Judith Rowland is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Moody, Lynn & Lieberson, Inc., Lake Street Advisors, LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of her advisory role, she serves as a trustee of her mother's irrevocable life insurance trust. Moody, Lynn, Lieberson & Walker, LLC provides investment counseling and portfolio management services to individuals, families, trusts, and select institutional accounts, while also managing private investment funds. The firm employs a multi-factor, global investment approach focused on high-quality growth equities and investment-grade bonds, and maintains additional governance measures for its pooled investment vehicles.

Derek Sage is a financial advisor at Rise North Capital Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Rise North Capital Investment Advisors, he was a full-time student for six years and briefly unemployed in 2022. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, acting as a 3(21) fiduciary for retirement plans. The firm operates a co-advisor model, conducts public financial education workshops, and offers multi-tiered ongoing planning services.

Zachary Bourque is a CFA® charterholder with 12 years of industry experience. He is affiliated with Minot DeBlois Advisors LLC in Boston, MA, a team of three advisors. Bourque has been associated with Rice, Heard & Bigelow, Inc. since 2001. Minot DeBlois Advisors provides investment management and advisory services primarily to trustees of trusts, endowments, charities, and individual clients, with a focus on fundamental company research and a buy-and-hold investment approach. The firm manages approximately $1.86 billion in assets and offers tailored advice through mostly non-discretionary relationships.

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.

Thomas Higgins is a Series 66-credentialed advisor at Balanced Rock Investment Advisors with 10 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Ameritas Investment Corp, and independent consulting engagements. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, employing a long-term, diversified investment approach that incorporates fundamental and quantitative analysis alongside specialized strategies such as direct indexing and ESG integration.

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.

Charles Zodda is a financial advisor with Armstrong Advisory Group Inc. based in Needham, MA, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 11 years before joining Armstrong in 2022. Outside of his advisory role, Mr. Zodda co-hosts the radio program "The Financial Exchange" and provides investment commentary on local television news stations. He also volunteers on the Fessenden School Alumni Executive Committee. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, top-down macroeconomic asset allocation approach and manages approximately $1.67 billion across multiple offices through a team of 14 advisors.

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.

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.

Susan Powers is a financial advisor at Armstrong Advisory Group Inc. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Securities America Advisors, Inc. and Woodbury Financial Services, Inc. Aside from her advisory role, she co-hosts a radio program called "The Legal Exchange Show with Todd Lutsky," where she discusses market and economic topics. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, top-down investment approach with tactical adjustments, managing approximately $1.67 billion across 14 advisors and 12 offices.

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 nine years of industry experience. He is an advisor at Moody, Lynn, Lieberson & Walker, LLC and previously worked for twelve years at Cambridge Trust Co. The firm provides investment counseling and portfolio management to individuals, families, trusts, and select institutional accounts, and acts as investment manager for private investment funds. It employs a multi-factor, global approach focusing on high-quality growth equities and investment-grade bonds, managing both individual accounts and pooled vehicles within an employee-owned structure.

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.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.

Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.

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.

Thomas Wade is a CFP® with 26 years of experience in the financial industry. He has spent his entire career at Devonshire Asset Management, Inc. from 1999 to 2025. Wade is based in Waltham, MA, and holds Series 63 and Series 65 licenses. He is part of Pension & Wealth Management Advisors, a team-based firm that provides portfolio management and financial planning services to a diverse range of clients including individuals, high-net-worth clients, institutions, trusts, estates, and charitable organizations. The firm offers customized portfolios using a combination of fundamental, technical, top-down, and bottom-up analysis, managing approximately $530 million in assets with direct investment management and access to complex investment strategies.

Steven Goodman is a CFP® with 37 years of experience in financial advising. He is the principal of Goodman Advisory Group, LLC, where he has worked since 2017, following over two decades operating as a registered investment advisor under his own name and more than 30 years affiliated with LPL Financial. Goodman also volunteers to teach retirement-planning seminars and talks without compensation. Goodman Advisory Group is a four-advisor firm managing approximately $370 million for around 430 clients, including individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm offers customized investment management and comprehensive financial planning, employing a generally long-term approach with discretionary portfolio management and standalone financial consulting.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

Justin Klunder is a CFA® charterholder and holds the Series 66 designation, with 11 years of experience in the financial advisory industry. He has worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. before joining Gray Private Wealth, LLC in 2015, where he currently serves as a financial advisor. Gray Private Wealth provides discretionary and non-discretionary investment management and financial planning to individuals, pension and profit-sharing plans, trusts, foundations, corporations, and other entities. The firm manages tailored advisory relationships and approximately $465 million in assets, offering personalized investment policies, strategic asset allocations, and a range of investment vehicles including mutual funds, ETFs, and third-party managers.