Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA, since 2004. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security analysis, tailoring portfolios to clients’ specific liquidity, tax, concentration, and cash-flow needs.

Thomas Wade is a CFP® with 26 years of experience in the financial industry. He has spent his entire career at Devonshire Asset Management, Inc. from 1999 to 2025. Wade is based in Waltham, MA, and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a team-based firm that provides portfolio management and financial planning services to a diverse range of clients including individuals, high-net-worth clients, institutions, trusts, estates, and charitable organizations. The firm offers customized portfolios using a combination of fundamental, technical, top-down, and bottom-up analysis, managing approximately $530 million in assets with direct investment management and access to complex investment strategies.

Steven Goodman is a CFP® with 37 years of experience in financial advising. He is the principal of Goodman Advisory Group, LLC, where he has worked since 2017, following over two decades operating as a registered investment advisor under his own name and more than 30 years affiliated with LPL Financial. Goodman also volunteers to teach retirement-planning seminars and talks without compensation. Goodman Advisory Group is a four-advisor firm managing approximately $370 million for around 430 clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers customized investment management and comprehensive financial planning, employing a generally long-term approach with discretionary portfolio management and standalone financial consulting.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.

Seth Corkin is a CFP® and ChFC® with 10 years of industry experience. He is currently with May Hill Capital, LLC and also operates Corkin Tax LLC, providing tax preparation and compliance services. He serves as a Board Member at Large for the Financial Planning Association of New England, contributing to the organization’s strategy and member programming. May Hill Capital is an SEC-registered adviser serving high-net-worth individuals, trusts, estates, endowments, and businesses with investment management and financial planning. The firm manages approximately $381 million in client assets, focusing on portfolios of individual equities and ETFs with a long-term orientation supplemented by fundamental and technical analysis.

Jennifer Christenson is a financial advisor at Pension & Wealth Management Advisors in Waltham, MA. She holds a Series 65 designation and joined the firm in 2026. Prior to her current role, she worked at South Shore YMCA and held positions at Kuehne and Nagel and Expeditors International. Pension & Wealth Management Advisors offers portfolio management and financial planning services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm manages approximately $530 million in assets, employing both traditional and alternative investment strategies tailored to client-specific risk tolerance and objectives.

Robert Pajak is a CFP® professional with 19 years of industry experience, currently affiliated with First Affirmative Financial Network LLC. He has worked at First Affirmative since 2007 and at Ameritax Professionals, Inc. since 2009. He is also a licensed independent insurance agent authorized to sell insurance products through various companies. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets through a team of 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary model portfolios and stewardship practices.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at The Bulfinch Group, Transamerica Capital Inc, and Source in Bulk. Beck Bode serves individuals, families, and institutional clients such as 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis across multiple strategies, offers discretionary management, and provides ancillary services including tax and accounting on a case-by-case basis.

Michael Mcintosh is a CFA® and holds a Series 66 license with 14 years of industry experience. He is currently with Argonautica Private Wealth Management, Inc and has previously worked at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, and Cross Financial Services Corporation. Outside of his advisory role, he serves as an unpaid trustee for a condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses with investment management, independent manager selection, financial planning, and retirement plan services. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach that combines active and passive strategies.

Christina Mitkonis is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. She is currently with Financial Foundations, Inc., a team-based firm located in Southborough, MA, and has been associated with Commonwealth Financial Network and Bentley University’s McCallum Graduate School of Business since 2011. Outside of financial advising, she is involved with Jumbo Donuts, a business she has been connected with for over 20 years. Financial Foundations provides comprehensive financial planning and non-securities advice focused on budgeting, tax and retirement planning, education funding, estate analysis, and benefit reviews. The firm does not manage client assets or maintain custody of funds, emphasizing individualized, planning-only services with coordination of tax and estate recommendations alongside outside professionals.

Gary Raymond is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is a commissioned notary in Massachusetts. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profit organizations, foundations, and businesses. The firm manages approximately $533 million across about 109 client relationships using a combination of active and passive strategies tailored to risk and tax considerations.

Russell Almstrom is a financial advisor at AAF Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Clinton Savings Bank. Outside of his advisory role, he is involved in managing a rental property in Kissimmee, Florida. 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 manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Emily Levine is a financial advisor at AAF Wealth Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at AAF Wealth Management since 2019, including her current role starting in 2024, as well as prior experience at Financial Foundations. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and institutions through asset management, financial planning, and pension consulting. The firm emphasizes asset allocation and uses a rules-based fund manager selection process with both quantitative and qualitative analysis, offering portfolios that include stocks, bonds, ETFs, options, and private equity, along with tax-aware investment considerations.

Brian Doherty is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Balanced Rock Investment Advisors, where he has worked since 2022. His prior experience includes roles at Honest Asset Management LLC, Liberty Mutual Insurance, and State Street Bank. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions, providing wealth management, portfolio management, financial planning, and consulting. The firm employs a long-term, broadly diversified core-satellite approach and offers a values-based strategy incorporating ESG research alongside traditional value investing.

Beth Price is a financial advisor with Beck Bode LLC in Traverse City, MI. She holds a Series 65 designation and has been in the industry since 2022. Prior to joining Beck Bode, she worked at Intentional Wealth Advisors from 2018 to 2022 and spent ten years at Traverse City Christian School. 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 customized asset allocation based on client goals and risk tolerance.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

Amy Alpert is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2019 and previously at R Miller and Associates and New England Private Wealth Advisors. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, foundations, and charitable organizations. The firm emphasizes long-term, after-tax, risk-adjusted returns through tailored portfolio management and utilizes mutual funds, ETFs, separately managed accounts, and third-party sub-advisers.

Neel Tiku is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Peak Financial Management Inc since 2007. 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 and uses model-based investment policies with ongoing advice tailored through asset allocation and mutual fund/ETF analysis.

Kathleen Smith is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Washington Trust Advisors, where she has worked since 2022. Prior to joining Washington Trust Advisors, she was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm employs tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.