Maxwell Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and two years of industry experience. His prior work experience includes roles at Keenan Financial, The Bulfinch Group, Bentley University, and Avon Old Farms School. Johnson Brunetti is a multi-adviser firm that provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and offers portfolio advice based on fundamental analysis tailored to clients' financial situations and risk tolerances.

Christopher Moran is a financial advisor with Savvi Financial LLC in Waltham, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Savvi Financial since 2013, Alpha Dynamics LLC from 2011 to 2019, and as a self-employed insurance agent since 2020. 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 combines proprietary quantitative models with tiered service levels that include human support, focusing on employer delivery and hybrid online/human service.

Will Frain is a financial advisor at Catalyst Financial Partners in Boston, MA, holding a Series 65 designation. He has been with Catalyst Financial Partners since 2025 and previously held roles at Myopia Hunt Club, Endicott College, Trinity College, UMass Amherst, and St. John's Prep. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs long-term, diversified investment strategies across multiple asset classes and manages approximately $1.72 billion in discretionary assets.

Lawrence Harrington is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Marble Harbor since 2006. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of mid- and large-cap U.S. companies, alongside laddered fixed-income holdings, and manages approximately $1.28 billion in discretionary assets.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a software-driven investment process focused on asset allocation and portfolio optimization, managing diversified portfolios through direct management or sub-advisory arrangements.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation for two years. Lefavor is also a partner in GBH Partners LLC, a company involved in insurance sales distinct from his advisory role. Stage Harbor Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies and manages over $1.09 billion in client assets.

Brian Presti is a CFA® charterholder with 26 years of industry experience. He is currently with TFC Financial Management Inc, where he has worked for three years. His prior experience includes roles at The Colony Group, Harvest Capital Management, Carlson Investments, and Charles Schwab. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm uses globally diversified, multi-asset class model portfolios combining passive and active strategies, with a focus on larger account relationships and liquidity management.

James Garrett is a CFA® charterholder with one year of experience in the financial industry. He is currently an advisor at Woodstock Corporation and previously worked at Delphi Management Inc. for 17 years. Outside of his advisory role, he serves as a trustee for a local condominium association, overseeing budget and maintenance projects. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, offering tailored asset allocation and sector strategies, alongside affiliated tax and accounting services.

Michael Dorsey Jr. is a CFP® and CFA® with 14 years of industry experience, currently serving as an advisor at Boston Family Office LLC since 2020. His prior roles include positions at Solano Wealth Management Group, Raymond James Financial Services, and Boston Advisors, LLC. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing approximately $2.02 billion in assets as of year-end 2025. The firm uses a sector-based research model and fundamental analysis to guide portfolio construction tailored to each client’s tax situation, income needs, and risk tolerance.

Noreen Walsh is a financial advisor at Aequitas Investment Advisors, LLC with 19 years of industry experience. She holds a Series 65 designation and has been with Aequitas since 2005. Aequitas Investment Advisors is a small multi-advisor team managing approximately $826 million for around 180 clients, including high-net-worth individuals, charitable foundations, and non-profit organizations. The firm provides financial planning, portfolio management, and consulting services, emphasizing a long-term, buy-and-hold investment approach with client-approved, non-discretionary management.

Glenn Caldicott is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America Corporation. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management services to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to create diversified portfolios with low-cost ETFs, mutual funds, and select individual securities.

John Desimone is a CFP® with 23 years of industry experience and is currently a financial advisor at Peddock Capital Advisors, LLC. He previously worked at Dakota Wealth, LLC and GML Associates, PC. In addition to his advisory role, he is an attorney involved with JFD Associates, PLLC, a law practice based in Wenham, MA. Peddock Capital Advisors provides wealth management, portfolio management, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach using both fundamental and technical analysis, and offers additional services through an affiliated tax and accounting practice.

Jeremy David is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Little House Capital, LLC since 2017 and previously spent five years at Peoples United Bank. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, offering services including trustee, family-office, and multi-generational planning.

Denise Del Monaco is a financial advisor with MSA Financial in Braintree, MA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at Securities America, Inc. from 2004 to 2024, and has been with Marino Stram & Associates since 2011. Outside of advising, she assists with customer service and marketing for a wholesale restaurant provisions company offering home delivery. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with customized investment management and financial planning services. The firm employs a primarily long-term investment approach incorporating fundamental and technical analysis, and utilizes third-party AI tools for research and risk monitoring.

Christopher Childs is a CFA® charterholder with eight years of industry experience. He has worked at Penobscot Investment Management Company, Inc. since 2023 and has prior experience at Wilmington Trust Company and People's United Advisors, Inc. Outside of his advisory role, he serves as Chair of the Investment Committee for the Suffield Historical Society and is a member of the Board of Finance & Retirement for the Town of Suffield. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm emphasizes long-term capital appreciation and income growth through diversified portfolios focused on dividend-paying companies with above-average dividend growth, while maintaining flexibility to invest in non-dividend payers with strong fundamentals.

Daniel Traub is a financial advisor at Montis Financial, LLC with 21 years of industry experience. He holds a Series 63 designation and previously worked at Tempo Financial Advisors, LLC for 16 years before joining Montis Financial in 2024. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Christopher Borden is a financial advisor at Canby Financial Advisors in Framingham, MA, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked at Commonwealth Financial Network and Canby Financial Advisors for over 26 years. Canby Financial Advisors is an SEC-registered investment adviser 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 using a personalized financial planning approach and a generally long-term investment strategy.

Alhassan Mahmoud is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Hoopoe Capital Markets and Hoopoe Advisors, as well as a year as a self-employed fitness trainer. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis to construct personalized portfolios across various asset classes, providing both discretionary and non-discretionary management.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

John Goddard is a CFP® with 19 years of industry experience, currently serving at Pinney & Scofield, Inc. He has worked at Pinney & Scofield since 2007 and has also been affiliated with Carson Wealth and Commonwealth Financial Network. Pinney & Scofield provides investment management and financial planning to individuals, families, trusts, and charitable organizations, serving both non‑HNW and high‑net‑worth clients. The firm employs a long-term, efficient-markets approach using broadly diversified portfolios primarily composed of index and factor mutual funds and ETFs.