Natasha Lamb is a financial advisor at Arjuna Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has been involved with Arjuna Capital since 2016. In addition, she is a managing partner and owner of New Summit Investments, LLC, where she is engaged in general business activities related to investment advisory services. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages separately managed accounts and several private funds, employing a strategy that integrates fundamental and technical analysis with sustainability and impact criteria.

Seth Corkin is a CFP® and ChFC® with 10 years of industry experience. He is currently with May Hill Capital, LLC and also operates Corkin Tax LLC, providing tax preparation and compliance services. He serves as a Board Member at Large for the Financial Planning Association of New England, contributing to the organization’s strategy and member programming. May Hill Capital is an SEC-registered adviser serving high-net-worth individuals, trusts, estates, endowments, and businesses with investment management and financial planning. The firm manages approximately $381 million in client assets, focusing on portfolios of individual equities and ETFs with a long-term orientation supplemented by fundamental and technical analysis.

Braden Osten is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with Claro Advisors Inc. and has prior experience at NDVR, Inc. and AllianceBernstein L.P. He is temporarily dually registered with NDVR, Inc. during a client transition. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm employs a long-term investment approach with fundamental analysis and offers specialized programs including digital-asset account assistance and proprietary strategies.

William Liberti Jr. is a financial advisor at Wealth Effects with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith Inc. for 15 years. Outside of his advisory role, he teaches sailing to children and serves as treasurer and a board member of the Essex Bay Sailing Club in Essex, MA. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios and offers retirement plan advisory services including investment policy design and participant education.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. 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 employs a fundamental analysis approach with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 credentials with 20 years of industry experience. His work history includes roles at Stonehill College, University of Rhode Island, Accenture, Foresi Consulting, Cantor Fitzgerald & Co, and Janney Montgomery Scott. Marble Harbor provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles, managing approximately $1.32 billion in regulatory assets. The firm emphasizes fundamental analysis and a long-term investment horizon with concentrated portfolios mainly in mid- and large-cap U.S. equities complemented by laddered fixed-income holdings.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021. At Clarendon Private since 2021, he is part of a six-person advisory team. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a long-term investment approach incorporating fundamental and technical analysis and uses a range of strategies including ETFs, individual securities, bonds, alternatives, and tax-sensitive decisions.

Juan David Ramon Soto is a CFP® professional with two years of industry experience. He is currently with Alliance Private Wealth, LLC and has previously worked at Commonwealth Financial Network, First Republic Private Wealth Management, Northern Trust, and Northwestern Mutual. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a team approach, managing approximately $466 million in assets. The firm focuses on long-term, discretionary portfolio management using diversified, low-cost investment vehicles combined with comprehensive financial planning and specialized exit planning for business owners.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.

Syeda Ayesha Qadri is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Trinity Life Sciences, Dawaai Pvt Ltd, and Maersk Pakistan. She is dually employed as a financial analyst and registered representative at Hoopoe Advisors and Hoopoe Capital Markets. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension plans. The firm uses tailored investment strategies across various asset classes and employs fundamental, technical, and cyclical analysis with a focus on tax-efficient portfolio management.

Preston Mcswain is a financial advisor with Fiduciary Wealth Partners, LLC in Boston, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior work at Barclays Capital Inc. He has been with Fiduciary Wealth Partners since 2011. Fiduciary Wealth Partners provides wealth management, investment advisory, financial planning, and consulting services primarily to high-net-worth individuals, family and charitable trusts, foundations, retirement accounts, and privately held companies. The firm focuses on tailored recommendations through a consultative process and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.

Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.

Michelle Lum is a CFP® professional with six years of industry experience. She has worked at Single Point Partners since 2020 and previously spent six years at CIBC Private Wealth Management. Based in Boston, MA, she is part of a multi-advisor team at Single Point Partners. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client-specific asset allocation and employs a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while providing comprehensive financial planning and portfolio management through its Wealth Logistics service.

Daniel Ronan is a financial advisor at Catalyst Financial Partners in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BNY Mellon for 13 years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, closely held businesses, retirement plans, foundations, and trusts. The firm manages just over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and an institutional platform relationship with Schwab.

Eugene Clapp IV is a financial advisor at Penobscot Investment Management Company, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Penobscot, he worked at Toast, Inc., Babson College, and HubSpot, Inc. He also serves as a director of Penobscot Capital Investment Company. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies.

Benjamin Waddicor is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, holding a Series 65 designation and having 10 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm employs a GARP-style stock selection process combined with diversified fixed-income allocations and integrates investment management with trustee, estate, tax-related, and real estate management services.

Ryan Landgraf is a financial advisor with Clear Brook Advisors, Inc. in Boston, MA. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles outside of financial services, such as positions with Mascoma Bank and Burlington Parks and Recreation Department. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers by providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes due diligence on private managers and typically operates on a non-discretionary basis, supporting client-directed execution and custody arrangements.

Alice Walsh is a CFP® professional with 30 years of industry experience, serving at Middleton & Company Inc. in Boston, MA since 1995. She holds Series 63 and Series 65 licenses and is part of a seven-advisor team. 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. The firm employs a fundamental analysis approach with strategies focused on U.S. stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.