Lauren Fakonas is a CFP®, ChFC®, and Series 66 licensed advisor with four years of industry experience. She is currently with Rise North Capital Investment Advisors and previously worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of her advisory role, she is active as an insurance broker, selling life, fixed annuities, disability, long-term care, and health insurance. 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, offering customized portfolio proposals, ongoing reviews, and public educational workshops.

Elizabeth Levy Bouldin is a CFA® charterholder affiliated with Clean Yield Asset Management, with over a decade of experience in the investment industry. She worked at Trillium Asset Management from 2012 to 2024 before joining Clean Yield Asset Management. Clean Yield Asset Management advises individuals, institutions, trusts, and foundations, managing discretionary equity and balanced portfolios with an emphasis on environmental and social screening. The firm incorporates financial analysis with detailed exclusionary screens and offers services including retirement plan rollover advice under ERISA/IRC.

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.

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.

Kaitlyn Smith is a financial advisor at Personal CFO Solutions LLC with a Series 65 credential. She has two years of experience in financial advising and six years in design-related roles prior to joining the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients with comprehensive financial planning and discretionary portfolio management. The firm focuses on ongoing fiduciary financial planning and uses a combination of independent managers and tactical trading within its wrap-fee program.

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.

Kennan Startzell is a CFP® and Series 66 registered advisor with nine years of industry experience. He is currently with Stablepoint Partners, LLC, joining the firm in 2024 after eight years at Morgan Stanley and one year at Brown Brothers Harriman. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Stablepoint Partners provides wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies through discretionary portfolio management and uses both fundamental and technical analysis alongside ongoing monitoring and formal reviews.

Henry Wheelwright is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Stablepoint Partners, LLC and has previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the South Shore Health Development Committee's Finance Committee in Weymouth, Massachusetts. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized, primarily long-term investment strategies and offers additional services such as retirement plan advisory and cash-management access through third-party programs.

Angel Costanza is a financial advisor at Beck Bode LLC with a Series 65 designation and one year of industry experience. He has been with Beck Bode LLC since 2019 and previously worked at Signet Investment Advisory Group from 2014 to 2019. 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 a focus on dividend-paying equities, and offers tailored allocations based on client goals and risk tolerance.

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.

James Moise is a financial advisor at Little House Capital, LLC in Braintree, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with Little House Capital since 2017 and previously worked at People's United Bank from 2013 to 2017. Little House Capital is an SEC-registered advisory firm serving individuals, trusts, foundations, endowments, and corporate clients with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering trustee, family-office, and multi-generational planning services.

Lynn Kelly is a financial advisor at Little House Capital, LLC with one year of industry experience. She holds a Series 65 designation and has been with Little House Capital since 2019. Little House Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, foundations, endowments, and other corporate entities. The firm offers discretionary investment management, financial planning, and retirement-plan advisory services, using a primarily long-term investment approach that combines fundamental and technical analysis.

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.

Christie Markham is a financial advisor at Beck Bode LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Bank of America. Markham has been with Beck Bode since 2022. 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, emphasizing dividend-paying equities, and offers tailored allocations based on client goals and risk tolerance.

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.

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.

Kyle Dandurand is a CFA® charterholder with 20 years of industry experience. He is currently with Chemistry Wealth Management LLC, where he has worked since 2021, following 16 years at Ameriprise Financial Services, Inc. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and options with a blend of fundamental and technical analysis.