Daniel Ronan is a financial advisor at Catalyst Financial Partners in Boston, MA, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BNY Mellon for 13 years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, closely held businesses, retirement plans, foundations, and trusts. The firm manages just over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and an institutional platform relationship with Schwab.

Kathleen Smith is a CFP®-certified financial advisor with 39 years of industry experience. She is currently with Washington Trust Advisors, where she has worked since 2022. Prior to joining Washington Trust Advisors, she was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 16 years. 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 employs tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Eugene Clapp IV is a financial advisor at Penobscot Investment Management Company, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Penobscot, he worked at Toast, Inc., Babson College, and HubSpot, Inc. He also serves as a director of Penobscot Capital Investment Company. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies.

Benjamin Waddicor is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, holding a Series 65 designation and having 10 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. 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 employs a GARP-style stock selection process combined with diversified fixed-income allocations and integrates investment management with trustee, estate, tax-related, and real estate management services.

Ryan Landgraf is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with three years of industry experience. His prior work includes roles outside the financial sector, such as positions at Mascoma Bank, Burlington Parks and Recreation Department, Dartmouth Skiway, and Fore-U Golf Center. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers, providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes extensive due diligence and ongoing monitoring of private managers, primarily offering non-discretionary client relationships.

Michael Sheldon is a CFP®, CFA®, and Series 63 credentialed advisor with 28 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously held positions at HighTower Securities, LLC and Retirement Design & Management, Inc. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm offers tailored discretionary portfolios and model portfolio solutions, applying a comprehensive investment process that includes asset allocation, manager selection, and a mix of fundamental, technical, and qualitative analysis across various asset classes.

Alice Walsh is a CFP® professional with 30 years of industry experience, serving at Middleton & Company Inc. in Boston, MA since 1995. She holds Series 63 and Series 65 licenses and is part of a seven-advisor team. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets. The firm employs a fundamental analysis approach with strategies focused on U.S. stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.

Gary Mikula is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Mikula serves as a committee member and volunteer for Friends of the Children-Boston, participating in their Budget & Finance and Investment Committees. Birch Hill Investment Advisors provides portfolio management and advisory services primarily to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with ESG integration, focusing on customized portfolios and risk control through diversification.

John Wolfsberg is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Arthur W. Wood Company, Inc. and Detwiler Fenton & Co. He has been with Centerpoint Advisors for 18 years. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, alongside family-office style services and coordination with external tax, legal, and investment professionals.

Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.

Hailee O Keefe Mac Donald is a CFP® professional with four years of experience at Clarendon Private LLC. Prior to joining Clarendon Private in 2022, she was affiliated with Suffolk University from 2018 to 2022. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning primarily to high-net-worth individuals, trusts, estates, endowments, and businesses. The firm employs a long-term investment approach incorporating fundamental and technical analysis, portfolio construction with various asset classes, and ongoing client portfolio monitoring.

Martin Lynn is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Moody, Lynn & Co. since 1991. Lynn is a trustee of Moody, Lynn Associates, the general partner managing India Wharf Limited Partnership. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm manages roughly $2.2 billion in assets using a multi-factor, global growth-oriented investment process and is also notable for managing pooled investment vehicles such as India Wharf Limited Partnership.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.

Paul Brissenden is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory role, he serves as president of Porter Financial Inc. Alta Wealth Advisors LLC manages approximately $665 million for individual, high-net-worth, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and is noted for sponsoring a wrap-fee program and providing educational seminars.

Charles Corkery is a CFP® and holds a Series 65 license, currently serving as a financial advisor at PUREfi Wealth, LLC with six years of industry experience. His prior roles include positions at Morgan Stanley, SVB Wealth LLC, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a broad investment toolkit and includes the use of derivatives and structured products in its strategies, distinguishing it from comparable teams.

Joseph Buscaino is a Series 65-licensed financial advisor with Wellesley Asset Management, Inc. He has 22 years of industry experience, including 24 years at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle. The firm specializes in convertible securities and pursues absolute-return oriented strategies, primarily investing in convertible bonds, synthetic notes, and structured products.

Daniel Evans is a Financial Advisor and Senior Portfolio Advisor with Merrill Wealth Management. He focuses on helping individuals and families plan, grow, and protect their wealth through personalized financial strategies and long-term guidance. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Providence College and is a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is committed to building lasting relationships with clients and making complex financial topics easier to understand and act upon. Outside of his professional work, Daniel is involved with organizations such as Boston Cares, Great Dog Rescue New England, and the National Alliance on Mental Illness Massachusetts. He has personal interests in basketball, drawing and sketching, fishing, football, music, spending time with his family, tennis, traveling, watching movies, and writing.

Bernard Lynch III is a CFP® professional with five years of industry experience, currently serving as an advisor at Goodman Advisory Group, LLC. His prior experience includes roles at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch provides administrative support to Goodman Advisory Group in addition to his advisory duties. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach combining fundamental, technical, and behavioral analysis, and sponsors a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining actively managed and index-based products to create diversified, customized portfolios.