Lucas Pavlatos is a CFP® professional with nine years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2024. His prior experience includes roles at John Hancock and Manulife John Hancock Brokerage Services. WinCap Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term portfolios, trading tactically as market conditions or client needs warrant.

Robert Dockendorff is a CFP® and Series 65-registered financial advisor at May Hill Capital, LLC with 10 years of industry experience. His prior roles include positions at Single Point Partners and Claro Advisors, LLC. He holds an active attorney license in Massachusetts but does not currently practice law. May Hill Capital is an SEC-registered adviser that provides discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning to individuals, trusts, estates, endowments, and businesses. The firm manages approximately $381 million in client assets and typically constructs portfolios of individual equities and ETFs with a long-term orientation, incorporating both fundamental and technical analysis.

Paul Matherwiez is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Siharum Advisors, LLC since 2013, where he works as part of a two-advisor team. 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 active and index-based strategies through third-party managers to build diversified portfolios tailored to client needs.

Sherif Atia is a CFP® with seven years of experience in the financial services industry. He has worked at Hoopoe Advisors and Hoopoe Capital Markets since 2019 and spent one year with Bankers Life prior to that. He also conducts fixed insurance sales as a secondary business activity. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm employs tailored investment strategies combining mutual funds, ETFs, equities, fixed income, and alternative investments, with regular portfolio reviews and tax-efficient management practices.

Ryan Schoffield is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Keenan Financial, he worked at Capital Advisory Group, LLC and has a background in education at Bryant University and Merrimack Valley High School. Outside of his advisory role, Schoffield is a licensed insurance agent who occasionally offers commission-based insurance products. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction using various asset classes and analytical methods, and offers affiliated insurance and tax preparation services.

Kevin Latu is a financial advisor at 3Edge Asset Management, LP with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vigilant Distributors LLC and Equitable Advisors. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing.

Edwin Hamlin is a CFP® professional with five years of industry experience. He currently works at Clarendon Private LLC and has previously held roles at First Citizens Bancshares, SVB Wealth, and Boston Private Wealth. His background includes work in wealth management at both regional firms and private banks. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using fundamental and technical analysis across various asset classes while conducting ongoing account monitoring and oversight of recommended independent managers.

Jeffrey Spencer is a financial advisor at Wood Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Hornor Townsend & Kent Inc and Concord Wealth Management. Outside of his advisory role, he is involved with Southernmost Financial Group, LLC, an insurance brokerage. Wood Wealth Group serves individual and high-net-worth clients with portfolio management and financial planning services, utilizing a range of investment strategies that include fundamental analysis, modern portfolio theory, and technical analysis. The firm manages approximately $56 million in client assets through a small team of six advisors and offers both discretionary and non-discretionary management tailored to client goals.

Christopher Cabral is a CFA® charterholder with seven years of industry experience. He has been with New World Advisors LLC since 2018 and previously worked at Fiduciary Trust Company for thirteen years. New World Advisors serves high-net-worth individuals, trusts, estates, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a long-term, fundamental analysis-driven investment process and customizes portfolios based on clients’ goals, risk tolerance, and financial situation.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.

Jane Li is a Series 65-licensed financial advisor at Zevin Asset Management, LLC with six years of industry experience. She has worked at Zevin Asset Management since 2020 and previously held positions at Grace Capital and Monarch Partners Asset Management. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment process that integrates fundamental equity research, global macro analysis, and ESG considerations to build diversified portfolios.

Matthew Joyce is a financial advisor at Stablepoint Partners, LLC with Series 65 credentials and one year of industry experience. He previously worked at BNY Mellon for 16 years. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, individual securities, bonds, alternatives, and independent managers, and offers related services including retirement plan advisory and cash-management access.

Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.

Ethan Somers is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee services to individuals, corporate plans, trusts, foundations, family businesses, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within customized investment policy statements.

Nicholas Nowak is a financial advisor at Claro Advisors Inc. in Boston, MA, with 19 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at William Blair Investment Management and Fidelity Investments Institutional Services Company Inc. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm uses a fundamental, long-term investment approach enhanced by tactical reallocations and employs AI tools and proprietary strategies, including personalized indexing and hedged equity solutions.

Ryan Marini is a financial advisor with BostonPremier Wealth, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network and LPL Financial. He is a founding partner of BostonPremier Wealth. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm uses a top-down, model-driven approach to portfolio management, typically implementing discretionary managed accounts tailored to clients’ risk profiles and target allocations.

Michael Moody is a CFA® charterholder with 30 years of industry experience. He has been with Moody, Lynn & Co. since 1989, which is now part of Moody, Lynn, Lieberson & Walker, LLC. The firm provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, pension plans, charitable institutions, and private investment funds. Moody, Lynn, Lieberson & Walker employs a multi-factor, global growth-oriented investment process with concentrated equity portfolios and a fixed-income sleeve, managing approximately $2.2 billion in assets across nearly 500 client accounts.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.

Bracken Hendricks is a financial advisor at J.M. Forbes & Co. LLP with three years of industry experience. He holds a Series 65 designation and has been with J.M. Forbes since 2022. Outside of his advisory role, Mr. Hendricks is the co-founder, president, and CEO of Urban Energy Advisors, LLC and Ingenuity Power, LLC (d/b/a Urban Ingenuity), organizations involved in financing and developing clean energy projects and advising on public finance programs related to energy efficiency. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, with a focus on discretionary account management. The firm employs a Growth-at-a-Reasonable-Price (GARP) investment approach centered on a core equity sleeve combined with diversified fixed income and selective use of mutual funds and ETFs.

Theodore Ciolkosz Jr. is a financial advisor with Investment Advisory Group LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Investment Advisory Group since 2004 and previously worked at Cetera. He serves as a member of the Hingham Advisory Committee, where he reviews requests for annual operating and capital appreciation and makes recommendations on town warrant articles. Investment Advisory Group, LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a team-based approach grounded in Modern Portfolio Theory, the Fama-French three-factor model, and behavioral finance, managing approximately $1.2 billion in assets across about 1,542 clients.