Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Heritage Financial Services, LLC for 18 years before joining Great Oak Capital Partners, LLC, where he is part of a five-advisor team. Great Oak Capital Partners is a SEC-registered advisory firm serving individual and institutional retirement-plan clients with services that include wealth management, financial planning, portfolio management, and trust and estate advisory. The firm uses an evidence-based investment approach focusing on low-cost, diversified funds, regular rebalancing, and a long-term orientation while allowing tactical adjustments as needed.

Sanjeev Yadav is a financial advisor at Rose Capital Advisors, LLC with two years of industry experience. He is the founder and CEO of Banyan Tree Global LLC, a management and strategic consulting firm based in Boston. Yadav also serves on the Board of Trustees for Bunker Hill Community College and the Board of Directors for Commonwealth Corporation of Massachusetts, a quasi-public agency under the state's Executive Office of Labor and Workforce Development. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a bottom-up, fundamental investment approach and sponsors private fund-of-funds while offering both discretionary and non-discretionary portfolio management.

Lisa Supple is a financial advisor at Woodstock Corporation with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Laurel Capital Advisors, LLP and Boston Safe / Mellon Bank, N.A. She is based in Boston, MA. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, tailoring asset allocation to client objectives across various strategies, and offers affiliated tax and accounting services for separate fees.

Alec Root is a CFA® charterholder with three years of industry experience. He has been with D.B. Root & Company, LLC since 2022 and previously held roles at the Kellogg School of Management at Northwestern University and Cambridge Associates. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, and endowments. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, employing a multi-advisor team approach with tailored asset allocation strategies and ongoing portfolio monitoring.

Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 63 designation with 15 years of industry experience. He has been with J.P. Marvel Investment Advisors, Inc. since 2007. Outside of his advisory role, he is a member of Yosemite Valley, LLC, which is involved in the rental of residential real estate. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.

Scott Chaisson is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass Capital Corporation and Compass Securities Corp since 2015. Outside of his advisory role, he serves as president of Compass Securities Insurance Agency, which is licensed to sell life insurance and annuities. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios through a combination of ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

William Sylvia Jr. is a CFP® and Series 66 credentialed advisor with 19 years of experience. He has been with Great Oak Capital Partners, LLC since 2015. Great Oak Capital Partners is a SEC-registered advisory firm that provides wealth management, comprehensive financial planning, portfolio management for individuals including high-net-worth clients, trust and estate advisory, and retirement plan advisory services. The firm employs an evidence-based investment approach focused on low-cost, diversified mutual funds and ETFs, regular rebalancing, and long-term orientation, serving both individual and institutional clients.

David Walker is a CFA® charterholder based in Boston, MA, with eight years of industry experience. He previously worked at Cambridge Trust Company for 11 years before joining Moody, Lynn, Lieberson & Walker, LLC. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions. The firm employs a multi-factor, global growth-oriented investment process focused on concentrated equity portfolios and high-quality fixed income, managing approximately $2.2 billion in assets.

Frank Mahoney is a financial advisor at WinCap Financial LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining WinCap Financial, he worked at RSM US LLP and McGrath & Associates. He also has experience outside finance, including roles at Endicott College and Worldwide Golf Shops. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term oriented portfolios while trading tactically based on market conditions or client needs.

Gregory Workman is a financial advisor with Kelly Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Financial Compass Group, Equitable Advisors, and New York Life Insurance Co. Since 2019, he has also worked as a rideshare driver for Lyft, Inc. Kelly Financial Services provides wealth management and financial planning to individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages client portfolios primarily on a discretionary basis, utilizing individual equities, fixed income, mutual funds, and ETFs with a generally long-term investment horizon and periodic tactical adjustments.

John Coyne is a Certified Financial Planner® with 36 years of industry experience. He is currently with Compass Capital Corporation and Compass Securities Corporation and previously worked for Winslow, Evans & Crocker, Inc. for 17 years. Coyne is based in Braintree, MA. 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 emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques to construct diversified portfolios.

Marc White Jr. is a financial advisor at Clarendon Private LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookline Bancorp, Ethic, A Wealth Bank, and J.P. Morgan Trust Company. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, focusing on discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using a combination of fundamental and technical analysis across diversified asset classes.

Robert Fogarty is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and over 30 years of industry experience. He has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor since 1992. Compass Capital Corporation provides financial planning and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and manages portfolios directly or through sub-advisors.

Jakob Rainsford is an investment adviser representative at Keenan Financial with a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he held various roles including multiple positions at the University of Maine and work with the Department of Conservation and Recreation. Outside of his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management alongside financial planning and tax-preparation services. The firm employs a documented risk-profile approach to tailor portfolios, utilizing a mix of ETFs, mutual funds, equities, fixed income, and insurance-based annuities.

Devin O'Rourke is a financial advisor at O'Rourke & Company, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Investment Management and Cetera Advisors prior to joining O'Rourke & Company, where he has been since 2017. Outside of his advisory role, he is also a licensed agent for fixed insurance products and serves as a notary public. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios and offers ongoing portfolio management and retirement-plan advisory support.

Jonathan Creighton is a financial advisor at DAI Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Concorde Asset Management and Sourcenet Investment Services. Outside of advisory work, he is involved in real estate brokerage and financial commentary through related business activities. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines advisor-led customization with third-party model portfolios and provides services such as investment management, financial planning, and retirement-plan advisory.

Peter Disch is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Great Point Wealth Advisors, LLC since 2008 and also has a longstanding affiliation with IDS Life Insurance Company. Great Point Wealth Advisors offers fee-only wealth management, financial planning, and discretionary investment management services for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis investment approach, constructing diversified portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for select clients.

Spencer Henderson is a ChFC® with three years of industry experience, currently serving as an advisor at Aequitas Investment Advisors, LLC. He has been with Aequitas since 2007, contributing to the firm's multi-advisor team based in Hingham, MA. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, charitable foundations, and non-profit organizations. The firm manages approximately $826 million with a client-driven, non-discretionary investment approach that emphasizes long-term asset allocation, regular rebalancing, and both comprehensive and focused financial planning.

Elizabeth Colt is a Series 65-licensed financial advisor at J.M. Forbes & Co. LLP with six years of industry experience. She has been with J.M. Forbes since 2020 and is also the managing member of Woods Hole Inn LLC, a hospitality group on Cape Cod. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price (GARP) investment approach with a long time horizon, combining core equity holdings with diversified fixed-income allocations and selective use of mutual funds and ETFs.

Laura Daniels is a CFP® with four years of experience and is a member of the Balanced Rock Investment Advisors team in Roslindale, MA. She has been with Balanced Rock since 2018. Prior to her advisory career, she operated Laura Daniels Acupuncture for over two decades. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with wealth management, financial planning, and portfolio management. The firm uses a long-term, diversified core-satellite investment approach that incorporates fundamental and quantitative analysis, direct indexing, tactical adjustments, and offers a values-based ESG strategy.