Neel Tiku is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Peak Financial Management Inc since 2007. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets and uses model-based investment policies with ongoing advice tailored through asset allocation and mutual fund/ETF analysis.

Kathleen Smith is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Washington Trust Advisors, where she has worked since 2022. Prior to joining Washington Trust Advisors, she was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm employs tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Gregory Ellms is a financial advisor at Oasis Wealth Planning Advisors in Wellesley, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Copper Beech Wealth Management, Cambridge Investment Research, and Helmsman Financial Strategies. Outside of his advisory role, he serves as secretary and board member of a family-owned limited partnership involved in commercial property in Wellesley. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.

Michael Sheldon is a CFP®, CFA®, and Series 63 credentialed advisor with 28 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously held positions at HighTower Securities, LLC and Retirement Design & Management, Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm offers tailored discretionary portfolios and model portfolio solutions, applying a comprehensive investment process that includes asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis across various asset classes.

John Wolfsberg is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Arthur W. Wood Company, Inc. and Detwiler Fenton & Co. He has been with Centerpoint Advisors for 18 years. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, alongside family-office style services and coordination with external tax, legal, and investment professionals.

Jonathan Penta is a financial advisor with Empirical Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services, Savior Wealth, LLC, and Purshe Kaplan Sterling Investments. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, and charitable organizations. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios constructed from low-cost ETFs, mutual funds, and select securities, alongside systematic overlays and third-party research.

Daniel Flannery is a CFA® charterholder with 14 years of experience in the financial advisory industry. He has been with Balanced Rock Investment Advisors since 2011, where he is part of a team of four advisors. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with wealth management, portfolio management, financial planning, and consulting. The firm employs a long-term, broadly diversified core-satellite approach and offers a values-based strategy integrating ESG research alongside traditional value investing.

Joseph Buscaino is a Series 65-licensed financial advisor with Wellesley Asset Management, Inc. He has 22 years of industry experience, including 24 years at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle. The firm specializes in convertible securities and pursues absolute-return oriented strategies, primarily investing in convertible bonds, synthetic notes, and structured products.

Bernard Lynch III is a CFP®-designated financial advisor with five years of industry experience. He is currently with Goodman Advisory Group, LLC, where he has worked since 2025, following roles at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch also provides administrative support to Goodman Advisory Group. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and behavioral analysis, offering client-specific strategies and portfolio management, including a distinctive wrap fee program.

Julie Goodridge is a financial advisor at NorthStar Asset Management, Inc. in Boston, MA, with 31 years of industry experience. She has been with NorthStar since 1990. Outside of her advisory role, she serves as a trustee of the Hyams Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across public equities, fixed income, and cash, integrating non-public investments and offering sub-advisory, OCIO, and donor-advised fund services, with an investment approach centered on five social and environmental pillars tailored to client priorities.

John Robbins is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include work at Penny Appeal USA and CAIR-Massachusetts. Outside of his advisory duties, Robbins serves as an adjunct professor at BIS, teaching public speaking and communication. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning and portfolio management. The firm employs a personalized investment approach utilizing fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Thomas Alessi is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC and Platinum Wealth Partners. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach leveraging proprietary methodologies and diversified portfolios constructed from low-cost ETFs, mutual funds, and selected securities.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Prior to joining Sandhill in 2019, Mr. Dillon worked at MMA Agency, MMA Securities, and Fiduciary Investment Advisors. He serves as Regional Vice President and a board member of Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual and high-net-worth clients, as well as institutional and retirement-plan clients, providing direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation across diversified strategies, including municipal bonds, preferred equity, and limited alternative investments.

Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

Raymond Sicard III is a CFP® and CFA® credentialed advisor with 11 years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at firms including Ameriprise Financial Services Inc, Facet Wealth, Goodman Advisory Group, and LPL Financial. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs fundamental and technical analysis alongside modern portfolio theory, providing portfolio management, financial planning, and family office services.

Dinghao Jiang is a financial advisor at Downtown Wealth Studios, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Prior to his advisory roles, he spent three years at Babson College. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, and institutional clients, managing portfolios that include equities, ETFs, mutual funds, and bonds. The firm combines fundamental and technical analysis with a long-term investment approach and manages the majority of assets on a non-discretionary basis.

David Mullen is a CFA® charterholder with four years of industry experience. He has been with Little House Capital, LLC since 2020 and previously worked at EntrepreneursShares and the University of Massachusetts Amherst, Isenberg School of Management. Little House Capital, LLC is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients. The firm provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services, using a long-term investment approach that combines fundamental and technical analysis.