Scott Desantis is a financial advisor at Liberty Forge LLC in Boston, MA, holding CFP® and Series 66 credentials with 11 years of industry experience. Prior to joining Liberty Forge in 2026, he spent over a decade at Northwestern Mutual in various roles including wealth management and investment management. Liberty Forge, d/b/a Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and pension plans. The firm focuses on clients with household minimums of $1,000,000 and employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.

Brian Kenney is a financial advisor with AFG Fiduciary Services in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. In addition to his advisory work, he is a licensed insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services advises individuals, high-net-worth clients, families, trusts, businesses, and retirement plans through discretionary portfolio management and financial planning. The firm employs a primarily long-term, fundamental analysis approach while maintaining flexibility for shorter-term adjustments and offers a range of plan-level advisory services.

Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently an advisor at Newbridge Wealth Management and has worked at MML Investors Services and Mass Mutual Life Insurance Company. His prior roles include positions at 529 Expert, LLC and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser that provides wealth consulting and portfolio management to individuals and institutional clients. The firm employs a “macro-tactical” investment approach focused on asset-class allocation and incorporates both traditional and non-traditional asset classes, serving a diverse client base including pension plans, corporations, and government entities.

Albert Mason is a financial advisor at Mason Capital Partners with 14 years of industry experience. He has been affiliated with U.S. Securities, International Corp. since 1970 and has served as a registered investment advisor since 1977. Mason Capital Partners serves a diverse clientele, including high-net-worth individuals, corporate pension and profit-sharing plans, foundations, and other institutional clients. The firm focuses on discretionary portfolio management with an investment approach centered on “income with growth,” typically allocating two-thirds to three-quarters of assets to common stocks and the remainder to fixed income, guided by fundamental research and disciplined position limits.

Ryan Nagle is a financial advisor at Sequentis Capital LLC in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2018 before joining Sequentis Capital in 2018. Sequentis Capital offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm applies a combination of strategic asset allocation, fundamental analysis, and risk monitoring to construct diversified portfolios, and also provides ERISA-focused services and written financial plans.

Ousmane Diagne is a CFP® and CFA® with 21 years of industry experience. He is the sole advisor at Timbuktu Capital Management, LLC, where he has worked since 2013. Outside of his advisory role, he is involved in real estate as a licensed salesperson and property manager, and he provides consulting services related to the EB-5 Immigrant Investor Program. Timbuktu Capital Management is a boutique wealth management firm serving individuals, families, entrepreneurs, and entities such as corporations, trusts, and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, and provides educational seminars, including sessions tailored to immigrant audiences.

Beata Dragovics is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. She has worked with Commonwealth Financial Network for 13 years and currently operates as the sole advisor at Freedom Trail Financial. Dragovics is also involved in selling fixed insurance products and serves as trustee of the firm's 401(k) retirement plan. Freedom Trail Financial is a boutique wealth management consulting firm based in Boston that serves individuals and families with financial planning on topics including retirement income, estate planning, and tax strategies. The firm conducts educational seminars and provides advice on an hourly, fixed-fee, or retainer basis, focusing on client-directed implementation without discretionary portfolio management.

Bradford Williams is a financial advisor at Lebed Asset Management LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Boston Portfolio Advisers, LLC since 2014 and at Lebed Asset Management since 2011. In addition to his advisory role, he serves as Director of Fund Research at Lebed Asset Management, focusing on the selection and monitoring of mutual funds and ETFs. Lebed Asset Management provides discretionary investment management primarily to high-net-worth individuals, families, and trusts. The firm emphasizes fundamental analysis, sector and position diversification, and intrinsic-value investing in managing equity and fixed-income portfolios.

David Wiech is a financial advisor at Statera Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Statera Financial, LLC provides investment advisory and financial planning services to individual clients, offering portfolio management, risk assessment, and estate-planning coordination. The firm’s investment approach is tailored to client objectives and risk tolerance, using asset allocation, dollar-cost averaging, and periodic reviews, with attention to tax considerations and specific risks such as those related to cryptocurrency.

