Andrew Martin is a financial advisor with Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked in education and has been involved with M.L Shaws Country Kitchen since 2017. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities, using a risk-profile questionnaire to guide diversified portfolio construction primarily through ETFs, mutual funds, and other investment vehicles.

Christopher Wood is a CFP® with 15 years of industry experience. He is currently with Wood Wealth Group, LLC and has prior experience at ON Investment Management Co, O.N. Equity Sales Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of advising, he is involved as a partner in a first responder gear cleaning service and owns a property and casualty insurance agency. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, and utilizes both long- and short-term trading strategies including options, margin, and short sales.

Robert Stephenson is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, with 3 years of industry experience. He holds the Series 63 designation and has been with J.P. Marvel Wealth Management since 2007. 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 focusing on high-quality companies and long-term equity appreciation.

Mark Mcauley is a CFP® with 14 years of experience in the financial services industry. He has been with Great Oak Capital Partners, LLC since 2019 and also serves as president of Great Oak Tax Planning, Inc., a tax preparation firm. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and factor integration, and provides coordinated tax, accounting, and investment advice through its affiliated tax practice.

Defred Folts III is a financial advisor at 3EDGE Asset Management, LP with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3EDGE since 2016, with prior experience at Foreside Fund Services, LLC. He serves on the Board of Governors and chairs the Investment Committee at the Concord Museum, and is a member of the Investment Committee for The Umbrella Center for the Arts, both responsible for managing their respective endowment funds. 3EDGE Asset Management serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. The firm employs a global, multi-asset, top-down allocation approach using quantitative research and committee review, primarily implementing strategies via index ETFs including its own funds and ESG-focused portfolios.

Judith Rowland is a financial advisor with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding a Series 66 designation and 19 years of industry experience. She has been with the firm since 2014. Outside of her advisory role, she serves as a trustee of her mother's life insurance trust. Moody, Lynn, Lieberson & Walker LLC manages approximately $2.2 billion in assets, providing discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, and institutional investors. The firm employs a multi-factor, global growth-oriented investment approach with concentrated equity portfolios and a fixed-income sleeve, and is noted for its role as a private fund adviser managing pooled investment vehicles.

Derek Sage is a financial advisor at Rise North Capital Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Rise North Capital Investment Advisors, he was a full-time student for six years and briefly unemployed in 2022. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, acting as a 3(21) fiduciary for retirement plans. The firm operates a co-advisor model, conducts public financial education workshops, and offers multi-tiered ongoing planning services.

Zachary Bourque is a CFA® charterholder with 12 years of industry experience. He is affiliated with Minot DeBlois Advisors LLC in Boston, MA, a team of three advisors. Bourque has been associated with Rice, Heard & Bigelow, Inc. since 2001. Minot DeBlois Advisors provides investment management and advisory services primarily to trustees of trusts, endowments, charities, and individual clients, with a focus on fundamental company research and a buy-and-hold investment approach. The firm manages approximately $1.86 billion in assets and offers tailored advice through mostly non-discretionary relationships.

Margaret Gallogly is a financial advisor at Catalyst Financial Partners with a Series 65 designation and two years of industry experience. She previously worked at GW&K Investment Management, BNY Mellon, Washington Trust Company, and the University of Connecticut. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing equities, fixed income, alternatives, and other instruments through discretionary and non-discretionary management.

Thomas Higgins is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameritas Investment Corp and Financial Engines Advisors L.L.C. He also spent time as an independent consultant prior to joining Balanced Rock. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm that manages approximately $193 million in discretionary assets for individuals, families, trusts, businesses, retirement plans, and non-profits. The firm emphasizes long-term, broadly diversified portfolios and offers specialized services such as ESG-integrated value analysis and community-focused investments through its DIAL-In advisory channel.

Benjamin Richardson is a CFA® charterholder with 18 years of experience at Boston Family Office LLC, where he has worked since 2008. The firm provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. Boston Family Office manages approximately $1.87 billion in assets for around 335 clients, utilizing fundamental analysis and sector-specific portfolio management to build diversified portfolios tailored to client needs.

Philip Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Contravisory since 1999. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards designed to address conflicts in side-by-side management.

Michael McNamara is a CFP® with 43 years of industry experience and has served as president and owner of McNamara Financial Services, Inc. since 2010. The firm operates as a four-advisor team based in Marshfield, MA. He is also a trustee for family-related trusts. McNamara Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, businesses, retirement plans, and other legal entities. The firm’s investment approach is based on Modern Portfolio Theory and strategic asset allocation with tactical adjustments, utilizing low-cost mutual funds, ETFs, and other investment vehicles.

Andrew Crowley is a financial advisor with WinCap Financial LLC in Boston, MA. He holds a Series 65 designation and has experience working at KKR and La Machi Communication for Good Causes. Crowley has also been affiliated with Providence College since 2022. 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 when appropriate.

Brendan Clune is a financial advisor at Timber Creek Capital Management, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Grant Thornton, Morgan Stanley, and Fidelity Investments. Timber Creek Capital Management provides discretionary investment management and related financial and estate planning services primarily to high-net-worth individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a long-term, fundamentals-based investment strategy with an emphasis on diversification, active portfolio rebalancing, and customized client oversight.

Eric Warasta is a CFA® charterholder with eight years of industry experience. He is affiliated with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, and previously worked at Cambridge Trust Co. for 12 years. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm employs a multi-factor, global growth-oriented investment process and manages approximately $2.2 billion in assets across concentrated equity portfolios and high-quality fixed income holdings.

Malcolm Davidson is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, with 20 years of industry experience. He has been with J.M. Forbes & Co. since 1987. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm combines a core equity portfolio with diversified fixed-income allocations and selective use of mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach.

Jeffrey Mchale is a financial advisor at Wealth Effects with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Outside of advising, he is licensed as an insurance agent, selling fixed index annuities and term insurance. Wealth Effects is a nine-advisor team that provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to guide investment decisions and manages portfolios including stocks, ETFs, mutual funds, bonds, and option contracts.

James Hruz is a financial advisor at Keenan Financial with a Series 65 designation and one year of industry experience. Prior to joining Keenan Financial, he held various roles in education and the food service industry. Keenan Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities, using a documented risk-profile questionnaire to guide diversified portfolio construction across a range of asset classes and analytical methods.

Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.