Colby Snyder is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously was affiliated with the University of Vermont from 2014 to 2018. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, client decision authority, and active portfolio monitoring, working primarily on a non-discretionary basis.

Alexander Adourian is a financial advisor at Keenan Financial based in Boston, MA. He holds a Series 65 credential and joined the firm in 2025. Prior to his advisory role, he was affiliated with the Club at New Seabury and has a background that includes education-related positions. Outside of his advisory work, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, combining portfolio management with financial planning and tax preparation. The firm employs a documented risk-profile questionnaire to customize portfolios and utilizes a range of investment strategies including modern portfolio theory and technical analysis.

Derek Liberti is a financial advisor at Wealth Effects in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Effects, he worked at Carbon Biosciences and the Children's Hospital of Philadelphia, and spent six years at the University of Pennsylvania. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to create primarily long-term portfolios, managing accounts on a discretionary basis with regular reviews.

George Putnam III is a financial advisor at Boston Family Office LLC with 32 years of industry experience. He previously worked at New Generation Advisors, LLC for 35 years. Outside of advising, he serves as president of New Generation Research, Inc., a publishing company, where he oversees operations and contributes writing. Boston Family Office LLC provides investment advisory services primarily to individuals, families, trusts, and charitable organizations, managing approximately $2.02 billion in assets. The firm employs a sector-based research model and constructs portfolios tailored to clients’ tax situations, income needs, and risk tolerance.

Charles Mc Donald is a financial advisor at Woodstock Corporation in Boston, MA, holding a Series 65 credential. He has worked in financial and legal roles since 2015, including positions at Babson College, Ropes & Gray, LLC, LexShares, LLC, and PIGA Strategies before joining Woodstock Services Company in 2023. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base including individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm focuses on fundamental research across growth equities and investment-grade debt, tailoring asset allocation to client objectives and providing discretionary portfolio management alongside financial counseling and custody services.

David Warner is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding 20 years of industry experience. He has been with J.M. Forbes & Co. since 1989. Warner serves as a director on the board of Cambridge Trust Company, participating in compensation, trust, audit, and investment committees. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price investment approach with a core equity portfolio supplemented by diversified fixed income and selective mutual fund and ETF use, alongside trust and estate administration and other financial services.

Robert Bruch Jr. is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Middleton & Company Inc. in Boston, MA. He has been with Middleton & Company since 2015. Middleton & Company manages approximately $1.23 billion on a discretionary basis for individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, delivering tailored investment counseling and ongoing portfolio management. The firm’s investment approach emphasizes fundamental analysis across multiple core strategies and employs tax-sensitive management with regular rebalancing and quarterly reporting.

James Fonzi is a CFA® charterholder and an advisor with Breakwater Capital Group, where he has worked since 2025. He has one year of industry experience and previously worked at Deloitte & Touche LLP for four years, as well as roles at US Financial Technology and Morgan Stanley & Company. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin transactions and options, tailoring allocations to client objectives and risk tolerance.

Robert Sanders is a CFA® charterholder with 19 years of industry experience. He is a member of the eight-advisor team at Woodstock Corporation and previously spent 11 years at Howland Capital Management, Inc. from 2006 to 2017. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a range of clients including individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research targeting high-quality growth equities and investment-grade debt, offering portfolio management and financial counseling with investment strategies tailored to client objectives.

James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Brennecke is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Timber Creek Capital Management, LLC since 2008. The firm provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $549 million across about 47 client relationships. Timber Creek employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and periodic portfolio reviews.

Bernard Donohue III is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. His prior work includes roles at Cssc Brokerage Services, Inc. and multiple related entities, as well as ownership of Donohue Consulting Group, Inc., where he provides financial services. Outside his advisory work, he owns a CPA practice offering auditing, accounting, tax, and business consulting services. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a mix of passive and active investment models tailored through several programs, including customized managed accounts with options such as municipal bonds and socially responsible investing.

Benjamin Robinot is a Series 65-licensed advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He previously worked at 360 Advisory LLC for eight years. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Hong Kong-based asset management firm Orfi Capital Ltd. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, managing approximately $879 million across 400 client relationships. The firm specializes in discretionary and non-discretionary portfolio management focused on cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.

Cameron O'Neill is a financial advisor at Family Fiduciary Services, Inc. with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Citigroup and Fidelity Investments. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a committee-based approach to portfolio management focused on long-term allocation, diversification, and tax sensitivity, and also provides less common services such as corporate trustee duties and bill-paying.

Scott Burg is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Tfc Financial Management Inc in Boston, MA. Prior to joining Tfc Financial Management, he worked for twelve years at CIBC Private Wealth. Tfc Financial Management is a fee-only SEC-registered advisory firm that manages approximately $1.78 billion for mainly high-net-worth individuals and nonprofit organizations. The firm uses globally diversified, multi-asset class portfolios combining passive core exposures with select active managers, emphasizing larger account relationships and explicit liquidity guidelines.

John Reid is a financial advisor with Keenan Financial in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has worked at Keenan Financial since 2018 and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Reid has been involved with Core Lacrosse for over 20 years, where he teaches and coaches youth and high school lacrosse programs. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a variety of strategies including modern portfolio theory and technical analysis.

Frederick Pryor is a financial advisor at TFC Financial Management Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with The Financial Collaborative and TFC Financial Management since 1981. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios combining passive and active management, and emphasizes larger account relationships along with explicit liquidity guidelines.

Thomas Brosnan is a CFA® charterholder with 21 years of industry experience. He has been with J.M. Forbes & Co. LLP since 1991. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm’s investment approach centers on a core equity sleeve with a Growth-at-a-Reasonable-Price orientation, combined with diversified fixed income and selective use of mutual funds and ETFs, emphasizing a long time horizon and relatively low portfolio turnover.

Jane Johnson is the sole advisor at Business Transition Academy, Inc. in Gloucester, MA, holding a Series 65 credential with six years of industry experience. She has worked at Alliance Private Wealth, LLC since 2022 and was previously with Commonwealth Financial Network from 2019 to 2025. In addition to her advisory roles, Johnson serves as CEO and Chief Compliance Officer of Business Transition Academy, where she provides exit planning services and facilitates insurance implementations through her licensed insurance practice. Business Transition Academy acts as a solicitor connecting individuals and high-net-worth clients with third-party registered investment advisers, focusing on referral services rather than managing client assets or portfolios. The firm also offers exit planning analyses for business owners and does not charge percentage-of-assets-under-management fees, instead receiving compensation through disclosed solicitor arrangements.

Daniel Monaghan is a CFP® with four years of industry experience, currently serving as a financial advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, trusts, business entities, and pension plans. The firm emphasizes a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selected satellite positions, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.