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.

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.

John Robbins is a financial advisor at Hoopoe Advisors with four years of industry experience and holds a Series 66 designation. He has worked at several organizations, including Hoopoe Capital Markets LLC and Penny Appeal USA. Outside of his advisory role, Robbins serves as an adjunct professor at BIS, teaching a course on public speaking and communication. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, also serving a limited number of charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a range of financial instruments, employing fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Evan Campbell is a CFA® charterholder with one year of experience at J.M. Arbour, LLC. He previously spent 17 years at Delphi Management. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, often using model portfolios developed by third-party providers and overseeing ongoing customization and rebalancing.

Patrick Mcnamara is a CFP® with 30 years of experience in the financial services industry. He has worked at Claro Advisors Inc. since 2019 and previously spent a decade at Morgan Stanley and four years at Morgan Stanley Private Bank. He is also an independent insurance agent. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical reallocations, utilizes AI tools in its research, and manages a private pooled vehicle along with offering proprietary strategies.

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.

Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. 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/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He has held roles at Detwiler Fenton Investment Management LLC and Detwiler Fenton & Co. prior to joining RPG Family Wealth Advisory in 2015. Donabedian holds a Series 66 designation. RPg Family Wealth Advisory provides customized wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a diverse range of securities and combines fundamental and technical analysis with internal due diligence.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

David Juliano is a financial advisor at Stonehearth Capital Management in Danvers, MA, holding the ChFC® designation and Series 63 license with 10 years of industry experience. He has been with Stonehearth Capital Management since 2016 as part of a five-person advisory team. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, including high-net-worth clients, offering investment management, financial planning, retirement planning, and consulting. The firm uses model strategies primarily based on ETFs and mutual funds, employs systematic portfolio monitoring, and incorporates tax-aware techniques, with some unique offerings such as a CarbonLITE portfolio and access to alternative and digital-asset investments.

Jessica Grande is a financial advisor with TFC Financial Management Inc in Boston, MA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior experience includes nine years at Levatus LLC and one year at Prime, Buchholz. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion across globally diversified, multi-asset class model portfolios that combine passive core exposures with select active managers, supported by an investment committee and specialized research.

William Whitcher Jr. is an investment adviser representative at Keenan Financial with a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles including at Sagamore Hampton Golf Club and Solution Health. Outside of his advisory role, he is a licensed insurance agent who occasionally offers clients insurance products. Keenan Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations through various investment vehicles while acting as a fiduciary for retirement accounts.

Zhou Feng is a CFA® charterholder at Wilkins Investment Counsel, Inc with two years of experience at the firm and eight years previously at Rockland Trust. He is based in Boston, MA. 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 combining detailed company research with laddered, high-quality fixed-income portfolios.

John Edwardh is a Series 65-licensed advisor with one year of industry experience, currently serving at RPG Family Wealth Advisory, LLC. His background includes roles at the ECHL and Risk Paradigm Group Holdings. RPg Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach, combining fundamental and technical analysis, and utilizes a diverse mix of securities and managed account programs.

Brandon Fink is a CFP® with 13 years of industry experience, currently serving as an advisor at Claro Advisors Inc. since 2021. He previously worked at Equitable Advisors and AXA Advisors, LLC. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm utilizes a long-term, fundamental analysis approach with tactical reallocations and offers proprietary strategies along with specialized programs including digital-asset account setup and portfolio overlay services.

Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with J.P. Marvel Wealth Management since 2013. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.

Stephen Wilchins is a financial advisor at Family Fiduciary Services, Inc. with 18 years of industry experience. He is a partner and director at Seegel, Lipshutz & Wilchins, LLP, where he practices law specializing in complex corporate and estate planning matters. His career also includes longstanding roles at City Management & Consulting Inc, USI Investment Advisors Inc, and Lakeside School. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, and provides distinctive services such as acting as corporate trustee and offering bill-paying and tax-organization support.