David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. 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 also sponsors private pooled funds with governance safeguards to address potential conflicts.

Jared Brock is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with Brock Hill Wealth Management, a team of five advisors based in Newton, MA. His prior experience includes roles at Equitable Advisors LLC, Citizens Investment Services, Citizens Securities Inc, Kaplan Financial Services, and Bearing Point Wealth Partners. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a diverse analytical approach and manages approximately $87 million in client assets across two advising professionals.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Ali has worked at Hoopoe Capital Markets, LLC since 2018 and has been associated with LPL Financial, LLC since 2009. Outside of advising, he is the owner of a trucking business operated by a third party. Hoopoe Advisors primarily serves individual and high-net-worth clients, also advising charities, small businesses, and self-trusteed pension plans. The firm offers comprehensive wealth management services and constructs personalized portfolios using fundamental, technical, and cyclical analysis across various asset classes, providing both discretionary and non-discretionary management.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Goodman Advisory Group since 2017, also maintaining a role at LPL Financial. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach that combines fundamental, technical, and behavioral analysis, offering client-specific strategies and managing portfolios through internal or selected independent managers.

Philip Boncaldo is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Compass Securities Corp since 2000 and with his own firm, Philip B. Boncaldo & Associates, Inc., since 1992. Outside of advisory services, he manages family real estate investments involving residential apartment buildings. 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 focuses on asset allocation and efficient-frontier portfolio optimization, using various investment vehicles including ETFs, mutual funds, equities, and fixed income.

Deirdre Prescott is a financial advisor at Sandy Cove Advisors, LLC with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Sandy Cove Advisors since 2009. Outside of her advisory role, she serves as co-trustee with Mellon Financial on her sister’s special needs trust. Sandy Cove Advisors is a multi-advisor team managing approximately $582 million in client assets, serving individuals, family offices, trusts, estates, and business entities. The firm provides integrated wealth management services, including portfolio management, financial planning, and trustee oversight, employing both fundamental and quantitative investment strategies.

Michael Armstrong is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding a Series 66 credential and 12 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for nine years. Outside of advising, Mr. Armstrong co-hosts a radio program called "The Financial Exchange" and occasionally provides investment and economic commentary on local television. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with tactical adjustments and manages approximately $1.67 billion through a team of 14 advisors across 12 offices.

William O'Connor is a financial advisor at Armstrong Advisory Group Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Mr. O'Connor is also a licensed insurance agent. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, top-down investment approach with tactical adjustments and operates a multi-office model with 14 advisors managing approximately $1.67 billion.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

William Sullivan III is a financial advisor with Next Level Private LLC, bringing 13 years of industry experience. He has worked at Next Level Private since 2022 and concurrently operates Sullivan Insurance, Inc., which he has owned since 1987. Outside of his advisory and insurance work, he serves as a board member for the Milton-Fuller Housing Agency, an over-55 housing community in Milton, MA. Next Level Private advises high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning services. The firm employs both fundamental and technical analysis to develop customized portfolios and maintains an institutional relationship with its primary custodian.

Roberto Pandolfi is a CFP® professional with six years of experience, currently serving at Peak Financial Management Inc. His prior roles include positions at the Law Office of Rita Sud and Northeastern University. He is also a licensed notary public in Massachusetts. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages over $500 million in discretionary assets using model-based investment portfolios and offers advice through a combination of asset allocation and trading strategies.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Abdikarim Ali is a financial advisor at Hoopoe Advisors in Boston, MA, with 12 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2013 to 2017. He also maintains a long-term association with GalooF & Associates since 2007. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach using fundamental, technical, and cyclical analysis across a broad range of asset classes, providing both discretionary and non-discretionary management.

Patricia Welsh is a CFP® professional with 21 years of industry experience. She is currently with Fox Hill Wealth Management, where she has worked since 2022, and has prior experience at Beck Bode Wealth Management and Private Advisor Group, LLC, among others. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting and management, and coordinating estate-planning with third-party specialists. The firm uses an asset-allocation framework that combines passive and active strategies, employing both model portfolios and customized allocations when appropriate.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.

Scott Wilson is a financial advisor at Armstrong Advisory Group Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Securities America. Wilson is also a licensed insurance agent and co-hosts the firm’s educational podcast, "Make it Make Cents." Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm’s investment approach is long-term and driven by macroeconomic asset allocation, with active oversight from an investment committee and a multi-office team of 14 advisors.

Christian Roy is a financial advisor with Rise North Capital Investment Advisors who holds the Series 65 designation and has two years of industry experience. Prior to his advisory role, he worked in various positions including at Sal's Pizza and Market Basket. Roy is also involved with Foundations Investment Advisors during a client transition period. 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 a co-advisor model that emphasizes customized portfolio proposals, regular reviews, and public educational workshops on financial topics.