Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.

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.

Christopher Fisher is a CFA® charterholder with 11 years of industry experience. He has been with LiveLife Capital Partners LLC since 2017 and previously worked in mergers and acquisitions at Bigelow. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering a primarily long-term, customized investment approach that includes low-cost mutual funds, ETFs, and alternative investments when appropriate. The firm also sponsors its own wrap fee program and utilizes held-away account technology to manage connected retirement accounts.

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.

Joshua Devereaux is a CFP® professional at Stage Harbor Financial with three years of industry experience. He previously worked at Merrill and UBS Financial Services and has held roles at Bridgewater State University and Western Michigan University. He serves as trustee and beneficiary of a family trust. Stage Harbor Financial provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Its investment approach combines personalized asset allocation with a core/satellite philosophy integrating passive and active strategies, using a range of securities and independent managers.

David Dirks is a financial advisor at Plum Street Advisors, LLC, with 19 years of industry experience. He has been with Plum Street Advisors since 2016 and holds Series 63 and Series 65 designations. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees, with combined financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach using low-cost index funds and ETFs, active rebalancing, tax-aware implementation, and supplements its portfolios with third-party separately managed accounts and occasional use of options and margin.

Thomas Shiffer is a CFP® with 24 years of industry experience, currently serving at Cadence Wealth Management LLC since 2010. He is also affiliated with CWM Consulting LLC and Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates with discretionary and non-discretionary investment management and financial planning. The firm employs a long-term core asset-allocation approach combined with tactical overlays using technical analysis and rule-based modeling, managing portfolios that may include ETFs, mutual funds, individual securities, and option strategies.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Heritage Financial Services, LLC for 18 years before joining Great Oak Capital Partners, LLC, where he is part of a five-advisor team. Great Oak Capital Partners is a SEC-registered advisory firm serving individual and institutional retirement-plan clients with services that include wealth management, financial planning, portfolio management, and trust and estate advisory. The firm uses an evidence-based investment approach focusing on low-cost, diversified funds, regular rebalancing, and a long-term orientation while allowing tactical adjustments as needed.

Andrew Haff is a CFP® with nine years of experience in the financial services industry. He is currently with Armstrong Advisory Group Inc., where he has worked since 2022. His prior experience includes roles at Securities America Advisors, Inc. and Jackson National Life Distributors LLC. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, using a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments.

Ryan Hill is a financial advisor with Brock Hill Wealth Management in Newton, MA, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Equitable Advisors LLC, Citizens Investments Services, Citizens Securities, Inc., and Asset Management Resources, LLC. Outside of advisory work, he owns Day Break Charters and Marine Services, a marine company involved in fishing charters and commercial seafood sales. Brock Hill Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in client assets and employs a broad analytical investment approach with tailored portfolios.

William Sylvia Jr. is a CFP® and Series 66 credentialed advisor with 19 years of experience. He has been with Great Oak Capital Partners, LLC since 2015. Great Oak Capital Partners is a SEC-registered advisory firm that provides wealth management, comprehensive financial planning, portfolio management for individuals including high-net-worth clients, trust and estate advisory, and retirement plan advisory services. The firm employs an evidence-based investment approach focused on low-cost, diversified mutual funds and ETFs, regular rebalancing, and long-term orientation, serving both individual and institutional clients.

Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.

Maclean Barach is a CFP® and Series 65 credentialed advisor at Stage Harbor Financial with nine years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation from 2016 to 2018. 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 uses a personalized asset allocation approach combined with a core/satellite investment philosophy and manages over $1.09 billion in client assets through a small advisory team.

Jeffrey Smith is a CFA® charterholder with 22 years of industry experience. He has been with Peak Financial Management Inc since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the managing member of a real estate development company. Peak Financial Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets across a range of model asset-allocation portfolios and operates through a multi-office structure uncommon for a team of its size.

Peter Martin is a financial advisor at Empirical Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Alpha Simplex Group and 1251 Diffractive Managers Group. He serves as an advisor to Trefis, an investment research platform, and is a board member of WorkSimplr, an educational organization providing temporary employment opportunities for college students. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

John Wolfsberg is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 credential with eight years of industry experience. He previously worked at GW&K Investment Management from 2015 to 2017 before joining Centerpoint Advisors in 2017. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diversified investment approach including ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Laura Daniels is a CFP® with four years of experience and is a member of the Balanced Rock Investment Advisors team in Roslindale, MA. She has been with Balanced Rock since 2018. Prior to her advisory career, she operated Laura Daniels Acupuncture for over two decades. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with wealth management, financial planning, and portfolio management. The firm uses a long-term, diversified core-satellite investment approach that incorporates fundamental and quantitative analysis, direct indexing, tactical adjustments, and offers a values-based ESG strategy.