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.

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.

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 Jr. is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Middleton & Company Inc. in Boston, MA. He has been with Middleton & Company since 2015. Middleton & Company manages approximately $1.23 billion on a discretionary basis for individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, delivering tailored investment counseling and ongoing portfolio management. The firm’s investment approach emphasizes fundamental analysis across multiple core strategies and employs tax-sensitive management with regular rebalancing and quarterly reporting.

James Fonzi is a CFA® charterholder affiliated with Breakwater Capital Group and has one year of industry experience. His prior work includes roles at Deloitte & Touche LLP and US Financial Technology. Breakwater Capital Group serves individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, providing investment advisory and financial planning services. The firm constructs portfolios using fundamental analysis across various asset classes and offers discretionary and non-discretionary portfolio management, retirement plan advisory, and limited trustee services.

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.

Michael Doucette is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Pioneer Financial Group, Securian Financial Services Inc., Minnesota Life Insurance Company, Park Ave Securities, and Guardian. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis, employing a mix of equities, fixed income, mutual funds, and ETFs with a focus on capital preservation and long-term growth, while also utilizing third-party sub-advisors and customized model portfolios.

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.

Bernard Donohue III is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. His prior work includes roles at Cssc Brokerage Services, Inc. and multiple related entities, as well as ownership of Donohue Consulting Group, Inc., where he provides financial services. Outside his advisory work, he owns a CPA practice offering auditing, accounting, tax, and business consulting services. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a mix of passive and active investment models tailored through several programs, including customized managed accounts with options such as municipal bonds and socially responsible investing.

Benjamin Robinot is a financial advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at 360 Advisory LLC. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Orfi Capital Ltd, an asset management firm in Hong Kong. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management focused on cross-border needs. The firm uses a tailored asset allocation process combining macro analysis with fundamental and technical research and maintains ownership ties to Banque Transatlantique and the Crédit Mutuel group.

Cameron O'Neill is a financial advisor at Family Fiduciary Services, Inc. with seven years of industry experience. His background includes roles at Citigroup and Fidelity Investments. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, providing discretionary investment management and financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, and offers additional services such as corporate trustee duties, bill-paying, and tax-organization.

Scott Burg is a CFA® charterholder with two years of industry experience. He has worked at TFC Financial Management Inc since 2023 and previously spent twelve years at CIBC Private Wealth. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset approach using no-load mutual funds and ETFs, supported by a formal Investment Committee and documented due diligence.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm employs a tailored investment approach that includes discretionary and non-discretionary portfolio management, utilizing independent managers and alternative investment options while emphasizing family governance and education.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and National Planning Corporation. Outside of advising, he is the owner of Belenus Farms LLC, a non-investment-related business. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions, offering access to traditional and alternative investments. The firm customizes portfolios based on fundamental and technical analysis, managing all investments in-house on a discretionary basis.