Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

Thomas Vautin is a CFP® and ChFC® with 20 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on client objectives and risk tolerance, using a mix of individual securities, mutual funds, and ETFs, and combines fundamental and technical analysis with ongoing monitoring and rebalancing.

Margaret Gallogly is a financial advisor at Catalyst Financial Partners with a Series 65 designation and two years of industry experience. She previously worked at GW&K Investment Management, BNY Mellon, Washington Trust Company, and the University of Connecticut. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing equities, fixed income, alternatives, and other instruments through discretionary and non-discretionary management.

Craig Goryl is a CFA® charterholder with 12 years of industry experience, currently serving at Cabot Wealth Management. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios using individual stocks, bonds, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Benjamin Richardson is a CFA® charterholder with 18 years of experience at Boston Family Office LLC, where he has worked since 2008. The firm provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. Boston Family Office manages approximately $1.87 billion in assets for around 335 clients, utilizing fundamental analysis and sector-specific portfolio management to build diversified portfolios tailored to client needs.

Christopher Assad is a CFP® professional at Montis Financial, LLC with one year of industry experience. He previously worked at Bessemer Trust and Brown Brothers Harriman. Montis Financial serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and investment management that includes a wide range of instruments and specialized strategies. The firm employs specific operational practices such as the use of Dimensional Fund Advisors funds, AI policy governance, and detailed risk documentation.

Jamie Upson is a CFP® professional with 21 years of industry experience, currently serving at Stonehearth Capital Management since 2014. He holds Series 63 and Series 66 licenses and works within a four-advisor team based in Danvers, MA. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in discretionary assets and offers customized portfolio strategies including Diversified, CarbonLITE, Diversified ETF-Only, and a U.S. Stock strategy, employing proprietary screening tools and tax-aware practices.

Francis Finn is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He is currently with Alta Wealth Advisors LLC and has previously worked at LPL Financial, LLC for over two decades. Finn provides investment advisory services through Alta Wealth Advisors, an independent registered investment advisor. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, employing a variety of investment strategies tailored to each client’s goals and risk tolerance.

Andrew Crowley is a financial advisor with WinCap Financial LLC in Boston, MA. He holds a Series 65 designation and has experience working at KKR and La Machi Communication for Good Causes. Crowley has also been affiliated with Providence College since 2022. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically when appropriate.

Samuel Shepherd is a CFA® charterholder and holds a Series 66 license, with nine years of industry experience. He has worked at LPL Financial, LLC since 2017 and has been with Shepherd Financial Partners, LLC since 2016. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with access to private investment funds and derivatives-based strategies, managing over $1.1 billion across eight advisors and five offices.

Brendan Clune is a financial advisor at Timber Creek Capital Management, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Grant Thornton, Morgan Stanley, and Fidelity Investments. Timber Creek Capital Management provides discretionary investment management and related financial and estate planning services primarily to high-net-worth individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a long-term, fundamentals-based investment strategy with an emphasis on diversification, active portfolio rebalancing, and customized client oversight.

Lee Mcgowan is a CFP® with 21 years of industry experience and has been with Monument Group Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and works from Concord, MA as part of a three-advisor team. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected individual securities, with ongoing account monitoring and formal quarterly reviews.

Adam Strauss is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Pekin Hardy Strauss, Inc., where he has worked since 2004. Strauss serves as president of the board of directors for Frontier Natural Brands, Inc., a role he has held since 1996. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis approach combined with asset allocation and consideration of ESG factors, using a variety of instruments and strategies to tailor portfolios according to client objectives and risk tolerances.

Eric Warasta is a CFA® charterholder with eight years of industry experience. He is affiliated with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, and previously worked at Cambridge Trust Co. for 12 years. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm employs a multi-factor, global growth-oriented investment process and manages approximately $2.2 billion in assets across concentrated equity portfolios and high-quality fixed income holdings.

Bryan Parks is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alta Wealth Advisors since 2018. Prior to that, he was with Pinnacle Private Wealth, LLC and LPL Financial. 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 client goals and risk tolerance.

Malcolm Davidson is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, with 20 years of industry experience. He has been with J.M. Forbes & Co. since 1987. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm combines a core equity portfolio with diversified fixed-income allocations and selective use of mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach.

Jeffrey Mchale is a financial advisor at Wealth Effects with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Outside of advising, he is licensed as an insurance agent, selling fixed index annuities and term insurance. Wealth Effects is a nine-advisor team that provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to guide investment decisions and manages portfolios including stocks, ETFs, mutual funds, bonds, and option contracts.

Joseph Gauvin is a CFP® with 10 years of industry experience, currently serving as an advisor at Stonehearth Capital Management since 2022. His prior experience includes roles at Sandy Cove Advisors, LLC, GW & Wade, LLC, and DK Brede Investment Management. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in discretionary assets, offering customized portfolios through multiple strategies and employing a proprietary screening process alongside tax-aware practices.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA since 2004 and holds a Series 63 license. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up fundamental and technical analysis, focusing on risk assessment and preserving irreplaceable assets.

Thomas Wade is a CFP® professional with 26 years of industry experience. He has been with Devonshire Asset Management, Inc. since 1999. Wade is based in Waltham, MA and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a firm that provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. The firm customizes portfolios using a variety of investment strategies and manages approximately $530 million in assets without outsourcing to third-party sub-advisers.