Christiane Delessert is a CFP® with 31 years of industry experience, currently serving as an advisor at Montis Financial, LLC since 2012. She holds a Series 63 license and is based in Waltham, MA. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach using unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Andrew Haff is a CFP® with nine years of experience in the financial services industry. He is currently with Armstrong Advisory Group Inc., where he has worked since 2022. His prior experience includes roles at Securities America Advisors, Inc. and Jackson National Life Distributors LLC. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, using a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments.

Ryan Hill is a financial advisor with Brock Hill Wealth Management in Newton, MA, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at Equitable Advisors LLC, Citizens Investments Services, Citizens Securities, Inc., and Asset Management Resources, LLC. Outside of advisory work, he owns Day Break Charters and Marine Services, a marine company involved in fishing charters and commercial seafood sales. Brock Hill Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in client assets and employs a broad analytical investment approach with tailored portfolios.

Georgia Mourtzinou is a financial advisor at Savvi Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Savvi Financial since 2013. Her prior roles include positions at Robust Dynamics LP, Alpha Dynamics LLC, and Dynamic Ideas, LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm uses proprietary quantitative models to generate personalized financial planning and investment recommendations via an interactive online platform, combining digital tools with human support in higher-tier service offerings.

Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.

Maclean Barach is a CFP® and Series 65 credentialed advisor at Stage Harbor Financial with nine years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation from 2016 to 2018. 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 uses a personalized asset allocation approach combined with a core/satellite investment philosophy and manages over $1.09 billion in client assets through a small advisory team.

Jeffrey Smith is a CFA® charterholder with 23 years of industry experience. He has been with Peak Financial Management Inc since 2014 and previously worked at Wellesley Investment Partners, Beaumont Financial Partners, and Fidelity. Outside of advisory work, he serves as managing member of Smitharelli Development LLC, a real estate investment business. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension plans, and businesses. The firm manages $534.4 million in discretionary assets using model-based investment strategies and operates unusually for its size with a multi-office structure.

Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. for 10 years before joining LPL Financial and Alta Wealth Advisors in 2024. He is also a business owner of Cranberry Harvest Co LLC. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Peter Martin is a financial advisor at Empirical Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Alpha Simplex Group and 1251 Diffractive Managers Group. He serves as an advisor to Trefis, an investment research platform, and is a board member of WorkSimplr, an educational organization providing temporary employment opportunities for college students. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Jeffrey White is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding the CFP®, ChFC®, and Series 63 designations with 32 years of industry experience. He has worked with related Wingate entities since 1986, including Wingate Capital Corporation and Wingate Financial Corporation. 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 client-specific approach with model portfolios ranging from aggressive to conservative and uses a combination of active and passive strategies, emphasizing a fee-only business model without accepting third-party compensation.

John Wolfsberg is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 credential with eight years of industry experience. He previously worked at GW&K Investment Management from 2015 to 2017 before joining Centerpoint Advisors in 2017. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diversified investment approach including ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Leonid Berline is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at National Securities Corporation, National Asset Management, Inc., and Winslow Wealth Management. He is also the owner and manager of B1 Insurance Agency, LLC, a licensed property and casualty insurance agency. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion across 14 advisors and 12 offices. The firm employs a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments and offers services including financial planning, retirement advice, and donor-advised fund management.

Eric Benz is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode, LLC and Signet Investments. 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 estate-planning coordination. The firm employs a fee-only, discretionary approach with portfolios constructed from a combination of passive and active strategies using both fundamental and quantitative analysis.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and real estate development projects. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients including pension plans and endowments. The firm provides discretionary portfolio management using a combination of quantitative and fundamental analysis, employing proprietary technical indicators and both tactical and strategic investment approaches.

Anthony Gillaizeau is a financial advisor at Strategic Wealth Partners, Ltd. He holds Series 65 and Series 66 designations and has two years of industry experience. Prior to joining Strategic Wealth Partners, he worked at Andra Global and US Bank. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm uses a diverse investment approach that includes individual stocks, bonds, ETFs, options, mutual funds, and alternative investments, with ongoing monitoring and rebalancing tailored to client objectives and risk tolerances.

David Gatti is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with RPG Family Wealth Advisory and its affiliated Risk Paradigm Group, LLC since 2011, where he is also a partner in the non-investment related entity Risk Paradigm Group. RPg Family Wealth Advisory offers customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach that incorporates fundamental and technical analysis, internal due diligence, and the use of both proprietary and third-party managers.

David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

William Ryan is a CFP® with 20 years of industry experience, currently serving at Fox Hill Wealth Management. He has previously worked at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities, and has operated Ryan Financial Strategies since 2011, where he also provides tax preparation services. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm utilizes a combined passive and active asset-allocation approach and employs both model and customized portfolios.