Anthony Veloso is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Financial Foundations, Inc. and has previously worked at Commonwealth Financial Network, Cetera Advisor Networks LLC, and Sbia. Veloso also engages in fixed insurance sales as a secondary business activity. Financial Foundations provides standalone, fee-for-service financial planning focused on retail clients, delivering detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm emphasizes a planning-only model without managing or custody of client assets and offers in-house tax preparation services through an affiliated enrolled agent.

Michael Delduchetto is a financial advisor at Excalibur Management Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Excalibur since 2003. He serves as a board member for Spectrum for Living, a nonprofit supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation provides discretionary investment management and financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held businesses. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients' specific liquidity, tax, concentration, and cash-flow needs.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

James Scanlan is a CFP® professional with 41 years of industry experience. He is currently with Stage Harbor Financial, where he has worked since 2024. Prior to this, he was with APELLA Wealth from 2017 to 2024 and held a role at Symmetry Partners between 2017 and 2019. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment philosophy combining low-cost passive exposures with active strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Kevin Donohue is a financial advisor at Centerpoint Advisors, LLC with six years of industry experience. He previously worked at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and institutions with discretionary investment management, financial planning, and family office services. The firm emphasizes a customized approach, including a notable focus on individual fixed-income securities and formal family office functions such as estate coordination and certified divorce financial analysis.

Gregory Racki is a financial advisor at Monument Group Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Monument Group since 2021. In addition to his advisory role, he owns and operates an estate planning firm, RackiLaw, providing estate planning advice, trustee services, and probate services. Monument Group Wealth Advisors offers investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing a diversified range of mutual funds, ETFs, and selected securities, with ongoing account monitoring and formal quarterly reviews.

George Webb is a financial advisor with Pension & Wealth Management Advisors in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Pension & Wealth Management Advisors in 2020, he worked at Kastel Capital Advisors, Muzinich & Co, Muzinich Capital LLC, and Nuveen Investments. He is also president and owner of an M&A advisory firm, Pension Wealth M&A Advisors LLC. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm offers customized portfolios using fundamental, technical, top-down, and bottom-up analysis, managing assets internally across a range of traditional and alternative investment strategies.

Robert Sandler is a Series 65-registered financial advisor with Pension & Wealth Management Advisors in Waltham, MA. He has 21 years of industry experience and has worked at Double Eagle Management throughout this period. Pension & Wealth Management Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million in assets using customized portfolios that incorporate both traditional and alternative investments, with investment decisions made internally and reviewed regularly.

Marilyn Gentilotti is a CFP® with 11 years of industry experience, currently serving as an advisor at Washington Trust Advisors. Her prior roles include positions at Cushing & Dolan, Beacon Light Planning, KPMG, Edward Jones, and Merrill. She also operates a bookkeeping and tax service business on a limited basis. Washington Trust Advisors provides wealth management and financial planning services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a comprehensive investment process incorporating asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis across various asset classes.

Mark Fiskio is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Asset Management since 2010. He previously worked at Race Rock Capital LLC from 2016 to 2017. Fiskio is also a manager and member of Empirical Fiscal Partners, an entity serving as general partner of a private fund. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and institutional clients. The firm employs a rules-based, long-term investment approach using proprietary methods and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

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.

Philip Swisher is a financial advisor at Trevián Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Trevián Wealth Management since 2015. Outside of his advisory role, he is the managing member of Trevian Equity Partners LLC, which manages an investment in a privately held company. Trevián Wealth Management serves individuals, high-net-worth clients, businesses, and pension plans, managing approximately $549.9 million on a discretionary basis. The firm emphasizes long-term asset allocation with a focus on low costs and customized portfolios that include a range of investment types, including private investments and derivatives.

Denis Higgins is a financial advisor at Montis Financial, LLC in Waltham, MA, holding CFP®, CFA®, and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Anokiwave Inc and EWM Wealth Management, where he worked for over two decades. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

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.

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.

John Malone III is an advisor at APEX Investment Group with one year of industry experience. Prior to joining APEX, he worked at Anomaly CPA and Tetzel Law LLC. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning with a focus on customized, long-term portfolios primarily composed of diversified mutual funds and ETFs.