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.

Jared Gagne is a financial advisor at Claro Advisors Inc. in Boston, MA, with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and The Nagler Group prior to joining Claro Advisors. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and related consulting services. The firm’s investment approach combines fundamental analysis and a long-term orientation with tactical reallocations, and it offers specialized programs including AI-enhanced research, proprietary strategies, and management of pooled investment vehicles.

Robert Phillips is a financial advisor at 3Edge Asset Management, LP with 14 years of industry experience. He holds a Series 65 designation and has been with 3Edge since 2015. Outside of his advisory role, Phillips is president and owner of RE PHILLIPS SYSTEMS INC., where he oversees systems architecture and deployment. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, and institutions through separately managed accounts, sub-advisory relationships, and investment advisory services for exchange-traded funds. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

Leslie Kernan III is a CFA charterholder at Boston Research and Management, Inc. with eight years at the firm and three years of overall industry experience. Prior to joining Boston Research and Management, he worked at Boston College and JamSpot, Inc. Boston Research and Management, Inc. provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors, employing a valuation-oriented equity approach focused on intrinsic value and a margin of safety.

Haley Rao is a Series 65-licensed advisor at EntreWealth in Boston, MA, with one year of industry experience. Prior to joining EntreWealth, she was co-owner of Dirty Paws LLC, a website and app development business. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans, managing approximately $222 million in assets with a nine-person advisory team. The firm employs a long-term investment process incorporating multiple analytical approaches and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Eliza Rowe is a financial advisor at Boston Family Office LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Boston Family Office since 2000. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages separately tailored accounts using fundamental analysis and sector-focused portfolio management, incorporating tax considerations and client-specific income needs.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

Timothy George is a Series 65-licensed financial advisor with five years of industry experience, currently working at Catalyst Financial Partners since 2021. He previously spent eleven years at BNY Mellon, NA. Outside of his advisory work, he serves as a co-trustee for an irrevocable family trust. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, and other entities. The firm employs long-term, diversified investment strategies across multiple asset classes and offers access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Timothy Mccann is a financial advisor with EquityCompass Investment Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Choice Financial Partners since 2008 and at Stifel, Nicolaus & Company, Incorporated since 2005. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process combining fundamental analysis and quantitative models to implement focused, diversified portfolios across various asset classes.

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.

Michael Meehan is a CFP® and PFS™ at TFC Financial Management Inc with five years of industry experience. He has worked at TFC Financial Management since 2020 and previously spent 20 years at BNY Mellon. TFC Financial Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using no-load mutual funds and ETFs, combined with active strategies selected through a formal due-diligence process.

Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.

Nicole Somers is a financial advisor at Alta Wealth Advisors LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 15 years. Outside of her advisory role, she is employed in customer service at Stop and Shop. Alta Wealth Advisors LLC serves individual, high-net-worth clients, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating multiple analytical methods and offers services including a wrap-fee program and educational seminars.

Luke Harder is a CFP®-certified financial advisor with three years of industry experience, currently with Claro Advisors Inc. He previously worked at Northwestern Mutual Investment Services and Convergence Capital. Outside of his advisory role, he is a licensed insurance agent in Boston. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes fundamental analysis with a long-term focus while incorporating tactical reallocations and uses AI tools and proprietary strategies to support its investment decisions.

James Lister Jr. is a financial advisor with Shepherd Financial Partners, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Shepherd Financial Partners since 2016 and has been affiliated with LPL Financial since 2011. 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 integrates 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.

Leah Warren is a CFP® with 11 years of industry experience, currently serving as an advisor at Single Point Partners since 2022. She previously worked at Ballentine Partners LLC for five years and took a one-year break from the industry for homemaking. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes client-driven asset allocation, primarily using index-based ETFs alongside other investment vehicles, and employs a fixed-dollar fee model rather than asset-based or performance fees.

Matthew Soucy is a financial advisor at Family Fiduciary Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Family Fiduciary Services, he worked at Northwestern Mutual in various roles from 2023 to 2025. Outside of his advisory career, he has experience in the hospitality industry, having worked at Daniellas Ristorante from 2022 to 2024. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management, financial planning, and 401(k) plan advisory services. The firm constructs portfolios aligned with client risk profiles and target allocations, emphasizing long-term asset allocation, diversification, and tax sensitivity.

Paul Elias 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. LLP since 2006 and holds a Series 65 designation. Outside of his advisory role, he serves as treasurer and part-owner of a company that develops training materials for the pharmaceutical industry and acts as trustee for a small commercial realty trust. 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 and selective mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach supported by third-party research and low portfolio turnover.

James Mcsweeney is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 37 years of industry experience. He has been with Davinci Capital since 2001 and also serves as president of Comprehensive Insurance Providers, Inc., an insurance agency and benefits administration firm. Additionally, he owns SafeHire Investigations, a company specializing in employment background checks and screening, and holds a real estate license. Davinci Capital Management provides advisory services primarily to individual investors and pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and fee-in-lieu brokerage arrangements. The firm operates largely on a non-discretionary basis and utilizes a variety of analytical techniques when recommending investment strategies.

Michael Unger is a CFA® charterholder with 25 years of experience in the financial advisory industry. He has been with Boston Family Office LLC since 2000. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages approximately $1.87 billion in assets across around 335 individually tailored accounts, employing a fundamental analysis approach with sector-specific portfolio management and incorporating tax and income considerations into asset allocation.