Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

George Ferrel is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Bank and Trust Company, and First Citizens Bank. Outside of advising, he is an investor in Wooden Leg LLC, which operates the Nautilus restaurants in Boston and Nantucket. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a mix of active and passive strategies with ESG screening and derivative instruments, and participates in the Dynasty network to offer access to separately managed accounts and unified managed accounts.

Marilyn Gentilotti is a CFP® professional with 11 years of experience in the financial industry. She is currently with Washington Trust Advisors, where she has worked since 2025. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, Edward Jones, and Merrill. Outside her advisory work, she operates a bookkeeping and tax service business on a limited basis. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and institutional clients. The firm employs a comprehensive investment process that includes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

Scott Facchetti is an investment advisor with Flagship Wealth Advisors, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been involved with firms including Royal Alliance Associates, Advest, Inc., Facchetti & Facchetti, Ltd., and L&S Financial Services, Ltd. Outside of his advisory role, he partners in Facchetti & Facchetti, Ltd., providing tax advice, accounting, payroll, and business consulting services. Flagship Wealth Advisors, LLC offers investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios with ongoing supervision, utilizing third-party planning tools and independent managers for some mandates.

Daniel Ford is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, holding a Series 65 credential and bringing 16 years of industry experience. He has been with Penobscot since 2009. Ford also serves as a trustee of accounts. Penobscot Investment Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.39 billion in client assets with a team of seven advisors, focusing on diversified equity holdings emphasizing dividend-growth companies, while employing ESG screening tools and adjusting allocations based on market valuations.

Todd Wetzel Jr. is a financial advisor at Claro Advisors Inc. in Boston, MA, with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fidelity Investments and Morgan Stanley. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm combines fundamental analysis with tactical reallocations and employs AI tools and proprietary strategies to manage portfolios, including pooled investment vehicles for qualified investors.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

Gregg Semprucci is a ChFC®-designated financial advisor with 38 years of industry experience, currently serving at Davinci Capital Management, Inc. since 2007. Prior to his advisory role, he has involvement in insurance services through Comprehensive Insurance Providers Group. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation, retirement plan consulting, and may use a range of analysis techniques while operating primarily on a non-discretionary basis.

Robert Lieberson is a CFA® charterholder with 25 years of industry experience, currently serving at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA. He has been with the firm and its predecessor, Moody, Lynn & Co., since 2000. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions. The firm employs a multi-factor, global growth-oriented investment process, managing concentrated equity portfolios alongside a fixed-income sleeve, and is notable for its role as a private fund adviser managing pooled investment vehicles.

Brett Mirliani is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2015. He is a member of the Board of Directors and a fundraising committee member for the Victim Rights Law Center, a nonprofit providing legal representation to survivors of rape and sexual assault. Birch Hill Investment Advisors provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, focusing on a fundamental, quality-oriented, long-term approach with ESG integration. The firm manages approximately $2.65 billion in discretionary assets with a small team of nine advisors, offering customized portfolios and coordinating with clients’ broader financial advisors.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.

Antonette Grimm is a CFP® professional with five years of industry experience. She currently serves as an advisor at TFC Financial Management, Inc., where she has worked since 2021. Prior to that, she spent seven years with Sandy Cove Advisors, LLC. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for around 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset class investment approach using a mix of passive and active strategies, with a focus on larger account relationships and explicit liquidity guidelines.

Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.

Keith Gibbons is a CFP® professional with eight years of industry experience, currently serving as an advisor at Catalyst Financial Partners since 2021. Prior to this, he worked for 14 years at BNY Mellon Wealth Management. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages just over $1 billion in client assets and employs customized, diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and both discretionary and non-discretionary account management.

Mark Lobello is a financial advisor at Catalyst Financial Partners in Boston, MA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at BNY Mellon for sixteen years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners serves high-net-worth individuals, family offices, businesses, pension plans, foundations, and other entities, offering multi-asset portfolio management, access to private investment funds, and a wrap-fee program. The firm focuses on long-term, diversified investment strategies tailored to client-specific policy statements.

James Abbott is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He worked at Wells Fargo Clearing from 2013 to 2017 before joining Claro Advisors, where he has been since 2017. Outside of advising, Abbott teaches youth hockey, serves as a youth hockey referee, and is a director on the boards of the Associated Builders and Contractors of Massachusetts and Friends of UNH Hockey. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach enhanced by tactical reallocations and uses AI tools and proprietary strategies, including managing a private pooled vehicle for qualified investors.

David Grey is a financial advisor with Family Fiduciary Services, Inc. in Beverly, MA, holding a Series 65 designation and 21 years of industry experience. He has been with Family Fiduciary Services since 2007 and previously operated Grey Investments from 2003 to 2019. Grey also serves as president of Family Fiduciary Services, overseeing daily operations including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management, financial planning, and 401(k) advisory services to individuals, corporations, trusts, foundations, and plan sponsors. The firm acts as a corporate trustee and offers additional services such as bill-paying and tax organization, emphasizing long-term asset allocation, diversification, and tax sensitivity through an investment committee-managed approach.

Peder Johnson is a CFA® charterholder with 14 years of industry experience. He has been with Boston Family Office LLC since 2016 and previously worked at Roxiticus Partners LLC for six years. Boston Family Office provides personalized investment advisory services to individuals, family groups, trusts, and charitable organizations, managing over $2 billion in assets at year-end 2025. The firm uses a sector-based research model to support fundamental analysis and constructs portfolios tailored to clients’ tax situations, income needs, and risk tolerance.

Adam Desjardins is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with integrated ESG considerations and customizes portfolios to client objectives and constraints.