Daniel Ollquist is a CFP® with six years of industry experience, currently serving as a financial advisor at Exchange Place Advisors, LLC since 2019. Prior to this role, he worked at CreditSights for nine years. Exchange Place Advisors, LLC is an SEC-registered investment adviser providing financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and time horizon.

John Choe is a financial advisor at Finarc Investments, Inc. in Norwood, MA, holding a Series 65 designation with 11 years of industry experience. He has been with Finarc Investments since 2014. Finarc Investments is an SEC-registered investment adviser serving individuals, pensions, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and financial planning, using fundamental and technical analysis across various asset classes with ongoing supervision and client reviews.

Maureen Zock is a financial advisor with Robert A. Zock & Co., Inc. in Boston, MA, holding 24 years of industry experience. She operates as the sole advisor at the independent firm. Robert A. Zock & Co., Inc. provides discretionary investment advisory services primarily to individuals, trusts, estates, and charitable organizations, offering portfolio management tailored to each client’s financial situation. The firm follows a long-term investment approach focused on fundamental analysis and avoids short-term trading strategies, with a notable emphasis on serving charitable organizations and providing trusteeship and administrative services.

Lowell Thomas III is a CFA® charterholder with 17 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, corporations, and other businesses through customized separate account management and financial planning without a separate planning fee. South Shore Capital Advisors employs fundamental analysis and a buy-and-hold investment approach, integrating ESG factors for clients who request it and managing approximately $217 million in assets as of December 31, 2024.

Douglas Hart is a financial advisor at Penobscot Investment Management Company, Inc. with 31 years of industry experience. He has been with Penobscot since 1988, including his current tenure since 2021. Hart serves as a director of the Wildlands Trust of Southeastern Massachusetts and is an honorary trustee of the Emma Willard School. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with five years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 11 years. Catalyst Financial Partners offers discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, and various institutional clients. The firm focuses on long-term, diversified investment strategies using a range of asset types and provides access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Charles Hoilman is a financial advisor with MHA Financial Corp in Westwood, MA, holding Series 63 and Series 65 credentials and over 55 years of industry experience. He has been with MHA Financial Corp since 1977 and is also involved with Four Points Capital Partners LLC, New Frontier Partners LLC, and M&A Counselors and Fiduciaries LLC. Outside of his advisory work, he serves as an attorney at M&A Counselors and Fiduciaries LLC and is involved in managing real estate investments through New Frontier Partners LLC. MHA Financial Corp provides personalized financial planning and portfolio management to individuals, trusts, estates, and small businesses. The firm employs a core-and-satellite investment approach combining passively managed index and ETF core holdings with actively managed funds and individual securities, and offers both discretionary and non-discretionary advisory services.

Matthew Malicki is a CFA® charterholder with four years of industry experience. He has worked at Birch Hill Investment Advisors LLC since 2022 and previously held roles at Dolan McEniry Capital Management, Echo Global Logistics, and Badger Mutual Insurance Company. Birch Hill Investment Advisors LLC provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with ESG integration and customizes portfolios based on client objectives and constraints.

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Nicholas De Peyster is a CFP® and CFA® with 15 years of experience in the financial industry. He has been with Genesis Wealth Advisors, LLC since 2011. Outside of his advisory role, he serves as Managing Director of Surge Ventures, LLC, a family-oriented limited partnership. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach centers on fundamental analysis and long-term portfolio construction, using model and custom portfolios with ongoing monitoring and periodic rebalancing.

Lauren Fakonas is a CFP®, ChFC®, and Series 66 licensed advisor with four years of industry experience. She is currently with Rise North Capital Investment Advisors and previously worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of her advisory role, she is active as an insurance broker, selling life, fixed annuities, disability, long-term care, and health insurance. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, offering customized portfolio proposals, ongoing reviews, and public educational workshops.