Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.

Adrian Davies is a CFA® charterholder with 11 years of industry experience, currently serving at Woodstock Corporation in Boston, MA. He has been with Woodstock Corporation since 2003, contributing to the firm’s investment advisory services. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals and families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, with asset allocation tailored to varied client objectives, and offers additional tax and accounting services through affiliated entities.

Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.

Christopher Mikus is a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA, holding CFP® and CFA® designations with five years of industry experience. He serves on the investment committee of Saint Francis House, a nonprofit focused on aiding the poor and homeless, and holds leadership roles as Director, Treasurer, and Finance Committee member at the Canton Historical Society. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, and long-term investment approach that integrates ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small advisory team, offering customized portfolios and coordinating with clients’ broader financial professionals.

Matthew Simmons is a CERTIFIED FINANCIAL PLANNER™ practicing at Peddock Capital Advisors, LLC with 18 years at the firm and a total of 10 years of industry experience. He also acts as a licensed insurance agent providing non-variable insurance policies. Peddock Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, managing approximately $836 million in client assets across 170 relationships and offering comprehensive wealth management services that include family-office bill-pay.

Warner Wayne III is a financial advisor at Wealth Effects with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wealth Effects in 2022, he worked at Ameriprise Financial Services LLC, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He serves as secretary on the executive board of the Great Blue Hills Power Squadron, a safe boating education organization. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a combination of fundamental and technical analysis to build primarily long-term portfolios, managing approximately $472 million across multiple offices.

Joseph Stowell IV is a financial advisor at Rise North Capital Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, serving also as a 3(21) fiduciary for retirement plans. The firm employs a co-advisor model where it retains discretionary authority but delegates trade execution, and it offers public educational workshops alongside multi-tier financial planning.

Sara Thomson is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with three years of industry experience. Her prior roles include four years at Corrigan Financial Inc. and seven years with the Newport County Chamber of Commerce. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client interviews to establish customized asset allocations and uses a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while delivering multi-advisor support and comprehensive financial planning through its Wealth Logistics service.

Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Davinci Capital since 2005 and is also involved with The CIP Group, where he operates as an insurance agency agent. Davinci Capital Management serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and the option to work with third-party money managers. The firm operates largely on a non-discretionary basis with a range of analytical techniques to tailor investment strategies.

Brian Keenan is a CFP® with 12 years of industry experience, currently serving at Keenan Financial since 2016. He previously worked at McAdam LLC and VOYA Financial Advisors, Inc. Keenan is also an independent licensed insurance agent outside of his advisory role. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations across various investment vehicles, operating in both discretionary and non-discretionary capacities.

Christopher Griffith is a CFP® with 25 years of industry experience. He currently serves at Stablepoint Partners, LLC and has prior experience with Morgan Stanley Private Bank, N.A. and Morgan Stanley. He is also a licensed insurance professional. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using discretionary portfolio management and conducts ongoing monitoring with formal annual reviews.

William Kelly Jr. is a financial advisor at Kelly Financial Services LLC in Braintree, MA, holding a Series 65 designation with no prior industry experience. His work history includes roles in education and retail rental, alongside his current advisory position since 2018. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages portfolios mainly on a discretionary basis, utilizing equities, fixed income, mutual funds, and ETFs with long-term holdings and occasional tactical adjustments.

Thomas Stakem Jr. is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Woodstock Corporation since 2003. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes fundamental research in high-quality growth equities and investment-grade debt, offering portfolio management and financial counseling tailored to client objectives, along with affiliated tax and accounting services.

Jenna Israni is a ChFC® credentialed advisor at TFC Financial Management Inc with six years at the firm and a total of ten years in the financial industry. Her prior experience includes roles at Morana Law Office, LLC and TIAA Kaspick. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios using a combination of passive and active strategies, emphasizing larger account relationships and integrating Sustainable/Responsible/Impact investing options.

John Fasciano is a financial advisor with New World Advisors LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Terranova Capital Equities Inc., Contravisory Investment Management, and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products through various companies. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes a long-term, fundamental analysis-driven investment approach, using diversified, low-cost funds and customized portfolios tailored to clients’ goals and risk tolerance.

Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.

Zachary Ciampa is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2023. His prior experience includes roles at John Hancock and Charles Schwab. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term oriented portfolios while allowing tactical trading based on market conditions or client needs.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.