Thomas Stakem Jr. is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. He has been with Woodstock Corporation since 2003 in Boston, MA. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes fundamental research on high-quality growth equities and investment-grade debt, tailoring asset allocation to client objectives across a range of strategies, and offers affiliated tax and accounting services for separate fees.

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.

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.

Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

George Ferrel is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Bank and Trust Company, and First Citizens Bank. Outside of advising, he is an investor in Wooden Leg LLC, which operates the Nautilus restaurants in Boston and Nantucket. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a mix of active and passive strategies with ESG screening and derivative instruments, and participates in the Dynasty network to offer access to separately managed accounts and unified managed accounts.

Scott Facchetti is an investment advisor with Flagship Wealth Advisors, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been involved with firms including Royal Alliance Associates, Advest, Inc., Facchetti & Facchetti, Ltd., and L&S Financial Services, Ltd. Outside of his advisory role, he partners in Facchetti & Facchetti, Ltd., providing tax advice, accounting, payroll, and business consulting services. Flagship Wealth Advisors, LLC offers investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios with ongoing supervision, utilizing third-party planning tools and independent managers for some mandates.

Todd Wetzel Jr. is a financial advisor at Claro Advisors Inc. in Boston, MA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Morgan Stanley. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm combines fundamental analysis with tactical reallocations and employs AI tools and proprietary strategies to manage portfolios, including pooled investment vehicles for qualified investors.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

Gregg Semprucci is a ChFC®-designated financial advisor with 38 years of industry experience, currently serving at Davinci Capital Management, Inc. since 2007. Prior to his advisory role, he has involvement in insurance services through Comprehensive Insurance Providers Group. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation, retirement plan consulting, and may use a range of analysis techniques while operating primarily on a non-discretionary basis.

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.

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, holding a Series 65 designation and 21 years of industry experience. He has been with Family Fiduciary Services since 2007 and previously operated Grey Investments from 2003 to 2019. Grey also serves as president of Family Fiduciary Services, overseeing daily 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, foundations, and plan sponsors. The firm acts as a corporate trustee and offers additional services such as bill-paying and tax organization, emphasizing long-term asset allocation, diversification, and tax sensitivity through an investment committee-managed 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 with Trust Advisory Group Ltd in Reading, MA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Advisory Group Equity Services and StoneX Securities Inc. Trust Advisory Group, Ltd provides discretionary and non-discretionary investment management, financial planning, and consulting services to both individual and institutional clients, including retirement plan sponsors. The firm utilizes a combination of proprietary model portfolios, advisor-managed accounts, and third-party money managers, leveraging platforms such as Envestnet and Advyzon to support portfolio implementation.