Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

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.

Joseph Charles is a financial advisor at APEX Investment Group with one year of industry experience. He has been the owner of Rock City Pizza, a restaurant in Boston, since 2013. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios primarily using diversified mutual funds and ETFs, and provides discretionary investment management, financial planning, and retirement-plan advisory services.

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.

Daniel Monaghan is a CFP® with four years of industry experience, currently serving as a financial advisor at Liberty Forge LLC in Boston, MA. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Liberty Forge, LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily for high-net-worth individuals, trusts, business entities, and pension plans. The firm emphasizes a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selected satellite positions, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.

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.

Paul Lane III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He has prior experience at Morgan Stanley, Merrill, and Securities America Advisors. Outside of advisory work, Mr. Lane is a co-host of both the radio program "The Financial Exchange" and the podcast "Make It Make Cents," where he discusses market trends and financial education. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, macro-driven investment approach and manages approximately $1.67 billion across 14 advisors and 12 offices.

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 credentialed financial advisor with 10 years of industry experience. He has been with Clear Brook Advisors, Inc. in Boston, MA since 2013. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers by providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes due diligence on private managers and typically manages client relationships on a non-discretionary basis, while also coordinating private-fund subscriptions and sponsor communications.

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.

James Laite is a financial advisor at Cadence Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been associated with both Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory role, he serves as a commissioner on the Town of Lancaster’s Board of Public Works and assists with ski equipment sales and maintenance at Wachusett Mountain Ski Area during the winter season. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from a range of investment vehicles including ETFs, mutual funds, individual securities, and option strategies.

Catherine Faddis is a CFA® charterholder and holds a Series 65 license, with 14 years of experience in the financial industry. 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 financial planning services to individuals, trusts, non-profits, foundations, and institutional clients, focusing on socially responsible investment strategies. The firm employs a long-only, bottom-up investment approach centered on large global companies, integrating ESG analysis throughout its process, and offers customized accounts as well as model strategies accessible through various third-party platforms.

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.

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.