Robert Bruch Jr. is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Middleton & Company Inc. in Boston, MA. He has been with Middleton & Company since 2015. Middleton & Company manages approximately $1.23 billion on a discretionary basis for individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, delivering tailored investment counseling and ongoing portfolio management. The firm’s investment approach emphasizes fundamental analysis across multiple core strategies and employs tax-sensitive management with regular rebalancing and quarterly reporting.

James Fonzi is a CFA® charterholder and an advisor with Breakwater Capital Group, where he has worked since 2025. He has one year of industry experience and previously worked at Deloitte & Touche LLP for four years, as well as roles at US Financial Technology and Morgan Stanley & Company. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin transactions and options, tailoring allocations to client objectives and risk tolerance.

Robert Sanders is a CFA® charterholder with 19 years of industry experience. He is a member of the eight-advisor team at Woodstock Corporation and previously spent 11 years at Howland Capital Management, Inc. from 2006 to 2017. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for a range of clients including individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research targeting high-quality growth equities and investment-grade debt, offering portfolio management and financial counseling with investment strategies tailored to client objectives.

Kyle Dandurand is a CFA® charterholder with 20 years of industry experience. He is currently with Chemistry Wealth Management LLC, where he has worked since 2021, following 16 years at Ameriprise Financial Services, Inc. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and options with a blend of fundamental and technical analysis.

James Ball is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with three years of industry experience. Prior to joining Keenan Financial, he worked in construction and parks and recreation. He is also licensed as an insurance agent and provides clients with insurance information as needed. Keenan Financial serves individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a risk-profile questionnaire to tailor investment allocations and employs modern portfolio theory, quantitative and technical analysis, and various trading strategies.

John Brennecke is a CFA® charterholder and holds a Series 65 license with 17 years of industry experience. He has been with Timber Creek Capital Management, LLC since 2008. The firm provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities, managing approximately $549 million across about 47 client relationships. Timber Creek employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and periodic portfolio reviews.

Michael Doucette is a financial advisor with Kelly Financial Services LLC in Braintree, MA, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Pioneer Financial Group, Securian Financial Services Inc., Minnesota Life Insurance Company, Park Ave Securities, and Guardian. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis, employing a mix of equities, fixed income, mutual funds, and ETFs with a focus on capital preservation and long-term growth, while also utilizing third-party sub-advisors and customized model portfolios.

Jon Duane is a financial advisor at Brock Hill Wealth Management with one year of industry experience. He is also a partner and owner at Hoye & Duane, PC, a real estate law firm where he reviews contracts and handles closings. Prior to this, he worked at Thomas F. Williams and Associates in a legal capacity. Brock Hill Wealth Management serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental and quantitative analysis, and provides corporate-level consulting services such as tax planning and analysis of corporate structure for business-owner clients.

Bernard Donohue III is a financial advisor at Financial Transparency with 26 years of industry experience. He holds the PFS™ credential along with Series 63 and Series 65 licenses. His prior work includes roles at Cssc Brokerage Services, Inc. and multiple related entities, as well as ownership of Donohue Consulting Group, Inc., where he provides financial services. Outside his advisory work, he owns a CPA practice offering auditing, accounting, tax, and business consulting services. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation strategy based on Modern Portfolio Theory and the Efficient Market Hypothesis, offering a mix of passive and active investment models tailored through several programs, including customized managed accounts with options such as municipal bonds and socially responsible investing.

Benjamin Robinot is a Series 65-licensed advisor at Transatlantique Private Wealth LLC with eight years of industry experience. He previously worked at 360 Advisory LLC for eight years. He is a non-operating partner at Three Sixty Advisory LLP in the UK and a minority shareholder in Hong Kong-based asset management firm Orfi Capital Ltd. Transatlantique Private Wealth primarily serves high-net-worth individuals and private entities, managing approximately $879 million across 400 client relationships. The firm specializes in discretionary and non-discretionary portfolio management focused on cross-border needs, using a proprietary investment process that integrates macro analysis with fundamental and technical research.

Cameron O'Neill is a financial advisor at Family Fiduciary Services, Inc. with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and previously worked at Citigroup and Fidelity Investments. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management, financial planning, and 401(k) advisory services. The firm employs a committee-based approach to portfolio management focused on long-term allocation, diversification, and tax sensitivity, and also provides less common services such as corporate trustee duties and bill-paying.

Scott Burg is a CFA® charterholder with three years of industry experience, currently serving as an advisor at Tfc Financial Management Inc in Boston, MA. Prior to joining Tfc Financial Management, he worked for twelve years at CIBC Private Wealth. Tfc Financial Management is a fee-only SEC-registered advisory firm that manages approximately $1.78 billion for mainly high-net-worth individuals and nonprofit organizations. The firm uses globally diversified, multi-asset class portfolios combining passive core exposures with select active managers, emphasizing larger account relationships and explicit liquidity guidelines.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm offers both discretionary and non-discretionary portfolio management and tailors its recommendations through a consultative process that considers risk tolerance, time horizon, and client objectives.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Outside of his advisory role, he is the owner of Belenus Farms LLC and serves as Director of Sales at MassPay, where he manages a team selling HR and payroll services. Pension & Wealth Management Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million, offering customized investment strategies across traditional and alternative assets, with most accounts managed directly and often on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

Dennis Follmer is a financial advisor at Montis Financial, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Montis Financial since 2022, following prior roles at 55IP and Tetrem Capital Management. Montis Financial provides comprehensive financial planning and investment management services for individual, high-net-worth, and institutional clients, employing a range of investment instruments and specialized strategies while maintaining distinct operational practices such as use of Dimensional Fund Advisors funds and governance over AI tools.

Jacob Ciechon is a financial advisor with Rise North Capital Investment Advisors holding a Series 65 license and three years of industry experience. He previously worked at Foundations Investment Advisors, LLC, and has business experience with GC & Sons Dock Equipment. Outside of advisory work, he is involved in life insurance and annuity sales. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, emphasizing customized portfolio proposals, ongoing reviews, and public educational workshops.

John Reid is a financial advisor with Keenan Financial in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He has worked at Keenan Financial since 2018 and previously held roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Reid has been involved with Core Lacrosse for over 20 years, where he teaches and coaches youth and high school lacrosse programs. 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 documented risk-profile questionnaire to tailor investment allocations and employs a variety of strategies including modern portfolio theory and technical analysis.

Robert Roselli is a CFP® professional with 31 years of industry experience. He has been with Peak Financial Management Inc since 2019 and previously worked at AXA Advisors, LLC from 2014 to 2019. Outside of his advisory role, he is a notary public, occasionally providing notary services to clients. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages client assets through model-based investment policies and offers services across multiple offices, supporting a team of seven advisors.

Frederick Pryor is a financial advisor at TFC Financial Management Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with The Financial Collaborative and TFC Financial Management since 1981. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios combining passive and active management, and emphasizes larger account relationships along with explicit liquidity guidelines.