Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.

Paul Welch is a financial advisor with 29 years of industry experience, currently with 93 Financial Group, LLC, where he has worked since 2003. He holds Series 63 and Series 65 licenses and was previously employed at 1717 Capital Management Company from 1998 to 2003. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm employs a traditional one-on-one service model, focusing on portfolios primarily composed of mutual funds and ETFs, with ongoing monitoring and retirement planning that incorporates hypothetical growth projections.

Anthony Speziale is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AGES Financial Services, Ltd and StoneX Securities Inc. Outside of his advisory role, he serves as president of KLP Associates Inc dba Tax Shop & Financial Center, where he manages tax, accounting, and payroll services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering a range of portfolio management, financial planning, and consulting services through about 30 advisors. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary model solutions, and manager-of-managers strategies, utilizing third-party platforms and a variety of investment vehicles.

Mary Evans is a CFP® professional with 12 years of experience in financial advising. She has worked at Pinney & Scofield, Inc. since 2019 and has previous experience at firms including TFC Financial Management and Modera Wealth Management. Pinney & Scofield provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non-high-net-worth and high-net-worth clients on a fee-only basis. The firm employs an efficient-markets, long-term investment approach with broadly diversified portfolios primarily using index and factor funds.

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Brian Harrison is a CFP® with 25 years of industry experience, currently serving as an advisor at Savvi Financial LLC in Waltham, MA. His prior experience includes roles at Brooklight Place Securities, Bolster, Inc., Saltzman Associates, and Commonwealth Financial Network. Outside of financial advising, he is the president and owner of Harry Has It, Inc., a company involved in buying and selling goods on auction websites. Savvi Financial LLC delivers technology-driven financial advice primarily to individuals and employees through employer-sponsored programs. The firm offers tiered, goal-based financial planning and investment advisory services via an interactive website, combining online tools with human support for higher service levels.

Geoffrey Mishkin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wood Wealth Group, LLC in Charlestown, MA. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor Townsend & Kent Inc, Concord Wealth Management, Penn Mutual Life Insurance Company, and Partners Healthcare. Outside of his advisory work, he is a partner in a first responder gear cleaning service, managing operations at the business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management through a relatively small team of six advisors.

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

David Khouri is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Wingate Wealth Advisors, Inc., where he has worked since 2024. His prior experience includes roles at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered adviser providing investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and combines active and passive strategies within client-specific Investment Policy Statements.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. 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 tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Jeffrey Spencer is a financial advisor at Wood Wealth Group, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Spencer also conducts insurance brokerage activities through Southernmost Financial Group, LLC. Wood Wealth Group serves individual and high-net-worth clients by providing tailored portfolio management and financial planning services. The firm employs a multi-faceted investment approach combining fundamental analysis, modern portfolio theory, and technical analysis, offering discretionary and non-discretionary management with a range of investment strategies.

James Welch is a financial advisor at 93 Financial Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm emphasizes one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations typically implemented with mutual funds and ETFs.

James Ek is a financial advisor with PCM Encore, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Empower, GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using passive investment strategies where appropriate, integrated with tax-aware approaches and selective use of active management.

Jason Sikorski is a CFP® professional with six years of industry experience. He is currently an advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, having previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. Wingate Wealth Advisors provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a blend of active and passive investment strategies, operates on a fee-only basis, and manages the majority of client assets under discretionary authority.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Brendan Scarafone is a financial advisor at BTS Asset Management, Inc. in Lincoln, MA, holding Series 65 and Series 63 licenses with 10 years of industry experience. He has been with BTS Asset Management since 2016. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, offering discretionary portfolio management across various model portfolios. The firm combines quantitative and fundamental analysis with proprietary technical indicators to guide investment decisions, providing both tactical and strategic allocation strategies.

Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.