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.

Claudine Schrock is a financial advisor at Montis Financial, LLC, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 11 years of industry experience, including nine years at Adviser Investments LLC and ongoing service at Montis Financial since 2003. Montis Financial, LLC provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a broad range of investment instruments and specialized strategies while maintaining specific operational policies related to asset management and risk disclosure.

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.

Christiane Delessert is a CFP® with 31 years of industry experience, currently serving as an advisor at Montis Financial, LLC since 2012. She holds a Series 63 license and is based in Waltham, MA. 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 using unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

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.

Georgia Mourtzinou is a financial advisor at Savvi Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Savvi Financial since 2013. Her prior roles include positions at Robust Dynamics LP, Alpha Dynamics LLC, and Dynamic Ideas, LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm uses proprietary quantitative models to generate personalized financial planning and investment recommendations via an interactive online platform, combining digital tools with human support in higher-tier service offerings.

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 23 years of industry experience. He has been with Peak Financial Management Inc since 2014 and previously worked at Wellesley Investment Partners, Beaumont Financial Partners, and Fidelity. Outside of advisory work, he serves as managing member of Smitharelli Development LLC, a real estate investment business. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension plans, and businesses. The firm manages $534.4 million in discretionary assets using model-based investment strategies and operates unusually for its size with a multi-office structure.

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.

Leonid Berline is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at National Securities Corporation, National Asset Management, Inc., and Winslow Wealth Management. He is also the owner and manager of B1 Insurance Agency, LLC, a licensed property and casualty insurance agency. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion across 14 advisors and 12 offices. The firm employs a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments and offers services including financial planning, retirement advice, and donor-advised fund management.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Anthony Gillaizeau is a financial advisor with Strategic Wealth Partners, Ltd. in Newton, MA. He holds Series 65 and Series 66 licenses and has seven years of industry experience, including prior roles at Andra Global and US BANK. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm’s investment approach incorporates a range of securities and strategies, emphasizing tailored recommendations aligned with client objectives and risk tolerance.

Malik Smith is a financial advisor at Commons Capital, LLC with 14 years of industry experience. He holds a Series 66 credential and has previously worked at Raymond James & Associates, Morgan Stanley, and Merrill. Outside of his advisory role, he served as a board member and treasurer of the Urban League of Eastern Massachusetts. Commons Capital is a team-based investment adviser that provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth families, trusts, and estates. The firm uses a long-term investment process grounded in Modern Portfolio Theory and employs quantitative, fundamental, and technical analysis alongside a risk management discipline that includes position-size limits and explicit hedging strategies.

Adrian Becker is a financial advisor at Savvi Financial LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. Becker is also a partner at LRMS LLC, a consulting firm. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using a tiered online platform that combines automated recommendations with human support. The firm focuses on goal-based financial planning and delivers its services mainly via employers and benefit administrators.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.

John Russell is a CFA® charterholder with six years of industry experience. He has worked at Peak Asset Management, LLC since 2020 and previously held roles at Health Warrior, Inc. and the University of Denver. He maintains a personal blog called "Equinimity," where he shares non-compensated observations on financial markets and the economy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for over 300 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, typically employing long-term strategies based on client-specific investment policy statements and a blend of fundamental, technical, and qualitative analysis.

Ralph Wetmore II is a CFA® charterholder with seven years of industry experience. He is currently with Fiduciary Wealth Partners, LLC, where he has worked since 2021. His prior experience includes roles at Beacon Pointe Advisors and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, and institutions. The firm emphasizes customized planning and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.