Marc White Jr. is a financial advisor at Clarendon Private LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookline Bancorp, Ethic, A Wealth Bank, and J.P. Morgan Trust Company. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, focusing on discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using a combination of fundamental and technical analysis across diversified asset classes.

Jakob Rainsford is an investment adviser representative at Keenan Financial with a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he held various roles including multiple positions at the University of Maine and work with the Department of Conservation and Recreation. Outside of his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management alongside financial planning and tax-preparation services. The firm employs a documented risk-profile approach to tailor portfolios, utilizing a mix of ETFs, mutual funds, equities, fixed income, and insurance-based annuities.

Donald Joyal is a financial advisor at Flagship Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Flagship Wealth Advisors since 2014 and Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment industry relationship development through Entertainment Capital Management LLC and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, and variable annuities, with ongoing supervision and quarterly reviews, and employs third-party tools for planning and reporting.

Devin O'Rourke is a financial advisor at O'Rourke & Company, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Investment Management and Cetera Advisors prior to joining O'Rourke & Company, where he has been since 2017. Outside of his advisory role, he is also a licensed agent for fixed insurance products and serves as a notary public. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios and offers ongoing portfolio management and retirement-plan advisory support.

Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. for 10 years before joining LPL Financial and Alta Wealth Advisors in 2024. He is also a business owner of Cranberry Harvest Co LLC. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Peter Disch is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Great Point Wealth Advisors, LLC since 2008 and also has a longstanding affiliation with IDS Life Insurance Company. Great Point Wealth Advisors offers fee-only wealth management, financial planning, and discretionary investment management services for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis investment approach, constructing diversified portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for select clients.

David Mac Dougall is a CFA® charterholder with four years of industry experience. He is affiliated with Ipswich Investment Management Company, Inc and has prior work history at Boston Financial Management LLC and Emerson Investment Management LLC. Ipswich Investment Management provides discretionary portfolio management and advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities and fixed income, with portfolio decisions overseen by an internal Investment Committee and tailored to client objectives and tax considerations.

Elizabeth Colt is a Series 65-licensed financial advisor at J.M. Forbes & Co. LLP with six years of industry experience. She has been with J.M. Forbes since 2020 and is also the managing member of Woods Hole Inn LLC, a hospitality group on Cape Cod. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price (GARP) investment approach with a long time horizon, combining core equity holdings with diversified fixed-income allocations and selective use of mutual funds and ETFs.

David Donahue is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot, Inc. alongside Eagleclaw since 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various advisory arrangements. The firm employs a non-consensus, contrarian investment approach that combines fundamental analysis with a technical overlay and integrates tax considerations and portfolio diversification.

Jeffrey Bernier is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2015. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm manages approximately $1.67 billion across about 1,041 client accounts with a six-advisor team, employing a GARP-style stock selection process combined with diversified fixed-income allocations and extensive trustee, estate, and tax-related services.

Eugene Clapp is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 31 years of industry experience. He has been with Penobscot since 1988. Outside of his advisory role, he serves as a director at King Spruce Co., Union Boat Club, Nantucket Yacht Club, and Penobscot Capital Investment Co. Penobscot Investment Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm emphasizes diversified equity holdings with a focus on dividend-growth companies and uses ESG screening tools as part of its investment process.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

Nicholas Fitzgerald is a CFA® charterholder with five years of industry experience. He is currently with Moody, Lynn, Lieberson & Walker, LLC, where he has worked since 2020. Prior to that, he held roles at Cambridge Trust Company and ALPS, a DST Company. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, and institutional investors. The firm employs a multi-factor, global growth-oriented investment approach and manages approximately $2.2 billion in assets across just under 500 client accounts.

Brian Orourke is a financial advisor at O'Rourke & Company, Incorporated in Boston, MA, with 44 years of industry experience. He has worked at Cetera Advisors LLC and Investors Capital Corporation before continuing his tenure at O'Rourke & Company, where he has been involved since 1987. Orourke holds the Series 63 and Series 65 designations and serves as a trustee for multiple family trusts. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses, employing a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios across various asset classes.

Romahlo Wilson is a financial advisor at Boston Family Office LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for ACM Capital Management, LLC for ten years. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing tailored portfolios that incorporate fundamental analysis and sector-specific management across equities and fixed income. The firm serves approximately 335 clients with about $1.87 billion in assets under management.

Michael Kozak is a CFP® with 24 years of experience in the financial industry. He has been with BlueDoor Private Wealth, LLC since 2019 and also maintains a small, sporadic tax and estate planning practice. Prior to BlueDoor, he worked at East Coast Asset Management, LLC and Little House Capital, LLC. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment approach.

Project Management for your financial life. Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We help you attain context and clarity to the planning, investing, and organization of your entire balance sheet. In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of. Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us share the following characteristics: – We want to be engaged in the financial decision-making process – We have the ability to manage our own finances, but, don’t have the bandwidth – We are willing to be completely transparent about our financial life – We recognize that there are currently overlooked areas in our financial life – We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making – We embrace the use of technology – We prefer low-cost index investments What Makes Us Different? ✔️Tech Forward: We do planning on your terms. No sitting in traffic for an hour each way to listen to someone blab on about pie charts for an hour. ✔️Execution: We are your Accountability Partner. A relationship with us is about more than just advice, it’s about execution. A key component of our role is to be here with you ensuring everything gets done. ✔️ Tax Planning: We believe this is one of the most overlooked areas of many financial plans. Tax planning needs to happen on a proactive basis throughout the year, not at tax filing time. ✔️ Our Fees: Our unique fee structure is what empowers our process to be so different. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions.

Dimitri Rodrigo is a financial advisor at Frec with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including M1 Finance and Ustocktrade Securities before joining Frec. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform to retail and entity clients. The firm uses a model-driven investment process with personalized direct indexing and offers strategies including factor-tilt, leveraged long-short, and hedging, requiring clients to open margin brokerage accounts with its affiliate Frec Securities.

George Beal is a financial advisor with Boston Family Office LLC, holding 27 years of industry experience. He has been with Boston Family Office since 1996. Beal serves as a trustee of Northeast Investors Trust, a mutual fund, and has been on the advisory board of Breckinridge Capital Advisors since 2011. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, managing approximately $1.87 billion in assets across roughly 335 clients. The firm emphasizes fundamental analysis and assigns portfolio managers to specific economic sectors to construct diversified portfolios tailored to client needs.

Thomas Brennecke is a financial advisor at Timber Creek Capital Management, LLC in Boston, MA, holding a Series 65 designation with 17 years of industry experience. He has been with Timber Creek Capital Management since 2008. Timber Creek Capital Management provides discretionary investment management and wealth-planning services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a long-term, valuation-driven investment approach focused on asset allocation, diversification, and risk management, serving a selective client base with portfolios constructed from individually selected equities, fixed income, and alternative holdings.