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.

Joseph Lepore is a financial advisor at WinCap Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments for six years and Calton & Associates, Inc. for two years. In addition to his advisory role, he serves as an adjunct professor at Endicott College's school of business. 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 and customizes long-term asset allocations while trading tactically based on market conditions or client needs.

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.

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.

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.

Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

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.

Mohammad Pervez is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Prior to joining Hoopoe Advisors, his work background includes roles at Hoopoe Capital Markets and Hult International Business School. He is the owner of 13fexcel, an online platform for downloading financial filings. Hoopoe Advisors provides comprehensive wealth management and financial planning services primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a diverse mix of assets and employs systematic portfolio review and tax-efficient management approaches.

Robert Sandler is a Series 65-registered financial advisor with Pension & Wealth Management Advisors in Waltham, MA. He has 21 years of industry experience and has worked at Double Eagle Management throughout this period. Pension & Wealth Management Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million in assets using customized portfolios that incorporate both traditional and alternative investments, with investment decisions made internally and reviewed regularly.

George Ferrel is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Silicon Valley Bank, Boston Private Bank and Trust Company, and First Citizens Bank. Outside of advising, he is an investor in Wooden Leg LLC, which operates the Nautilus restaurants in Boston and Nantucket. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a mix of active and passive strategies with ESG screening and derivative instruments, and participates in the Dynasty network to offer access to separately managed accounts and unified managed accounts.

Marilyn Gentilotti is a CFP® with 10 years of industry experience, currently serving as an advisor at Washington Trust Advisors. Her prior roles include positions at Cushing & Dolan, P.C., Beacon Light Planning, LLC, KPMG, and Edward Jones. She also operates a bookkeeping and tax service business, Beacon Light Planning, which she manages on a limited basis. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, individual equities, fixed income, and options, and provides access to affiliated trust and custodial services through its bank holding company structure.