George Cook is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Birch Hill Investment Advisors LLC in Boston, MA. His entire professional background is with Birch Hill, where he has worked since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with low turnover and integrates ESG factors into security selection, customizing portfolios to client objectives and constraints.

Benjamin Seaman is a financial advisor at Riverview Capital Advisers LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Riverview Capital Advisers in 2023, he worked at RPL International and Eisner Advisory Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners with investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees roughly $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis as part of its discretionary portfolio management approach.

Michael Collins is a CFA® charterholder and holds a Series 65 license, with nine years of experience in the financial industry. He has worked at WinCap Financial LLC since 2021 and previously at CapFinancial Partners, LLC and Boston Advisors, LLC. In addition to his advisory work, he serves as an adjunct professor teaching undergraduate and graduate courses in investments, business, and economics at Bunker Hill Community College and Endicott College. 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 to address market conditions or client needs.

Dana Rowen is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 22 years of industry experience. He has worked at Claro Advisors since 2012 and previously spent five years at Mutual Securities, Inc. Rowen is also involved in life insurance sales through a small insurance agency role. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses a fundamental, long-term investment approach with tactical reallocations and incorporates AI tools in research, managing pooled vehicles and offering proprietary strategies and personalized investment options.

Alexander Sauer Budge is a financial advisor at Savvi Financial LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. His prior roles include positions at Dynamic Ideas LLC and Alpha Dynamics LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers tiered online services focused on goal-based financial planning, investment recommendations, and retirement income planning, combining proprietary quantitative models with human support in higher service levels.

Alexander Weiss is a CFP® professional with 16 years of industry experience. He is currently with Napier Financial, LLC and has previously worked at LPL Financial and U.S. Financial Advisors, LLC. Weiss is a partial owner of GenWel Capital, LLC, a firm established for investing in private real estate transactions. Napier Financial serves high-net-worth individuals, foundations, trusts, estates, corporations, and charitable organizations with discretionary investment management, financial planning, and related services. The firm employs a macro-economic, top-down asset allocation process and manages client accounts primarily on a discretionary basis using a mix of mutual funds, ETFs, individual securities, structured products, and private placements.

Maxwell Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and two years of industry experience. His prior work experience includes roles at Keenan Financial, The Bulfinch Group, Bentley University, and Avon Old Farms School. Johnson Brunetti is a multi-adviser firm that provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and offers portfolio advice based on fundamental analysis tailored to clients' financial situations and risk tolerances.

Christopher Moran is a financial advisor at Savvi Financial LLC with 15 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at Savvi Financial since 2013. His prior experience includes roles at Alpha Dynamics LLC and as a self-employed insurance agent. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers goal-based financial planning and investment advisory recommendations via an interactive website, combining proprietary quantitative models with online and human support, and focuses on employer-based delivery and a tiered service structure.

Will Frain is a financial advisor at Catalyst Financial Partners in Boston, MA, holding a Series 65 designation. He has been with Catalyst Financial Partners since 2025 and previously held roles at Myopia Hunt Club, Endicott College, Trinity College, UMass Amherst, and St. John's Prep. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs long-term, diversified investment strategies across multiple asset classes and manages approximately $1.72 billion in discretionary assets.

Lawrence Harrington is a financial advisor at Marble Harbor Investment Counsel, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has been with Marble Harbor since 2006. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of mid- and large-cap U.S. companies, alongside laddered fixed-income holdings, and manages approximately $1.28 billion in discretionary assets.

Christopher Cogliano is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with Shepherd Financial Partners, LLC and LPL Financial, having previously worked at U.S. Boston Capital Corporation and the National Association for Armenian Studies. Outside of his advisory role, he serves as an unpaid trustee for his homeowners association. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across about 730 client relationships.

David Morgan is a financial advisor at Compass Capital Corporation with 17 years of industry experience. He holds a Series 65 designation and previously worked at the Norfolk District Attorney Office from 2013 to 2017. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, and fixed income.

Paul Bourgeois is a CFP® professional with 36 years of experience in the financial services industry. He has been with Shepherd Financial Partners, LLC since 2015 and also maintains a longstanding affiliation with LPL Financial since 2008. Bourgeois holds Series 63 and Series 66 licenses and provides investment advisory services through Shepherd Financial Partners. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with private investment funds and derivatives-based strategies, managing over $1.1 billion with a team of eight advisors across five offices.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation for two years. Lefavor is also a partner in GBH Partners LLC, a company involved in insurance sales distinct from his advisory role. Stage Harbor Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies and manages over $1.09 billion in client assets.

Brian Presti is a CFA® charterholder with 25 years of experience in the financial industry. He is currently with TFC Financial Management Inc, where he has worked since 2023. His prior roles include positions at The Colony Group, LLC and Harvest Capital Management Inc. TFC Financial Management provides discretionary investment management and comprehensive financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using an open-architecture platform with a focus on no-load mutual funds and ETFs, and maintains formal investment oversight through an Investment Committee and team analytics.

James Garrett is a CFA® charterholder with one year of experience in the financial industry. He is currently an advisor at Woodstock Corporation and previously worked at Delphi Management Inc. for 17 years. Outside of his advisory role, he serves as a trustee for a local condominium association, overseeing budget and maintenance projects. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, offering tailored asset allocation and sector strategies, alongside affiliated tax and accounting services.

Michael Dorsey Jr. is a financial advisor at Boston Family Office LLC with 14 years of industry experience. He holds the CFP® and CFA® designations as well as Series 65 and Series 63 licenses. Prior to joining Boston Family Office in 2020, he worked at Solano Wealth Management Group, Raymond James Financial Services, Steward Partners Global Advisory, and Boston Advisors. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages discretionary accounts with a focus on fundamental analysis, sector-based research, and portfolio construction tailored to clients’ tax situations, income needs, and risk tolerance.

Glenn Caldicott is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America Corporation. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management services to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to create diversified portfolios with low-cost ETFs, mutual funds, and select individual securities.

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Jacob Motyl is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked at New Valley Bank & Trust and has experience in construction and education roles. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide diversified portfolio construction and employs various analytical methods across multiple asset classes.