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.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Prior to joining Sandhill in 2019, Mr. Dillon worked at MMA Agency, MMA Securities, and Fiduciary Investment Advisors. He serves as Regional Vice President and a board member of Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual and high-net-worth clients, as well as institutional and retirement-plan clients, providing direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation across diversified strategies, including municipal bonds, preferred equity, and limited alternative investments.

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. 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, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.

Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.

James Zoldy is a CFA® charterholder with 14 years of industry experience. He is currently with Washington Trust Advisors, where he has worked since 2022. Prior to that, he held roles at Weston Financial Group, The Washington Trust Company of Westerly, and Halsey Associates. Outside of his advisory work, Mr. Zoldy serves on the advisory committee of DELC Investments, the investment arm of R.C. Bigelow, Inc., where he provides guidance on the company’s long-term investment strategies. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and offers specialized strategies and third-party manager selection within a bank holding company structure.

Dinghao Jiang is a financial advisor at Downtown Wealth Studios, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Merrill Lynch Pierce Fenner & Smith. Prior to his advisory roles, he spent three years at Babson College. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, families, and institutional clients, managing portfolios that include equities, ETFs, mutual funds, and bonds. The firm combines fundamental and technical analysis with a long-term investment approach and manages the majority of assets on a non-discretionary basis.

Jessica Grande is a financial advisor with TFC Financial Management Inc in Boston, MA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior experience includes nine years at Levatus LLC and one year at Prime, Buchholz. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion across globally diversified, multi-asset class model portfolios that combine passive core exposures with select active managers, supported by an investment committee and specialized research.

William Whitcher Jr. is an investment adviser representative at Keenan Financial with a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles including at Sagamore Hampton Golf Club and Solution Health. Outside of his advisory role, he is a licensed insurance agent who occasionally offers clients insurance products. Keenan Financial provides portfolio management and financial planning 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 through various investment vehicles while acting as a fiduciary for retirement accounts.

Zhou Feng is a CFA® charterholder at Wilkins Investment Counsel, Inc with two years of experience at the firm and eight years previously at Rockland Trust. He is based in Boston, MA. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach combining detailed company research with laddered, high-quality fixed-income portfolios.

Christopher Fisher is a CFA® charterholder with 11 years of industry experience. He has been with LiveLife Capital Partners LLC since 2017 and previously worked in mergers and acquisitions at Bigelow. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering a primarily long-term, customized investment approach that includes low-cost mutual funds, ETFs, and alternative investments when appropriate. The firm also sponsors its own wrap fee program and utilizes held-away account technology to manage connected retirement accounts.

Brandon Fink is a CFP® with 13 years of industry experience, currently serving as an advisor at Claro Advisors Inc. since 2021. He previously worked at Equitable Advisors and AXA Advisors, LLC. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm utilizes a long-term, fundamental analysis approach with tactical reallocations and offers proprietary strategies along with specialized programs including digital-asset account setup and portfolio overlay services.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with J.P. Marvel Wealth Management since 2013. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.

Jennifer Wolfsberg is a financial advisor at Centerpoint Advisors, LLC with 30 years of industry experience. She has been with Centerpoint Advisors since 2006 and previously worked at Arthur W. Wood Company, Inc. and Palladium Capital Group, LLC. Wolfsberg holds Series 63 and Series 65 licenses. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, providing discretionary investment management alongside financial planning and family office services. The firm emphasizes customized fixed-income strategies and integrates formal family office functions, including estate coordination and certified divorce financial analysis.

Claire Hawkes is a CFP® with seven years of industry experience, currently serving as an advisor at Single Point Partners since 2023. She previously worked at Ballentine Partners LLC for five years and has experience outside finance with Madeleine's Daughter Bridal. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and uses a client-focused process that incorporates index-based ETFs, mutual funds, individual securities, and third-party managers, operating primarily under a fixed-dollar fee model.

Joshua Devereaux is a CFP® professional at Stage Harbor Financial with three years of industry experience. He previously worked at Merrill and UBS Financial Services and has held roles at Bridgewater State University and Western Michigan University. He serves as trustee and beneficiary of a family trust. Stage Harbor Financial provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Its investment approach combines personalized asset allocation with a core/satellite philosophy integrating passive and active strategies, using a range of securities and independent managers.

Nicholas Gannon is a CFP® with four years of industry experience, currently serving as a financial advisor at Keenan Financial in Boston, MA. Prior to joining Keenan Financial in 2021, he worked at Bryant University and Braintree High School. He is also licensed as an insurance agent, focusing on life and health insurance sales. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm employs a documented risk-profile questionnaire to tailor investment allocations and uses a range of strategies including modern portfolio theory, quantitative and technical analysis.

Steven Dray is a CFP® and CFA® with nine years of industry experience. He has worked at Zevin Asset Management, LLC since 2016 and was previously with AlphaOne Capital Partners, LLC from 2009 to 2016. He is based in Boston, MA. 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 approach that integrates fundamental equity research, global macro analysis, and ESG factors to build diversified portfolios focused on risk mitigation.