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.

Paul Simons is a financial advisor at PUREfi Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth Advisory, Silicon Valley Bank, Boston Private Wealth, and Seaport Global Holdings. Outside of his advisory role, he serves as an advisor for Centsai Inc, focusing on financial education and literacy. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach incorporating asset allocation, fundamental and technical analysis, ESG screening, and a combination of active and passive strategies across multiple asset classes, including the use of derivatives and specialized order-management processes.

Kimberly Leggett is a financial advisor at Excalibur Management Corp with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Excalibur in 2020, she worked for Sierra Financial Management Corporation for 10 years. She is also a co-owner of Leggett & Leggett, PC, an accounting practice that provides CPA/PFS accounting and tax services. Excalibur Management Corporation offers discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a research-based investment process focused on risk assessment and customizes portfolios to suit clients' liquidity, tax, and cash-flow needs.

Richard Nichols is a CFA® charterholder with 29 years of experience at Nichols & Pratt Advisers LLP in Boston, MA. He serves as a trustee and is involved in trust administration, dedicating significant time to these activities. Nichols & Pratt Advisers LLP primarily advises trustees of private trusts, IRA owners, individuals, estates, and foundations, as well as select institutional clients. The firm manages approximately $2.32 billion in client assets and employs a low-turnover, long-term investment strategy focused on capital preservation and moderate income.

Michael Quinn is a CFP® and ChFC® professional with 20 years of industry experience. He is currently with Alta Wealth Advisors LLC, where he has worked since 2025, following prior roles at Quinn Wealth Strategies, LPL Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Quinn Wealth Strategies remains an ongoing business activity for him. 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 provides discretionary portfolio management, financial planning, and pension/401(k) consulting, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerances.

Karl Hambrecht is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1990. Outside of his advisory role, Hambrecht owns an independent insurance agency primarily selling life, disability, and health insurance, and serves as a trustee for family trusts and retirement plans. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with portfolio optimization and offers access to a broad range of investment products and third-party managers.

Kathleen Mealey is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. She has been with Sensible Money, LLC since 2014, working in their Marblehead, MA office. Sensible Money, LLC is an independent SEC-registered advisory firm that serves individual clients, particularly those approaching or in retirement. The firm offers financial planning and discretionary investment management through its Juicing® Plan and Juicing® PLUS services, employing liability-driven investing and diversified portfolios that include mutual funds, ETFs, and fixed-income holdings.

Michael Viti is a financial advisor with Alta Wealth Advisors LLC, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including roles at LPL Financial and Pinnacle Private Wealth. Viti is also involved with several non-variable insurance agencies. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, providing tailored investment programs with ongoing monitoring, quarterly reviews, and monthly reporting.

Byron Woodman Jr. is a financial advisor with Monument Group Wealth Advisors, LLC in Concord, MA, holding a Series 65 credential and 20 years of industry experience. He has served as an officer and director at Woodman & Eaton, P.C. since 1980 and has been a director of Cambridge Trust Company since 1994. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected securities, and offers customized wealth management solutions including project-based financial planning and sub-advisory arrangements.

Michael Bergeron is a financial advisor at Flagship Wealth Advisors, LLC and has 16 years of experience running the Law Office of Michael Bergeron. He is based in Wakefield, MA. Flagship Wealth Advisors, LLC provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified exposure to mutual funds, ETFs, and selected variable annuity sub-accounts, offering portfolio management and retirement plan consulting through its Vision2020 Wealth Management platform.

Thomas Boyle is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at CIP Capital Management LLC since 2024 and has been involved with Comprehensive Insurance Providers, a fixed insurance business, since 2013. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering individualized portfolio management, retirement plan consulting, and access to third-party money managers. The firm operates primarily on a non-discretionary basis with client approval required for trades.

Sarah Rioux is a CFP® and Series 65-registered advisor with three years of industry experience. She has worked at TFC Financial Management Inc since 2026 and previously spent four years at Connecticut Wealth Management, LLC. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages about $1.78 billion through a team of 11 advisors and offers discretionary investment management, comprehensive and targeted financial planning, and investment consulting, using globally diversified, multi-asset class portfolios with a mix of passive and active strategies.

Paul Adams is a financial advisor at Wood Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Hornor Townsend & Kent Inc, Concord Wealth Management, and Penn Mutual Life Insurance Co. He serves on the finance committee for the Most Blessed Sacrament and Incarnation Parish collaborative. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, employing fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary and non-discretionary investment management, preparing Investment Policy Statements to align client goals, risk tolerance, and asset allocation.

William Mccance is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc., Trust Advisory Group Ltd, AGES Financial Services, Ltd., and WHM Financial Services. Outside of his advisory role, he serves as managing member of an OSJ management company and as president and chairman of a holding company currently winding down operations. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through approximately 30 advisors. The firm employs a range of investment approaches including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, supported by third-party platforms and a recent acquisition by StoneX Advisors Inc.

Isaiah Gonsalves is a financial advisor with Keenan Financial in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Keenan Financial, he has worked in various roles including at Master Kim's Taekwondo Institute. Outside of his advisory work, he is a licensed insurance agent who occasionally offers commissionable insurance products to clients. 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 uses a documented risk-profile questionnaire to tailor investment allocations and employs a range of strategies including modern portfolio theory and quantitative analysis.

Stephen Stabile is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 license and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates since 2003. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust for a family member. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach using advisor-managed and model portfolio programs, with an emphasis on mutual funds and ETFs.

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Alta Wealth Advisors and LPL Financial, he held roles at MassMutual Life Insurance Co, Baystate Financial, and Mass Mutual Investors Services. Outside of finance, his background includes work with Varsity Movers and involvement with Upcycle Inc. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million in assets. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Dylan Brix is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Boston Family Office LLC, where he has worked since 2020. Prior to this, he was with Reynders, McVeigh Capital Management, LLC from 2017 to 2020 and spent a year at athenahealth, Inc. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages individually tailored portfolios using fundamental analysis and assigns portfolio managers to specific economic sectors, incorporating tax considerations and client-specific needs.

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.