Benjamin Beck is a CFP® with 20 years of industry experience, currently serving at Beck Bode LLC. He has held roles at Compass Rose Private Investment Management since 2023 and has been involved with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2015 and 2016 respectively. Beck also acts as a FINRA arbitrator in Boston. Beck Bode LLC 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 asset allocation based on client goals and risk tolerance.

Olga Okaty is a financial advisor with Centerpoint Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Centerpoint Advisors since 2006 and previously spent five years at Arthur W. Wood Company, Inc. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, offering discretionary investment management alongside financial planning and family office consulting services. The firm emphasizes customized fixed-income strategies, integrates formal family office functions, and manages approximately $731.9 million in client assets.

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.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.

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.

Joseph Rozzi is a financial advisor at Empirical Asset Management, LLC with credentials including Series 65 and Series 63 and one year of industry experience. His prior roles include positions at First Republic Bank and Santander Securities LLC. Rozzi has also worked at Merrimack College. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology and offers multiple model strategies incorporating low-cost ETFs, mutual funds, and select securities.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

Christopher Ray is a CFA® charterholder with 17 years of industry experience. He currently works at Pension & Wealth Management Advisors in Waltham, MA. His prior firms include Boston Partners, Catherine Rotman, Ralph Rotman, Northwestern Mutual Wealth Management Company, Numeric Investors, and Man Investments Inc. Pension & Wealth Management Advisors provides portfolio management and financial planning for individuals, high-net-worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers a range of traditional and alternative investments and customizes portfolios based on each client’s risk tolerance, time horizon, and liquidity needs.

Jared Brock is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with Brock Hill Wealth Management, a team of five advisors based in Newton, MA. His prior experience includes roles at Equitable Advisors LLC, Citizens Investment Services, Citizens Securities Inc, Kaplan Financial Services, and Bearing Point Wealth Partners. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a diverse analytical approach and manages approximately $87 million in client assets across two advising professionals.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Goodman Advisory Group since 2017, also maintaining a role at LPL Financial. 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 primarily long-term investment approach that combines fundamental, technical, and behavioral analysis, offering client-specific strategies and managing portfolios through internal or selected independent managers.

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 previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. 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 employs a long-term, top-down investment approach with tactical adjustments and operates a multi-office model with 14 advisors managing approximately $1.67 billion.

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.

Patricia Welsh is a CFP® professional with 21 years of industry experience. She is currently with Fox Hill Wealth Management, where she has worked since 2022, and has prior experience at Beck Bode Wealth Management and Private Advisor Group, LLC, among others. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting and management, and coordinating estate-planning with third-party specialists. The firm uses an asset-allocation framework that combines passive and active strategies, employing both model portfolios and customized allocations when appropriate.

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.

Jonathan Bloom is a CFP® with 18 years of experience in the financial services industry. He is currently with AAF Wealth Management, LLC, where he has worked since 2016, following prior roles at Santander Securities LLC and Sovereign Bank. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investments, including options and private equity.

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.

Shawn Mauro is a financial advisor with Livelife Capital Partners LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of advising, he is the managing member of Mauro's Café LLC, overseeing its financial operations. Livelife Capital Partners offers discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, alongside alternative instruments, and sponsors its own wrap fee program while utilizing held-away account technology.

Marc Fandetti is a CFP® and CFA® with 13 years of experience in the financial industry. He is currently a financial advisor at Armstrong Advisory Group Inc., where he has worked since 2022. Prior to this, he held roles at Manulife, River and Mercantile, LLC, and Morgan Stanley. Outside of his advisory work, Mr. Fandetti co-hosts a radio program called "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 employs a primarily long-term, macroeconomic-driven investment approach and manages approximately $1.67 billion across 14 advisors and 12 offices.

James Liberman is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. His prior roles include positions at American Trust Investment Services, Revere Securities, and Wells Fargo Advisors. Outside of advisory work, he is an author and serves on advisory boards, including Dynocardia, Inc. and D2 Consulting. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamental, bottoms-up investment approach across multiple strategies and offers customized portfolios tailored to client risk profiles.