Hailee O Keefe Mac Donald is a CFP® professional with four years of experience at Clarendon Private LLC. Prior to joining Clarendon Private in 2022, she was affiliated with Suffolk University from 2018 to 2022. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning primarily to high-net-worth individuals, trusts, estates, endowments, and businesses. The firm employs a long-term investment approach incorporating fundamental and technical analysis, portfolio construction with various asset classes, and ongoing client portfolio monitoring.

Martin Lynn is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Moody, Lynn & Co. since 1991. Lynn is a trustee of Moody, Lynn Associates, the general partner managing India Wharf Limited Partnership. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm manages roughly $2.2 billion in assets using a multi-factor, global growth-oriented investment process and is also notable for managing pooled investment vehicles such as India Wharf Limited Partnership.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.

Jaclynne Walsh is a CFP® with one year of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Clarity Point Financial Planning, Cambridge Investment Research, North Light Financial Services, Barone & Associates, and Anser Advisory. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm emphasizes market efficiency and strategic asset allocation while providing discretionary management and utilizing sub-advisers and the Schwab Managed Account Marketplace to support client portfolios.

Charles Corkery is a CFP® and holds a Series 65 license, currently serving as a financial advisor at PUREfi Wealth, LLC with six years of industry experience. His prior roles include positions at Morgan Stanley, SVB Wealth LLC, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a broad investment toolkit and includes the use of derivatives and structured products in its strategies, distinguishing it from comparable teams.

Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining actively managed and index-based products to create diversified, customized portfolios.

Patrick Mcnamara is a CFP® with 30 years of experience in the financial services industry. He has worked at Claro Advisors Inc. since 2019 and previously spent a decade at Morgan Stanley and four years at Morgan Stanley Private Bank. He is also an independent insurance agent. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical reallocations, utilizes AI tools in its research, and manages a private pooled vehicle along with offering proprietary strategies.

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.

Raymond Sicard III is a CFP® and CFA® credentialed advisor at Falcon Wealth Planning, LLC with 12 years of industry experience. His prior roles include positions at LPL Financial, Goodman Advisory Group, Facet Wealth, and Ameriprise Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm employs fundamental and technical analysis, modern portfolio theory, and various trading strategies, with discretionary account management and regular portfolio reviews.

Jessica Grande is a financial advisor with TFC Financial Management Inc in Boston, MA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior experience includes nine years at Levatus LLC and one year at Prime, Buchholz. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion across globally diversified, multi-asset class model portfolios that combine passive core exposures with select active managers, supported by an investment committee and specialized research.

David Mullen is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Little House Capital, LLC since 2020 and previously worked at EntrepreneursShares and the University of Massachusetts Amherst, Isenberg School of Management. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million across about 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services, using a personalized, long-term investment approach that includes fundamental and technical analysis.

William Whitcher Jr. is an investment adviser representative at Keenan Financial with a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles including at Sagamore Hampton Golf Club and Solution Health. Outside of his advisory role, he is a licensed insurance agent who occasionally offers clients insurance products. Keenan Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations through various investment vehicles while acting as a fiduciary for retirement accounts.

Zhou Feng is a CFA® charterholder at Wilkins Investment Counsel, Inc with two years of experience at the firm and eight years previously at Rockland Trust. He is based in Boston, MA. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach combining detailed company research with laddered, high-quality fixed-income portfolios.

Robert Marchewka is a financial advisor at Rise North Capital Investment Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Rise North Capital. Prior to his advisory roles, he was employed by the Town of Belchertown and Town of East Longmeadow. He is also registered as an insurance agent offering life insurance and annuity products. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities while acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model to deliver customized portfolio management and offers public educational workshops along with multi-tier ongoing planning covering areas such as equity compensation and business succession.

Brandon Roy is a CFP® professional with 10 years of experience in the financial industry. He has worked at MSA Financial since 2017 and previously at Securities America Inc. He is also licensed as an independent insurance agent, focusing on insurance product sales in a limited capacity. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions, offering a range of investment management and financial planning services. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis, and incorporates third-party AI tools for research and portfolio monitoring.

Brandon Fink is a CFP® with 13 years of industry experience, currently serving as an advisor at Claro Advisors Inc. since 2021. He previously worked at Equitable Advisors and AXA Advisors, LLC. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm utilizes a long-term, fundamental analysis approach with tactical reallocations and offers proprietary strategies along with specialized programs including digital-asset account setup and portfolio overlay services.

Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with J.P. Marvel Wealth Management since 2013. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.

Richard Feely is a financial advisor at Little House Capital, LLC with Series 65 credentials and one year of industry experience. He previously worked at Hillcrest Asset Management, LLC for seven years and was unemployed for four years prior to joining Little House Capital. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million for around 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services to individuals, trusts, institutions, and retirement plans, with an investment process that combines fundamental and technical analysis and includes ongoing oversight and formal annual reviews.

Wendy Gipson Fitzpatrick is a financial advisor at Alden Investment Group with over 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at multiple firms, including Trust Advisory Group, Ltd and LPL Financial, LLC. Alden Investment Advisors offers portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and provides fiduciary services with an emphasis on retirement programs and participant education.

Nicholas Gannon is a financial advisor at Keenan Financial in Boston, MA, with five years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Keenan Financial in 2021, he worked at Bryant University and Braintree High School. He is also licensed as a life and health insurance agent through an affiliated insurance agency. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide diversified portfolio construction and employs various analytical methods and trading strategies in both discretionary and non-discretionary accounts.