Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

Joshua Smith is a Series 65-licensed financial advisor at Kelly Financial Services LLC with two years of industry experience. Prior to joining Kelly Financial Services, he worked at SHP Wealth Management and SHP Financial. Outside of finance, he has experience working in the restaurant industry. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages about $623.6 million in assets across roughly 1,401 client households, using a combination of discretionary portfolio management, non-discretionary guidance, individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors.

Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Joseph Rozzi is a financial advisor with Empirical Asset Management, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at First Republic Bank, Santander Securities LLC, and Santander Bank, NA. Empirical Asset Management provides discretionary investment management services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology and manages multiple model strategies incorporating low-cost ETFs, mutual funds, and select individual securities.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, LPL Financial, and Goodman Advisory Group since 2017. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses through discretionary portfolio management and financial planning services. The firm employs a long-term investment approach that combines fundamental, technical, and behavioral analysis while sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Philip Boncaldo is a financial advisor with Compass Capital Corporation in Quincy, MA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been associated with Compass Securities Corp since 2000 and has operated Philip B. Boncaldo & Associates, Inc. since 1992. Outside of his advisory work, he is involved in the daily management and ownership duties of a family residential real estate investment trust. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process focuses on asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, offering both discretionary and non-discretionary portfolio management.

Michael Armstrong is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding a Series 66 credential and 12 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for nine years. Outside of advising, Mr. Armstrong co-hosts a radio program called "The Financial Exchange" and occasionally provides investment and economic commentary on local television. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with tactical adjustments and manages approximately $1.67 billion through a team of 14 advisors across 12 offices.

William O'Connor is a financial advisor at Armstrong Advisory Group Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Mr. O'Connor is also a licensed insurance agent. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for around 1,489 clients through a team of 14 advisors across 12 offices and employs a primarily long-term, top-down investment approach with tactical adjustments and a quarterly review by an investment committee.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

William Sullivan III is a financial advisor with Next Level Private LLC in Milton, MA and holds 13 years of industry experience. He has been associated with Next Level Private since 2022 and has operated Sullivan Insurance, Inc. since 1987. Sullivan serves as a board member of the Milton-Fuller Housing Agency, an over-55 housing community. Next Level Private LLC offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and tactical strategies, while maintaining frequent client contact and formal portfolio reviews.

Roberto Pandolfi is a CFP® professional with six years of experience, currently serving at Peak Financial Management Inc. His prior roles include positions at the Law Office of Rita Sud and Northeastern University. He is also a licensed notary public in Massachusetts. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages over $500 million in discretionary assets using model-based investment portfolios and offers advice through a combination of asset allocation and trading strategies.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Patricia Welsh is a CFP® professional with 21 years of experience in the financial services industry. She has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode Wealth Management, Private Advisor Group, LPL Financial, and Compass Capital Corporation. Fox Hill Wealth Management is a fee-only firm serving individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a combination of passive and active investment strategies within an asset-allocation framework and provides financial planning, investment management, and retirement plan consulting services.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.

Scott Wilson is a financial advisor at Armstrong Advisory Group Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Securities America. Wilson is also a licensed insurance agent and co-hosts the firm’s educational podcast, "Make it Make Cents." Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm’s investment approach is long-term and driven by macroeconomic asset allocation, with active oversight from an investment committee and a multi-office team of 14 advisors.

Christian Roy is a financial advisor with Rise North Capital Investment Advisors who holds the Series 65 designation and has two years of industry experience. Prior to his advisory role, he worked in various positions including at Sal's Pizza and Market Basket. Roy is also involved with Foundations Investment Advisors during a client transition period. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates a co-advisor model that emphasizes customized portfolio proposals, regular reviews, and public educational workshops on financial topics.

Marc Fandetti is a financial advisor at Armstrong Advisory Group Inc. with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Manulife, River and Mercantile, LLC, Morgan Stanley, and Voya Retirement Advisors. Outside of his advisory role, Mr. Fandetti co-hosts the radio program "The Financial Exchange," where he discusses market and economic developments. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion across 12 offices through a team of 14 advisors, focusing on long-term portfolio construction guided by macroeconomic asset-allocation decisions and tactical adjustments.