Rajeev Kotyan is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving at Innovative Advisory Group since 2008. He is a non-compensated member of the Board of Trustees for the Harrington Park Condominium Association and holds ownership and management interests in Harrington Eight, LLC, which owns the office space leased by Innovative Advisory Group. Innovative Advisory Group is a team of eight advisors providing investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm integrates portfolio management with financial planning using various analytical approaches and employs multi-office platforms and segmented custody solutions.

Cara Whipkey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Wingate Wealth Advisors since 2021 and previously spent six years at Morgan Stanley. Wingate Wealth Advisors serves individuals, charitable organizations, and retirement plan participants by providing investment management and financial planning. The firm follows a strategic investment process using model portfolios and blends active and passive strategies, operating on a fee-only basis without accepting third-party compensation.

Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 credentials with 20 years of industry experience. His work history includes roles at Stonehill College, University of Rhode Island, Accenture, Foresi Consulting, Cantor Fitzgerald & Co, and Janney Montgomery Scott. Marble Harbor provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles, managing approximately $1.32 billion in regulatory assets. The firm emphasizes fundamental analysis and a long-term investment horizon with concentrated portfolios mainly in mid- and large-cap U.S. equities complemented by laddered fixed-income holdings.

Gary Raymond is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is a commissioned notary in Massachusetts. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profit organizations, foundations, and businesses. The firm manages approximately $533 million across about 109 client relationships using a combination of active and passive strategies tailored to risk and tax considerations.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021. At Clarendon Private since 2021, he is part of a six-person advisory team. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a long-term investment approach incorporating fundamental and technical analysis and uses a range of strategies including ETFs, individual securities, bonds, alternatives, and tax-sensitive decisions.

Amy Deer is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Accelerate Investment Advisors and has prior experience at Commonwealth Financial Network, Alkeme Financial Services, and several other firms. Outside of finance, she was involved with Dance Now Miami for five years. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes customized portfolios with a primarily long-term allocation approach and provides comprehensive retirement services including plan design, provider research, and participant education.

Juan David Ramon Soto is a CFP® professional with two years of industry experience. He is currently with Alliance Private Wealth, LLC and has previously worked at Commonwealth Financial Network, First Republic Private Wealth Management, Northern Trust, and Northwestern Mutual. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, retirement plans, and businesses through a team approach, managing approximately $466 million in assets. The firm focuses on long-term, discretionary portfolio management using diversified, low-cost investment vehicles combined with comprehensive financial planning and specialized exit planning for business owners.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. 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 across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Syeda Ayesha Qadri is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Trinity Life Sciences, Dawaai Pvt Ltd, and Maersk Pakistan. She is dually employed as a financial analyst and registered representative at Hoopoe Advisors and Hoopoe Capital Markets. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension plans. The firm uses tailored investment strategies across various asset classes and employs fundamental, technical, and cyclical analysis with a focus on tax-efficient portfolio management.

Preston Mcswain is a financial advisor with Fiduciary Wealth Partners, LLC in Boston, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior work at Barclays Capital Inc. He has been with Fiduciary Wealth Partners since 2011. Fiduciary Wealth Partners provides wealth management, investment advisory, financial planning, and consulting services primarily to high-net-worth individuals, family and charitable trusts, foundations, retirement accounts, and privately held companies. The firm focuses on tailored recommendations through a consultative process and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. 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 approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience and holds the Series 66 designation. He has previously worked at firms including Sapers & Wallack, Lion Street Financial, John Hancock Investment Management Distributors, and Equitable Advisors. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach using various investment vehicles and provides specialized services for plan sponsors including investment due diligence and fiduciary co-services.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

Michelle Lum is a CFP® professional with six years of industry experience. She has worked at Single Point Partners since 2020 and previously spent six years at CIBC Private Wealth Management. Based in Boston, MA, she is part of a multi-advisor team at Single Point Partners. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client-specific asset allocation and employs a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while providing comprehensive financial planning and portfolio management through its Wealth Logistics service.

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.

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 with Clear Brook Advisors, Inc. in Boston, MA. He holds a Series 65 designation and has three years of industry experience. His prior work includes roles outside of financial services, such as positions with Mascoma Bank and Burlington Parks and Recreation Department. Clear Brook Advisors serves high net worth individuals, family offices, corporations, trusts, and other investment advisers by providing portfolio management and advisory services focused on private investment partnerships, hedge funds, and specific securities. The firm emphasizes due diligence on private managers and typically operates on a non-discretionary basis, supporting client-directed execution and custody arrangements.