Richard Etling is a financial advisor at Davinci Capital Management, Inc. with 26 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Davinci in 2025, he spent 23 years at L.M. Kohn & Company and has operated a third-party administration business serving small businesses since 1988. Davinci Capital Management provides advisory services primarily to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, retirement plan consulting, and utilizes various analytical techniques to develop investment strategies, operating largely on a non-discretionary basis.

Michael Kurkulonis is a financial advisor at Claro Advisors Inc. in Boston, MA, holding a Series 66 credential with 14 years of industry experience. He has been with Claro Advisors since 2012. In addition to his advisory role, he is involved in a life and disability insurance business through Creative Marketing. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with a range of investment management and consulting services. The firm employs a fundamental, long-term investment approach combined with tactical reallocations and utilizes proprietary strategies, AI tools, and overlays, including management of a private pooled vehicle for qualified investors.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual and Fidelity, among other firms. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement consulting. The firm employs a long-term investment approach with customized portfolios and offers fiduciary services including plan design consulting and ongoing investment monitoring.

Nicole Heavern is a CFP® professional at Riverview Capital Advisers LLC with nine years of industry experience. She has worked at Riverview since 2020 and previously spent four years at Charles Schwab and Charles Schwab Bank. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios using strategic asset allocation and fundamental analysis and provides comprehensive wealth and family office planning, including bespoke services for ultra-high-net-worth clients.

Catherine Faddis is a CFA® charterholder and holds a Series 65 license, with 14 years of experience in the financial industry. She is currently with Zevin Asset Management, LLC and has previously worked at Fernwood Investment Management, LLC and Grace Capital. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, non-profits, foundations, and institutional clients, focusing on socially responsible investment strategies. The firm employs a long-only, bottom-up investment approach centered on large global companies, integrating ESG analysis throughout its process, and offers customized accounts as well as model strategies accessible through various third-party platforms.

Spencer Glascock is a financial advisor at Keenan Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Westminster Christian and Northwestern Mutual. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth clients, and corporations, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations across various asset classes and employs both discretionary and non-discretionary mandates.

Nicholas Jasie is an investment adviser representative at Keenan Financial with one year of industry experience. He holds a Series 65 designation and has worked at Keenan Financial since 2024. Outside of his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a risk-profile questionnaire to tailor investment allocations and employs methods including modern portfolio theory, quantitative and technical analysis.

David Armstrong is a financial advisor at CS Planning Corp with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at CS Planning Corp since 2013, also spending time at Master Planners & Associates, LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm uses a multi-advisor model to deliver investment supervisory and financial planning services, employing a systematic, diversified investment approach tailored to client risk tolerances and goals.

Kathleen Cefalu is a financial advisor at Downtown Wealth Studios, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Merrill from 2019 to 2023. Downtown Wealth Studios, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing portfolios with individual equities, ETFs, mutual funds, and bonds, and typically includes financial planning as part of its engagements.

Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at RPG since 2015 and previously held roles at Detwiler Fenton Investment Management LLC and UBS Financial Services. Outside of finance, he serves as chairman of the North Shore Jazz Project and participates in music and band promotions, activities unrelated to his advisory work. RPG Family Wealth Advisory offers customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach incorporating equities, fixed income, mutual funds, ETFs, and limited partnerships, and uses both fundamental and technical analysis along with internal due diligence to select securities and managers.

Karl Fries is a CFA® charterholder with four years of experience at Arjuna Capital, LLC. Prior to joining Arjuna Capital in 2022, he worked for seven years at the Appalachian Mountain Club. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, and also manages pooled private investment vehicles. The firm integrates fundamental and technical analysis with sustainability and impact criteria, focusing on climate solutions, economic opportunity, and healthy communities across public and private markets.

Holly Cloutier is a financial advisor at Alliance Private Wealth, LLC with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Commonwealth Financial Network and Private Jet Services. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Michael Brady is a financial advisor with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Moody, Lynn & Lieberson, LLC for 11 years. Moody, Lynn, Lieberson & Walker provides investment counseling and portfolio management to individuals, families, trusts, and select institutional accounts, as well as managing private investment funds. The firm employs a multi-factor, global approach focusing on high-quality growth equities and investment-grade bonds, with collective decision-making by an internal investment committee and an employee-owned structure.

George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.

Benjamin Seaman is a financial advisor at Riverview Capital Advisers LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Riverview Capital Advisers in 2023, he worked at RPL International and Eisner Advisory Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees roughly $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis as part of its discretionary portfolio management approach.

Michael Collins is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has worked at WinCap Financial LLC since 2021 and previously at CapFinancial Partners, LLC and Boston Advisors, LLC. In addition to his advisory work, he serves as an adjunct professor teaching undergraduate and graduate courses in investments, business, and economics at Bunker Hill Community College and Endicott College. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically to address market conditions or client needs.

Dana Rowen is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked at Claro Advisors since 2012 and previously spent five years at Mutual Securities, Inc. Rowen is also involved in life insurance sales through a small insurance agency role. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses a fundamental, long-term investment approach with tactical reallocations and incorporates AI tools in research, managing pooled vehicles and offering proprietary strategies and personalized investment options.

Alexander Sauer Budge is a financial advisor at Savvi Financial LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. His prior roles include positions at Dynamic Ideas LLC and Alpha Dynamics LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers tiered online services focused on goal-based financial planning, investment recommendations, and retirement income planning, combining proprietary quantitative models with human support in higher service levels.

Christopher Moran is a financial advisor with Savvi Financial LLC in Waltham, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Savvi Financial since 2013, Alpha Dynamics LLC from 2011 to 2019, and as a self-employed insurance agent since 2020. 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 combines proprietary quantitative models with tiered service levels that include human support, focusing on employer delivery and hybrid online/human service.

Lawrence Harrington is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Marble Harbor since 2006. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of mid- and large-cap U.S. companies, alongside laddered fixed-income holdings, and manages approximately $1.28 billion in discretionary assets.