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.

Kristin Creighton is a financial advisor with DAI Wealth, LLC who holds Series 63, Series 65, and Series 66 licenses and has eight years of industry experience. She previously worked at Concorde Investment Services, LLC and DAI Securities, LLC. Outside of financial advising, she is the sole proprietor of Kristin Creighton Design, a marketing, sales, and branding consulting business for small businesses. DAI Wealth, LLC manages approximately $330 million in assets and serves a broad range of individual and institutional clients. The firm combines advisor-led customization with third-party model and platform solutions, offering services including investment management, financial planning, and retirement-plan advisory.

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.

Adam Dani is a financial advisor at Napier Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at US Wealth Management, Valentinos, Volturno, PFE Advisors, and John Hancock. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, retirement-plan advisory, family office, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most client accounts on a discretionary basis, utilizing a range of investment vehicles tailored to client objectives.

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.

Andre Fernandes is a CFP® with 22 years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked for Weston Financial Group and Weston Securities Corporation for 18 years. Outside of his advisory role, he is an owner and partner in GBH Partners LLC, which is involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive strategies with active management and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

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.

Omar Mian is a financial advisor with Compass Capital Corporation, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Compass Capital Corporation since 2005 and Compass Securities Corp since 2008. In addition to his advisory role, he occasionally takes on life insurance cases through an affiliation with Moody Street Group, LLC. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach centered on asset allocation and portfolio optimization using investment-analysis software, typically constructing portfolios from ETFs, mutual funds, equities, fixed income, and cash equivalents.

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.

Mary Madeline Kelly is a financial advisor at Kelly Financial Services LLC with a Series 65 designation and two years of industry experience. She has been with Kelly Financial Services since 2017 in various roles and also worked at Providence College from 2015 to 2019. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets for about 1,401 client households, focusing on income and capital growth with an emphasis on capital preservation through a mix of equities, fixed income, mutual funds, and ETFs.

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.

Erik Beck is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with Beck Bode Wealth Management since 2016. Outside of his advisory role, Beck works as a trainer for Sugar Hill Fit Body Bootcamp in Georgia. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans with portfolio management, financial planning, and pension consulting. The firm also provides subadviser services to third-party advisers and offers accounting and tax preparation as ancillary services. Its investment approach involves fundamental analysis across multiple strategies, including growth, income growth with dividends, and a short-term options strategy, managing accounts mostly on a discretionary basis under a fiduciary duty.

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.