financial, LLC and has previously worked at LPL Financial and U.S. Financial Advisors, LLC. Weiss is a partial owner of GenWel Capital, LLC, a firm established for investing in private real estate transactions. Napier Financial serves high-net-worth individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management, financial planning, and related services. The firm employs a macro-economic, top-down asset allocation process and manages client accounts primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, structured products, and private placements.

Will Frain is a financial advisor at Catalyst Financial Partners in Boston, MA, holding a Series 65 designation. He has been with Catalyst Financial Partners since 2025 and previously held roles at Myopia Hunt Club, Endicott College, Trinity College, UMass Amherst, and St. John's Prep. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs long-term, diversified investment strategies across multiple asset classes and manages approximately $1.72 billion in discretionary assets.

Lawrence Harrington is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Marble Harbor since 2006. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of mid- and large-cap U.S. companies, alongside laddered fixed-income holdings, and manages approximately $1.28 billion in discretionary assets.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a software-driven investment process focused on asset allocation and portfolio optimization, managing diversified portfolios through direct management or sub-advisory arrangements.

Brian Presti is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with TFC Financial Management Inc, where he has worked since 2023. His prior roles include positions at The Colony Group, LLC and Harvest Capital Management Inc. TFC Financial Management provides discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using an open-architecture platform with a focus on no-load mutual funds and ETFs, and maintains formal investment oversight through an Investment Committee and team analytics.

James Garrett is a CFA® charterholder with one year of experience in the financial industry. He is currently an advisor at Woodstock Corporation and previously worked at Delphi Management Inc. for 17 years. Outside of his advisory role, he serves as a trustee for a local condominium association, overseeing budget and maintenance projects. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, offering tailored asset allocation and sector strategies, alongside affiliated tax and accounting services.

Michael Dorsey Jr. is a financial advisor at Boston Family Office LLC with 14 years of industry experience. He holds the CFP® and CFA® designations as well as Series 65 and Series 63 licenses. Prior to joining Boston Family Office in 2020, he worked at Solano Wealth Management Group, Raymond James Financial Services, Steward Partners Global Advisory, and Boston Advisors. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages discretionary accounts with a focus on fundamental analysis, sector-based research, and portfolio construction tailored to clients’ tax situations, income needs, and risk tolerance.

Noreen Walsh is a financial advisor at Aequitas Investment Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Aequitas since 2005. Aequitas Investment Advisors is a small multi-advisor team managing approximately $826 million for around 180 clients, including high-net-worth individuals, charitable foundations, and non-profit organizations. The firm provides financial planning, portfolio management, and consulting services, emphasizing a long-term, buy-and-hold investment approach with client-approved, non-discretionary management.

Jacob Motyl is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked at New Valley Bank & Trust and has experience in construction and education roles. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide diversified portfolio construction and employs various analytical methods across multiple asset classes.

John Desimone is a CFP® with 23 years of industry experience and is currently a financial advisor at Peddock Capital Advisors, LLC. He previously worked at Dakota Wealth, LLC and GML Associates, PC. In addition to his advisory role, he is an attorney involved with JFD Associates, PLLC, a law practice based in Wenham, MA. Peddock Capital Advisors provides wealth management, portfolio management, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach using both fundamental and technical analysis, and offers additional services through an affiliated tax and accounting practice.

Jeremy David is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Little House Capital, LLC since 2017 and previously spent five years at Peoples United Bank. 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 corporate clients. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering services including trustee, family-office, and multi-generational planning.

Denise Del Monaco is a financial advisor at MSA Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she assists with customer service and online sales for a wholesale restaurant provisions company offering home delivery. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm designs customized portfolios using fundamental and technical analysis and offers both discretionary and non-discretionary management along with specialized ERISA plan advisory services.

Christopher Childs is a CFA® charterholder with eight years of industry experience. He has worked at Penobscot Investment Management Company, Inc. since 2023 and has prior experience at Wilmington Trust Company and People's United Advisors, Inc. Outside of his advisory role, he serves as Chair of the Investment Committee for the Suffield Historical Society and is a member of the Board of Finance & Retirement for the Town of Suffield. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm emphasizes long-term capital appreciation and income growth through diversified portfolios focused on dividend-paying companies with above-average dividend growth, while maintaining flexibility to invest in non-dividend payers with strong fundamentals.