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.

C. Strachan is a Series 65-licensed financial advisor at Clear Brook Advisors, Inc. in Boston, with seven years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously spent three years at Freeaire. Outside of his advisory role, Mr. Strachan serves on the investment committees of Rio Fuerte Enterprises, LP and Rio Fuerte Capital, LP, which invest on behalf of his extended family. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts. The firm specializes in private investment partnerships and alternative investments, conducting extensive due diligence and offering clients written recommendations while allowing them to retain final decision authority.

Warner Henderson is a ChFC® with over 31 years of industry experience, serving as an advisor at Aequitas Investment Advisors, LLC since 1991. He is based in Hingham, MA, and holds a Series 63 license. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services primarily to individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm’s investment approach emphasizes target asset allocation between fixed assets and equities, with a long-term buy-and-hold strategy managed on a non-discretionary, consultative basis.

David Layden is a financial advisor at Woodstock Corporation in Boston, MA, holding a Series 65 designation with four years of industry experience. He has been associated with Woodstock Services Company since 2008. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, providing portfolio management, financial counseling, and custody account services, often in conjunction with Fidelity.

Casey Huffman is a financial advisor with Keenan Financial in Boston, MA, holding a Series 65 designation and five years of industry experience. Prior to his current advisory role, he worked in operations and facilities at the University of Connecticut and was involved with the Guilford Yacht Club. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities, utilizing a documented risk-profile questionnaire to guide diversified portfolio construction across various asset classes. The firm offers both discretionary and non-discretionary services and includes affiliated insurance and tax preparation businesses.

Timothy Jones is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining PUREfi Wealth in 2024. He holds the Series 63 and Series 65 designations. PUREfi Wealth, LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages approximately $262 million for about 81 clients, employing a range of strategies including asset allocation, fundamental and technical analysis, ESG screening, and the use of derivatives within separately managed accounts.

Kyle Cote is a CFP® professional at TFC Financial Management Inc with two years at the firm and a total of seven years of industry-related experience, including roles at CI Private Wealth and the Federal Reserve Bank of Boston. He has worked in various capacities before entering financial advising, including positions at the University of Massachusetts Boston and East Heaven Hot Tubs. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for around 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class model portfolios combining passive core investments with select active management, emphasizing larger account relationships and explicit liquidity guidelines.

Katherine Saltonstall is a CFA® charterholder with 11 years of industry experience. She is currently a financial advisor at Sandy Cove Advisors, LLC, where she has worked since 2014, including time before and after a one-year tenure at Brown Advisory. Sandy Cove Advisors serves individuals, high-net-worth clients, family offices, trusts, estates, and business entities with integrated wealth management services, including discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm manages a multi-advisor team overseeing approximately $582 million in client assets, employing fundamental and quantitative analysis with customized investment approaches.

Eric Biegeleisen is a CFA® charterholder with 15 years of industry experience. He is currently with 3Edge Asset Management, LP and also associated with Vigilant Distributors, LLC. His prior experience includes roles at Foreside Fund Services, LLC and Beaumont Financial Partners, LLC. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach that combines quantitative research and committee judgment, typically implementing strategies with ETFs and, in some cases, derivatives and borrowing.

Paul Furcinito is a financial advisor at Florek Financial, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Florek Financial since 2009. The firm serves individuals and high-net-worth clients with customized wealth and portfolio management, offering integrated financial planning, investment management, tax planning, and tax compliance. Florek Financial emphasizes a primarily long-term investment approach, utilizing both discretionary and non-discretionary management, and is notable for its accounting affiliation and substantial non-discretionary assets under management.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. Pisciotta is a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management primarily serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation services, and retirement plan consulting, operating mainly on a non-discretionary basis with client approval required for trades.

Emily Fluke is a Certified Financial Planner® (CFP®) with 10 years of industry experience. She is currently with Sandy Cove Advisors, LLC, where she has worked since 2025. Her prior experience includes roles at Clarfeld, Citizens Securities, JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Sandy Cove Advisors serves individuals, family offices, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 275 clients. The firm provides comprehensive wealth management services including portfolio management, financial planning, and family office support, using both customized and model portfolios monitored through quantitative and fundamental approaches.

Hamilton Coiscou is a financial advisor at Liberty Forge LLC in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Liberty Forge in 2026, he worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fidelity Investments, among other roles. Liberty Forge, operating as Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm focuses on a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Credit Suisse Securities for 19 years, followed by roles at Eaton Vance WaterOak Advisors and Brookline Bancorp. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management along with financial planning and consulting. The firm employs a long-term investment approach, combining fundamental and technical analysis across various asset types, and conducts ongoing monitoring and oversight of portfolios and any independent managers used.

Ian Browning is a CFA® charterholder with 14 years at Peddock Capital Advisors, LLC and a total of 10 years in the financial industry. He is based in Braintree, MA, and works as part of a five-advisor team. Peddock Capital Advisors serves individuals, high-net-worth clients, and various institutional accounts, offering wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm employs a long-term investment approach blending fundamental and technical analysis, with portfolios constructed from a range of securities including individual stocks, bonds, mutual funds, ETFs, and a “Global Macro” sleeve of liquid ETFs.

Eugene Covino is a CFP® professional at Catalyst Financial Partners with five years of industry experience. He worked at BNY Mellon Corp for ten years prior to joining Catalyst in 2021. Outside of his advisory role, he manages Clark and Cleveland LLC, a small rental property business. Catalyst Financial Partners is a team-based firm serving high-net-worth individuals, family offices, and institutions with discretionary and non-discretionary wealth management and multi-asset portfolio services. The firm employs long-term, diversified investment strategies and offers access to private funds and a wrap-fee program combining advisory, execution, custody, and reporting.

Alan Arcadipane is a financial advisor at Riverview Capital Advisers LLC with 22 years of industry experience. He has been with Riverview since 2006. Outside of his advisory role, Alan is principal of several private investment firms involved in private equity and hospitality, including R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth planning, family office, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees an additional $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis in its portfolio management.