Karl Fries is a CFA® charterholder with four years of experience at Arjuna Capital, LLC. Prior to joining Arjuna Capital, he worked for seven years at the Appalachian Mountain Club. Arjuna Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages private funds focused on private equity, venture capital, debt investments, and impact lending.

Denis Rezendes is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Algorithmic Investment Models, LLC since 2020 and previously worked at Beaumont Financial Partners, LLC from 2014 to 2019. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to deliver daily ETF rankings and tactical allocations.

Holly Cloutier is a financial advisor at Alliance Private Wealth, LLC with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Commonwealth Financial Network and Private Jet Services. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Michael Brady is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with the firm since 2005. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension plans, charitable institutions, and private investment funds. The firm employs a multi-factor, global growth-oriented investment process, managing concentrated equity portfolios alongside a fixed-income sleeve, and is distinct in its role as a private fund adviser managing pooled investment vehicles.

George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.

Benjamin Seaman is a financial advisor at Riverview Capital Advisers LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Riverview Capital Advisers in 2023, he worked at RPL International and Eisner Advisory Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees roughly $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis as part of its discretionary portfolio management approach.

Michael Collins is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has worked at WinCap Financial LLC since 2021 and previously at CapFinancial Partners, LLC and Boston Advisors, LLC. In addition to his advisory work, he serves as an adjunct professor teaching undergraduate and graduate courses in investments, business, and economics at Bunker Hill Community College and Endicott College. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically to address market conditions or client needs.

Dana Rowen is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked at Claro Advisors since 2012 and previously spent five years at Mutual Securities, Inc. Rowen is also involved in life insurance sales through a small insurance agency role. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses a fundamental, long-term investment approach with tactical reallocations and incorporates AI tools in research, managing pooled vehicles and offering proprietary strategies and personalized investment options.

Will Frain is a financial advisor at Catalyst Financial Partners in Boston, MA, holding a Series 65 designation. He has been with Catalyst Financial Partners since 2025 and previously held roles at Myopia Hunt Club, Endicott College, Trinity College, UMass Amherst, and St. John's Prep. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs long-term, diversified investment strategies across multiple asset classes and manages approximately $1.72 billion in discretionary assets.

Lawrence Harrington is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Marble Harbor since 2006. 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 mid- and large-cap U.S. companies, alongside laddered fixed-income holdings, and manages approximately $1.28 billion in discretionary assets.

Brian Presti is a CFA® charterholder with 26 years of industry experience. He is currently with TFC Financial Management Inc, where he has worked for three years. His prior experience includes roles at The Colony Group, Harvest Capital Management, Carlson Investments, and Charles Schwab. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm uses globally diversified, multi-asset class model portfolios combining passive and active strategies, with a focus on larger account relationships and liquidity management.

James Garrett is a CFA® charterholder with one year of experience in the financial industry. He is currently an advisor at Woodstock Corporation and previously worked at Delphi Management Inc. for 17 years. Outside of his advisory role, he serves as a trustee for a local condominium association, overseeing budget and maintenance projects. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, offering tailored asset allocation and sector strategies, alongside affiliated tax and accounting services.

Michael Dorsey Jr. is a financial advisor at Boston Family Office LLC with 14 years of industry experience. He holds the CFP® and CFA® designations as well as Series 65 and Series 63 licenses. Prior to joining Boston Family Office in 2020, he worked at Solano Wealth Management Group, Raymond James Financial Services, Steward Partners Global Advisory, and Boston Advisors. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages discretionary accounts with a focus on fundamental analysis, sector-based research, and portfolio construction tailored to clients’ tax situations, income needs, and risk tolerance.

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Christopher Childs is a CFA® charterholder with eight years of industry experience. He has worked at Penobscot Investment Management Company, Inc. since 2023 and has prior experience at Wilmington Trust Company and People's United Advisors, Inc. Outside of his advisory role, he serves as Chair of the Investment Committee for the Suffield Historical Society and is a member of the Board of Finance & Retirement for the Town of Suffield. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm emphasizes long-term capital appreciation and income growth through diversified portfolios focused on dividend-paying companies with above-average dividend growth, while maintaining flexibility to invest in non-dividend payers with strong fundamentals.

Christopher Gauthier is a CFA® charterholder with 13 years of industry experience. He has been with Stonehearth Capital Management since 2014. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities with discretionary investment management, financial planning, and consulting. The firm manages approximately $386.7 million in assets and employs a team-based approach using four core investment strategies, including a CarbonLITE option and proprietary screening tools.

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.

Adrian Davies is a CFA® charterholder with 11 years of industry experience, currently serving at Woodstock Corporation in Boston, MA. He has been with Woodstock Corporation since 2003, contributing to the firm’s investment advisory services. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals and families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, with asset allocation tailored to varied client objectives, and offers additional tax and accounting services through affiliated entities.

Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.