John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.

Brad Barthelemy is a financial advisor at Goodman Advisory Group, LLC with five years of industry experience. He holds a Series 66 designation and has been with Goodman Advisory Group and LPL Financial since 2019. In addition to his advisory role, he is involved in direct sales with Vector Marketing. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million across 430 client relationships, offering discretionary portfolio management and standalone financial planning with a long-term investment approach complemented by fundamental, technical, and behavioral analysis.

Michael Flaherty is a CFP®-credentialed advisor with 28 years of industry experience. He has been with Canby Financial Advisors since 2008 and holds Series 63 and Series 66 licenses. His other business activities include providing fixed insurance services at the firm during securities trading hours. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves a mix of retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized, long-term investment approach using mutual funds, ETFs, and other securities.

Eric Jansen is a financial advisor at Finivi Inc. with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Finivi in 2018, he worked at Signator Investors, Inc. for over 30 years. Outside of his advisory role, Jansen is involved in several insurance brokerage businesses where he serves as president, CEO, and owner. Finivi Inc. manages approximately $258 million in client assets, serving individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach combined with individualized investment policies and offers a range of financial planning and consulting services including career transitioning and divorce financial analysis.

Theodore York is a financial advisor at Argonautica Private Wealth Management, Inc. in Wellesley, MA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and related entities from 2009 to 2022. York serves as a trustee and finance committee member for local trusts and organizations. Argonautica Private Wealth Management provides investment management, independent manager selection, financial planning, and retirement plan services to individuals, retirement plans, non-profits, and businesses. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach using both active and passive strategies.

Michael Bradley is a Series 65-credentialed advisor at Armstrong Advisory Group Inc. with three years of industry experience. His previous roles include positions at Cambridge Trust, Securities America, and BNY Mellon. He is also a co-host of the firm's podcast, "Make it Make Cents," which covers financial topics and provides educational content to the public. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for about 1,489 clients through a team of 14 advisors across 12 offices, with a long-term, macroeconomic-driven investment approach overseen by an investment committee.

Mary Lecca is a financial advisor at Argonautica Private Wealth Management, Inc with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Arete Research LLC. Outside of her advisory role, she is a part owner and officer of InkAmazon LLC and serves as trustee and treasurer of the LaGrange at 841 Condominium Trust. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profits, foundations, and businesses. The firm manages approximately $533 million through a team of five advisors, offering customized, risk-adjusted, and tax-conscious asset allocations using a blend of active and passive strategies across various investment types.

Brian Burke is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Montis Financial, LLC since 2022. He previously worked for Morgan Stanley Smith Barney for 11 years. 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 integrates unaffiliated managers and a variety of investment strategies tailored to client objectives and risk tolerance.

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 with Excalibur Management Corp in Waltham, MA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has been with Excalibur Management Corp since 2003. Outside of his advisory role, he serves as a board member for Spectrum for Living Endowment, a nonprofit organization supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments, providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm emphasizes preserving irreplaceable assets through a blend of macroeconomic research and fundamental and technical analysis, managing portfolios primarily on a discretionary basis with ongoing risk assessment and tactical rebalancing.

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 in Needham, MA, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office services. The firm emphasizes a customized approach with a focus on individual fixed-income securities and formal family office functions such as estate coordination and certified divorce financial analysis.

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 the sole advisor at Double Eagle Capital Management, LLC, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 20 years of industry experience, including over two decades at Double Eagle Capital Management. Double Eagle Capital Management serves individual and high-net-worth clients with discretionary portfolio management focused on individually held common stocks and fixed-income securities. The firm employs a blended fundamental and technical analysis approach and uses covered option writing selectively within tax-advantaged accounts as part of its investment strategy.

Marilyn Gentilotti is a CFP® with 10 years of industry experience, currently serving as an advisor at Washington Trust Advisors. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, and Edward Jones. She also operates a bookkeeping and tax service business, Beacon Light Planning, which she manages on a limited basis. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, individual equities, fixed income, and options, and provides access to affiliated trust and custodial services through its bank holding company structure.

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.