James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Brennecke is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Timber Creek Capital Management, LLC since 2008. The firm provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $549 million across about 47 client relationships. Timber Creek employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and periodic portfolio reviews.

Michael Doucette is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Pioneer Financial Group, Securian Financial Services Inc., Minnesota Life Insurance Company, Park Ave Securities, and Guardian. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis, employing a mix of equities, fixed income, mutual funds, and ETFs with a focus on capital preservation and long-term growth, while also utilizing third-party sub-advisors and customized model portfolios.

Andrew Kebalka is a financial advisor at BostonPremier Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Astrocyte Research, and Bradley, Foster & Sargent, Inc. In addition to his advisory role, he is involved in fixed insurance sales. BostonPremier Wealth serves individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized portfolio management.

Jon Duane is a financial advisor at Brock Hill Wealth Management with one year of industry experience. He is also a partner and owner at Hoye & Duane, PC, a real estate law firm where he reviews contracts and handles closings. Prior to this, he worked at Thomas F. Williams and Associates in a legal capacity. Brock Hill Wealth Management serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental and quantitative analysis, and provides corporate-level consulting services such as tax planning and analysis of corporate structure for business-owner clients.

Benjamin Robinot is a Series 65-credentialed advisor with eight years of industry experience. He is currently with Transatlantique Private Wealth LLC and has also been associated with 360 Advisory LLC for over a decade. Robinot is a non-operating partner at Three Sixty Advisory LLP in the UK and holds a minority stake in Orfi Capital Ltd, an asset management company based in Hong Kong. Transatlantique Private Wealth LLC provides discretionary and non-discretionary investment advisory services primarily to high-net-worth individuals, family offices, trusts, and similar entities, focusing on French expatriates in the U.S. and U.S. persons with euro-denominated assets. The firm’s investment approach combines macroeconomic and thematic European research with fundamental and technical analysis to construct and monitor portfolios, implementing strategies through direct management, exchange-traded products, or outside managers.

Scott Burg is a CFA® charterholder with two years of industry experience. He has worked at TFC Financial Management Inc since 2023 and previously spent twelve years at CIBC Private Wealth. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset approach using no-load mutual funds and ETFs, supported by a formal Investment Committee and documented due diligence.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm employs a tailored investment approach that includes discretionary and non-discretionary portfolio management, utilizing independent managers and alternative investment options while emphasizing family governance and education.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and National Planning Corporation. Outside of advising, he is the owner of Belenus Farms LLC, a non-investment-related business. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions, offering access to traditional and alternative investments. The firm customizes portfolios based on fundamental and technical analysis, managing all investments in-house on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

Dennis Follmer is a financial advisor at Montis Financial, LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at 55IP and Tetrem Capital Management. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a range of investment instruments and specialized strategies while maintaining distinct operational practices such as utilizing Dimensional Fund Advisors funds and restricting discretionary cryptocurrency purchases.

Jacob Ciechon is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 license and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and has business experience with GC & Sons Dock Equipment. Outside of advisory work, he is involved in life insurance and annuity sales. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, emphasizing customized portfolio proposals, ongoing reviews, and public educational workshops.

John Reid is a financial advisor with Keenan Financial in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has worked at Keenan Financial since 2018 and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Reid has been involved with Core Lacrosse for over 20 years, where he teaches and coaches youth and high school lacrosse programs. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax preparation. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a variety of strategies including modern portfolio theory and technical analysis.

Robert Roselli is a CFP® professional with 31 years of industry experience. He has been with Peak Financial Management Inc since 2019 and previously worked at AXA Advisors, LLC from 2014 to 2019. Outside of his advisory role, he is a notary public, occasionally providing notary services to clients. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages client assets through model-based investment policies and offers services across multiple offices, supporting a team of seven advisors.

Frederick Pryor is a financial advisor with TFC Financial Management Inc. in Boston, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with The Financial Collaborative and TFC Financial Management since 1981. TFC Financial Management is a fee-only, SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients through an 11-advisor team. The firm primarily serves high-net-worth individuals and nonprofit organizations, offering discretionary investment management, financial planning, and tailored consulting services with a globally diversified, multi-asset class investment approach.

Thomas Brosnan is a CFA® charterholder with 21 years of industry experience. He has been with J.M. Forbes & Co. LLP since 1991. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm’s investment approach centers on a core equity sleeve with a Growth-at-a-Reasonable-Price orientation, combined with diversified fixed income and selective use of mutual funds and ETFs, emphasizing a long time horizon and relatively low portfolio turnover.

Andrew Macken is a financial advisor with 11 years of industry experience, currently serving at 7Two. He holds Series 63 and Series 65 licenses and has previously worked at Baldwin Brothers Inc. and Cottage Street Advisors, LLC. 7Two provides investment advisory, financial planning, and consulting services to individuals, high-net-worth families, trusts, businesses, family offices, and pooled vehicles, including special purpose vehicles. The firm uses a combination of fundamental and technical analysis to build strategic asset allocations and manages portfolios primarily on a discretionary basis, with a focus on private pooled investment vehicles and private placements.

Richard Etling is a financial advisor at Davinci Capital Management, Inc. with 26 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Davinci in 2025, he spent 23 years at L.M. Kohn & Company and has operated a third-party administration business serving small businesses since 1988. Davinci Capital Management provides advisory services primarily 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, retirement plan consulting, and utilizes various analytical techniques to develop investment strategies, operating largely on a non-discretionary basis.

Michael Kurkulonis is a financial advisor at Claro Advisors Inc. in Boston, MA, holding a Series 66 credential with 14 years of industry experience. He has been with Claro Advisors since 2012. In addition to his advisory role, he is involved in a life and disability insurance business through Creative Marketing. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with a range of investment management and consulting services. The firm employs a fundamental, long-term investment approach combined with tactical reallocations and utilizes proprietary strategies, AI tools, and overlays, including management of a private pooled vehicle for qualified investors.

Shaun Thompson is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has worked at Peak Financial Management, Inc. since 2017 and previously spent five years at The Colony Group, LLC. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets through model-based investment policies and operates a multi-office structure despite its seven-advisor team size.