Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

William Kelly is a financial advisor at Generous Wealth Management with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Verity Capital Management, LLC, and Cambridge Investment Research Advisors. Generous Wealth Management serves individuals, including high-net-worth clients, charitable organizations, and businesses, providing discretionary investment management, multi-level financial planning, retirement plan advisory, and fee-based annuity services. The firm’s investment approach emphasizes strategic asset allocation based on modern portfolio theory, incorporating tactical adjustments and external managers, with portfolios that may include traditional and alternative investments.

Henry Tiedemann III is the principal and sole advisor at Tiedemann & Associates Investment Advisors, Inc. He holds the Series 63 designation and has 24 years of industry experience. Since 1998, he has also been associated with Tiedemann & Associates, PC, an accounting and tax practice to which he devotes the majority of his professional time. Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm’s investment approach is based on modern portfolio theory, emphasizing long-term trading, strategic asset allocation, and periodic rebalancing, with integrated tax and accounting advice due to its affiliation with an accounting practice.

Daniel Hawthorne is a Series 65-licensed financial advisor with Lighthouse Financial, LLC, bringing 12 years of industry experience. He previously operated Hawthorne Financial Advisors, LLC for 10 years before joining Lighthouse Financial. Outside of advisory work, he provides bookkeeping and business support services on a part-time basis. Lighthouse Financial, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary wealth management and financial planning, typically constructing diversified, long-term portfolios using ETFs, mutual funds, and individual equities, aligned with each client’s goals and risk tolerance.

Joseph Mcgraw Jr. is a financial advisor with Yankee Advisers, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Yankee Advisers since 1992. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, focusing on a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.

Travis Army is a CFA® charterholder at The Invictus Collective, LLC in Boston, MA, with experience at MFS Investments and prior roles at Lawrence Academy and Vermont Academy. He has been with The Invictus Collective since 2026. The Invictus Collective provides financial planning, consulting, and investment management to a concentrated client base including high-net-worth individuals, trusts, corporations, institutional investors, and advisers. The firm employs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products, and private placements, guided by Modern Portfolio Theory and an internal Investment Committee.

Gita Rao is a financial advisor with East Horizon Investments, holding a Series 65 designation and 11 years of industry experience. She has worked at East Horizon Investments since 2016 and previously at Plum Pointe Wealth Management from 2018 to 2023. Rao is also a senior lecturer in finance at the MIT Sloan School, where she has been teaching and advising academically since 2013. East Horizon Investments serves individuals, families, and smaller institutions including nonprofits and trusts, managing approximately $63.5 million in client assets. The firm uses a fundamental, intrinsic-value investment approach with diversified, asset-allocation-driven portfolios, offering discretionary management and occasional subadvisory services.

Justin Bruzzese is a financial advisor at New England Schooner, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Baystate Financial, and Fidelity Investments. Outside of his advisory role, he also serves as a First Line Supervisor at New England Schooner. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with tailored asset-allocation strategies, integrating financial planning and pension consulting for approximately 320 client accounts.

Traci Johnson is a financial advisor at NorthPointe Financial Advisors LLC with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Lurie Davis Wealth Management. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC, a rental property business. NorthPointe Financial Advisors LLC provides fee-only financial planning, investment management, and educational seminars to individual clients, including high-net-worth individuals. The firm uses a combination of passive and active investment strategies and offers both project-based and ongoing planning services.

Deborah Levenson is a CFP® professional with 19 years of industry experience. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. She also took a year in 2017 to provide caregiving for her parents. Levenson Wealth LLC serves individuals, high-net-worth clients, and personal trusts, offering integrated wealth planning and discretionary portfolio management. The firm employs a fee-only, fiduciary approach using globally diversified, low-cost passive investments while focusing on tax-sensitive strategies and comprehensive financial planning.

Mark Mcgraw is a financial advisor at Yankee Advisers, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Yankee Advisers since 1995. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, employing a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.

Agnes Olshansky is a CFA® charterholder with six years of industry experience. She is part of the team at Traub Capital Management in Needham, MA. Her prior experience includes roles at Acadian Asset Management and the Eliassen Group, as well as periods of self-employment. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process combined with fundamental analysis, and it emphasizes the use of closed-end fund premiums and discounts as well as option strategies to manage concentrated client holdings.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Jon Osbon is a Series 65-credentialed advisor with 13 years of industry experience. He is the founder of Osbon Capital Management, LLC, where he has worked since 2012, and has also been associated with Unifimoney RIA QOZB, LLC since 2023. Osbon Capital serves high-net-worth individuals and manages several private funds and pooled investment vehicles. The firm employs individualized, asset-allocation portfolios primarily using indexed ETFs, along with specialized quantitative strategies, and offers performance-based fee arrangements to qualified clients.

William Rabbitt is a financial advisor with CFS Financial, LLC in Salem, MA, holding a Series 65 designation and 11 years of industry experience. He has previously worked with Truth Capital, LLC and has longstanding involvement with College Funding Services as a college financial aid consultant. Outside of advisory work, he continues his role in college financial aid consulting through College Funding Services. CFS Financial provides investment advisory and portfolio management services primarily to individual clients, employing a long-term, Modern Portfolio Theory–based approach. The firm utilizes ETFs, low-cost mutual funds, and legacy holdings to construct customized portfolios and offers ongoing monitoring and rebalancing aligned with client objectives.

Daniel Kraft is a financial advisor at Cambridge Trustee Advisors Inc with 32 years of industry experience. He has held positions at Cambridge Trustee Advisors since 1992 and Winslow, Evans & Crocker, Inc. since 1994. He holds a Series 63 designation. Cambridge Trustee Advisors provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. The firm manages approximately $55.7 million, tailoring investment policies to each client and employing a mix of fundamental, technical, cyclical, and charting methods across various strategies. Its attorney ownership and affiliation with a law firm distinguish it, particularly in serving legal clients such as trusts and estates.

Pamela Varriale is a financial advisor at Bounty Management Corporation in Boston, MA, with 21 years of industry experience. She holds a Series 65 designation and has been with Bounty Management Corporation since 1985. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations with separately managed portfolios. The firm focuses on long-term capital growth and preservation through macroeconomic sector analysis and fundamental metrics, tailoring portfolios to client-specific constraints and providing individualized account management.

William Durkin is a financial advisor at Monadnock Capital Partners, LLC in Newton, MA, holding Series 63 and Series 65 credentials with 27 years of industry experience. His prior work includes roles at Santander Bank, NA; Santander Securities, LLC; and MKM Partners. Monadnock Capital Partners provides fee-based portfolio management to individual, high-net-worth, business, and institutional clients, using a fundamental and disciplined investment approach focused on long-term holdings and risk management. The firm offers performance-based compensation to eligible investors and emphasizes selective client acceptance.

Cayla Orris is a financial advisor at Theory Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Theory Planning Partners in 2025, she worked at KPMG US for four years and held positions at Duff & Phelps, Sofer Advisors, and Voya Financial. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm offers executive financial planning, corporate consulting, and investment portfolio management using diversified mutual fund and ETF-based model portfolios with a focus on strategic asset allocation and tax-aware management.