George Putnam III is a financial advisor with Boston Family Office LLC who holds 32 years of industry experience. He has worked with New Generation Advisors, LLC since 1988. Outside of advising, he serves as president of New Generation Research, Inc., a publishing company where he oversees operations and contributes writing. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages accounts on a discretionary basis, emphasizing fundamental analysis and sector-based research to tailor portfolios to clients' tax situations, income needs, and risk tolerances.

Martin Mont is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. His background includes roles in the US Congress and the Mass Clean Water Trust, as well as teaching at Emmanuel College. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction and offers both discretionary and non-discretionary services.

Charles Mc Donald is a financial advisor at Woodstock Corporation in Boston, MA, holding a Series 65 credential. He has worked in financial and legal roles since 2015, including positions at Babson College, Ropes & Gray, LLC, LexShares, LLC, and PIGA Strategies before joining Woodstock Services Company in 2023. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base including individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm focuses on fundamental research across growth equities and investment-grade debt, tailoring asset allocation to client objectives and providing discretionary portfolio management alongside financial counseling and custody services.

Michael Graham is a financial advisor with Mayport Wealth Management in Newton, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at State Street Bank & Trust, Oakview Group, and the Massachusetts Small Business Development Center. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by providing comprehensive financial planning alongside discretionary investment management. The firm emphasizes low-cost, broadly diversified investments with a goals-based, long-term approach and manages approximately $695 million in client assets across two advisors.

Christie Markham is a financial advisor at Beck Bode LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Bank of America. Markham has been with Beck Bode since 2022. 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, emphasizing dividend-paying equities, and offers tailored allocations based on client goals and risk tolerance.

David Warner is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding 20 years of industry experience. He has been with J.M. Forbes & Co. since 1989. Warner serves as a director on the board of Cambridge Trust Company, participating in compensation, trust, audit, and investment committees. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price investment approach with a core equity portfolio supplemented by diversified fixed income and selective mutual fund and ETF use, alongside trust and estate administration and other financial services.

Robert Bruch Jr. is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Middleton & Company Inc. in Boston, MA. He has been with Middleton & Company since 2015. Middleton & Company manages approximately $1.23 billion on a discretionary basis for individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, delivering tailored investment counseling and ongoing portfolio management. The firm’s investment approach emphasizes fundamental analysis across multiple core strategies and employs tax-sensitive management with regular rebalancing and quarterly reporting.

Robert Sanders is a CFA® charterholder with 18 years of industry experience. He has been with Howland Capital Management, Inc. since 2006. Sanders is based in Boston, MA, and holds the Series 66 license. He is part of Woodstock Corporation, an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a range of clients including individuals, families, and institutions. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, offering tailored asset allocation and a suite of portfolio management and financial counseling services.

James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Brennecke is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Timber Creek Capital Management, LLC since 2008. The firm provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $549 million across about 47 client relationships. Timber Creek employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and periodic portfolio reviews.

Jon Duane is a financial advisor at Brock Hill Wealth Management with one year of industry experience. He is also a partner and owner at Hoye & Duane, PC, a real estate law firm where he reviews contracts and handles closings. Prior to this, he worked at Thomas F. Williams and Associates in a legal capacity. Brock Hill Wealth Management serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental and quantitative analysis, and provides corporate-level consulting services such as tax planning and analysis of corporate structure for business-owner clients.

Benjamin Robinot is a financial advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at 360 Advisory LLC. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Orfi Capital Ltd, an asset management firm in Hong Kong. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management focused on cross-border needs. The firm uses a tailored asset allocation process combining macro analysis with fundamental and technical research and maintains ownership ties to Banque Transatlantique and the Crédit Mutuel group.

Scott Burg is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Tfc Financial Management Inc in Boston, MA. Prior to joining Tfc Financial Management, he worked for twelve years at CIBC Private Wealth. Tfc Financial Management is a fee-only SEC-registered advisory firm that manages approximately $1.78 billion for mainly high-net-worth individuals and nonprofit organizations. The firm uses globally diversified, multi-asset class portfolios combining passive core exposures with select active managers, emphasizing larger account relationships and explicit liquidity guidelines.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm offers both discretionary and non-discretionary portfolio management and tailors its recommendations through a consultative process that considers risk tolerance, time horizon, and client objectives.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and National Planning Corporation. Outside of advising, he is the owner of Belenus Farms LLC, a non-investment-related business. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions, offering access to traditional and alternative investments. The firm customizes portfolios based on fundamental and technical analysis, managing all investments in-house on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

John Reid is a financial advisor with Keenan Financial in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has worked at Keenan Financial since 2018 and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Reid has been involved with Core Lacrosse for over 20 years, where he teaches and coaches youth and high school lacrosse programs. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a variety of strategies including modern portfolio theory and technical analysis.

Robert Roselli is a CFP® professional with 31 years of industry experience. He has been with Peak Financial Management Inc since 2019 and previously worked at AXA Advisors, LLC from 2014 to 2019. Outside of his advisory role, he is a notary public, occasionally providing notary services to clients. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages client assets through model-based investment policies and offers services across multiple offices, supporting a team of seven advisors.

Frederick Pryor is a financial advisor at TFC Financial Management Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with The Financial Collaborative and TFC Financial Management since 1981. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios combining passive and active management, and emphasizes larger account relationships along with explicit liquidity guidelines.