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 CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Compass Capital Corporation and Compass Securities Corporation since 2022, and has prior experience at Winslow, Evans & Crocker, Inc. from 2004 to 2021. Compass Capital Corporation provides portfolio management and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization, utilizing ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

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 at Compass Capital Corporation with 31 years of industry experience. He holds a Series 63 designation and has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, typically using ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

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 with DAI Wealth, LLC in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at DAI Securities, LLC since 2020 and previously spent eight years at Concorde Asset Management, LLC. Outside of advisory work, he is involved in real estate brokerage and consulting through Jack Creighton Real Estate Brokerage & Consulting and contributes business and financial commentary via S-NET-INVEST. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, and charitable organizations. The firm employs a multi-advisor platform, uses both fundamental and technical analysis in portfolio management, and offers a range of investment vehicles and retirement plan services.

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.

David Donahue is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot, Inc. alongside Eagleclaw since 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various advisory arrangements. The firm employs a non-consensus, contrarian investment approach that combines fundamental analysis with a technical overlay and integrates tax considerations and portfolio diversification.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.

Jeffrey Bernier is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2015. 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 manages approximately $1.67 billion across about 1,041 client accounts with a six-advisor team, employing a GARP-style stock selection process combined with diversified fixed-income allocations and extensive trustee, estate, and tax-related services.

Paul Reardon is a CFP® with 34 years of industry experience, currently serving at Investment Advisory Group LLC in Hanover, MA. He has been with Investment Advisory Group since 2004 and previously worked at Cetera Advisors LLC. Outside of his advisory role, he is president of the Boys & Girls Club of Marshfield, overseeing the board of directors and collaborating on governance matters. Investment Advisory Group LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team-based approach grounded in Modern Portfolio Theory and behavioral finance, managing diversified portfolios primarily composed of mutual funds, ETFs, and fixed income.

Eugene Clapp is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 31 years of industry experience. He has been with Penobscot since 1988. Outside of his advisory role, he serves as a director at King Spruce Co., Union Boat Club, Nantucket Yacht Club, and Penobscot Capital Investment Co. Penobscot Investment Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm emphasizes diversified equity holdings with a focus on dividend-growth companies and uses ESG screening tools as part of its investment process.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

Nicholas Fitzgerald is a CFA® charterholder with five years of industry experience. He is currently with Moody, Lynn, Lieberson & Walker, LLC, where he has worked since 2020. Prior to that, he held roles at Cambridge Trust Company and ALPS, a DST Company. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, and institutional investors. The firm employs a multi-factor, global growth-oriented investment approach and manages approximately $2.2 billion in assets across just under 500 client accounts.