Jon Duane is a financial advisor at Brock Hill Wealth Management with one year of industry experience. He is also a partner and owner at Hoye & Duane, PC, a real estate law firm where he reviews contracts and handles closings. Prior to this, he worked at Thomas F. Williams and Associates in a legal capacity. Brock Hill Wealth Management serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental and quantitative analysis, and provides corporate-level consulting services such as tax planning and analysis of corporate structure for business-owner clients.

Benjamin Robinot is a Series 65-licensed advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He previously worked at 360 Advisory LLC for eight years. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Hong Kong-based asset management firm Orfi Capital Ltd. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, managing approximately $879 million across 400 client relationships. The firm specializes in discretionary and non-discretionary portfolio management focused on cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.

Scott Burg is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Tfc Financial Management Inc in Boston, MA. Prior to joining Tfc Financial Management, he worked for twelve years at CIBC Private Wealth. Tfc Financial Management is a fee-only SEC-registered advisory firm that manages approximately $1.78 billion for mainly high-net-worth individuals and nonprofit organizations. The firm uses globally diversified, multi-asset class portfolios combining passive core exposures with select active managers, emphasizing larger account relationships and explicit liquidity guidelines.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm offers both discretionary and non-discretionary portfolio management and tailors its recommendations through a consultative process that considers risk tolerance, time horizon, and client objectives.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Outside of his advisory role, he is the owner of Belenus Farms LLC and serves as Director of Sales at MassPay, where he manages a team selling HR and payroll services. Pension & Wealth Management Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million, offering customized investment strategies across traditional and alternative assets, with most accounts managed directly and often on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

Dennis Follmer is a financial advisor at Montis Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montis Financial since 2022, following prior roles at 55IP and Tetrem Capital Management. Montis Financial provides comprehensive financial planning and investment management services for individual, high-net-worth, and institutional clients, employing a range of investment instruments and specialized strategies while maintaining distinct operational practices such as use of Dimensional Fund Advisors funds and governance over AI tools.

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

Jacob Ciechon is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 license and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and has business experience with GC & Sons Dock Equipment. Outside of advisory work, he is involved in life insurance and annuity sales. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, emphasizing customized portfolio proposals, ongoing reviews, and public educational workshops.

John Reid is a financial advisor with Keenan Financial in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has worked at Keenan Financial since 2018 and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Reid has been involved with Core Lacrosse for over 20 years, where he teaches and coaches youth and high school lacrosse programs. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a variety of strategies including modern portfolio theory and technical analysis.

Robert Roselli is a CFP® professional with 31 years of industry experience. He has been with Peak Financial Management Inc since 2019 and previously worked at AXA Advisors, LLC from 2014 to 2019. Outside of his advisory role, he is a notary public, occasionally providing notary services to clients. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages client assets through model-based investment policies and offers services across multiple offices, supporting a team of seven advisors.

Frederick Pryor is a financial advisor at TFC Financial Management Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with The Financial Collaborative and TFC Financial Management since 1981. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios combining passive and active management, and emphasizes larger account relationships along with explicit liquidity guidelines.

Thomas Brosnan is a CFA® charterholder with 21 years of industry experience. He has been with J.M. Forbes & Co. LLP since 1991. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm’s investment approach centers on a core equity sleeve with a Growth-at-a-Reasonable-Price orientation, combined with diversified fixed income and selective use of mutual funds and ETFs, emphasizing a long time horizon and relatively low portfolio turnover.

Andrew Macken is a financial advisor with 11 years of industry experience, currently serving at 7Two. He holds Series 63 and Series 65 licenses and has previously worked at Baldwin Brothers Inc. and Cottage Street Advisors, LLC. 7Two provides investment advisory, financial planning, and consulting services to individuals, high-net-worth families, trusts, businesses, family offices, and pooled vehicles, including special purpose vehicles. The firm uses a combination of fundamental and technical analysis to build strategic asset allocations and manages portfolios primarily on a discretionary basis, with a focus on private pooled investment vehicles and private placements.

Daniel Monaghan is a CFP® with four years of industry experience, currently serving as a financial advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, trusts, business entities, and pension plans. The firm emphasizes a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selected satellite positions, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.

Richard Etling is a financial advisor at Davinci Capital Management, Inc. with 26 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Davinci in 2025, he spent 23 years at L.M. Kohn & Company and has operated a third-party administration business serving small businesses since 1988. Davinci Capital Management provides advisory services primarily to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, retirement plan consulting, and utilizes various analytical techniques to develop investment strategies, operating largely on a non-discretionary basis.

Michael Kurkulonis is a financial advisor at Claro Advisors Inc. in Boston, MA, holding a Series 66 credential with 14 years of industry experience. He has been with Claro Advisors since 2012. In addition to his advisory role, he is involved in a life and disability insurance business through Creative Marketing. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with a range of investment management and consulting services. The firm employs a fundamental, long-term investment approach combined with tactical reallocations and utilizes proprietary strategies, AI tools, and overlays, including management of a private pooled vehicle for qualified investors.

Shaun Thompson is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has worked at Peak Financial Management, Inc. since 2017 and previously spent five years at The Colony Group, LLC. 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 through model-based investment policies and operates a multi-office structure despite its seven-advisor team size.

Paul Lane III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He has prior experience at Morgan Stanley, Merrill, and Securities America Advisors. Outside of advisory work, Mr. Lane is a co-host of both the radio program "The Financial Exchange" and the podcast "Make It Make Cents," where he discusses market trends and financial education. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, macro-driven investment approach and manages approximately $1.67 billion across 14 advisors and 12 offices.

Nicole Heavern is a CFP® professional at Riverview Capital Advisers LLC with nine years of industry experience. She has worked at Riverview since 2020 and previously spent four years at Charles Schwab and Charles Schwab Bank. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios using strategic asset allocation and fundamental analysis and provides comprehensive wealth and family office planning, including bespoke services for ultra-high-net-worth clients.