Mark Barry is a financial advisor at Centerpoint Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Arthur W. Wood Company, Inc. since 2015 while also being with Centerpoint Advisors since 2012. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside financial planning, family office, and consulting services. The firm employs a mix of ETFs, mutual funds, individual securities, and a dedicated fixed-income approach, integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Nicholas Dutter is a financial advisor at Commons Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TRUIST Investment Services, Inc., ABS Global Investments, and Natixis Global Asset Management. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term investment process grounded in Modern Portfolio Theory and combines quantitative, fundamental, and technical analysis with a risk management discipline that includes position-size limits, daily monitoring, and hedging strategies.

Ryan Mc Cormick is a CFP® with five years of industry experience, currently serving as an advisor at Byrne Financial Freedom, LLC. His prior roles include positions at LPL Financial LLC, Gibraltar Wealth Management, Boenning & Scattergood, Inc., and The Vanguard Group, Inc. He has also worked in non-financial sectors such as the food and beverage industry and litigation defense. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach focused on fundamental analysis, low-cost mutual funds and ETFs, and the use of individual securities when appropriate.

Ashley Murray is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and worked previously at Valmark Securities, Inc. from 2015 to 2024. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, employing a long-term, diversified investment approach that integrates fundamental and quantitative analysis, ESG screening, and specialized advisory channels.

Paul Duval is a financial advisor at Genesis Wealth Advisors, LLC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Duval has worked at Genesis Wealth Advisors since 2011 and also serves as president of GCA Insurance Agency, Inc., where he is involved in insurance-related activities. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction tailored to client objectives, with an emphasis on model portfolios and comprehensive performance reporting.

Robert Roy is a financial advisor at MSA Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Equity Services, Inc., Securities America, LLC, and Osaic Wealth, Inc. MSA Financial provides investment advisory, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions. The firm uses a strategic asset-allocation framework combined with fundamental and technical analysis to construct customized portfolios.

Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.

Gregory Murray is a financial advisor at Kelly Financial Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kelly Financial Services since 2010. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets across about 1,401 client households, employing a disciplined investment approach that emphasizes income and capital growth with capital preservation.

Rose Thompson is a financial advisor at Commons Capital, LLC with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., LLC and Mutual Securities, Inc. She has been with Commons Capital Advisors, LLC since 2012. Commons Capital is a team-based, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm manages approximately $307 million in assets and employs a long-term investment approach grounded in Modern Portfolio Theory, combining quantitative, fundamental, and technical analysis with a structured risk management process.

Sara Daly is a financial advisor at Beck Bode LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fairfield University, Dedham Country and Polo Club, and Westwood High School. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies to tailor investments according to client goals and risk tolerance.

Myra Tucker is a CFA® charterholder with over 25 years of industry experience, currently serving as an advisor at Washington Trust Advisors. She previously worked at Fidelity Investments for 23 years and was a minority shareholder in software company Fispoke Inc. Additionally, she serves as a Board Trustee and Investment Committee Member for the Wellesley Scholarship Foundation, a nonprofit organization. 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 and offers a focused thematic equity strategy, operating as a wholly owned subsidiary of The Washington Trust Company.

Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with a Series 66 designation and over 19 years of industry experience. He previously worked at BNP Paribas Asset Management USA, Inc. before joining Fiduciary Wealth Partners. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management, including discretionary and non-discretionary strategies, and emphasizes family governance and access to alternative investments.

Mark Mcauley is a CFP® with 14 years of experience in the financial services industry. He has been with Great Oak Capital Partners, LLC since 2019 and also serves as president of Great Oak Tax Planning, Inc., a tax preparation firm. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and factor integration, and provides coordinated tax, accounting, and investment advice through its affiliated tax practice.

Deborah Goodman is a CFP® with 19 years of industry experience. She is a founding member of Goodman Advisory Group, LLC, where she has worked since 2016, and has been affiliated with LPL Financial since 2007. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach combining fundamental, technical, and behavioral analysis, and is notable for sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Derek Sage is a financial advisor at Rise North Capital Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Rise North Capital Investment Advisors, he was a full-time student for six years and briefly unemployed in 2022. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, acting as a 3(21) fiduciary for retirement plans. The firm operates a co-advisor model, conducts public financial education workshops, and offers multi-tiered ongoing planning services.

Thomas Higgins is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameritas Investment Corp and Financial Engines Advisors L.L.C. He also spent time as an independent consultant prior to joining Balanced Rock. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm that manages approximately $193 million in discretionary assets for individuals, families, trusts, businesses, retirement plans, and non-profits. The firm emphasizes long-term, broadly diversified portfolios and offers specialized services such as ESG-integrated value analysis and community-focused investments through its DIAL-In advisory channel.

Philip Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Contravisory since 1999. 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 also sponsors private pooled funds with governance safeguards designed to address conflicts in side-by-side management.

Charles Zodda is a financial advisor with Armstrong Advisory Group Inc. based in Needham, MA, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 11 years before joining Armstrong in 2022. Outside of his advisory role, Mr. Zodda co-hosts the radio program "The Financial Exchange" and provides investment commentary on local television news stations. He also volunteers on the Fessenden School Alumni Executive Committee. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, top-down macroeconomic asset allocation approach and manages approximately $1.67 billion across multiple offices through a team of 14 advisors.

Susan Powers is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Armstrong Advisory Group Inc. since 2022 after 15 years at Securities America Advisors, Inc. Ms. Powers is also a licensed insurance agent and co-hosts the radio program "The Legal Exchange Show with Todd Lutsky," where she discusses market and economic topics. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, macroeconomic-driven investment approach, managing approximately $1.67 billion through a team of 14 advisors across 12 offices.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.