Douglas Wisentaner is a financial advisor with MariPau Wealth Management LLC in Providence, RI. He holds a Series 65 credential and has experience in the industry since 2025. Prior to joining MariPau, he worked at Strategies For Wealth Management and Knights of Columbus Insurance. In addition to his advisory role, he is also an insurance agent with Apex Wealth, focusing on life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and portfolio management services for individual and high-net-worth clients, incorporating third-party managers and model portfolios. The firm emphasizes education in retirement planning and utilizes technology platforms to manage client assets while maintaining custody requirements.

Alonzo Tredwell is a financial advisor at Vital Investment Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC. Outside of his advisory role, he is involved in consulting through Red Door 80. Vital Investment Management provides discretionary and non-discretionary asset management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm employs a value-oriented, long-only investment strategy primarily using diversified ETFs and mutual funds, complemented by tactical asset-allocation models, and offers educational seminars and pension consulting services.

Benjamin Dawson is a financial advisor with Woodstock Corporation in Boston, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at Alpha Windward LLC for 22 years before joining Woodstock Corporation in 2020. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on fundamental research with an emphasis on high-quality growth equities and investment-grade debt, offering tailored asset allocation and a range of portfolio management, financial counseling, and custody services.

Lianna Deprey is a financial advisor at Wingate Wealth Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for two years before joining Wingate Wealth Advisors. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and blends active and passive strategies tailored to client-specific investment objectives.

John Slupski is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been with Wingate Wealth Advisors, Inc. since 2017 and also has a 15-year tenure at East Coast Asset Management, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis.

Colby Snyder is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously was affiliated with the University of Vermont from 2014 to 2018. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, client decision authority, and active portfolio monitoring, working primarily on a non-discretionary basis.

Alisa Skatrud is a financial advisor at Plum Street Advisors, LLC, holding CFP®, CFA®, and Series 63 designations with five years of industry experience. She has been with Plum Street Advisors since 2020. Prior to her current role, she worked at the Sawyer Business School and the Shriver Center at the University of Massachusetts Medical School, and also spent two years retired and volunteering. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm combines financial planning with discretionary portfolio management, emphasizing strategic asset allocation, cost control through low-cost index funds and ETFs, active rebalancing, and tax-aware implementation.

Christopher Bekel is a CFP® and Series 65 registered advisor with 11 years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2017 and has been associated with East Coast Asset Management LLC since 2013. Bekel is based in Lexington, MA. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections, manages over a billion dollars in client assets, and operates on a fee-only basis without accepting third-party compensation.

Alexander Adourian is a financial advisor at Keenan Financial based in Boston, MA. He holds a Series 65 credential and joined the firm in 2025. Prior to his advisory role, he was affiliated with the Club at New Seabury and has a background that includes education-related positions. Outside of his advisory work, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, combining portfolio management with financial planning and tax preparation. The firm employs a documented risk-profile questionnaire to customize portfolios and utilizes a range of investment strategies including modern portfolio theory and technical analysis.

Derek Liberti is a financial advisor at Wealth Effects in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Wealth Effects, he worked at Carbon Biosciences and the Children's Hospital of Philadelphia, and spent six years at the University of Pennsylvania. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to create primarily long-term portfolios, managing accounts on a discretionary basis with regular reviews.

George Putnam III is a financial advisor with Boston Family Office LLC who holds 32 years of industry experience. He has worked with New Generation Advisors, LLC since 1988. Outside of advising, he serves as president of New Generation Research, Inc., a publishing company where he oversees operations and contributes writing. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages accounts on a discretionary basis, emphasizing fundamental analysis and sector-based research to tailor portfolios to clients' tax situations, income needs, and risk tolerances.

Charles Mc Donald is a financial advisor at Woodstock Corporation in Boston, MA, holding a Series 65 credential. He has worked in financial and legal roles since 2015, including positions at Babson College, Ropes & Gray, LLC, LexShares, LLC, and PIGA Strategies before joining Woodstock Services Company in 2023. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a diverse client base including individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm focuses on fundamental research across growth equities and investment-grade debt, tailoring asset allocation to client objectives and providing discretionary portfolio management alongside financial counseling and custody services.

Michael Graham is a financial advisor with Mayport Wealth Management in Newton, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at State Street Bank & Trust, Oakview Group, and the Massachusetts Small Business Development Center. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by providing comprehensive financial planning alongside discretionary investment management. The firm emphasizes low-cost, broadly diversified investments with a goals-based, long-term approach and manages approximately $695 million in client assets across two advisors.

David Warner is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding 20 years of industry experience. He has been with J.M. Forbes & Co. since 1989. Warner serves as a director on the board of Cambridge Trust Company, participating in compensation, trust, audit, and investment committees. 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 investment approach with a core equity portfolio supplemented by diversified fixed income and selective mutual fund and ETF use, alongside trust and estate administration and other financial services.

Robert Bruch is a CFA® charterholder based in Boston, MA, with nine years of industry experience. He has been with Middleton & Company Inc. since 2015. 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’s investment process is grounded in fundamental analysis and typically emphasizes U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds across a range of strategies, including concentrated equity, equity income, core growth, fixed income, and ETF-based allocations.

James Fonzi is a CFA® charterholder at Breakwater Capital Group with one year of industry experience. Prior to joining Breakwater, he worked at Deloitte & Touche LLP for four years and held positions at US Financial Technology, Morgan Stanley & Company, and other organizations. Breakwater Capital Group serves individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering investment advisory and financial planning services. The firm’s investment approach is based on fundamental analysis and utilizes a mix of ETFs, mutual funds, individual securities, alternative investments, and, when appropriate, independent managers.

Robert Sanders is a CFA® charterholder with 18 years of industry experience. He has been with Howland Capital Management, Inc. since 2006. Sanders is based in Boston, MA, and holds the Series 66 license. He is part of Woodstock Corporation, an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a range of clients including individuals, families, and institutions. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, offering tailored asset allocation and a suite of portfolio management and financial counseling services.

James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Brennecke is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Timber Creek Capital Management, LLC since 2008. The firm provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $549 million across about 47 client relationships. Timber Creek employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and periodic portfolio reviews.

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.