Jeffrey Mchale is a financial advisor at Wealth Effects with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Outside of advising, he is licensed as an insurance agent, selling fixed index annuities and term insurance. Wealth Effects is a nine-advisor team that provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to guide investment decisions and manages portfolios including stocks, ETFs, mutual funds, bonds, and option contracts.

Joseph Gauvin is a CFP® professional with 11 years of experience in financial advising. He is currently with Stonehearth Capital Management, where he has worked since 2022. His prior experience includes roles at Sandy Cove Advisors, GW & Wade, and DK Brede Investment Management. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, managing approximately $425 million in discretionary assets. The firm uses model strategies primarily based on ETFs and mutual funds, employing quantitative and qualitative methods, tax-aware techniques, and offers specialized portfolios such as CarbonLITE to address clients’ investment preferences.

Natasha Lamb is a financial advisor at Arjuna Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been involved with Arjuna Capital since 2016. In addition, she is a managing partner and owner of New Summit Investments, LLC, where she is engaged in general business activities related to investment advisory services. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages separately managed accounts and several private funds, employing a strategy that integrates fundamental and technical analysis with sustainability and impact criteria.

Braden Osten is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with Claro Advisors Inc. and has prior experience at NDVR, Inc. and AllianceBernstein L.P. He is temporarily dually registered with NDVR, Inc. during a client transition. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm employs a long-term investment approach with fundamental analysis and offers specialized programs including digital-asset account assistance and proprietary strategies.

William Liberti Jr. is a financial advisor at Wealth Effects with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith Inc. for 15 years. Outside of his advisory role, he teaches sailing to children and serves as treasurer and a board member of the Essex Bay Sailing Club in Essex, MA. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios and offers retirement plan advisory services including investment policy design and participant education.

Rajeev Kotyan is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Innovative Advisory Group since 2008. He is a non-compensated member of the Board of Trustees for the Harrington Park Condominium Association and holds ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group. Innovative Advisory Group is a team of eight advisors providing investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using various analytical approaches and employs multi-office platforms and segmented custody solutions.

Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 credentials with 20 years of industry experience. His work history includes roles at Stonehill College, University of Rhode Island, Accenture, Foresi Consulting, Cantor Fitzgerald & Co, and Janney Montgomery Scott. Marble Harbor provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles, managing approximately $1.32 billion in regulatory assets. The firm emphasizes fundamental analysis and a long-term investment horizon with concentrated portfolios mainly in mid- and large-cap U.S. equities complemented by laddered fixed-income holdings.

Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.

Juan David Ramon Soto is a CFP® professional with two years of industry experience. He is currently with Alliance Private Wealth, LLC and has previously worked at Commonwealth Financial Network, First Republic Private Wealth Management, Northern Trust, and Northwestern Mutual. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a team approach, managing approximately $466 million in assets. The firm focuses on long-term, discretionary portfolio management using diversified, low-cost investment vehicles combined with comprehensive financial planning and specialized exit planning for business owners.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.

Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience and holds the Series 66 designation. He has previously worked at firms including Sapers & Wallack, Lion Street Financial, John Hancock Investment Management Distributors, and Equitable Advisors. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach using various investment vehicles and provides specialized services for plan sponsors including investment due diligence and fiduciary co-services.

Benjamin Waddicor is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, holding a Series 65 designation and having 10 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm employs a GARP-style stock selection process combined with diversified fixed-income allocations and integrates investment management with trustee, estate, tax-related, and real estate management services.

Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.

Gary Mikula is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Mikula serves as a committee member and volunteer for Friends of the Children-Boston, participating in their Budget & Finance and Investment Committees. Birch Hill Investment Advisors provides portfolio management and advisory services primarily to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with ESG integration, focusing on customized portfolios and risk control through diversification.

Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.

Martin Lynn is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Moody, Lynn & Co. since 1991. Lynn is a trustee of Moody, Lynn Associates, the general partner managing India Wharf Limited Partnership. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm manages roughly $2.2 billion in assets using a multi-factor, global growth-oriented investment process and is also notable for managing pooled investment vehicles such as India Wharf Limited Partnership.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.