Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.

John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.

Adrian Davies is a CFA® charterholder with 11 years of industry experience, currently serving at Woodstock Corporation in Boston, MA. He has been with Woodstock Corporation since 2003, contributing to the firm’s investment advisory services. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals and families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, with asset allocation tailored to varied client objectives, and offers additional tax and accounting services through affiliated entities.

Steven St. Pierre is a CFP® with 27 years of industry experience, currently serving as an advisor at Shepherd Financial Partners, LLC since 2017. He has also been affiliated with LPL Financial LLC since 2007. Outside of his advisory roles, he is the managing member of St. Pierre Financial Services, PLLC, a pass-through tax entity. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes traditional asset classes, private funds, and derivatives strategies.

Joshua Pierce is a CFP® with 22 years of industry experience currently working at Mariner Managed Account Solutions, LLC. His prior experience includes roles at Baystate Wealth Management, MML Investors Services, LLC, and MetLife Securities Inc. He is based in Boston, MA and holds Series 63 and Series 66 licenses. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to individuals, corporate pension plans, trusts, foundations, and various business clients. The firm focuses on portfolios utilizing ETFs, index funds, and fixed-income securities within a structured Investment Policy Statement framework, emphasizing asset allocation and risk management.

John Welch is a financial advisor at 93 Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2007. 93 Financial Group serves individuals, families, business owners, trusts, and estates, offering financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create long-term asset allocations, typically implemented with mutual funds and ETFs.

Christopher Mikus is a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA, holding CFP® and CFA® designations with five years of industry experience. He serves on the investment committee of Saint Francis House, a nonprofit focused on aiding the poor and homeless, and holds leadership roles as Director, Treasurer, and Finance Committee member at the Canton Historical Society. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, and long-term investment approach that integrates ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small advisory team, offering customized portfolios and coordinating with clients’ broader financial professionals.

Brad Barthelemy is a financial advisor at Goodman Advisory Group, LLC with five years of industry experience. He holds a Series 66 designation and has been with Goodman Advisory Group and LPL Financial since 2019. In addition to his advisory role, he is involved in direct sales with Vector Marketing. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The four-advisor team manages approximately $370 million across 430 client relationships, offering discretionary portfolio management and standalone financial planning with a long-term investment approach complemented by fundamental, technical, and behavioral analysis.

Matthew Simmons is a CFP® professional with nine years of industry experience, currently serving at Peddock Capital Advisors, LLC since 2008. He also operates an insurance agency providing non-variable insurance policies to clients. Peddock Capital Advisors is a registered investment adviser managing approximately $836 million in client assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term investment approach combining fundamental and technical analysis, strategic asset allocation, and tactical shifts, and offers affiliated tax and accounting services alongside family-office bill-pay and trustee services.

Roberta Tondo is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at firms including Vanguard and Ameriprise Financial before joining White Lighthouse Investment Management, Inc. Her recent roles include positions at Northwestern Mutual Wealth Management Company and related entities. White Lighthouse Investment Management serves individuals, families, small business owners, trusts, and retirement plans, including multinational families with cross-border U.S. issues. The firm offers investment management and comprehensive wealth-planning services, focusing on customized, diversified portfolios that emphasize tax efficiency and international planning.

Warner Wayne III is a financial advisor at Wealth Effects with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wealth Effects in 2022, he worked at Ameriprise Financial Services LLC, National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. He serves as secretary on the executive board of the Great Blue Hills Power Squadron, a safe boating education organization. Wealth Effects provides discretionary wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm employs a combination of fundamental and technical analysis to build primarily long-term portfolios, managing approximately $472 million across multiple offices.

Vilis Pasts is a financial advisor at BTS Asset Management, Inc. with 56 years of industry experience. He has held roles at BTS Securities Corporation from 1999 to 2018 and has been with BTS Asset Management since 1998. Pasts holds Series 63 and Series 65 licenses. BTS Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management across various model portfolios and providing model recommendations to third-party platforms. The firm combines quantitative and fundamental analysis with proprietary technical indicators to guide investment decisions and manages multiple affiliated registered mutual funds.

Tienchia Wang is a financial advisor with Innovative Advisory Group in Lexington, MA, holding Series 66 and Series 65 licenses and seven years of industry experience. He has worked at Innovative Advisory Group since 2021 and has been involved with Longhorn Holdings since 2005. He is also an independent insurance producer licensed in Massachusetts. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plans, offering discretionary asset management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining charting, fundamental, technical, and cyclical analysis and operates multiple offices with a diverse array of custodial relationships.

David Baker is a financial advisor at 93 Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at 93 Financial Group since 2018, following previous roles at Metro Financial Services and Raymond James Financial Services Advisors, Inc. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm offers financial and retirement planning, discretionary investment management, and insurance products through a five-advisor team, managing approximately $900 million with a client load exceeding 200 clients per advisor. Their approach focuses on tailored portfolios using mutual funds and ETFs, fundamental analysis, long-term investment horizons, and ongoing monitoring including quarterly reviews.

Joseph Stowell IV is a financial advisor at Rise North Capital Investment Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, serving also as a 3(21) fiduciary for retirement plans. The firm employs a co-advisor model where it retains discretionary authority but delegates trade execution, and it offers public educational workshops alongside multi-tier financial planning.

Sara Thomson is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with three years of industry experience. Her prior roles include four years at Corrigan Financial Inc. and seven years with the Newport County Chamber of Commerce. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client interviews to establish customized asset allocations and uses a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while delivering multi-advisor support and comprehensive financial planning through its Wealth Logistics service.

Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Davinci Capital since 2005 and is also involved with The CIP Group, where he operates as an insurance agency agent. Davinci Capital Management serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and the option to work with third-party money managers. The firm operates largely on a non-discretionary basis with a range of analytical techniques to tailor investment strategies.

Brian Keenan is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Keenan Financial since 2016. He previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Mcadam LLC. Outside of his advisory role, he is a licensed insurance agent. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a documented risk-profile questionnaire to tailor portfolios and employs strategies including modern portfolio theory, quantitative and technical analysis, and both long- and short-term trading.

Theodore York is a financial advisor at Argonautica Private Wealth Management, Inc. in Wellesley, MA, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and related entities from 2009 to 2022. York serves as a trustee and finance committee member for local trusts and organizations. Argonautica Private Wealth Management provides investment management, independent manager selection, financial planning, and retirement plan services to individuals, retirement plans, non-profits, and businesses. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach using both active and passive strategies.

Michael Bradley is a Series 65-credentialed advisor at Armstrong Advisory Group Inc. with three years of industry experience. His previous roles include positions at Cambridge Trust, Securities America, and BNY Mellon. He is also a co-host of the firm's podcast, "Make it Make Cents," which covers financial topics and provides educational content to the public. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for about 1,489 clients through a team of 14 advisors across 12 offices, with a long-term, macroeconomic-driven investment approach overseen by an investment committee.