Marilyn Gentilotti is a CFP® professional with 11 years of experience in the financial industry. She is currently with Washington Trust Advisors, where she has worked since 2025. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, Edward Jones, and Merrill. Outside her advisory work, she operates a bookkeeping and tax service business on a limited basis. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional clients. The firm employs a comprehensive investment process that includes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

Mark Fiskio is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Asset Management since 2010. He previously worked at Race Rock Capital LLC from 2016 to 2017. Fiskio is also a manager and member of Empirical Fiscal Partners, an entity serving as general partner of a private fund. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and institutional clients. The firm employs a rules-based, long-term investment approach using proprietary methods and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Mark Barry is a financial advisor at Centerpoint Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Arthur W. Wood Company, Inc. since 2015 while also being with Centerpoint Advisors since 2012. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside financial planning, family office, and consulting services. The firm employs a mix of ETFs, mutual funds, individual securities, and a dedicated fixed-income approach, integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Nicholas Dutter is a financial advisor at Commons Capital, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TRUIST Investment Services, Inc., ABS Global Investments, and Natixis Global Asset Management. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term investment process grounded in Modern Portfolio Theory and combines quantitative, fundamental, and technical analysis with a risk management discipline that includes position-size limits, daily monitoring, and hedging strategies.

Philip Swisher is a financial advisor at Trevián Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Trevián Wealth Management since 2015. Outside of his advisory role, he is the managing member of Trevian Equity Partners LLC, which manages an investment in a privately held company. Trevián Wealth Management serves individuals, high-net-worth clients, businesses, and pension plans, managing approximately $549.9 million on a discretionary basis. The firm emphasizes long-term asset allocation with a focus on low costs and customized portfolios that include a range of investment types, including private investments and derivatives.

Denis Higgins is a financial advisor at Montis Financial, LLC in Waltham, MA, holding CFP®, CFA®, and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Anokiwave Inc and EWM Wealth Management, where he worked for over two decades. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.

Rose Thompson is a financial advisor at Commons Capital, LLC with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., LLC and Mutual Securities, Inc. She has been with Commons Capital Advisors, LLC since 2012. Commons Capital is a team-based, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm manages approximately $307 million in assets and employs a long-term investment approach grounded in Modern Portfolio Theory, combining quantitative, fundamental, and technical analysis with a structured risk management process.

Sara Daly is a financial advisor at Beck Bode LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fairfield University, Dedham Country and Polo Club, and Westwood High School. 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 to tailor investments according to client goals and risk tolerance.

Myra Tucker is a CFA® charterholder with over 25 years of industry experience, currently serving as an advisor at Washington Trust Advisors. She previously worked at Fidelity Investments for 23 years and was a minority shareholder in software company Fispoke Inc. Additionally, she serves as a Board Trustee and Investment Committee Member for the Wellesley Scholarship Foundation, a nonprofit organization. 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 and offers a focused thematic equity strategy, operating as a wholly owned subsidiary of The Washington Trust Company.

John Malone III is an advisor at APEX Investment Group with one year of industry experience. Prior to joining APEX, he worked at Anomaly CPA and Tetzel Law LLC. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning with a focus on customized, long-term portfolios primarily composed of diversified mutual funds and ETFs.

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.

Marc Berman is a Certified Financial Planner® with 22 years of industry experience, currently serving as an advisor at Colman Knight Advisory Group, LLC since 1999. He holds the Series 63 designation and works within a team of five advisors based in Acton, MA. Colman Knight Advisory Group provides financial planning, investment management, and consulting services to individuals—including high-net-worth clients—charitable organizations, and corporations. The firm employs a fundamental, global buy-and-hold investment approach supplemented by technical and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and non-investment consulting.

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.

Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

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.

Francis Finn is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He is currently with Alta Wealth Advisors LLC and has previously worked at LPL Financial, LLC for over two decades. Finn provides investment advisory services through Alta Wealth Advisors, an independent registered investment advisor. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies tailored to each client’s goals and risk tolerance.

David Manteau is a CFP® and CFA® with 16 years of industry experience. He is a financial advisor at Colman Knight Advisory Group, LLC, where he has worked since 2022. His prior experience includes roles at Prudential Insurance Company of America, MassMutual, and MetLife Securities. Outside of his advisory work, Mr. Manteau serves as a Subject Matter Expert and Adjunct Professor at Boston University Center for Professional Education, teaching CFP courses. Colman Knight Advisory Group serves individuals, charitable organizations, and corporations with comprehensive financial planning, investment management, and consulting. The firm employs a fundamental, global buy-and-hold investment approach tailored through customized Investment Policy Statements and conducts at least semi-annual portfolio reviews.

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.