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.

Paul Lane III is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Armstrong Advisory Group Inc. since 2022 and previously held positions at Securities America Advisors, Inc. and Morgan Stanley. Outside of his advisory role, Mr. Lane is a co-host of the radio program "The Financial Exchange" and the podcast "Make It Make Cents," both of which focus on financial education and market commentary. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion for around 1,489 clients. The firm employs a long-term, top-down investment approach with tactical adjustments and operates a multi-office model with 14 advisors.

Nicole Heavern is a CFP® professional at Riverview Capital Advisers LLC with nine years of industry experience. She has worked at Riverview since 2020 and previously spent four years at Charles Schwab and Charles Schwab Bank. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios using strategic asset allocation and fundamental analysis and provides comprehensive wealth and family office planning, including bespoke services for ultra-high-net-worth clients.

Michele Cropley is a financial advisor at Armstrong Advisory Group Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Voya Financial and Voya Retirement Advisors for ten years. Outside of advising, she is a yoga instructor and Merit Badge Counselor for Boy Scouts of America, and she hosts the firm’s podcast, "Make it Make Cents," focusing on financial education. 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 long-term, macroeconomic-driven investment approach and operates a multi-office model with a team of 14 advisors managing approximately $1.67 billion in assets.

Alexander Munnell is a Series 65-licensed financial advisor at Clear Brook Advisors, Inc. in Boston, MA, with nine years of industry experience. He has been with Clear Brook Advisors since 2013. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, delivers written investment recommendations, and generally operates on a non-discretionary basis.

Michelle Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Single Point Partners since 2023. Prior to joining Single Point, she worked at Ballentine Partners, LLC for nine years. She is a board member and Investment Committee member of the Maynard Education Foundation, where she helps approve grants and set investment objectives for the organization’s endowment. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and emphasizes a client-focused process that typically includes index-based ETFs alongside other investment vehicles, with a fee structure based on fixed annual fees rather than asset percentages.

Joshua Sedlecky is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Single Point Partners in 2021, he worked at Western Michigan University and Centennial Securities, among other roles. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments by providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and employs a client-centered process that emphasizes index-based ETFs alongside a diversified range of investment vehicles, supported by multi-advisor collaboration.

Catherine Faddis is a CFA® charterholder with 13 years of industry experience. She is currently with Zevin Asset Management, LLC and has previously worked at Fernwood Investment Management, LLC and Grace Capital. Zevin Asset Management provides discretionary portfolio management and related financial planning to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment process that integrates fundamental equity research, global macro considerations, and ESG analysis to build diversified portfolios focused on risk mitigation.

Spencer Glascock is a financial advisor at Keenan Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Westminster Christian and Northwestern Mutual. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth clients, and corporations, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations across various asset classes and employs both discretionary and non-discretionary mandates.

William Peng is a Series 66–licensed financial advisor with Capital Markets IQ, LLC, based in Sudbury, MA, and has 14 years of industry experience. His career background includes roles at Millennial Pharmaceutical and SA Stone Wealth Management, and he serves as an adjunct professor teaching finance at Suffolk University. Beyond his advisory work, he owns and manages AVIVANT, LLC, a business consulting firm, and is president of AVIVANT (Nanjing) Information Technologies Co. Ltd, involved in educational consulting and consumer product business development. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and business consulting across a range of asset classes, employing a multi-branch model with centralized supervision and coordinating with external professionals for comprehensive client advice.

Nicholas Jasie is an investment adviser representative at Keenan Financial with one year of industry experience. He holds a Series 65 designation and has worked at Keenan Financial since 2024. Outside of his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. 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 risk-profile questionnaire to tailor investment allocations and employs methods including modern portfolio theory, quantitative and technical analysis.

David Armstrong is a financial advisor at CS Planning Corp with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at CS Planning Corp since 2013, also spending time at Master Planners & Associates, LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm uses a multi-advisor model to deliver investment supervisory and financial planning services, employing a systematic, diversified investment approach tailored to client risk tolerances and goals.

Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC in Burlington, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with RPG Family Wealth Advisory since 2015. Outside of his advisory role, he serves as chairman of the North Shore Jazz Project and is on the board of advisors for Save Serve, both non-investment-related activities. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, offering portfolio management that includes equities, fixed income, mutual funds, ETFs, and alternative investments.

Jeremiah Gallington is a financial advisor at Northstar Asset Management, Inc. in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cable Hill Partners, Fisher Investments, and Natixis Global Asset Management. Northstar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios focused on socially responsible objectives. The firm employs a six-pillar ESG framework combined with a core-satellite investment strategy that includes ETFs, direct indexing, and a concentrated global equity sleeve, managing approximately $806 million in client assets.

George Platt is a financial advisor with BTS Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, primarily with BTS Securities Corporation and BTS Asset Management since 2006. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and manages registered investment companies. The firm employs proprietary quantitative and fundamental analysis alongside technical indicators to inform tactical and strategic portfolio strategies.

Cameron Gast is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Montis Financial, LLC and previously worked at Charles Schwab and Prudential. 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 diverse investment strategies and follows operational practices that include AI governance and specialized portfolio management techniques.

Denis Rezendes is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Algorithmic Investment Models, LLC since 2020 and previously worked at Beaumont Financial Partners, LLC from 2014 to 2019. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process utilizing machine learning and behavioral finance concepts to deliver daily ETF rankings and tactical allocations.

Holly Cloutier is a financial advisor at Alliance Private Wealth, LLC with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Commonwealth Financial Network and Private Jet Services. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing discretionary investment management, financial planning, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Michael Brady is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 20 years of industry experience. He has been with the firm since 2005. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension plans, charitable institutions, and private investment funds. The firm employs a multi-factor, global growth-oriented investment process, managing concentrated equity portfolios alongside a fixed-income sleeve, and is distinct in its role as a private fund adviser managing pooled investment vehicles.

George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. 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 low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.