Patrick Kearney is a financial advisor at Brock Hill Wealth Management with two years of industry experience. He serves as a professor at Massachusetts Maritime Academy and is the owner of a fishing charter business. Kearney also holds positions as a state representative for the 4th Plymouth District in Massachusetts and as an officer in the U.S. Navy Reserve. Brock Hill Wealth Management serves individuals, trusts, corporations, and retirement plans, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and provides corporate-level consulting alongside traditional advisory services.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. 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, including an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Shane Kelly is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Mayport Wealth Management, where he has worked since 2023. Prior to Mayport, he held positions at HarbourVest Partners and Putnam Investments. His background includes a variety of roles outside finance, including work with the Boston Red Sox and the Suffolk District Attorney's Office. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm emphasizes low-cost, broadly diversified portfolios and a goals-based, intrinsic-value investment approach that incorporates academic research and a long-term focus.

Brian Harrison is a CFP® with 25 years of industry experience, currently serving at Savvi Financial LLC in Waltham, MA. His career background includes roles at Brooklight Place Securities, Saltzman Associates, and Commonwealth Financial Network. Outside of financial advising, he is the owner and president of Harry Has It, Inc., a company engaged in buying and selling goods on online auction platforms. Savvi Financial LLC provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, offering goal-based planning and retirement income strategies via an interactive website. The firm’s proprietary quantitative models customize recommendations, and its hybrid online and human support model is integrated with employer benefit programs.

David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Pedro Silva is a financial advisor with APEX Investment Group, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, LPL Financial, and Osaic FS, Inc. Outside of his advisory work, he is also a musician involved in writing, performing, and recording music. 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 and comprehensive financial planning, focusing on long-term, customized portfolios primarily consisting of diversified mutual funds and ETFs.

Jonathan Straus is a financial advisor with Commons Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Commons Capital since 2012 and also worked at Mutual Securities, Inc. and Leigh Baldwin & CO., LLC. Straus is a founding principal of Commons Capital, where he remains actively involved in the firm's operations. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment approach incorporating Modern Portfolio Theory, various analytical methods, and a formal risk management discipline, including the use of derivatives and margin for hedging purposes.

Luigi Altieri is a financial advisor with Trust Advisory Group Ltd and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Stonex Securities Inc, AGES Financial Services Ltd, and his own CPA firm, Louis Altieri, CPA, LLC. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm uses a variety of investment strategies, including proprietary models and third-party platforms, and is part of StoneX Advisors Inc. following a recent acquisition.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior work experience at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, investment advisory, and financial planning services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm uses a consultative process to tailor recommendations based on risk tolerance, time horizon, and client objectives, offering both discretionary and non-discretionary portfolio management.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. 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 tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Bryan Amandolare is a CFP® professional with 26 years of industry experience. He is affiliated with Financial Foundations, Inc., where he has worked since 2004, and has prior experience at Commonwealth Financial Network over the same period. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax-efficient strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer wrap fee programs and includes in-house tax preparation services through an affiliated tax professional.

James Potter is a financial advisor at Brock Hill Wealth Management with three years of industry experience. He previously worked at AWH Financial, LLC and has over two decades of experience at his own CPA firms, James R. Potter CPA PC and Potter & Szabo CPA PC. 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 employs a multifaceted analytical approach and manages portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Lawrence Miller is a financial advisor at Family Fiduciary Services, Inc. in Newton, MA, holding a Series 65 designation with 17 years of industry experience. He has been with Family Fiduciary Services since 2008 and also serves as president of Mediphase Management, a private equity firm focused on healthcare and life sciences investments. Family Fiduciary Services serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and comprehensive financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, with distinctive services including corporate trustee roles and bill-paying and tax-organization options.

Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

John Shreenan Jr. is a financial advisor at Empirical Asset Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA-CREF and Tiaa, as well as involvement with Uber Technologies, Inc. and Amada Senior Care. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, institutions, and other advisers. The firm employs a rules-based, long-term investment approach using diversified portfolios composed of low-cost ETFs, mutual funds, and select securities.