Sandy Galuppo is a financial advisor with PUREfi Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior work includes 18 years at Merrill and four years at Svb Wealth LLC (formerly Boston Private Wealth LLC). PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm’s investment process incorporates a wide range of instruments and may employ derivatives, margin, and structured products, managing institutional-scale assets through a nine-advisor team.

Meghan Flynn is a CFP® with 10 years of industry experience, currently serving at Boston Research and Management, Inc. She previously worked at Gorton & Company Inc. and UBS Financial Services Inc. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a fundamental research-driven investment process and offers discretionary portfolio management, holistic financial planning, and retirement-plan advisory services as an ERISA fiduciary.

James Gasparello is a Series 65-licensed financial advisor at Cabot Wealth Management with 28 years of industry experience. He has been with Cabot Money Management, Inc. since 1996. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, nonprofits, and business clients. The firm customizes portfolios using a mix of individual securities, mutual funds, and ETFs, and offers investment management alongside financial planning and selective in-house tax services.

Anna Nicastro is a CFP®-certified financial advisor at Claro Advisors Inc. in Boston, MA, with five years of industry experience. She previously worked at Pension & Wealth Management Advisors for four years and operated her own practice from 2007 to 2020. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating AI tools and offering proprietary strategies such as Claro Intelligent Strategies™.

Alexander Di Martino is a financial advisor at Keenan Financial with two years of industry experience. He holds a Series 65 designation and previously worked at Wake Forest University, USA Hockey, and Xaverian Brothers High School. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations across various asset classes, utilizing both fundamental and quantitative analytical methods.

Robert Mckenzie is a financial advisor at Boston Research and Management, Inc. with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Boston Research and Management since 2012. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a research-driven investment process that combines fundamental analysis with proprietary screening models and an intrinsic-value framework, offering tailored portfolio management and retirement-plan advisory services.

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.

Charles Babin is a financial advisor at Boston Research and Management, Inc. with 26 years of industry experience. He has been with Boston Research and Management since 2014 and holds a Series 63 designation. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm’s investment approach combines fundamental research, proprietary screening models, and an intrinsic-value framework, with a focus on discretionary portfolio management and tailored fixed-income strategies.

Daniel Tortola is a CFA® charterholder with 14 years of industry experience. He has been with Boston Research and Management, Inc. since 2014, where he is part of a five-advisor team based in Manchester, MA. Boston Research and Management provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a fundamental research-driven approach combining bottom-up and top-down analysis with proprietary screening and an intrinsic-value framework, offering tailored portfolio management and fiduciary retirement-plan advisory services.

James White is a Series 65-licensed financial advisor at Keenan Financial with one year of industry experience. His prior work includes roles in construction and hospitality sectors. Keenan Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm employs diversified investment strategies guided by risk profiling and offers both discretionary and non-discretionary advisory services.

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.

Marc White Jr. is a financial advisor at Clarendon Private LLC in Boston, MA, holding Series 63 and Series 65 licenses with 34 years of industry experience. His prior roles include positions at JPMorgan Trust Company, N.A., Ethic, A Wealth Bank, and Brookline Bancorp, Inc. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, usually managing relationships of $3 million or more. The firm employs a primarily long-term investment approach using a combination of fundamental and technical analysis, incorporates ESG and alternative allocations when appropriate, and benefits from ownership ties to Beacon Bank & Trust and an institutional relationship with Charles Schwab.

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.

Donald Joyal is a financial advisor at Flagship Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Flagship Wealth Advisors since 2014 and Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment industry relationship development through Entertainment Capital Management LLC and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, and variable annuities, with ongoing supervision and quarterly reviews, and employs third-party tools for planning and reporting.

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.

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.