Lawrence Pereira is a financial advisor with Capital Markets IQ, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including Blueprint Capital Markets and Seagate Global Wealth Management, and has been with Capital Markets IQ since 2016. Pereira also owns King Harbor Wealth Management, a consulting firm focused on economic and operations consulting. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and multinational clients, combining fundamental and technical analysis with proprietary strategies. The firm offers wealth and portfolio management, financial planning, business consulting, and support for alternative and private investments.

Katelyn Mahon is a CFP® with 12 years of industry experience, currently serving as an advisor at Peddock Capital Advisors, LLC since 2016. She holds Series 63 and Series 65 licenses and works within a team of five advisors based in Braintree, MA. Peddock Capital Advisors is a registered investment adviser managing approximately $836 million in client assets across various client types, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a long-term investment approach utilizing both fundamental and technical analysis, strategic asset allocation, and tactical shifts when appropriate, while also offering affiliated tax and accounting services and family-office bill-pay and trustee services.

Jacob Graff is a ChFC® credentialed advisor with three years of industry experience, currently with Rise North Capital Investment Advisors. He has worked at Foundations Investment Advisors, LLC and ProIncome, and has been involved with Rise North Capital since 2020. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, while also acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model that retains discretionary authority and delivers customized portfolio proposals, ongoing reviews, and educational workshops.

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.

Tyler Chaisson is a financial advisor at Compass Capital Corporation with eight years of industry experience. He holds Series 65 and Series 63 licenses and has a background that includes roles at Compass Securities Corporation and Compass Capital Corporation since 2018, as well as experience at the University of Massachusetts School of Law. He is also the managing member and principal lawyer of Compass Legal Services, LLC, a law firm specializing in estate planning and business organization. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes a software-driven investment process focused on asset allocation and portfolio optimization, managing portfolios directly or through sub-advisors.

John Noonan is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He holds Series 63 and Series 65 licenses and operates out of South Easton, MA. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach focusing on low costs, diversification, rebalancing, and factor integration, using primarily institutional mutual funds and ETFs.

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.

Charles Gable is a financial advisor at Kelly Financial Services LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance Co., Wells Fargo Clearing Services LLC, Webster Investments, and LPL Financial. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets across about 1,401 client households, using a blend of individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors with an emphasis on capital preservation and income generation.

Peter Mc Manus is a CFP® with 31 years of industry experience and holds Series 65 and Series 63 licenses. He has worked at 3EDGE Asset Management, LP since 2016 and has prior experience at Vigilant Distributors, Foreside Fund Services, LLC, and Granite Investment Advisors, LLC. He is based in Boston, MA. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation strategy that combines quantitative research with committee judgment and ongoing stress testing.

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.

Brendan Ryan is a CFA® charterholder with 13 years of industry experience. He has worked at Algorithmic Investment Models, LLC since 2020 and previously spent seven years at Beaumont Financial Partners, LLC. He serves on the DWS RIA Advisory Board, participating in networking and idea sharing within the national RIA community. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a variety of clients, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to generate daily ETF rankings and tactical allocations.

Catherine Kennedy is a CFP® with 14 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2018. She previously worked at Seaward Management for 18 years. Birch Hill Investment Advisors provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented approach with integrated ESG considerations. The firm manages approximately $2.65 billion in discretionary assets with a small team, offering customized portfolios and coordination with clients’ legal and accounting professionals.

Justin Brown is a Series 65-licensed financial advisor with Mariner Wealth Advisors in Boston, MA, where he has worked since 2024. He has two years of industry experience, all with Mariner. Mariner Managed Account Solutions provides discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including high-net-worth individuals, corporate pension plans, trusts, foundations, family businesses, and professional athletes. The firm uses a range of investment vehicles such as ETFs, index funds, and fixed-income securities, emphasizing asset allocation and risk management within customized Investment Policy Statements.

Keith Whitt is a financial advisor with Investment Advisory Group LLC, holding a Series 66 designation and 16 years of industry experience. He has worked at Investment Advisory Group since 2018 and has been with Maritime Wealth Advisors LLC since 2011. Prior to that, he was employed at Geneos Wealth Management, Inc. from 2006 to 2018. Investment Advisory Group LLC manages approximately $1.2 billion in assets for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a five-advisor team and uses a disciplined investment approach based on Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, primarily utilizing diversified portfolios of mutual funds, ETFs, and fixed income securities.

Michael Mullin is a CFA® charterholder with 20 years of industry experience. He has been with Claro Advisors Inc. in Boston since 2016 and previously worked at MEM Capital Advisors LLC from 2010 to 2016, where he also served as president and owner. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach supplemented by tactical reallocations and uses AI tools in its research, offering proprietary strategies and pooled-vehicle investments for qualified investors.

Charles Kane is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Penobscot since 2010. Outside of his advisory role, he serves as a director and vice president of the Motor Car Company of New England and holds director positions with the Buchanan Family Foundation and the Duxbury Bay Maritime School. Penobscot Investment Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm’s investment approach emphasizes diversified equity holdings focused on dividend-growth companies, with adjustments toward fixed income or cash when equities appear overvalued, and incorporates ESG screening for S&P 500 issuers.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 license and bringing 46 years of industry experience. He has been with Compass Capital Corp since 1984 and also worked at MarketsFlow Inc. from 2018 to 2019. Outside of advisory services, he serves as trustee and sole owner of a real estate trust with limited monthly involvement. Compass Capital Corporation provides personalized financial planning and investment management for individuals, plans, trusts, charities, and small businesses. The firm uses software-driven asset allocation and portfolio optimization techniques to build diversified portfolios and delivers both ongoing management and limited planning services.

Benjamin Beck is a CFP® with 20 years of industry experience, currently serving at Beck Bode LLC. He has held roles at Compass Rose Private Investment Management since 2023 and has been involved with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2015 and 2016 respectively. Beck also acts as a FINRA arbitrator in Boston. Beck Bode LLC 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, emphasizing dividend-paying equities, and offers tailored asset allocation based on client goals and risk tolerance.