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.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

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.

James Lister Jr. is a financial advisor with Shepherd Financial Partners, LLC and holds the Series 63 and Series 66 designations. He has 19 years of industry experience, including time at LPL Financial starting in 2011. He manages investment advisory services through Shepherd Financial Partners, where he has worked since 2016. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across six offices.

Leah Warren is a CFP® with 12 years of experience in financial advising. She has worked at Single Point Partners since 2022 and previously was with Ballentine Partners LLC for five years. Warren also took a one-year break from the industry for homemaking. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets, emphasizing index-based ETFs alongside various other investment vehicles and employs a fixed-dollar fee model rather than asset-based or performance fees.

Matthew Pasts is a financial advisor at BTS Asset Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bond Timing Securities Corporation and related entities since 1989. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative and fundamental analysis combined with technical indicators to generate tactical buy/sell signals and offers multi-strategy portfolios including mutual funds, ETFs, and individual equities.

Joseph Rozzi is a financial advisor at Empirical Asset Management, LLC with credentials including Series 65 and Series 63 and one year of industry experience. His prior roles include positions at First Republic Bank and Santander Securities LLC. Rozzi has also worked at Merrimack College. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology and offers multiple model strategies incorporating low-cost ETFs, mutual funds, and select securities.

Eva Howland is a CFP® with eight years of industry experience, currently serving as a financial advisor at White Lighthouse Investment Management, Inc. She previously worked at Moseley Investment Management and Edward Jones. White Lighthouse Investment Management serves individuals, families, and small-business owners, including multinational and non-U.S. clients, offering discretionary investment management, financial planning, and comprehensive wealth management services with a focus on long-term, tax-aware portfolio construction and cross-border financial issues.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

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.

Christopher Ray is a CFA® charterholder with 18 years of experience in the financial industry. He has worked at Boston Partners since 2026 and previously held roles at Catherine Rotman, Ralph Rotman, Northwestern Mutual Wealth Management Company, and Numeric Investors. Pension & Wealth Management Advisors serves individuals, high-net-worth clients, institutions, trusts, estates, retirement plans, charitable organizations, and businesses. The firm provides customized portfolio management and financial planning, employing a mix of fundamental, technical, top-down, and bottom-up analysis with direct management of client accounts, including access to alternative investments and options strategies.

Jared Brock is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently affiliated with Brock Hill Wealth Management, a team of five advisors based in Newton, MA. His prior experience includes roles at Equitable Advisors LLC, Citizens Investment Services, Citizens Securities Inc, Kaplan Financial Services, and Bearing Point Wealth Partners. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a diverse analytical approach and manages approximately $87 million in client assets across two advising professionals.

David Leggett is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Excalibur Management Corp since 2020 and at Sierra Financial Management Corporation since 2010, and has been involved with Leggett & Leggett, PC since 1985. Outside of financial advising, he is the managing member of Electech Systems, LLC, a research and development firm. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, and closely held business entities. The firm employs a research-based investment approach that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to client-specific liquidity, tax, and cash-flow requirements.

Lawrence Welch is a financial advisor with 27 years of industry experience, currently practicing at 93 Financial Group, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Woburn, MA. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm employs a traditional, one-on-one advisory approach using fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Cathleen Mc Kee is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Equita Financial Network, Inc. since 2023. Prior to her financial advisory career, she worked at the University of Chicago Laboratory Schools for twelve years. Equita Financial Network, Inc. serves individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, using client-specific investment policy statements to guide portfolio construction and risk management.

Andrew Rice is a financial advisor with Algorithmic Investment Models, holding a Series 65 designation and five years of industry experience. He has been with the firm in its various forms since 2017. Outside of his advisory role, he serves as a shareholder and emeritus consultant for Bolster Mission Consulting, providing pro bono strategic planning and data analysis services to nonprofit organizations. Algorithmic Investment Models specializes in ETF-based portfolio management and model delivery for a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm employs a quantitative, technology-driven investment approach using proprietary systems that integrate machine learning and behavioral finance.

John Yanchek is a financial advisor with Montis Financial, LLC in Waltham, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Montis Financial in 2021, he worked at Threehill Capital Partners, Arclight Capital Partners, and Goldman Sachs & Co. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Ali has worked at Hoopoe Capital Markets, LLC since 2018 and has been associated with LPL Financial, LLC since 2009. Outside of advising, he is the owner of a trucking business operated by a third party. Hoopoe Advisors primarily serves individual and high-net-worth clients, also advising charities, small businesses, and self-trusteed pension plans. The firm offers comprehensive wealth management services and constructs personalized portfolios using fundamental, technical, and cyclical analysis across various asset classes, providing both discretionary and non-discretionary management.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Goodman Advisory Group since 2017, also maintaining a role at LPL Financial. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach that combines fundamental, technical, and behavioral analysis, offering client-specific strategies and managing portfolios through internal or selected independent managers.

Michael Armstrong is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding a Series 66 credential and 12 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for nine years. Outside of advising, Mr. Armstrong co-hosts a radio program called "The Financial Exchange" and occasionally provides investment and economic commentary on local television. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with tactical adjustments and manages approximately $1.67 billion through a team of 14 advisors across 12 offices.