William Liberti Jr. is a financial advisor at Wealth Effects with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Coburn & Meredith Inc. for 15 years. Outside of his advisory role, he teaches sailing to children and serves as treasurer and a board member of the Essex Bay Sailing Club in Essex, MA. Wealth Effects provides discretionary wealth management, financial planning, and investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios and offers retirement plan advisory services including investment policy design and participant education.

Robert Pajak is a CFP® professional with 19 years of industry experience, currently affiliated with First Affirmative Financial Network LLC. He has worked at First Affirmative since 2007 and at Ameritax Professionals, Inc. since 2009. He is also a licensed independent insurance agent authorized to sell insurance products through various companies. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets through a team of 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary model portfolios and stewardship practices.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Bulfinch Group, Source in Bulk, and Transamerica Capital Inc. Beck Bode serves individuals, families, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis to implement various strategies, including growth, income growth with dividends, and a short-term options strategy, while also offering ancillary services such as accounting and tax preparation on a case-by-case basis.

Michael Mcintosh is a CFA® and holds a Series 66 license with 14 years of industry experience. He is currently with Argonautica Private Wealth Management, Inc and has previously worked at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, and Cross Financial Services Corporation. Outside of his advisory role, he serves as an unpaid trustee for a condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses with investment management, independent manager selection, financial planning, and retirement plan services. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach that combines active and passive strategies.

Paul Cerrato is a financial advisor at Woodstock Wealth Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Woodstock Financial Group since 2008. Outside of his advisory role, Cerrato serves as Senior Director at Takeda Pharmaceuticals and is a managing member of Medi-Lease LLC. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-based fee program alongside traditional asset-based fee structures.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis approach with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cantor Fitzgerald & Co, Foresi Consulting, and Accenture. He also has academic roles at the University of Rhode Island and Stonehill College. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term orientation, complemented by laddered fixed-income holdings and generally low turnover.

Gary Raymond is a financial advisor at Argonautica Private Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Argonautica in 2022, he worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2022. Outside of his advisory role, he is a commissioned notary public in Massachusetts. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches, utilizing independent managers and ongoing portfolio monitoring.

Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021. At Clarendon Private since 2021, he is part of a six-person advisory team. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a long-term investment approach incorporating fundamental and technical analysis and uses a range of strategies including ETFs, individual securities, bonds, alternatives, and tax-sensitive decisions.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Brian Doherty is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Balanced Rock Investment Advisors, where he has worked since 2022. His prior experience includes roles at Honest Asset Management LLC, Liberty Mutual Insurance, and State Street Bank. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions, providing wealth management, portfolio management, financial planning, and consulting. The firm employs a long-term, broadly diversified core-satellite approach and offers a values-based strategy incorporating ESG research alongside traditional value investing.

Syeda Ayesha Qadri is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Trinity Life Sciences, Dawaai Pvt Ltd, and Maersk Pakistan. She is dually employed as a financial analyst and registered representative at Hoopoe Advisors and Hoopoe Capital Markets. 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 plans. The firm uses tailored investment strategies across various asset classes and employs fundamental, technical, and cyclical analysis with a focus on tax-efficient portfolio management.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.

Preston Mcswain is a financial advisor with Fiduciary Wealth Partners, LLC in Boston, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior work at Barclays Capital Inc. He has been with Fiduciary Wealth Partners since 2011. Fiduciary Wealth Partners provides wealth management, investment advisory, financial planning, and consulting services primarily to high-net-worth individuals, family and charitable trusts, foundations, retirement accounts, and privately held companies. The firm focuses on tailored recommendations through a consultative process and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.

Beth Price is a financial advisor with Beck Bode LLC in Traverse City, MI. She holds a Series 65 designation and has been in the industry since 2022. Prior to joining Beck Bode, she worked at Intentional Wealth Advisors from 2018 to 2022 and spent ten years at Traverse City Christian School. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers customized asset allocation based on client goals and risk tolerance.

Katherine Kelliher is a financial advisor at Eagleclaw Capital Management LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Moors Cabot since 2014. EagleClaw Capital Management is an SEC-registered independent investment adviser serving individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, combining fundamental analysis with a technical overlay and utilizing strategies such as diversification, option overlays, and margin where appropriate.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

Amy Alpert is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2019 and previously at R Miller and Associates and New England Private Wealth Advisors. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, foundations, and charitable organizations. The firm emphasizes long-term, after-tax, risk-adjusted returns through tailored portfolio management and utilizes mutual funds, ETFs, separately managed accounts, and third-party sub-advisers.