William Liberti Jr. is a financial advisor at Wealth Effects with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith Inc. for 15 years. Outside of his advisory role, he teaches sailing to children and serves as treasurer and a board member of the Essex Bay Sailing Club in Essex, MA. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios and offers retirement plan advisory services including investment policy design and participant education.

Paul Cerrato is a Series 65-licensed financial advisor with Woodstock Wealth Management, Inc. in Hingham, MA, with 18 years of industry experience. He previously worked at Woodstock Financial Group, Inc. for 10 years and IC Advisory Services, Inc. for one year. Outside of advising, he is a Senior Director at Takeda Pharmaceuticals and a managing member of Medi-Lease LLC. Woodstock Wealth Management, Inc. serves individuals, high-net-worth clients, businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs a combination of managed account programs, performance-fee arrangements, and third-party managers tailored to clients’ objectives and risk tolerance.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis approach with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cantor Fitzgerald & Co, Foresi Consulting, and Accenture. He also has academic roles at the University of Rhode Island and Stonehill College. 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 predominantly mid- and large-cap U.S. companies with a long-term orientation, complemented by laddered fixed-income holdings and generally low turnover.

Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021. At Clarendon Private since 2021, he is part of a six-person advisory team. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a long-term investment approach incorporating fundamental and technical analysis and uses a range of strategies including ETFs, individual securities, bonds, alternatives, and tax-sensitive decisions.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.

Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.

Daniel Ronan is a financial advisor at Catalyst Financial Partners in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BNY Mellon for 13 years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, closely held businesses, retirement plans, foundations, and trusts. The firm manages just over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and an institutional platform relationship with Schwab.

James Driscoll is a financial advisor with Rise North Capital Investment Advisors in Braintree, MA, holding Series 63 and Series 65 licenses and over 22 years of industry experience. His prior roles include positions at Northwestern Mutual, NYLife Securities, and Guardian Life. He is also involved as managing director in insurance and annuity product sales through Rise North Capital, LLC. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, offers public educational workshops, and delivers tailored portfolio management and ongoing planning with a focus on retirement plans and specialized financial topics.

Eugene Clapp IV is a financial advisor at Penobscot Investment Management Company, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Penobscot, he worked at Toast, Inc., Babson College, and HubSpot, Inc. He also serves as a director of Penobscot Capital Investment Company. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies.

Benjamin Waddicor is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, holding a Series 65 designation and having 10 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm employs a GARP-style stock selection process combined with diversified fixed-income allocations and integrates investment management with trustee, estate, tax-related, and real estate management services.

Ryan Landgraf is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with three years of industry experience. His prior work includes roles outside the financial sector, such as positions at Mascoma Bank, Burlington Parks and Recreation Department, Dartmouth Skiway, and Fore-U Golf Center. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers, providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes extensive due diligence and ongoing monitoring of private managers, primarily offering non-discretionary client relationships.

Cassandra Golden is a CFP® professional at May Hill Capital, LLC with two years of industry experience. Prior to joining May Hill Capital in 2025, she worked at Single Point Partners for five years and Edelman Financial Engines for one year. May Hill Capital provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm manages over $500 million in assets with a focus on customized portfolios primarily composed of individual equities and ETFs, using both fundamental and technical analysis.

Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.

Alice Walsh is a CFP® professional with 30 years of industry experience, serving at Middleton & Company Inc. in Boston, MA since 1995. She holds Series 63 and Series 65 licenses and is part of a seven-advisor team. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets. The firm employs a fundamental analysis approach with strategies focused on U.S. stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Gary Mikula is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Mikula serves as a committee member and volunteer for Friends of the Children-Boston, participating in their Budget & Finance and Investment Committees. Birch Hill Investment Advisors provides portfolio management and advisory services primarily to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with ESG integration, focusing on customized portfolios and risk control through diversification.

Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.