Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds the Series 66 designation and previously worked for Edward Jones and BNP Paribas Asset Management USA, Inc. He joined Fiduciary Wealth Partners in 2025 as part of a five-advisor team. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm customizes its recommendations through a consultative process and implements client plans by allocating assets among independent managers, offering both discretionary and non-discretionary portfolio management.

Deborah Goodman is a CFP® with 19 years of industry experience. She is a founding member of Goodman Advisory Group, LLC, where she has worked since 2016, and has been affiliated with LPL Financial since 2007. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a long-term investment approach combining fundamental, technical, and behavioral analysis, and is notable for sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Christopher Assad is a CFP® professional at Montis Financial, LLC with one year of industry experience. He previously worked at Bessemer Trust and Brown Brothers Harriman. Montis Financial serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and investment management that includes a wide range of instruments and specialized strategies. The firm employs specific operational practices such as the use of Dimensional Fund Advisors funds, AI policy governance, and detailed risk documentation.

Charles Zodda is a financial advisor with Armstrong Advisory Group Inc. based in Needham, MA, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 11 years before joining Armstrong in 2022. Outside of his advisory role, Mr. Zodda co-hosts the radio program "The Financial Exchange" and provides investment commentary on local television news stations. He also volunteers on the Fessenden School Alumni Executive Committee. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, top-down macroeconomic asset allocation approach and manages approximately $1.67 billion across multiple offices through a team of 14 advisors.

Lee Mcgowan is a CFP® with 21 years of industry experience and has been with Monument Group Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and works from Concord, MA as part of a three-advisor team. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected individual securities, with ongoing account monitoring and formal quarterly reviews.

Susan Powers is a financial advisor at Armstrong Advisory Group Inc. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Securities America Advisors, Inc. and Woodbury Financial Services, Inc. Aside from her advisory role, she co-hosts a radio program called "The Legal Exchange Show with Todd Lutsky," where she discusses market and economic topics. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, top-down investment approach with tactical adjustments, managing approximately $1.67 billion across 14 advisors and 12 offices.

Adam Strauss is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Pekin Hardy Strauss, Inc., where he has worked since 2004. Strauss serves as president of the board of directors for Frontier Natural Brands, Inc., a role he has held since 1996. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis approach combined with asset allocation and consideration of ESG factors, using a variety of instruments and strategies to tailor portfolios according to client objectives and risk tolerances.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA, since 2004. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security analysis, tailoring portfolios to clients’ specific liquidity, tax, concentration, and cash-flow needs.

Thomas Wade is a CFP® with 26 years of experience in the financial industry. He has spent his entire career at Devonshire Asset Management, Inc. from 1999 to 2025. Wade is based in Waltham, MA, and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a team-based firm that provides portfolio management and financial planning services to a diverse range of clients including individuals, high-net-worth clients, institutions, trusts, estates, and charitable organizations. The firm offers customized portfolios using a combination of fundamental, technical, top-down, and bottom-up analysis, managing approximately $530 million in assets with direct investment management and access to complex investment strategies.

Steven Goodman is a CFP® with 37 years of experience in financial advising. He is the principal of Goodman Advisory Group, LLC, where he has worked since 2017, following over two decades operating as a registered investment advisor under his own name and more than 30 years affiliated with LPL Financial. Goodman also volunteers to teach retirement-planning seminars and talks without compensation. Goodman Advisory Group is a four-advisor firm managing approximately $370 million for around 430 clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers customized investment management and comprehensive financial planning, employing a generally long-term approach with discretionary portfolio management and standalone financial consulting.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

Jennifer Christenson is a financial advisor at Pension & Wealth Management Advisors in Waltham, MA. She holds a Series 65 designation and joined the firm in 2026. Prior to her current role, she worked at South Shore YMCA and held positions at Kuehne and Nagel and Expeditors International. Pension & Wealth Management Advisors offers portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm manages approximately $530 million in assets, employing both traditional and alternative investment strategies tailored to client-specific risk tolerance and objectives.

Robert Pajak is a CFP® professional with 19 years of industry experience, currently affiliated with First Affirmative Financial Network LLC. He has worked at First Affirmative since 2007 and at Ameritax Professionals, Inc. since 2009. He is also a licensed independent insurance agent authorized to sell insurance products through various companies. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets through a team of 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary model portfolios and stewardship practices.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at The Bulfinch Group, Transamerica Capital Inc, and Source in Bulk. Beck Bode serves individuals, families, and institutional clients such as 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis across multiple strategies, offers discretionary management, and provides ancillary services including tax and accounting on a case-by-case basis.

Michael Mcintosh is a CFA® and holds a Series 66 license with 14 years of industry experience. He is currently with Argonautica Private Wealth Management, Inc and has previously worked at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, and Cross Financial Services Corporation. Outside of his advisory role, he serves as an unpaid trustee for a condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses with investment management, independent manager selection, financial planning, and retirement plan services. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach that combines active and passive strategies.

Christina Mitkonis is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. She is currently with Financial Foundations, Inc., a team-based firm located in Southborough, MA, and has been associated with Commonwealth Financial Network and Bentley University’s McCallum Graduate School of Business since 2011. Outside of financial advising, she is involved with Jumbo Donuts, a business she has been connected with for over 20 years. Financial Foundations provides comprehensive financial planning and non-securities advice focused on budgeting, tax and retirement planning, education funding, estate analysis, and benefit reviews. The firm does not manage client assets or maintain custody of funds, emphasizing individualized, planning-only services with coordination of tax and estate recommendations alongside outside professionals.

Rajeev Kotyan is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Innovative Advisory Group since 2008. He is a non-compensated member of the Board of Trustees for the Harrington Park Condominium Association and holds ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group. Innovative Advisory Group is a team of eight advisors providing investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using various analytical approaches and employs multi-office platforms and segmented custody solutions.

Gary Raymond is a financial advisor at Argonautica Private Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Argonautica in 2022, he worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2022. Outside of his advisory role, he is a commissioned notary public in Massachusetts. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches, utilizing independent managers and ongoing portfolio monitoring.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.