David Mac Dougall is a CFA® charterholder with five years of experience in the financial industry. He has previously worked at Boston Financial Management LLC and Emerson Investment Management LLC. He is based in Beverly, MA, and is part of a six-advisor team at Ipswich Investment Management Company, Inc. Ipswich Investment Management Company, Inc. provides discretionary portfolio management and advisory services to individual investors, families, trusts, endowments, and institutions. The firm emphasizes a long-term, low-turnover investment approach focusing on equities and high-quality fixed income, with asset allocation tailored to client objectives and risk tolerance.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and real estate development projects. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients including pension plans and endowments. The firm provides discretionary portfolio management using a combination of quantitative and fundamental analysis, employing proprietary technical indicators and both tactical and strategic investment approaches.

David Gatti is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with RPG Family Wealth Advisory and its affiliated Risk Paradigm Group, LLC since 2011, where he is also a partner in the non-investment related entity Risk Paradigm Group. RPg Family Wealth Advisory offers 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 that incorporates fundamental and technical analysis, internal due diligence, and the use of both proprietary and third-party managers.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

William Eaton II is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 designations and having 18 years of industry experience. He has worked at RPG Family Wealth Advisory since 2015 and previously at Detwiler Fenton Investment Management LLC and UBS Financial Services. Eaton serves as a board member and investment committee member for the North Shore United Way. 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 uses a long-term, outcome-focused investment approach incorporating equities, fixed income, mutual funds, ETFs, and limited partnerships, and combines fundamental and technical analysis with internal due diligence.

Adrian Becker is a financial advisor at Savvi Financial LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. Becker is also a partner at LRMS LLC, a consulting firm. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using a tiered online platform that combines automated recommendations with human support. The firm focuses on goal-based financial planning and delivers its services mainly via employers and benefit administrators.

Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a combination of advisor-managed and model portfolio programs.

Daniel Doherty is a financial advisor with Financial Transparency, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Envision Financial Transparency since 2018 and previously spent nearly two decades with CSSC-affiliated firms. Doherty is a shareholder in the law firm Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., where he has practiced law for over 29 years. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation approach based on Modern Portfolio Theory and offers a range of investment programs including both passive and active management tailored to various client needs.

Robert Mestjian is a CFP® professional with 17 years of industry experience. He is a co-owner and advisor at Alliance Private Wealth, LLC, where he has worked since 2007. His prior experience includes 16 years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses with a five-advisor team managing approximately $466 million. The firm focuses on long-term discretionary wealth management, diversified portfolios, and comprehensive financial planning, including exit planning for business owners.

Matthew Lasker is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Wingate Capital Corporation and Wingate Financial Group, Inc. since 1999. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies through model portfolios tailored to various risk objectives.

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at LPL Financial, Pinnacle Private Wealth, Santander Securities, and Merrill. He is involved in a business entity used for tax and investment purposes. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing a variety of investment strategies that are tailored to clients’ goals and risk tolerance.

Brendan Herlihy is a CFP® with 26 years of industry experience. He has been with Excalibur Management Corp since 2019 and also operates The Herlihy Company, which he founded in 2001. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including families, trusts, and foundations. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to individual client needs.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Christopher Tilden is a Certified Financial Planner® with 18 years of industry experience. He has worked at Montis Financial since 2024 and previously spent seven years at Financial Navigators Inc and ten years at Fidelity Investments. 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 multi-team approach that combines discretionary portfolio management with the use of unaffiliated managers, tailoring investment strategies to client objectives and risk tolerance.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

John Wanvig is a CFP® professional with eight years of experience at White Lighthouse Investment Management, Inc., where he has worked since 2016. He is based in Bedford, MA, and part of a six-advisor team. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides customized, diversified portfolios focusing on tax-efficient, low-cost investments and offers specialized planning for expatriation and foreign trust beneficiaries.

Jonathan Lachowitz is a CFP® professional with 15 years of industry experience. He has been with White Lighthouse Investment Management, Inc. since 2006 and also owns and operates a registered financial advisory firm in Lausanne, Switzerland, where he provides financial planning and investment management services. White Lighthouse Investment Management serves individuals, families, and small-business owners, including many non-U.S. clients, with a focus on discretionary investment management and comprehensive wealth planning. The firm emphasizes a cross-border approach, offering services tailored to complex international tax and estate planning needs.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

Carol Newman is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 65 designation with 12 years of industry experience. She has been with Wingate Wealth Advisors since 2013. 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 process combining active and passive fund selections and third-party money managers, managing over a billion dollars in client assets within a multi-advisor practice.

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.