Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.

Luke Harder is a CFP®-certified financial advisor with three years of industry experience, currently with Claro Advisors Inc. He previously worked at Northwestern Mutual Investment Services and Convergence Capital. Outside of his advisory role, he is a licensed insurance agent in Boston. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes fundamental analysis with a long-term focus while incorporating tactical reallocations and uses AI tools and proprietary strategies to support its investment decisions.

Leah Warren is a CFP® with 12 years of experience in financial advising. She has worked at Single Point Partners since 2022 and previously was with Ballentine Partners LLC for five years. Warren also took a one-year break from the industry for homemaking. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets, emphasizing index-based ETFs alongside various other investment vehicles and employs a fixed-dollar fee model rather than asset-based or performance fees.

Matthew Soucy is a financial advisor with Family Fiduciary Services, Inc., holding Series 63 and Series 65 licenses and bringing two years of industry experience. His prior roles include positions at Northwestern Mutual and National Life. Outside of finance, he has experience working in the restaurant industry at Daniellas Ristorante. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and sponsors of participant-directed retirement plans with discretionary investment management, financial planning, and 401(k) advisory services. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, offering distinctive trustee and bill-paying services that are less common among peers.

Paul Elias is a Series 65-licensed advisor at J.M. Forbes & Co. LLP in Boston, MA, with 21 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. Outside of advising, he serves as a trustee managing a small commercial building and is treasurer and co-owner of a company that develops training materials for the pharmaceutical industry. J.M. Forbes & Co. LLP advises individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm employs a GARP-style stock selection process and combines investment management with trustee, estate, tax-related, and real estate services.

James Mcsweeney is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 37 years of industry experience. He has been with Davinci Capital since 2001 and also serves as president of Comprehensive Insurance Providers, Inc., an insurance agency and benefits administration firm. Additionally, he owns SafeHire Investigations, a company specializing in employment background checks and screening, and holds a real estate license. Davinci Capital Management provides advisory services primarily to individual investors and pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and fee-in-lieu brokerage arrangements. The firm operates largely on a non-discretionary basis and utilizes a variety of analytical techniques when recommending investment strategies.

Lawrence Welch is a financial advisor with 27 years of industry experience, currently practicing at 93 Financial Group, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Woburn, MA. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm employs a traditional, one-on-one advisory approach using fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Christopher Harris is a financial advisor at Zevin Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TIAA-CREF and Morgan Stanley. Harris serves as Treasurer on the Board of Directors for the Transformative Culture Project, a nonprofit youth arts organization. Zevin Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, non-profits, foundations, and institutions, with a focus on socially responsible investment strategies. The firm employs a long-only, bottom-up investment process emphasizing large global companies and integrates ESG analysis throughout its approach.

Cathleen Mc Kee is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Equita Financial Network, Inc. since 2023. Prior to her financial advisory career, she worked at the University of Chicago Laboratory Schools for twelve years. Equita Financial Network, Inc. serves individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, using client-specific investment policy statements to guide portfolio construction and risk management.

Andrew Rice is a financial advisor with Algorithmic Investment Models, holding a Series 65 designation and five years of industry experience. He has been with the firm in its various forms since 2017. Outside of his advisory role, he serves as a shareholder and emeritus consultant for Bolster Mission Consulting, providing pro bono strategic planning and data analysis services to nonprofit organizations. Algorithmic Investment Models specializes in ETF-based portfolio management and model delivery for a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm employs a quantitative, technology-driven investment approach using proprietary systems that integrate machine learning and behavioral finance.

Matthew Lombardozzi is a financial advisor at Davinci Capital Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Natixis Distribution, LLC and Pallas Capital Advisors, as well as involvement with Greg Carter's European Hockey School. Davinci Capital Management provides advisory services primarily to individual investors and pension plan sponsors, offering individualized portfolio management, retirement plan consulting, and access to third-party money managers. The firm’s investment approach involves client-approved, largely non-discretionary management using various analysis techniques tailored to client objectives and risk tolerance.

John Sargent Jr. is a CFA® charterholder with 23 years of industry experience, currently serving at Middleton & Company Inc. in Boston, MA, where he has worked since 1993. He holds the role of Treasurer and Chair of the Finance Committee at Gordon College, a position he assumed in late 2023. Middleton & Company provides discretionary investment management services to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing over $1.1 billion in client assets. The firm’s investment approach is grounded in fundamental analysis and includes strategies focused on U.S. exchange-listed stocks, funds, and investment-grade bonds, delivered with regular performance reporting.

Matthew Gordon II is a financial advisor at Catalyst Financial Partners in Boston, holding a Series 65 designation. He has 17 years of industry experience, including 16 years at BNY Wealth and one year at Catalyst Financial Partners. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, pension and profit-sharing plans, foundations, endowments, trusts, and other entities. The firm pursues long-term, diversified investment strategies using a range of vehicles and employs third-party research and consultants, managing approximately $1.72 billion in discretionary assets.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He previously worked at LPL Financial and co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Outside of advisory roles, he is the owner of a trucking business, Frio Freight. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, alongside a limited number of charitable organizations, small businesses, and pension/retirement plans. The firm customizes investment strategies to client goals using a variety of asset classes and analytical methods, and manages both custodied and held-away assets with an emphasis on tax efficiency and regular account review.

Paul Simons is a financial advisor at PUREfi Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth Advisory, Silicon Valley Bank, Boston Private Wealth, and Seaport Global Holdings. Outside of his advisory role, he serves as an advisor for Centsai Inc, focusing on financial education and literacy. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach incorporating asset allocation, fundamental and technical analysis, ESG screening, and a combination of active and passive strategies across multiple asset classes, including the use of derivatives and specialized order-management processes.

Richard Nichols is a CFA® charterholder with 29 years of experience at Nichols & Pratt Advisers LLP in Boston, MA. He serves as a trustee and is involved in trust administration, dedicating significant time to these activities. Nichols & Pratt Advisers LLP primarily advises trustees of private trusts, IRA owners, individuals, estates, and foundations, as well as select institutional clients. The firm manages approximately $2.32 billion in client assets and employs a low-turnover, long-term investment strategy focused on capital preservation and moderate income.

Karl Hambrecht is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1990. Outside of his advisory role, Hambrecht owns an independent insurance agency primarily selling life, disability, and health insurance, and serves as a trustee for family trusts and retirement plans. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with portfolio optimization and offers access to a broad range of investment products and third-party managers.

Kathleen Mealey is a CFP® and Series 65-registered advisor at Sensible Money, LLC with 15 years of industry experience. She has worked at Sensible Money since 2014 and previously spent four years at Cabot Wealth Management. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, focusing on clients transitioning into or already in retirement. The firm employs a planning-and-implementation model called the Juicing® Experience and uses diversified portfolios alongside liability-driven investing techniques.

Michael Bergeron is a financial advisor at Flagship Wealth Advisors, LLC and has 16 years of experience running the Law Office of Michael Bergeron. He is based in Wakefield, MA. Flagship Wealth Advisors, LLC provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified exposure to mutual funds, ETFs, and selected variable annuity sub-accounts, offering portfolio management and retirement plan consulting through its Vision2020 Wealth Management platform.

Jonathan Phillips is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 22 years of industry experience. He has been with Penobscot since 2002. Phillips serves as co-trustee on two family trusts of a former co-worker. 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 focused on dividend-growth companies and incorporates ESG screening in its investment process.