Tienchia Wang is a financial advisor at Innovative Advisory Group in Lexington, MA, holding Series 66 and Series 65 licenses with seven years of industry experience. Wang has been with Innovative Advisory Group since 2021 and has a longstanding role at Longhorn Holdings since 2005. Additionally, Wang is a licensed independent insurance producer in Massachusetts. Innovative Advisory Group is an eight-advisor firm serving approximately 298 clients with about $194 million in discretionary assets. The firm provides investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants, employing a multi-strategy approach that integrates portfolio management with comprehensive planning services.

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.

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 at Keenan Financial since 2016. He previously worked at McAdam LLC and VOYA Financial Advisors, Inc. Keenan is also an independent licensed insurance agent outside of his advisory role. 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 portfolio construction and employs diversified allocations across various investment vehicles, operating in both discretionary and non-discretionary capacities.

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.

Mary Lecca is a financial advisor at Argonautica Private Wealth Management, Inc with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Arete Research LLC. Outside of her advisory role, she is a part owner and officer of InkAmazon LLC and serves as trustee and treasurer of the LaGrange at 841 Condominium Trust. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profits, foundations, and businesses. The firm manages approximately $533 million through a team of five advisors, offering customized, risk-adjusted, and tax-conscious asset allocations using a blend of active and passive strategies across various investment types.

Thomas Stakem Jr. is a CFA® charterholder and holds a Series 65 license with 11 years of industry experience. He has been with Woodstock Corporation since 2003. 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 emphasizes fundamental research in high-quality growth equities and investment-grade debt, offering portfolio management and financial counseling tailored to client objectives, along with affiliated tax and accounting services.

Brian Burke is a CFP®-certified financial advisor with 26 years of industry experience, currently practicing at Montis Financial, LLC since 2022. He previously worked for Morgan Stanley Smith Barney for 11 years. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that integrates unaffiliated managers and a variety of investment strategies tailored to client objectives and risk tolerance.

Jenna Israni is a ChFC® credentialed advisor at TFC Financial Management Inc with six years at the firm and a total of ten years in the financial industry. Her prior experience includes roles at Morana Law Office, LLC and TIAA Kaspick. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class portfolios using a combination of passive and active strategies, emphasizing larger account relationships and integrating Sustainable/Responsible/Impact investing options.

Anthony Veloso is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Financial Foundations, Inc. and has previously worked at Commonwealth Financial Network, Cetera Advisor Networks LLC, and Sbia. Veloso also engages in fixed insurance sales as a secondary business activity. Financial Foundations provides standalone, fee-for-service financial planning focused on retail clients, delivering detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm emphasizes a planning-only model without managing or custody of client assets and offers in-house tax preparation services through an affiliated enrolled agent.

Michael Delduchetto is a financial advisor at Excalibur Management Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Excalibur since 2003. He serves as a board member for Spectrum for Living, a nonprofit supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation provides discretionary investment management and financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held businesses. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients' specific liquidity, tax, concentration, and cash-flow needs.

Zachary Ciampa is a CFP® and ChFC® credentialed financial advisor with 10 years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2023. His prior experience includes roles at John Hancock and Charles Schwab. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term oriented portfolios while allowing tactical trading based on market conditions or client needs.

Jethro Kollie is a financial advisor at Fox Hill Wealth Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Beck Bode, LLC, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory role, Kollie is a commercial real estate advisor with Cushman & Wakefield. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, retirement plan consulting, and estate planning coordination, employing a combination of passive and active strategies with both fundamental and quantitative analysis.

Benjamin Patch is a financial advisor at Middleton & Company Inc. in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Wealth Enhancement Group, North American Management Corp, and Massachusetts Financial Services Company. Middleton & Company manages approximately $1.23 billion in discretionary assets for a diverse client base including individuals, families, trusts, and retirement plans. The firm follows a fundamental analysis investment process across multiple strategies, emphasizes U.S. securities, and employs tax-sensitive portfolio management with regular reviews.

Kevin Donohue is a financial advisor at Centerpoint Advisors, LLC with six years of industry experience. He previously worked at Brown Brothers Harriman and State Street Bank. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and institutions with discretionary investment management, financial planning, and family office services. The firm emphasizes a customized approach, including a notable focus on individual fixed-income securities and formal family office functions such as estate coordination and certified divorce financial analysis.

Gregory Racki is a financial advisor at Monument Group Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Monument Group since 2021. In addition to his advisory role, he owns and operates an estate planning firm, RackiLaw, providing estate planning advice, trustee services, and probate services. Monument Group Wealth Advisors offers investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing a diversified range of mutual funds, ETFs, and selected securities, with ongoing account monitoring and formal quarterly reviews.

Courtney Doyle is a financial advisor at Algorithmic Investment Models with 12 years of industry experience. She holds a Series 65 designation and has worked at Algorithmic Investment Models since 2020, following five years at Beaumont Financial Partners. Algorithmic Investment Models offers ETF-based model portfolios and sub-advisory services to a diverse client base, 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 produce daily ETF rankings and tactical allocations.

George Webb is a financial advisor with Pension & Wealth Management Advisors in Waltham, MA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Pension & Wealth Management Advisors in 2020, he worked at Kastel Capital Advisors, Muzinich & Co, Muzinich Capital LLC, and Nuveen Investments. He is also president and owner of an M&A advisory firm, Pension Wealth M&A Advisors LLC. Pension & Wealth Management Advisors provides discretionary portfolio management and periodic financial planning to individual, high-net-worth, and institutional clients. The firm offers customized portfolios using fundamental, technical, top-down, and bottom-up analysis, managing assets internally across a range of traditional and alternative investment strategies.