Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Elizabeth Levy Bouldin is a CFA® charterholder with one year of industry experience. She is currently with Clean Yield Asset Management, where she has worked for two years following a 12-year tenure at Trillium Asset Management. Clean Yield Asset Management manages discretionary portfolios for individuals, trusts, foundations, and institutions using a team-based investment process focused on socially responsible investing. The firm employs integrated financial analysis combined with environmental and social screens, and it offers a range of equity, balanced, and fixed income mandates tailored to client preferences.

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.

Joseph Bakaysa is a financial advisor with APEX Investment Group, holding Series 65 and Series 63 licenses and 15 years of industry experience. His prior experience includes roles at Cetera Financial Specialists LLC, The Patriot Financial Group, Securities America, Inc., and Citizens Securities, Inc. Outside of advising, he is a licensed insurance agent and a Notary Public in Massachusetts. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management, comprehensive financial planning, and retirement-plan advisory services, typically managing portfolios with diversified mutual funds and ETFs alongside selective individual securities.

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.

Jonathan Dunlea is a financial advisor at United Advisors America with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Fidelity Investments, and Penn Mutual Life Insurance. Outside of his advisory role, he is involved with VisaNotary, an additional business activity. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model portfolios, tailored asset allocation, and quarterly reviews to manage accounts.

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.

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.

Martin Mont is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. His background includes roles in the US Congress and the Mass Clean Water Trust, as well as teaching at Emmanuel College. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction and offers both discretionary and non-discretionary services.

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 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.