Frederick Lane is a financial advisor at Finivi Inc. with 34 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Aspencross Wealth Management, Inc., Triad Advisors, and Signator Investors, Inc. Finivi serves individual and business clients, including high-net-worth and non-high-net-worth households, providing discretionary investment management, comprehensive financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach tailored to clients’ risk tolerance and objectives and offers additional services such as insurance brokerage and financial-wellness programs for business clients.

Michael Sheldon is a CFP®, CFA®, and Series 63 credentialed advisor with 28 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously held positions at HighTower Securities, LLC and Retirement Design & Management, Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm offers tailored discretionary portfolios and model portfolio solutions, applying a comprehensive investment process that includes asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis across various asset classes.

Julie Drainville is a CFP® and ChFC® with six years of industry experience. She is currently with AAF Wealth Management, LLC and has previously worked at firms including Kintra Wealth, Mutual Securities, and Northwestern Mutual. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and other institutions through asset management, financial planning, and pension consulting. The firm focuses on asset allocation and a rules-based fund manager selection process combined with tax-aware considerations and uses a proprietary manager-ranking system to guide portfolio construction.

John Wolfsberg is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Arthur W. Wood Company, Inc. and Detwiler Fenton & Co. He has been with Centerpoint Advisors for 18 years. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, alongside family-office style services and coordination with external tax, legal, and investment professionals.

Jonathan Penta is a financial advisor with Empirical Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services, Savior Wealth, LLC, and Purshe Kaplan Sterling Investments. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, and charitable organizations. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios constructed from low-cost ETFs, mutual funds, and select securities, alongside systematic overlays and third-party research.

Joseph Buscaino is a Series 65-licensed financial advisor with Wellesley Asset Management, Inc. He has 22 years of industry experience, including 24 years at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle. The firm specializes in convertible securities and pursues absolute-return oriented strategies, primarily investing in convertible bonds, synthetic notes, and structured products.

Tucker Donahoe is a financial advisor at Montis Financial, LLC in Waltham, MA, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at Putnam Investments and Threehill Capital Partners. Montis Financial provides comprehensive financial planning and investment management services to individual and high-net-worth clients, as well as retirement plan sponsors, using a wide range of investment instruments and specialized strategies. The firm serves both retail and institutional clients and incorporates distinctive operational practices such as using Dimensional Fund Advisors funds and an AI usage policy with human oversight.

Bernard Lynch III is a CFP® professional with five years of industry experience, currently serving as an advisor at Goodman Advisory Group, LLC. His prior experience includes roles at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch provides administrative support to Goodman Advisory Group in addition to his advisory duties. 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 primarily long-term investment approach combining fundamental, technical, and behavioral analysis, and sponsors a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Jack Rufo is a financial advisor at Finivi Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Heritage Financial Services and JNJ Window Services, in addition to roles at Bentley University and Westwood Public Schools. Outside of finance, Rufo provides professional window and exterior cleaning services. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management, financial planning, estate-planning facilitation, family meetings, and financial education workshops. The firm employs an active, core-satellite investment approach tailored to client risk tolerance and utilizes the eMoney platform to consolidate client financial data.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

Thomas Alessi is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC and Platinum Wealth Partners. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach leveraging proprietary methodologies and diversified portfolios constructed from low-cost ETFs, mutual funds, and selected securities.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Sandhill in 2019, he worked at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a Regional Vice President and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation, managing diversified strategies and providing sub-advisory services across multiple platforms.

Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. 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 using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

Dinghao Jiang is a financial advisor at Downtown Wealth Studios, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Prior to his advisory roles, he spent three years at Babson College. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, and institutional clients, managing portfolios that include equities, ETFs, mutual funds, and bonds. The firm combines fundamental and technical analysis with a long-term investment approach and manages the majority of assets on a non-discretionary basis.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Jennifer Wolfsberg is a financial advisor at Centerpoint Advisors, LLC with 30 years of industry experience. She has been with Centerpoint Advisors since 2006 and previously worked at Arthur W. Wood Company, Inc. and Palladium Capital Group, LLC. Wolfsberg holds Series 63 and Series 65 licenses. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, providing discretionary investment management alongside financial planning and family office services. The firm emphasizes customized fixed-income strategies and integrates formal family office functions, including estate coordination and certified divorce financial analysis.

Stephen Batzell is a CFA® charterholder with 20 years of industry experience. He is currently with Montis Financial, LLC and previously spent 25 years at Abacus Financial Advisors. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management, utilizing a range of investment strategies tailored to client objectives and risk tolerance.