Thomas Stakem Jr. is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Woodstock Corporation since 2003. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes fundamental research in high-quality growth equities and investment-grade debt, offering portfolio management and financial counseling tailored to client objectives, along with affiliated tax and accounting services.

Brian Burke is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Montis Financial, LLC since 2022. He previously worked for Morgan Stanley Smith Barney for 11 years. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that integrates unaffiliated managers and a variety of investment strategies tailored to client objectives and risk tolerance.

Jenna Israni is a ChFC® credentialed advisor at TFC Financial Management Inc with six years at the firm and a total of ten years in the financial industry. Her prior experience includes roles at Morana Law Office, LLC and TIAA Kaspick. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios using a combination of passive and active strategies, emphasizing larger account relationships and integrating Sustainable/Responsible/Impact investing options.

John Fasciano is a financial advisor with New World Advisors LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Terranova Capital Equities Inc., Contravisory Investment Management, and Morgan Stanley Private Bank. Fasciano is also licensed to sell insurance products through various companies. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations with discretionary investment management, financial planning, and retirement plan advisory services. The firm emphasizes a long-term, fundamental analysis-driven investment approach, using diversified, low-cost funds and customized portfolios tailored to clients’ goals and risk tolerance.

Michael Delduchetto is a financial advisor at Excalibur Management Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Excalibur since 2003. He serves as a board member for Spectrum for Living, a nonprofit supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation provides discretionary investment management and financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held businesses. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients' specific liquidity, tax, concentration, and cash-flow needs.

Zachary Ciampa is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2023. His prior experience includes roles at John Hancock and Charles Schwab. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term oriented portfolios while allowing tactical trading based on market conditions or client needs.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Benjamin Patch is a financial advisor at Middleton & Company Inc. in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Wealth Enhancement Group, North American Management Corp, and Massachusetts Financial Services Company. Middleton & Company manages approximately $1.23 billion in discretionary assets for a diverse client base including individuals, families, trusts, and retirement plans. The firm follows a fundamental analysis investment process across multiple strategies, emphasizes U.S. securities, and employs tax-sensitive portfolio management with regular reviews.

James Scanlan is a CFP® professional with 41 years of industry experience. He is currently with Stage Harbor Financial, where he has worked since 2024. Prior to this, he was with APELLA Wealth from 2017 to 2024 and held a role at Symmetry Partners between 2017 and 2019. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment philosophy combining low-cost passive exposures with active strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Kevin Donohue is a financial advisor at Centerpoint Advisors, LLC with six years of industry experience. He previously worked at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and institutions with discretionary investment management, financial planning, and family office services. The firm emphasizes a customized approach, including a notable focus on individual fixed-income securities and formal family office functions such as estate coordination and certified divorce financial analysis.

Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

Courtney Doyle is a financial advisor at Algorithmic Investment Models with 12 years of industry experience. She holds a Series 65 designation and has worked at Algorithmic Investment Models since 2020, following five years at Beaumont Financial Partners. Algorithmic Investment Models offers ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to produce daily ETF rankings and tactical allocations.

George Webb is a financial advisor with Pension & Wealth Management Advisors in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Pension & Wealth Management Advisors in 2020, he worked at Kastel Capital Advisors, Muzinich & Co, Muzinich Capital LLC, and Nuveen Investments. He is also president and owner of an M&A advisory firm, Pension Wealth M&A Advisors LLC. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm offers customized portfolios using fundamental, technical, top-down, and bottom-up analysis, managing assets internally across a range of traditional and alternative investment strategies.

Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

Robert Sandler is a Series 65-registered financial advisor with Pension & Wealth Management Advisors in Waltham, MA. He has 21 years of industry experience and has worked at Double Eagle Management throughout this period. Pension & Wealth Management Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million in assets using customized portfolios that incorporate both traditional and alternative investments, with investment decisions made internally and reviewed regularly.

George Ferrel is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Bank and Trust Company, and First Citizens Bank. Outside of advising, he is an investor in Wooden Leg LLC, which operates the Nautilus restaurants in Boston and Nantucket. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a mix of active and passive strategies with ESG screening and derivative instruments, and participates in the Dynasty network to offer access to separately managed accounts and unified managed accounts.

Marilyn Gentilotti is a CFP® with 10 years of industry experience, currently serving as an advisor at Washington Trust Advisors. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, and Edward Jones. She also operates a bookkeeping and tax service business, Beacon Light Planning, which she manages on a limited basis. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, individual equities, fixed income, and options, and provides access to affiliated trust and custodial services through its bank holding company structure.

Mark Fiskio is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Empirical Asset Management since 2010. He previously worked at Race Rock Capital LLC from 2016 to 2017. Fiskio is also a manager and member of Empirical Fiscal Partners, an entity serving as general partner of a private fund. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, estates, and institutional clients. The firm employs a rules-based, long-term investment approach using proprietary methods and a range of model strategies built from low-cost ETFs, mutual funds, and select securities.

Scott Facchetti is a Series 66 licensed financial advisor with 24 years of industry experience. He is a partner at Facchetti & Facchetti, Ltd., where he provides tax advice, accounting, payroll, bookkeeping, and business consulting services. Facchetti has held positions at Royal Alliance Associates and Advest, Inc. He is currently an investment advisor at Flagship Wealth Advisors, LLC. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach focused on mutual funds and ETFs, using both advisor-managed and model portfolio programs.

Mark Barry is a financial advisor at Centerpoint Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Arthur W. Wood Company, Inc. since 2015 while also being with Centerpoint Advisors since 2012. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management alongside financial planning, family office, and consulting services. The firm employs a mix of ETFs, mutual funds, individual securities, and a dedicated fixed-income approach, integrating family-office style services and coordinating with external tax, legal, and investment professionals.