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.

Rosalie Cryan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. She has been with Goodman Advisory Group, LLC since 2019 and previously worked at LPL Financial, LLC, Boston College, and Goucher College. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm’s four-advisor team manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management alongside standalone financial planning and consulting services.

Warren Mulhern is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His previous roles include three years at HJ SIMS & Co. and a two-year career break prior to joining Empirical in 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to build diversified portfolios from low-cost ETFs, mutual funds, and select individual securities.

James Bode is a financial advisor at Beck Bode LLC in Dedham, MA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Compass Rose Private Investment Management since 2023 and has been with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2016 and 2015, respectively. Beck Bode Wealth Management, LLC is a part owner of Boston Retirement Advisors, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a short-term, high-leverage options approach, tailoring allocations to client goals and risk tolerance.

John Mulligan is a financial advisor with Johnson Brunetti, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Investments and Cambridge Savings Bank. He also has teaching experience from Concord Carlisle High School and Providence College and was involved with Patriot Hoop Clinics for five years. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and customized portfolio management aligned with clients’ risk tolerances.

Lori Patterson is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding a Series 66 designation and 23 years of industry experience. She has worked at Centerpoint Advisors since 2012 and previously at Arthur W. Wood Company, Inc. since 2016. Outside of her advisory role, she works as a hostess at Lafayette House, a restaurant in Foxborough, MA. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm emphasizes a fixed-income focus and integrates family-office style services within its wealth management program.

Patrick Kearney is a financial advisor at Brock Hill Wealth Management with two years of industry experience. He serves as a professor at Massachusetts Maritime Academy and is the owner of a fishing charter business. Kearney also holds positions as a state representative for the 4th Plymouth District in Massachusetts and as an officer in the U.S. Navy Reserve. Brock Hill Wealth Management serves individuals, trusts, corporations, and retirement plans, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and provides corporate-level consulting alongside traditional advisory services.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. 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, including an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Jamal Khatib is a financial advisor at Hoopoe Advisors in Boston, MA, with six years of industry experience. He holds the Series 66 designation and has worked previously at Boston Consulting Group, BMO Capital Markets, and the U.S. Embassy in Qatar. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, using tailored investment strategies that include a mix of mutual funds, ETFs, equities, fixed income, and alternative investments. The firm also serves charitable organizations, small businesses, and pension/retirement plans.

Mohammad Kaleem is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Hoopoe Advisors since 2016 and was previously with LPL Financial for one year. Kaleem is also a co-founder and managing partner of Strengthening Families & Communities, LLC. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm uses tailored investment strategies incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, with regular account reviews and tax-efficient management.

Max Levine is a financial advisor at Woodstock Wealth Management, Inc. with four years of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside finance, such as with Konica Minolta Business Solutions and 6ONE7 Productions. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment vehicles and strategies and offers a performance-fee program alongside standard AUM arrangements.

Shane Kelly is a CFP® and CFA® with five years of industry experience. He is currently an advisor at Mayport Wealth Management, where he has worked since 2023. His prior experience includes roles at HarbourVest Partners and Putnam Investments, as well as positions outside the financial sector at the Suffolk District Attorney's Office and with the Boston Red Sox. Mayport Wealth Management provides comprehensive wealth management services to individuals, corporations, trusts, and estates. The firm focuses on goals-based financial planning combined with discretionary investment management, emphasizing low-cost, broadly diversified funds and a long-term investment approach.

James Williams is a financial advisor at Hoopoe Advisors with 13 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2012 to 2017. Additionally, he operates James A Williams & Co. LLC, where he provides accounting services and occasionally offers clients advice or products from this activity. Hoopoe Advisors serves primarily individual and high-net-worth clients, as well as charities, small businesses, and self-trusteed pension plans. The firm provides comprehensive wealth management, including financial planning, retirement-plan advisory, and portfolio management, using a personalized investment approach that incorporates fundamental, technical, and cyclical analysis across various asset classes.

David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Jonathan Straus is a financial advisor with Commons Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Commons Capital since 2012 and also worked at Mutual Securities, Inc. and Leigh Baldwin & CO., LLC. Straus is a founding principal of Commons Capital, where he remains actively involved in the firm's operations. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment approach incorporating Modern Portfolio Theory, various analytical methods, and a formal risk management discipline, including the use of derivatives and margin for hedging purposes.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.