Shaun Thompson is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has worked at Peak Financial Management, Inc. since 2017 and previously spent five years at The Colony Group, LLC. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets through model-based investment policies and operates a multi-office structure despite its seven-advisor team size.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual and Fidelity, among other firms. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement consulting. The firm employs a long-term investment approach with customized portfolios and offers fiduciary services including plan design consulting and ongoing investment monitoring.

Paul Lane III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He has prior experience at Morgan Stanley, Merrill, and Securities America Advisors. Outside of advisory work, Mr. Lane is a co-host of both the radio program "The Financial Exchange" and the podcast "Make It Make Cents," where he discusses market trends and financial education. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, macro-driven investment approach and manages approximately $1.67 billion across 14 advisors and 12 offices.

Nicole Heavern is a CFP® professional at Riverview Capital Advisers LLC with nine years of industry experience. She has worked at Riverview since 2020 and previously spent four years at Charles Schwab and Charles Schwab Bank. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios using strategic asset allocation and fundamental analysis and provides comprehensive wealth and family office planning, including bespoke services for ultra-high-net-worth clients.

Michele Cropley is a financial advisor at Armstrong Advisory Group Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Voya Financial and Voya Retirement Advisors for ten years. Outside of advising, she is a yoga instructor and Merit Badge Counselor for Boy Scouts of America, and she hosts the firm’s podcast, "Make it Make Cents," focusing on financial education. Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a long-term, macroeconomic-driven investment approach and operates a multi-office model with a team of 14 advisors managing approximately $1.67 billion in assets.

Alexander Munnell is a Series 65 credentialed financial advisor with 10 years of industry experience. He has been with Clear Brook Advisors, Inc. in Boston, MA since 2013. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers by providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes due diligence on private managers and typically manages client relationships on a non-discretionary basis, while also coordinating private-fund subscriptions and sponsor communications.

Michelle Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Single Point Partners since 2023. Prior to joining Single Point, she worked at Ballentine Partners, LLC for nine years. She is a board member and Investment Committee member of the Maynard Education Foundation, where she helps approve grants and set investment objectives for the organization’s endowment. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and emphasizes a client-focused process that typically includes index-based ETFs alongside other investment vehicles, with a fee structure based on fixed annual fees rather than asset percentages.

Joshua Sedlecky is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Single Point Partners in 2021, he worked at Western Michigan University and Centennial Securities, among other roles. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments by providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and employs a client-centered process that emphasizes index-based ETFs alongside a diversified range of investment vehicles, supported by multi-advisor collaboration.

Kristin Creighton is a financial advisor at DAI Wealth, LLC with eight years of industry experience. She holds Series 63, 65, and 66 licenses. Kristin has worked previously at Concorde Investment Services, LLC, and DAI Securities, LLC, and she operates a separate marketing and branding consulting business for small businesses as a sole proprietor. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including individuals, institutional clients, and retirement plans. The firm combines advisor-led portfolio customization with third-party model solutions and offers investment management across multiple account types and platforms.

Catherine Faddis is a CFA® charterholder and holds a Series 65 license, with 14 years of experience in the financial industry. She is currently with Zevin Asset Management, LLC and has previously worked at Fernwood Investment Management, LLC and Grace Capital. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, non-profits, foundations, and institutional clients, focusing on socially responsible investment strategies. The firm employs a long-only, bottom-up investment approach centered on large global companies, integrating ESG analysis throughout its process, and offers customized accounts as well as model strategies accessible through various third-party platforms.

Adam Dani is a financial advisor at Napier Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at US Wealth Management, Valentinos, Volturno, PFE Advisors, and John Hancock. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most client accounts on a discretionary basis, utilizing a range of investment vehicles tailored to client objectives.

Nicholas Allsop is a CFP® with two years of industry experience, currently serving as an advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Scott DeSantis, Northwestern Mutual Investment Services LLC, PKS Investments, Bosco Crane, and Gilbane Building Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily to high-net-worth individuals, trusts, business entities, and pension plans. The firm employs a long-term, allocation-driven investment approach executed mainly through ETFs and third-party model portfolios, with a focus on tax-aware implementation and retirement plan consulting.

Andre Fernandes is a CFP® with 22 years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked for Weston Financial Group and Weston Securities Corporation for 18 years. Outside of his advisory role, he is an owner and partner in GBH Partners LLC, which is 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 strategies with active management and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Omar Mian is a financial advisor with Compass Capital Corporation, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory work, he occasionally handles life insurance cases through an affiliation with the Moody Street Group, LLC. 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 focuses on asset allocation and portfolio optimization using software-driven techniques and offers both discretionary and non-discretionary portfolio management alongside limited standalone financial planning and retirement rollover advice.

Jeremiah Gallington is a financial advisor at Northstar Asset Management, Inc. in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cable Hill Partners, Fisher Investments, and Natixis Global Asset Management. Northstar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios focused on socially responsible objectives. The firm employs a six-pillar ESG framework combined with a core-satellite investment strategy that includes ETFs, direct indexing, and a concentrated global equity sleeve, managing approximately $806 million in client assets.

Mary Madeline Kelly is a financial advisor at Kelly Financial Services LLC with a Series 65 designation and two years of industry experience. She has been with Kelly Financial Services since 2017 in various roles and also worked at Providence College from 2015 to 2019. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets for about 1,401 client households, focusing on income and capital growth with an emphasis on capital preservation through a mix of equities, fixed income, mutual funds, and ETFs.

Erik Beck is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with Beck Bode Wealth Management since 2016. Outside of his advisory role, Beck works as a trainer for Sugar Hill Fit Body Bootcamp in Georgia. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans with portfolio management, financial planning, and pension consulting. The firm also provides subadviser services to third-party advisers and offers accounting and tax preparation as ancillary services. Its investment approach involves fundamental analysis across multiple strategies, including growth, income growth with dividends, and a short-term options strategy, managing accounts mostly on a discretionary basis under a fiduciary duty.

Denis Rezendes is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Algorithmic Investment Models, LLC since 2020 and previously worked at Beaumont Financial Partners, LLC from 2014 to 2019. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to deliver daily ETF rankings and tactical allocations.

Michael Brady is a financial advisor with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Moody, Lynn & Lieberson, LLC for 11 years. Moody, Lynn, Lieberson & Walker provides investment counseling and portfolio management to individuals, families, trusts, and select institutional accounts, as well as managing private investment funds. The firm employs a multi-factor, global approach focusing on high-quality growth equities and investment-grade bonds, with collective decision-making by an internal investment committee and an employee-owned structure.

George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. 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 low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.