Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

Brad Barthelemy is a financial advisor at Goodman Advisory Group, LLC with five years of industry experience. He holds a Series 66 designation and has been with Goodman Advisory Group and LPL Financial since 2019. In addition to his advisory role, he is involved in direct sales with Vector Marketing. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million across 430 client relationships, offering discretionary portfolio management and standalone financial planning with a long-term investment approach complemented by fundamental, technical, and behavioral analysis.

Matthew Simmons is a CERTIFIED FINANCIAL PLANNER™ practicing at Peddock Capital Advisors, LLC with 18 years at the firm and a total of 10 years of industry experience. He also acts as a licensed insurance agent providing non-variable insurance policies. Peddock Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, managing approximately $836 million in client assets across 170 relationships and offering comprehensive wealth management services that include family-office bill-pay.

Michael Flaherty is a CFP®-credentialed advisor with 28 years of industry experience. He has been with Canby Financial Advisors since 2008 and holds Series 63 and Series 66 licenses. His other business activities include providing fixed insurance services at the firm during securities trading hours. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves a mix of retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized, long-term investment approach using mutual funds, ETFs, and other securities.

Joseph Stowell IV is a financial advisor at Rise North Capital Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, serving also as a 3(21) fiduciary for retirement plans. The firm employs a co-advisor model where it retains discretionary authority but delegates trade execution, and it offers public educational workshops alongside multi-tier financial planning.

Theodore York is a financial advisor at Argonautica Private Wealth Management, Inc. in Wellesley, MA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and related entities from 2009 to 2022. York serves as a trustee and finance committee member for local trusts and organizations. Argonautica Private Wealth Management provides investment management, independent manager selection, financial planning, and retirement plan services to individuals, retirement plans, non-profits, and businesses. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach using both active and passive strategies.

Michael Bradley is a Series 65-credentialed advisor at Armstrong Advisory Group Inc. with three years of industry experience. His previous roles include positions at Cambridge Trust, Securities America, and BNY Mellon. He is also a co-host of the firm's podcast, "Make it Make Cents," which covers financial topics and provides educational content to the public. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for about 1,489 clients through a team of 14 advisors across 12 offices, with a long-term, macroeconomic-driven investment approach overseen by an investment committee.

Mary Lecca is a financial advisor at Argonautica Private Wealth Management, Inc with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Arete Research LLC. Outside of her advisory role, she is a part owner and officer of InkAmazon LLC and serves as trustee and treasurer of the LaGrange at 841 Condominium Trust. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profits, foundations, and businesses. The firm manages approximately $533 million through a team of five advisors, offering customized, risk-adjusted, and tax-conscious asset allocations using a blend of active and passive strategies across various investment types.

Christopher Griffith is a CFP® with 25 years of industry experience. He currently serves at Stablepoint Partners, LLC and has prior experience with Morgan Stanley Private Bank, N.A. and Morgan Stanley. He is also a licensed insurance professional. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using discretionary portfolio management and conducts ongoing monitoring with formal annual reviews.

William Kelly Jr. is a financial advisor at Kelly Financial Services LLC in Braintree, MA, holding a Series 65 designation with no prior industry experience. His work history includes roles in education and retail rental, alongside his current advisory position since 2018. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages portfolios mainly on a discretionary basis, utilizing equities, fixed income, mutual funds, and ETFs with long-term holdings and occasional tactical adjustments.

John Fasciano is a financial advisor with New World Advisors LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Terranova Capital Equities Inc., Contravisory Investment Management, and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products through various companies. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes a long-term, fundamental analysis-driven investment approach, using diversified, low-cost funds and customized portfolios tailored to clients’ goals and risk tolerance.

Paul Stone is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Genesis Wealth Advisors since 2012. In addition to his advisory role, he is also an insurance producer. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm uses fundamental analysis and long-term portfolio construction tailored to client objectives, with model and custom portfolio management supported by detailed performance reporting.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Ryan Zimmerman is a CFP® with 22 years of experience in the financial services industry. He is currently with MSA Financial and has previously worked at Securities America Advisors and Raymond James & Associates. Outside of his advisory role, he serves as an assistant coach for a youth basketball team and volunteers with the Boston Estate Planning Council. MSA Financial serves a diverse client base including individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, customized investment approach using fundamental and technical analysis, supported by third-party AI tools, and offers a range of services from investment management to ERISA-focused consulting.

James Scanlan is a CFP® professional with 41 years of industry experience. He is currently with Stage Harbor Financial, where he has worked since 2024. Prior to this, he was with APELLA Wealth from 2017 to 2024 and held a role at Symmetry Partners between 2017 and 2019. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment philosophy combining low-cost passive exposures with active strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Kevin Donohue is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office services. The firm emphasizes a customized approach with a focus on individual fixed-income securities and formal family office functions such as estate coordination and certified divorce financial analysis.

Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

Marilyn Gentilotti is a CFP® with 10 years of industry experience, currently serving as an advisor at Washington Trust Advisors. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, and Edward Jones. She also operates a bookkeeping and tax service business, Beacon Light Planning, which she manages on a limited basis. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, individual equities, fixed income, and options, and provides access to affiliated trust and custodial services through its bank holding company structure.

Mark Fiskio is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Asset Management since 2010. He previously worked at Race Rock Capital LLC from 2016 to 2017. Fiskio is also a manager and member of Empirical Fiscal Partners, an entity serving as general partner of a private fund. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and institutional clients. The firm employs a rules-based, long-term investment approach using proprietary methods and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Peter Simmons is a financial advisor at Peddock Capital Advisors, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Peddock Capital Advisors since 2008. Peddock Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $836 million in client assets, employing a long-term investment approach that combines fundamental and technical analysis with strategic asset allocation and tactical shifts when valuations warrant.