Mary Gilligan is a Series 65-licensed advisor at MG Financial LLC in Braintree, MA, where she has worked since 1996. She has served as Managing Director of MGF LLC and its affiliated partnership since 1999. MG Financial serves high-net-worth individuals, families, trusts, and charitable organizations, focusing primarily on clients with a minimum liquid net worth of $10 million. The firm offers comprehensive advisory services and acts as investment manager to pooled vehicles known as MGF Partners, managing over $1 billion in assets with a four-person advisory team.

Michael Sheldon is a CFP®, CFA®, and Series 63 credentialed advisor with 28 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously held positions at HighTower Securities, LLC and Retirement Design & Management, Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm offers tailored discretionary portfolios and model portfolio solutions, applying a comprehensive investment process that includes asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis across various asset classes.

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.

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.

John Wolfsberg is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Arthur W. Wood Company, Inc. and Detwiler Fenton & Co. He has been with Centerpoint Advisors for 18 years. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, alongside family-office style services and coordination with external tax, legal, and investment professionals.

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.

Hailee O Keefe Mac Donald is a CFP® professional with four years of experience at Clarendon Private LLC. Prior to joining Clarendon Private in 2022, she was affiliated with Suffolk University from 2018 to 2022. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning primarily to high-net-worth individuals, trusts, estates, endowments, and businesses. The firm employs a long-term investment approach incorporating fundamental and technical analysis, portfolio construction with various asset classes, and ongoing client portfolio monitoring.

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.

Daniel Flannery is a CFA® charterholder with 15 years of industry experience and has been with Balanced Rock Investment Advisors since 2011. He holds a Series 65 license and is based in Roslindale, MA. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and non-profits, employing a long-term, diversified investment approach that includes core-satellite allocations, ESG integration, and community-focused opportunities through its DIAL-In advisory channel.

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.

Jaclynne Walsh is a CFP® with one year of industry experience, currently affiliated with Equita Financial Network, Inc. She has previously worked at Clarity Point Financial Planning, Cambridge Investment Research, North Light Financial Services, Barone & Associates, and Anser Advisory. Equita Financial Network, Inc. is an SEC-registered advisory firm serving individual and high-net-worth clients with financial planning, investment management, and ongoing consulting services. The firm emphasizes market efficiency and strategic asset allocation while providing discretionary management and utilizing sub-advisers and the Schwab Managed Account Marketplace to support client portfolios.

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.

Joseph Buscaino is a Series 65-licensed financial advisor with Wellesley Asset Management, Inc. He has 22 years of industry experience, including 24 years at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle. The firm specializes in convertible securities and pursues absolute-return oriented strategies, primarily investing in convertible bonds, synthetic notes, and structured products.

Bernard Lynch III is a CFP®-designated financial advisor with five years of industry experience. He is currently with Goodman Advisory Group, LLC, where he has worked since 2025, following roles at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch also provides administrative support to Goodman Advisory Group. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and behavioral analysis, offering client-specific strategies and portfolio management, including a distinctive wrap fee program.

Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining actively managed and index-based products to create diversified, customized portfolios.

Julie Goodridge is a financial advisor at NorthStar Asset Management, Inc. in Boston, MA, with 31 years of industry experience. She has been with NorthStar since 1990. Outside of her advisory role, she serves as a trustee of the Hyams Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across public equities, fixed income, and cash, integrating non-public investments and offering sub-advisory, OCIO, and donor-advised fund services, with an investment approach centered on five social and environmental pillars tailored to client priorities.

John Robbins is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include work at Penny Appeal USA and CAIR-Massachusetts. Outside of his advisory duties, Robbins serves as an adjunct professor at BIS, teaching public speaking and communication. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning and portfolio management. The firm employs a personalized investment approach utilizing fundamental, technical, and cyclical analysis across a diverse range of asset classes.

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.

Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. 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/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.