Robert Napolitano is a financial advisor at Napier Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Truro Asset Management and LPL Financial. Outside of his advisory work, he is involved with managing private real estate investment funds through affiliated entities. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management, financial planning, and trustee services. The firm utilizes a macro-economic, top-down asset allocation approach and incorporates private real estate funds managed through affiliated entities as part of its investment offerings.

Claire Smith is a CFP® with 11 years of industry experience. She is currently with Stablepoint Partners, LLC, where she has worked since 2023. Prior to that, she held roles at Morgan Stanley and Columbia Management Investment Advisers, Inc. Smith is also involved in insurance sales on a limited basis. Stablepoint Partners provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a range of securities and employs both fundamental and technical analysis with ongoing monitoring and formal reviews.

Jamal Khatib is a financial advisor at Hoopoe Advisors in Boston, MA, with six years of industry experience. He holds the Series 66 designation and has worked previously at Boston Consulting Group, BMO Capital Markets, and the U.S. Embassy in Qatar. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, using tailored investment strategies that include a mix of mutual funds, ETFs, equities, fixed income, and alternative investments. The firm also serves charitable organizations, small businesses, and pension/retirement plans.

Mohammad Kaleem is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Hoopoe Advisors since 2016 and was previously with LPL Financial for one year. Kaleem is also a co-founder and managing partner of Strengthening Families & Communities, LLC. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm uses tailored investment strategies incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, with regular account reviews and tax-efficient management.

Max Levine is a financial advisor at Woodstock Wealth Management, Inc. with four years of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside finance, such as with Konica Minolta Business Solutions and 6ONE7 Productions. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment vehicles and strategies and offers a performance-fee program alongside standard AUM arrangements.

Renee Kwok is a CFP® professional with 24 years of industry experience, currently serving at TFC Financial Management Inc in Boston, MA. She has been with the firm since 1991, totaling 35 years in her financial career. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset class investment approach combining passive core investments with select active managers, emphasizing larger account relationships and maintaining explicit liquidity rules.

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Bay Colony Advisors and Essential Asset Management, LLC since 2015. In addition to her advisory role, she works as an independent insurance agent for Essential Asset Management on a limited basis. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with financial planning, portfolio management, retirement plan consulting, and related services. The firm integrates a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, while offering family-office and concierge services alongside institutional retirement fiduciary solutions.

James Williams is a financial advisor at Hoopoe Advisors with 13 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2012 to 2017. Additionally, he operates James A Williams & Co. LLC, where he provides accounting services and occasionally offers clients advice or products from this activity. Hoopoe Advisors serves primarily individual and high-net-worth clients, as well as charities, small businesses, and self-trusteed pension plans. The firm provides comprehensive wealth management, including financial planning, retirement-plan advisory, and portfolio management, using a personalized investment approach that incorporates fundamental, technical, and cyclical analysis across various asset classes.

Tyler Dolan is a CFP® with nine years of industry experience, currently serving at Keenan Financial in Boston, MA. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Society Of Grownups, LLC. He holds a Series 63 license and is also a licensed insurance agent, focusing on life, fixed, and index annuity sales. 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, quantitative and technical analysis.

Geoffrey Mishkin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wood Wealth Group, LLC in Charlestown, MA. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor Townsend & Kent Inc, Concord Wealth Management, Penn Mutual Life Insurance Company, and Partners Healthcare. Outside of his advisory work, he is a partner in a first responder gear cleaning service, managing operations at the business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management through a relatively small team of six advisors.

Michael Audrain is a Series 65-licensed advisor with Transatlantique Private Wealth LLC, based in Boston, MA. He has six years of industry experience, including seven years at Transatlantique and twelve years at Banque Transatlantique UK. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a particular focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical research, supported by affiliated European teams, and offers tailored portfolio construction alongside access to private commingled funds.

Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 65 and Series 63 designations and previously worked at T. Rowe Price for four years. Outside of advising, she had a one-year role at Everybody Water. BostonPremier Wealth is a seven-advisor team that provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm manages approximately $525 million across 749 client relationships using discretionary, model-based portfolios with a top-down asset allocation approach.

Ryan Belanger is a CFP® with 22 years of industry experience and is a managing principal at Claro Advisors Inc. in Boston, MA, where he has worked since 2012. He has held positions at Mutual Securities, Inc. during the same period. Outside of his advisory role, Belanger volunteers on the executive committee for the American Cancer Society’s local chapter, assisting with annual fundraising events. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility, offers proprietary strategies, and manages pooled-vehicle investments for qualified investors.

Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. 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 emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. 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 provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

Abraham Kirby Galen is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 license with three years of industry experience. Prior to joining Single Point Partners, he worked at Hopkins School and King’s Academy. He is also the founder of Taxes for Beginners, a tax preparation business started in 2021. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes index-based ETFs alongside other investment vehicles and offers a fixed-dollar fee model distinct from typical asset-based pricing.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP in Boston, MA, with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. Outside of his advisory role, Jules is involved as an independent trustee for the Tidal Trust III Fund and acts as a strategic advisor for Ixelles Management S.R.L., focusing on investments in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed accounts, sub-advisory clients, and high-net-worth individuals. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and uses ETFs, derivatives, and borrowing for tactical exposures.

Patrick Robb is a Series 65-licensed financial advisor with Marble Harbor Investment Counsel, LLC in Boston, MA, where he has worked since 2008. He has 18 years of industry experience. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term focus, complemented by laddered fixed-income holdings and generally low turnover.

Allison Leary is a financial advisor at MSA Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Securities America Inc. Outside of her advisory role, she is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with investment advisory, financial planning, and retirement-plan services. The firm uses a strategic asset-allocation approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Alexa Fattore is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Single Point Partners in Boston, MA. Her prior experience includes roles at Corrigan Financial, Inc. and Providence Equity Partners, LLC. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm emphasizes client-specific asset allocation, primarily using index-based ETFs alongside other investment vehicles, and operates under a fixed-dollar fee structure rather than asset-based or performance fees.