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.

Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by 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 a combination of advisor-managed and model portfolio programs.

Andy Mai is a CFA® charterholder with 11 years of industry experience. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate pension plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within a structured Investment Policy Statement.

Paula Pienkowska is a financial advisor at Riverview Capital Advisers LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Riverview Capital Advisers since 2006. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and oversees approximately $624 million in assets under management and $2.75 billion in assets under advisement.

Robert Oneil is a CFA® charterholder with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Outside of his advisory role, he serves as Vice President and Audit and Investment Committee member for Louisa May Alcott's Orchard House Inc., as well as an Investment Committee member for the Foundation for MetroWest. Birch Hill Investment Advisors provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with integrated ESG factors and customizes portfolios to client-specific objectives and constraints.

Daniel Doherty is a financial advisor with Financial Transparency, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Envision Financial Transparency since 2018 and previously spent nearly two decades with CSSC-affiliated firms. Doherty is a shareholder in the law firm Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., where he has practiced law for over 29 years. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation approach based on Modern Portfolio Theory and offers a range of investment programs including both passive and active management tailored to various client needs.

F Libardoni Jr. is a financial advisor with IBN Financial Services, Inc. He holds Series 63 and Series 65 registrations and has 46 years of industry experience. Prior to joining IBN, he worked at Cetera Advisors LLC and has operated Libardoni Financial since 1998, which provides income tax preparation and filing services. Additionally, he has worked as a fixed insurance agent offering life, disability, and annuity products since 1978. IBN Financial Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and business entities. The firm offers financial planning, asset management, and consulting through a combination of proprietary strategies and third-party managers, using multiple methods of analysis and various investment vehicles tailored to client objectives and risk tolerances.

Rene Jarquin is a financial advisor at Single Point Partners in Boston, MA, holding Series 65 and Series 66 licenses with 10 years of industry experience. He has worked at Single Point Partners since 2017, following roles at BNY Mellon Wealth Management and Merrill. Jarquin serves on the boards of The Home For Little Wanderers and MassVentures, where he contributes to investment committee activities. 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 emphasizes individualized asset allocation and employs a mix of index-based ETFs, mutual funds, individual securities, and alternative investments, operating with a fixed-dollar fee structure rather than percentage or performance-based fees.

Thomas Bator is a CFA® charterholder with over 30 years of experience in the financial and legal fields. He is a partner at Nichols & Pratt Advisers LLP and also practices as an estate planning attorney with Pratt, Bator & Popov, LLP. In addition to his advisory role, he serves as a trustee and handles trust administration. Nichols & Pratt Advisers LLP primarily advises trustees of private trusts, IRA owners, individuals, estates, and foundations, as well as select institutional clients. The firm employs a low-turnover, long-term investment approach focused on capital preservation and moderate income, implementing portfolios from a curated list of publicly traded companies, mutual funds, ETFs, and investment-grade bonds.

Robert Mestjian is a CFP® professional with 17 years of industry experience. He is a co-owner and advisor at Alliance Private Wealth, LLC, where he has worked since 2007. His prior experience includes 16 years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses with a five-advisor team managing approximately $466 million. The firm focuses on long-term discretionary wealth management, diversified portfolios, and comprehensive financial planning, including exit planning for business owners.

Michael Charland is a CFA® and CIC credentialed advisor with 25 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1997. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm’s investment approach is fundamentally driven with a long-term orientation, emphasizing company fundamentals, valuation, and laddered high-quality bond portfolios typically held to maturity.

Grant Parisi is a financial advisor at Liberty Forge LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Scott DeSantis. Liberty Forge LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual securities, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.

John Cogswell Jr. is a CFA® charterholder with 30 years of experience in financial advisory. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to individuals, corporate plans, trusts, foundations, family businesses, and athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments across a range of risk profiles.

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at LPL Financial, Pinnacle Private Wealth, Santander Securities, and Merrill. He is involved in a business entity used for tax and investment purposes. 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 consulting, utilizing a variety of investment strategies that are tailored to clients’ goals and risk tolerance.

Jennifer Street is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Claro Advisors since 2014 and serves as a Branch Office Principal at Mutual Securities, Inc., where she supervises advisory personnel. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm’s approach combines fundamental analysis with tactical reallocations and integrates AI tools and proprietary strategies to manage discretionary and non-discretionary portfolios.

Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 licenses and one year of industry experience. He has been self-employed since 2022 and joined BlueDoor in 2025. Outside of financial advising, he operates a business providing after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and ancillary financial planning services. The firm employs a long-term investment process combining fundamental and technical analysis, offers an online flat-fee planning product, and provides access to insurance and annuity solutions through a partner network.

Peter Mc Manus is a CFP® professional at 3EDGE Asset Management, LP with 31 years of industry experience. He has held roles at Vigilant Distributors, Foreside Fund Services, LLC, Granite Investment Advisors, LLC, and has been with 3EDGE since 2016. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, acting as a sub-advisor, and managing registered ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with investment committee judgment.

Areeb Khan is a CFA® charterholder at Wilkins Investment Counsel, Inc. in Boston, MA, where he has worked since 2018. Prior to joining Wilkins, he spent seven years at Liberty Mutual Asset Management Inc. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach focused on equity and fixed-income portfolios and manages approximately $1.1 billion across a select group of clients.

Nathan Stevens is a financial advisor at Cabot Wealth Management in Beverly, MA, holding a Series 65 credential. He joined the firm in 2025 and has recently started his career in the industry. 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 based on clients’ objectives and risk tolerance, utilizing a mix of individual securities, mutual funds, and ETFs while offering financial planning and in-house tax services for select clients.