Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He has held roles at Detwiler Fenton Investment Management LLC and Detwiler Fenton & Co. prior to joining RPG Family Wealth Advisory in 2015. Donabedian holds a Series 66 designation. RPg Family Wealth Advisory provides customized wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a diverse range of securities and combines fundamental and technical analysis with internal due diligence.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

Dinghao Jiang is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He is currently an advisor at Downtown Wealth Studios, LLC, joining the firm in 2023. Prior to this, he worked at Bank of America, N.A., Merrill, and Babson College. Downtown Wealth Studios, LLC provides customized wealth management and financial planning for individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm manages portfolios primarily on a non-discretionary basis, combining fundamental and technical analysis with a long-term investment approach.

Joseph Evangelista is a financial advisor at Wingate Wealth Advisors, Inc. with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several Wingate entities since 2003. Evangelista has also been associated with American Express Financial Advisors Inc. and Ids Life Insurance Company, and has a three-decade connection with Suffolk University Law School. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a strategic investment review process, incorporating active and passive strategies and model portfolios tailored to client objectives, while operating under a fee-only business model and serving as a fiduciary for ERISA clients.

John Edwardh is a Series 65-licensed advisor with one year of industry experience, currently serving at RPG Family Wealth Advisory, LLC. His background includes roles at the ECHL and Risk Paradigm Group Holdings. RPg Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach, combining fundamental and technical analysis, and utilizes a diverse mix of securities and managed account programs.

Jennifer Wolfsberg is a financial advisor at Centerpoint Advisors, LLC with 30 years of industry experience. She has been with Centerpoint Advisors since 2006 and previously worked at Arthur W. Wood Company, Inc. and Palladium Capital Group, LLC. Wolfsberg holds Series 63 and Series 65 licenses. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, providing discretionary investment management alongside financial planning and family office services. The firm emphasizes customized fixed-income strategies and integrates formal family office functions, including estate coordination and certified divorce financial analysis.

Stephen Batzell is a CFA® charterholder with 20 years of industry experience. He is currently with Montis Financial, LLC and previously spent 25 years at Abacus Financial Advisors. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Carol Khouri is a CFP® professional with 23 years of industry experience. She has been with Wingate Capital Corporation since 2002. Carol holds Series 63 and Series 65 licenses. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis within a multi-advisor practice.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cambridge Investment Research Advisors and Ropes and Gray. Sanford previously worked at Montana State University and has experience in advisory roles and trading. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses model portfolios managed by an Investment Committee and offers discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and unaffiliated third-party strategists.

Mark Bentley is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2014, he has worked at both BTS Securities Corporation and Bts Asset Management, Inc. BTS Asset Management is a privately held, SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to deliver tactical and strategic portfolio solutions, including multi-strategy and enhanced equity income portfolios.

Claudine Schrock is a financial advisor at Montis Financial, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 11 years of industry experience, including nine years at Adviser Investments LLC and ongoing service at Montis Financial since 2003. Montis Financial, LLC provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a broad range of investment instruments and specialized strategies while maintaining specific operational policies related to asset management and risk disclosure.

John York is a CFP® professional with four years of industry experience, currently serving as an advisor at White Lighthouse Investment Management, Inc. He has worked at several firms, including Friedman LLP and German Integration School, prior to joining White Lighthouse. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, with expertise in cross-border U.S. tax and estate planning for multinational families. The firm offers customized investment management and financial planning, emphasizing tax efficiency and the use of low-cost, liquid investments.

Christiane Delessert is a CFP® with 31 years of industry experience, currently serving as an advisor at Montis Financial, LLC since 2012. She holds a Series 63 license and is based in Waltham, MA. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach using unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Andrew Haff is a CFP® with nine years of experience in the financial services industry. He is currently with Armstrong Advisory Group Inc., where he has worked since 2022. His prior experience includes roles at Securities America Advisors, Inc. and Jackson National Life Distributors LLC. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, using a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments.

Ryan Hill is a financial advisor with Brock Hill Wealth Management in Newton, MA, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Equitable Advisors LLC, Citizens Investments Services, Citizens Securities, Inc., and Asset Management Resources, LLC. Outside of advisory work, he owns Day Break Charters and Marine Services, a marine company involved in fishing charters and commercial seafood sales. Brock Hill Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in client assets and employs a broad analytical investment approach with tailored portfolios.

Georgia Mourtzinou is a financial advisor at Savvi Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Savvi Financial since 2013. Her prior roles include positions at Robust Dynamics LP, Alpha Dynamics LLC, and Dynamic Ideas, LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm uses proprietary quantitative models to generate personalized financial planning and investment recommendations via an interactive online platform, combining digital tools with human support in higher-tier service offerings.

Jeffrey Smith is a CFA® charterholder with 23 years of industry experience. He has been with Peak Financial Management Inc since 2014 and previously worked at Wellesley Investment Partners, Beaumont Financial Partners, and Fidelity. Outside of advisory work, he serves as managing member of Smitharelli Development LLC, a real estate investment business. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension plans, and businesses. The firm manages $534.4 million in discretionary assets using model-based investment strategies and operates unusually for its size with a multi-office structure.

Peter Martin is a financial advisor at Empirical Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Alpha Simplex Group and 1251 Diffractive Managers Group. He serves as an advisor to Trefis, an investment research platform, and is a board member of WorkSimplr, an educational organization providing temporary employment opportunities for college students. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Jeffrey White is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding the CFP®, ChFC®, and Series 63 designations with 32 years of industry experience. He has worked with related Wingate entities since 1986, including Wingate Capital Corporation and Wingate Financial Corporation. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific approach with model portfolios ranging from aggressive to conservative and uses a combination of active and passive strategies, emphasizing a fee-only business model without accepting third-party compensation.