Deborah Goodman is a CFP® with 19 years of industry experience. She is a founding member of Goodman Advisory Group, LLC, where she has worked since 2016, and has been affiliated with LPL Financial since 2007. 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 long-term investment approach combining fundamental, technical, and behavioral analysis, and is notable for sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Judith Rowland is a financial advisor with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, holding a Series 66 designation and 19 years of industry experience. She has been with the firm since 2014. Outside of her advisory role, she serves as a trustee of her mother's life insurance trust. Moody, Lynn, Lieberson & Walker LLC manages approximately $2.2 billion in assets, providing discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, and institutional investors. The firm employs a multi-factor, global growth-oriented investment approach with concentrated equity portfolios and a fixed-income sleeve, and is noted for its role as a private fund adviser managing pooled investment vehicles.

Derek Sage is a financial advisor at Rise North Capital Investment Advisors with a Series 65 credential and one year of industry experience. Prior to joining Rise North Capital Investment Advisors, he was a full-time student for six years and briefly unemployed in 2022. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, acting as a 3(21) fiduciary for retirement plans. The firm operates a co-advisor model, conducts public financial education workshops, and offers multi-tiered ongoing planning services.

Zachary Bourque is a CFA® charterholder with 12 years of industry experience. He is affiliated with Minot DeBlois Advisors LLC in Boston, MA, a team of three advisors. Bourque has been associated with Rice, Heard & Bigelow, Inc. since 2001. Minot DeBlois Advisors provides investment management and advisory services primarily to trustees of trusts, endowments, charities, and individual clients, with a focus on fundamental company research and a buy-and-hold investment approach. The firm manages approximately $1.86 billion in assets and offers tailored advice through mostly non-discretionary relationships.

Margaret Gallogly is a financial advisor at Catalyst Financial Partners with a Series 65 designation and two years of industry experience. She previously worked at GW&K Investment Management, BNY Mellon, Washington Trust Company, and the University of Connecticut. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages over $1 billion in client assets and offers diversified portfolio strategies tailored to client objectives, utilizing equities, fixed income, alternatives, and other instruments through discretionary and non-discretionary management.

Thomas Higgins is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameritas Investment Corp and Financial Engines Advisors L.L.C. He also spent time as an independent consultant prior to joining Balanced Rock. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm that manages approximately $193 million in discretionary assets for individuals, families, trusts, businesses, retirement plans, and non-profits. The firm emphasizes long-term, broadly diversified portfolios and offers specialized services such as ESG-integrated value analysis and community-focused investments through its DIAL-In advisory channel.

Benjamin Richardson is a CFA® charterholder with 18 years of experience at Boston Family Office LLC, where he has worked since 2008. The firm provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. Boston Family Office manages approximately $1.87 billion in assets for around 335 clients, utilizing fundamental analysis and sector-specific portfolio management to build diversified portfolios tailored to client needs.

Christopher Assad is a CFP® professional at Montis Financial, LLC with one year of industry experience. He previously worked at Bessemer Trust and Brown Brothers Harriman. Montis Financial serves individual and high-net-worth clients as well as retirement plan sponsors, offering comprehensive financial planning and investment management that includes a wide range of instruments and specialized strategies. The firm employs specific operational practices such as the use of Dimensional Fund Advisors funds, AI policy governance, and detailed risk documentation.

Charles Zodda is a financial advisor with Armstrong Advisory Group Inc. based in Needham, MA, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors, Inc. for 11 years before joining Armstrong in 2022. Outside of his advisory role, Mr. Zodda co-hosts the radio program "The Financial Exchange" and provides investment commentary on local television news stations. He also volunteers on the Fessenden School Alumni Executive Committee. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, top-down macroeconomic asset allocation approach and manages approximately $1.67 billion across multiple offices through a team of 14 advisors.

Andrew Crowley is a financial advisor with WinCap Financial LLC in Boston, MA. He holds a Series 65 designation and has experience working at KKR and La Machi Communication for Good Causes. Crowley has also been affiliated with Providence College since 2022. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to create customized, long-term asset allocations while trading tactically when appropriate.

Brendan Clune is a financial advisor at Timber Creek Capital Management, LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Grant Thornton, Morgan Stanley, and Fidelity Investments. Timber Creek Capital Management provides discretionary investment management and related financial and estate planning services primarily to high-net-worth individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a long-term, fundamentals-based investment strategy with an emphasis on diversification, active portfolio rebalancing, and customized client oversight.

Susan Powers is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Armstrong Advisory Group Inc. since 2022 after 15 years at Securities America Advisors, Inc. Ms. Powers is also a licensed insurance agent and co-hosts the radio program "The Legal Exchange Show with Todd Lutsky," where she discusses market and economic topics. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, macroeconomic-driven investment approach, managing approximately $1.67 billion through a team of 14 advisors across 12 offices.

Adam Strauss is a CFA® charterholder with 19 years of experience in the financial industry. He is currently with Pekin Hardy Strauss, Inc., where he has worked since 2004. Strauss serves as president of the board of directors for Frontier Natural Brands, Inc., a role he has held since 1996. Pekin Hardy Strauss, Inc. provides investment management, financial planning, and retirement plan services to individuals, pension plans, registered investment companies, charitable organizations, and corporations. The firm employs a fundamental analysis approach combined with asset allocation and consideration of ESG factors, using a variety of instruments and strategies to tailor portfolios according to client objectives and risk tolerances.

Eric Warasta is a CFA® charterholder with eight years of industry experience. He is affiliated with Moody, Lynn, Lieberson & Walker, LLC in Boston, MA, and previously worked at Cambridge Trust Co. for 12 years. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm employs a multi-factor, global growth-oriented investment process and manages approximately $2.2 billion in assets across concentrated equity portfolios and high-quality fixed income holdings.

Malcolm Davidson is a financial advisor at J.M. Forbes & Co. LLP in Boston, MA, with 20 years of industry experience. He has been with J.M. Forbes & Co. since 1987. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, often managing accounts on a discretionary basis. The firm combines a core equity portfolio with diversified fixed-income allocations and selective use of mutual funds and ETFs, emphasizing a long-term Growth-at-a-Reasonable-Price approach.

Anthony Mitrano is a financial advisor at Beck Bode LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Amundi Asset Management, Ifp, and Eaton Vance Wealth Management. 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, including dividend-paying equities and a high-leverage options approach, tailoring portfolios to clients’ goals and risk tolerance.

Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.

Saurin Makim is a financial advisor at Forefront with a Series 65 designation and four years of industry experience. Prior to joining Forefront, he worked at Baystate Wealth Advisors LLC and spent five years at Akamai Technologies. Forefront Wealth Partners is a registered investment adviser that provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm builds customized investment policies and asset-allocation targets through client discussions and ongoing portfolio monitoring.

Jeffrey Mchale is a financial advisor at Wealth Effects with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Outside of advising, he is licensed as an insurance agent, selling fixed index annuities and term insurance. Wealth Effects is a nine-advisor team that provides discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to guide investment decisions and manages portfolios including stocks, ETFs, mutual funds, bonds, and option contracts.

Marc Ohler is a CFA® charterholder with 21 years of industry experience. He has been with Excalibur Management Corp in Waltham, MA since 2004 and holds a Series 63 license. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up fundamental and technical analysis, focusing on risk assessment and preserving irreplaceable assets.