Alice Walsh is a CFP® professional with 30 years of industry experience, serving at Middleton & Company Inc. in Boston, MA since 1995. She holds Series 63 and Series 65 licenses and is part of a seven-advisor team. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets. The firm employs a fundamental analysis approach with strategies focused on U.S. stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Paul Ryan is a CFP® professional with 37 years of experience in the financial services industry. He has been with Flagship Wealth Advisors, LLC since 2016 and previously worked at Watermill Advisery Service, Inc., Flagship Financial Advisors, LLC, and Osaic Wealth, Inc. Outside of his advisory role, he owns a traditional insurance business focusing on fixed life and long-term care insurance and serves as a notary public. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio programs.

Rylee Felice is a financial advisor at White Lighthouse Investment Management, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at CapFinancial Partners LLC (CAPTRUST), Boston Financial Management LLC, Lincoln Financial Advisors Corporation, and Amon & Associates. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides investment management, financial planning, and comprehensive wealth-management services with a focus on international and cross-border planning, using customized, diversified portfolios primarily consisting of low-cost ETFs and mutual funds.

Gary Mikula is a CFA® charterholder and Series 63 licensee with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Mikula serves as a committee member and volunteer for Friends of the Children-Boston, participating in their Budget & Finance and Investment Committees. Birch Hill Investment Advisors provides portfolio management and advisory services primarily to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with ESG integration, focusing on customized portfolios and risk control through diversification.

Scot Wilks is a CFP® and Series 66 credentialed financial advisor with 16 years of industry experience. He currently works at EagleClaw Capital Management LLC and has previous experience at Moors Cabot Inc, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, Windham Capital Management LLC, and Fidelity Investments. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment style with a two- to five-year horizon, combining fundamental analysis with technical overlays and offering diversified strategies including option overlays and margin usage.

Michael Claveau is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2022 and previously spent seven years with Boston Hill Advisors, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and third-party money managers, managing client accounts primarily on a discretionary basis.

Hailee O Keefe Mac Donald is a CFP® professional with four years of experience at Clarendon Private LLC. Prior to joining Clarendon Private in 2022, she was affiliated with Suffolk University from 2018 to 2022. Clarendon Private LLC provides discretionary wealth management, investment management, and financial planning primarily to high-net-worth individuals, trusts, estates, endowments, and businesses. The firm employs a long-term investment approach incorporating fundamental and technical analysis, portfolio construction with various asset classes, and ongoing client portfolio monitoring.

Jonathan Penta is a financial advisor with Empirical Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services, Savior Wealth, LLC, and Purshe Kaplan Sterling Investments. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, and charitable organizations. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios constructed from low-cost ETFs, mutual funds, and select securities, alongside systematic overlays and third-party research.

Martin Lynn is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Moody, Lynn & Co. since 1991. Lynn is a trustee of Moody, Lynn Associates, the general partner managing India Wharf Limited Partnership. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm manages roughly $2.2 billion in assets using a multi-factor, global growth-oriented investment process and is also notable for managing pooled investment vehicles such as India Wharf Limited Partnership.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.

Paul Brissenden is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory role, he serves as president of Porter Financial Inc. Alta Wealth Advisors LLC manages approximately $665 million for individual, high-net-worth, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and is noted for sponsoring a wrap-fee program and providing educational seminars.

Charles Corkery is a CFP® and holds a Series 65 license, currently serving as a financial advisor at PUREfi Wealth, LLC with six years of industry experience. His prior roles include positions at Morgan Stanley, SVB Wealth LLC, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. PUREfi Wealth, LLC serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a broad investment toolkit and includes the use of derivatives and structured products in its strategies, distinguishing it from comparable teams.

Tucker Donahoe is a financial advisor at Montis Financial, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Putnam Investments and Threehill Capital Partners. At Montis Financial, he is part of a team serving clients from their Waltham, MA office. Montis Financial provides comprehensive financial planning and both discretionary and non-discretionary investment management for individual and high-net-worth clients, as well as retirement plan sponsor advisory services. The firm offers tailored portfolios that include a broad range of investment instruments and employs specialized strategies with disclosed risk considerations.

Daniel Evans is a Financial Advisor and Senior Portfolio Advisor with Merrill Wealth Management. He focuses on helping individuals and families plan, grow, and protect their wealth through personalized financial strategies and long-term guidance. His expertise includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Providence College and is a CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is committed to building lasting relationships with clients and making complex financial topics easier to understand and act upon. Outside of his professional work, Daniel is involved with organizations such as Boston Cares, Great Dog Rescue New England, and the National Alliance on Mental Illness Massachusetts. He has personal interests in basketball, drawing and sketching, fishing, football, music, spending time with his family, tennis, traveling, watching movies, and writing.

Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining actively managed and index-based products to create diversified, customized portfolios.

Evan Welch is a CFP® with 28 years of industry experience and currently serves at Bridgeport Financial Solutions. His prior experience includes roles at Cambridge Investment Research, Inc. and Cetera Advisors LLC. Outside of his advisory work, he participates as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute. Bridgeport Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages diversified portfolios through an Investment Committee and offers discretionary management via wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party investment strategies.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

John Robbins is a financial advisor at Hoopoe Advisors with four years of industry experience and holds a Series 66 designation. He has worked at several organizations, including Hoopoe Capital Markets LLC and Penny Appeal USA. Outside of his advisory role, Robbins serves as an adjunct professor at BIS, teaching a course on public speaking and communication. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, also serving a limited number of charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a range of financial instruments, employing fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Patrick Mcnamara is a CFP® with 30 years of experience in the financial services industry. He has worked at Claro Advisors Inc. since 2019 and previously spent a decade at Morgan Stanley and four years at Morgan Stanley Private Bank. He is also an independent insurance agent. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical reallocations, utilizes AI tools in its research, and manages a private pooled vehicle along with offering proprietary strategies.

Thomas Alessi is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC and Platinum Wealth Partners. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach leveraging proprietary methodologies and diversified portfolios constructed from low-cost ETFs, mutual funds, and selected securities.