Jack Rufo is a financial advisor at Finivi Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Heritage Financial Services and JNJ Window Services, in addition to roles at Bentley University and Westwood Public Schools. Outside of finance, Rufo provides professional window and exterior cleaning services. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management, financial planning, estate-planning facilitation, family meetings, and financial education workshops. The firm employs an active, core-satellite investment approach tailored to client risk tolerance and utilizes the eMoney platform to consolidate client financial data.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

Thomas Alessi is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC and Platinum Wealth Partners. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach leveraging proprietary methodologies and diversified portfolios constructed from low-cost ETFs, mutual funds, and selected securities.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. 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 uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with RPG Family Wealth Advisory since 2015. Risk Paradigm Group (RPg) provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual investors, and institutions, including high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with explicit risk controls.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

Dinghao Jiang is a financial advisor at Downtown Wealth Studios, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Prior to his advisory roles, he spent three years at Babson College. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, and institutional clients, managing portfolios that include equities, ETFs, mutual funds, and bonds. The firm combines fundamental and technical analysis with a long-term investment approach and manages the majority of assets on a non-discretionary basis.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.

Joseph Evangelista is a financial advisor at Wingate Wealth Advisors, Inc. with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 designations and has been affiliated with multiple Wingate entities since 2003. His earlier experience includes work with American Express Financial Advisors Inc. and Ids Life Insurance Company. Evangelista has also been involved with Suffolk University Law School since 1996. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive investment strategies through model portfolios aligned with client objectives.

John Edwardh is a financial advisor at RPG Family Wealth Advisory, LLC with a Series 65 credential. He has been with RPG Family Wealth Advisory since 2025 and has prior experience at ECHL and Risk Paradigm Group Holdings. Before entering the financial advisory field, he worked in various roles including at the University of Massachusetts Lowell and in sports-related activities such as Driscoll Skating and Skills. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented investment approach with a long-term focus, utilizing both fundamental and technical analysis, and offers diversified portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC and Mutual Securities, Inc, and spent nearly two decades at LPL Financial. Outside of his advisory role, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments, and is notable for its broad fiduciary services and developed family-office offerings.

Christopher Fisher is a CFA® charterholder with 11 years of industry experience. He has been with LiveLife Capital Partners LLC since 2017 and previously worked in mergers and acquisitions at Bigelow. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering a primarily long-term, customized investment approach that includes low-cost mutual funds, ETFs, and alternative investments when appropriate. The firm also sponsors its own wrap fee program and utilizes held-away account technology to manage connected retirement accounts.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Jennifer Wolfsberg is a financial advisor at Centerpoint Advisors, LLC with 30 years of industry experience. She has been with Centerpoint Advisors since 2006 and previously worked at Arthur W. Wood Company, Inc. and Palladium Capital Group, LLC. Wolfsberg holds Series 63 and Series 65 licenses. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, providing discretionary investment management alongside financial planning and family office services. The firm emphasizes customized fixed-income strategies and integrates formal family office functions, including estate coordination and certified divorce financial analysis.

Stephen Batzell is a CFA® charterholder with 20 years of industry experience. He is currently with Montis Financial, LLC and previously spent 25 years at Abacus Financial Advisors. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Joshua Devereaux is a CFP® professional at Stage Harbor Financial with three years of industry experience. He previously worked at Merrill and UBS Financial Services and has held roles at Bridgewater State University and Western Michigan University. He serves as trustee and beneficiary of a family trust. Stage Harbor Financial provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Its investment approach combines personalized asset allocation with a core/satellite philosophy integrating passive and active strategies, using a range of securities and independent managers.

Carol Khouri is a CFP® professional with 23 years of industry experience. She has been with Wingate Capital Corporation since 2002. Carol holds Series 63 and Series 65 licenses. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis within a multi-advisor practice.

David Dirks is a financial advisor at Plum Street Advisors, LLC, with 19 years of industry experience. He has been with Plum Street Advisors since 2016 and holds Series 63 and Series 65 designations. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees, with combined financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach using low-cost index funds and ETFs, active rebalancing, tax-aware implementation, and supplements its portfolios with third-party separately managed accounts and occasional use of options and margin.