Robert Lieberson is a CFA® charterholder with 25 years of industry experience, currently serving at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA. He has been with the firm and its predecessor, Moody, Lynn & Co., since 2000. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions. The firm employs a multi-factor, global growth-oriented investment process, managing concentrated equity portfolios alongside a fixed-income sleeve, and is notable for its role as a private fund adviser managing pooled investment vehicles.

Brett Mirliani is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2015. He is a member of the Board of Directors and a fundraising committee member for the Victim Rights Law Center, a nonprofit providing legal representation to survivors of rape and sexual assault. Birch Hill Investment Advisors provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, focusing on a fundamental, quality-oriented, long-term approach with ESG integration. The firm manages approximately $2.65 billion in discretionary assets with a small team of nine advisors, offering customized portfolios and coordinating with clients’ broader financial advisors.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.

Antonette Grimm is a CFP® professional with five years of industry experience. She currently serves as an advisor at TFC Financial Management, Inc., where she has worked since 2021. Prior to that, she spent seven years with Sandy Cove Advisors, LLC. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for around 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset class investment approach using a mix of passive and active strategies, with a focus on larger account relationships and explicit liquidity guidelines.

Keith Gibbons is a CFP® professional with eight years of industry experience, currently serving as an advisor at Catalyst Financial Partners since 2021. Prior to this, he worked for 14 years at BNY Mellon Wealth Management. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages just over $1 billion in client assets and employs customized, diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and both discretionary and non-discretionary account management.

Mark Lobello is a financial advisor at Catalyst Financial Partners in Boston, MA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at BNY Mellon for sixteen years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners serves high-net-worth individuals, family offices, businesses, pension plans, foundations, and other entities, offering multi-asset portfolio management, access to private investment funds, and a wrap-fee program. The firm focuses on long-term, diversified investment strategies tailored to client-specific policy statements.

James Abbott is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He worked at Wells Fargo Clearing from 2013 to 2017 before joining Claro Advisors, where he has been since 2017. Outside of advising, Abbott teaches youth hockey, serves as a youth hockey referee, and is a director on the boards of the Associated Builders and Contractors of Massachusetts and Friends of UNH Hockey. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach enhanced by tactical reallocations and uses AI tools and proprietary strategies, including managing a private pooled vehicle for qualified investors.

David Grey is a financial advisor with Family Fiduciary Services, Inc. in Beverly, MA, where he has worked since 2007. He holds a Series 65 designation and has 21 years of industry experience. Grey also leads Grey Investments and serves as president of Family Fiduciary Services, managing operations including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management, financial planning, and 401(k) advisory services to individuals, corporations, trusts, and foundations. The firm offers corporate trustee services and emphasizes long-term asset allocation, diversification, and tax sensitivity in its investment approach.

Peder Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Boston Family Office LLC since 2016 and previously worked at Roxiticus Partners LLC for six years. Boston Family Office provides personalized investment advisory services to individuals, family groups, trusts, and charitable organizations, managing over $2 billion in assets at year-end 2025. The firm uses a sector-based research model to support fundamental analysis and constructs portfolios tailored to clients’ tax situations, income needs, and risk tolerance.

Adam Desjardins is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with integrated ESG considerations and customizes portfolios to client objectives and constraints.

Paul Davis is a CFA® and CIC credentialed financial advisor with 20 years of industry experience. He has been with Marble Harbor Investment Counsel, LLC since 2005. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and concentrated portfolios of primarily mid- and large-cap U.S. companies with a long-term orientation, supplemented by laddered fixed-income holdings and generally low turnover.

Robert Kelly is a financial advisor at Trust Advisory Group Ltd with 11 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, and Advisory Group Equity Services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of about 30 advisors managing roughly $494 million in discretionary assets for over 1,100 clients. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, and utilizes third-party platforms for account rebalancing.

Matthew Safford is a financial advisor at Nicholas H. Safford & Co., Inc. with a Series 65 designation and three years of industry experience. Before joining the firm in 2022, he worked at Deloitte & Touche for two years and attended Bowdoin College. Nicholas H. Safford & Co., Inc. is a four-advisor team managing approximately $1.8 billion in assets, primarily serving individuals, high-net-worth clients, and institutions. The firm’s investment approach is based on in-house fundamental research and focuses on high-quality, dividend-paying companies, managing most assets on a non-discretionary basis with client-directed brokerage.

Andrew Martin is a financial advisor with Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked in education and has been involved with M.L Shaws Country Kitchen since 2017. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities, using a risk-profile questionnaire to guide diversified portfolio construction primarily through ETFs, mutual funds, and other investment vehicles.

Christopher Wood is a CFP® with 15 years of industry experience. He is currently with Wood Wealth Group, LLC and has prior experience at ON Investment Management Co, O.N. Equity Sales Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of advising, he is involved as a partner in a first responder gear cleaning service and owns a property and casualty insurance agency. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, and utilizes both long- and short-term trading strategies including options, margin, and short sales.

Janell Phillips is a CFA® charterholder with 10 years of industry experience. She has worked at Ipswich Investment Management Company, Inc since 2017 and previously spent 11 years at Boston Financial Management Inc. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed at attractive risk-adjusted valuations and highly rated fixed income for diversification, with decisions overseen by an internal Investment Committee.

Isaac Ross is a financial advisor at Success Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, his background includes roles in hospitality and consumer services, such as positions at The Allison Inn and Spa and Gateway Canyons Resort & Spa. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across about 814 client relationships, employing a team-based approach and utilizing Modern Portfolio Theory to guide asset allocation.

Robert Stephenson is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, with 3 years of industry experience. He holds the Series 63 designation and has been with J.P. Marvel Wealth Management since 2007. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focusing on high-quality companies and long-term equity appreciation.

Defred Folts III is a financial advisor with 21 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, Windhaven Investment Management, and Windward Investment Management. Folts serves on the Board of Governors at the Concord Museum, where he also chairs the Investment Committee, and he is a member of the Investment Committee at the Umbrella Center for the Arts. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other advisers, and manages ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with committee judgment and stress testing, typically implementing strategies through ETFs including its own 3EDGE Funds.