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.

Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.

Rylee Felice is a financial advisor at White Lighthouse Investment Management, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at CapFinancial Partners LLC (CAPTRUST), Boston Financial Management LLC, Lincoln Financial Advisors Corporation, and Amon & Associates. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides investment management, financial planning, and comprehensive wealth-management services with a focus on international and cross-border planning, using customized, diversified portfolios primarily consisting of low-cost ETFs and mutual funds.

Gary Mikula is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Mikula serves as a committee member and volunteer for Friends of the Children-Boston, participating in their Budget & Finance and Investment Committees. Birch Hill Investment Advisors provides portfolio management and advisory services primarily to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with ESG integration, focusing on customized portfolios and risk control through diversification.

Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. 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 style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.

Michael Claveau is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2022 and previously spent seven years with Boston Hill Advisors, 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 third-party money managers, managing client accounts primarily on a discretionary basis.

Martin Lynn is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Moody, Lynn & Co. since 1991. Lynn is a trustee of Moody, Lynn Associates, the general partner managing India Wharf Limited Partnership. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm manages roughly $2.2 billion in assets using a multi-factor, global growth-oriented investment process and is also notable for managing pooled investment vehicles such as India Wharf Limited Partnership.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.

Paul Brissenden is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory role, he serves as president of Porter Financial Inc. Alta Wealth Advisors LLC manages approximately $665 million for individual, high-net-worth, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and is noted for sponsoring a wrap-fee program and providing educational seminars.

Charles Corkery is a CFP® and holds a Series 65 license, currently serving as a financial advisor at PUREfi Wealth, LLC with six years of industry experience. His prior roles include positions at Morgan Stanley, SVB Wealth LLC, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a broad investment toolkit and includes the use of derivatives and structured products in its strategies, distinguishing it from comparable teams.

Tucker Donahoe is a financial advisor at Montis Financial, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Putnam Investments and Threehill Capital Partners. At Montis Financial, he is part of a team serving clients from their Waltham, MA office. Montis Financial provides comprehensive financial planning and both discretionary and non-discretionary investment management for individual and high-net-worth clients, as well as retirement plan sponsor advisory services. The firm offers tailored portfolios that include a broad range of investment instruments and employs specialized strategies with disclosed risk considerations.

Daniel Evans is a Financial Advisor and Senior Portfolio Advisor with Merrill Wealth Management. He focuses on helping individuals and families plan, grow, and protect their wealth through personalized financial strategies and long-term guidance. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Providence College and is a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is committed to building lasting relationships with clients and making complex financial topics easier to understand and act upon. Outside of his professional work, Daniel is involved with organizations such as Boston Cares, Great Dog Rescue New England, and the National Alliance on Mental Illness Massachusetts. He has personal interests in basketball, drawing and sketching, fishing, football, music, spending time with his family, tennis, traveling, watching movies, and writing.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

Evan Campbell is a CFA® charterholder with one year of experience at J.M. Arbour, LLC. He previously spent 17 years at Delphi Management. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, often using model portfolios developed by third-party providers and overseeing ongoing customization and rebalancing.

Patrick Mcnamara is a CFP® with 30 years of experience in the financial services industry. He has worked at Claro Advisors Inc. since 2019 and previously spent a decade at Morgan Stanley and four years at Morgan Stanley Private Bank. He is also an independent insurance agent. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical reallocations, utilizes AI tools in its research, and manages a private pooled vehicle along with offering proprietary strategies.

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.

Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He has held roles at Detwiler Fenton Investment Management LLC and Detwiler Fenton & Co. prior to joining RPG Family Wealth Advisory in 2015. Donabedian holds a Series 66 designation. RPg Family Wealth Advisory provides customized wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a diverse range of securities and combines fundamental and technical analysis with internal due diligence.

David Juliano is a financial advisor at Stonehearth Capital Management in Danvers, MA, holding the ChFC® designation and Series 63 license with 10 years of industry experience. He has been with Stonehearth Capital Management since 2016 as part of a five-person advisory team. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, including high-net-worth clients, offering investment management, financial planning, retirement planning, and consulting. The firm uses model strategies primarily based on ETFs and mutual funds, employs systematic portfolio monitoring, and incorporates tax-aware techniques, with some unique offerings such as a CarbonLITE portfolio and access to alternative and digital-asset investments.

Jessica Grande is a financial advisor with TFC Financial Management Inc in Boston, MA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior experience includes nine years at Levatus LLC and one year at Prime, Buchholz. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion across globally diversified, multi-asset class model portfolios that combine passive core exposures with select active managers, supported by an investment committee and specialized research.