Eric Warasta is a CFA® charterholder with nine years of industry experience. He is an advisor at Moody, Lynn, Lieberson & Walker, LLC and previously worked for twelve years at Cambridge Trust Co. The firm provides investment counseling and portfolio management to individuals, families, trusts, and select institutional accounts, and acts as investment manager for private investment funds. It employs a multi-factor, global approach focusing on high-quality growth equities and investment-grade bonds, managing both individual accounts and pooled vehicles within an employee-owned structure.

Malcolm Davidson is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, with 20 years of industry experience. He has been with J.M. Forbes & Co. since 1987. 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 combines a core equity portfolio with diversified fixed-income allocations and selective use of mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. 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 dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.

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.

James Hruz is a financial advisor at Keenan Financial with a Series 65 designation and one year of industry experience. Prior to joining Keenan Financial, he held various roles in education and the food service industry. Keenan Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities, using a documented risk-profile questionnaire to guide diversified portfolio construction across a range of asset classes and analytical methods.

Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.

Seth Corkin is a CFP® and ChFC® with 10 years of industry experience. He is currently with May Hill Capital, LLC and also operates Corkin Tax LLC, providing tax preparation and compliance services. He serves as a Board Member at Large for the Financial Planning Association of New England, contributing to the organization’s strategy and member programming. May Hill Capital is an SEC-registered adviser serving high-net-worth individuals, trusts, estates, endowments, and businesses with investment management and financial planning. The firm manages approximately $381 million in client assets, focusing on portfolios of individual equities and ETFs with a long-term orientation supplemented by fundamental and technical analysis.

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.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Bulfinch Group, Source in Bulk, and Transamerica Capital Inc. Beck Bode serves individuals, families, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis to implement various strategies, including growth, income growth with dividends, and a short-term options strategy, while also offering ancillary services such as accounting and tax preparation on a case-by-case basis.

Paul Cerrato is a financial advisor at Woodstock Wealth Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Woodstock Financial Group since 2008. Outside of his advisory role, Cerrato serves as Senior Director at Takeda Pharmaceuticals and is a managing member of Medi-Lease LLC. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-based fee program alongside traditional asset-based fee structures.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis approach with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cantor Fitzgerald & Co, Foresi Consulting, and Accenture. He also has academic roles at the University of Rhode Island and Stonehill College. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term orientation, complemented by laddered fixed-income holdings and generally low turnover.

Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021. At Clarendon Private since 2021, he is part of a six-person advisory team. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a long-term investment approach incorporating fundamental and technical analysis and uses a range of strategies including ETFs, individual securities, bonds, alternatives, and tax-sensitive decisions.

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.

Brian Doherty is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Balanced Rock Investment Advisors, where he has worked since 2022. His prior experience includes roles at Honest Asset Management LLC, Liberty Mutual Insurance, and State Street Bank. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions, providing wealth management, portfolio management, financial planning, and consulting. The firm employs a long-term, broadly diversified core-satellite approach and offers a values-based strategy incorporating ESG research alongside traditional value investing.

Syeda Ayesha Qadri is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Trinity Life Sciences, Dawaai Pvt Ltd, and Maersk Pakistan. She is dually employed as a financial analyst and registered representative at Hoopoe Advisors and Hoopoe Capital Markets. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension plans. The firm uses tailored investment strategies across various asset classes and employs fundamental, technical, and cyclical analysis with a focus on tax-efficient portfolio management.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.