Adam Desjardins is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with integrated ESG considerations and customizes portfolios to client objectives and constraints.

Paul Davis is a CFA® and CIC credentialed financial advisor with 20 years of industry experience. He has been with Marble Harbor Investment Counsel, LLC since 2005. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm’s investment approach focuses on fundamental analysis and concentrated portfolios of primarily mid- and large-cap U.S. companies with a long-term orientation, supplemented by laddered fixed-income holdings and generally low turnover.

Robert Kelly is a financial advisor at Trust Advisory Group Ltd with 11 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc, Trust Advisory Group Ltd, and Advisory Group Equity Services. 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 a team of about 30 advisors managing roughly $494 million in discretionary assets for over 1,100 clients. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, and utilizes third-party platforms for account rebalancing.

Andrew Martin is a financial advisor with Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, he worked in education and has been involved with M.L Shaws Country Kitchen since 2017. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities, using a risk-profile questionnaire to guide diversified portfolio construction primarily through ETFs, mutual funds, and other investment vehicles.

Christopher Wood is a CFP® with 15 years of industry experience. He is currently with Wood Wealth Group, LLC and has prior experience at ON Investment Management Co, O.N. Equity Sales Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of advising, he is involved as a partner in a first responder gear cleaning service and owns a property and casualty insurance agency. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, and utilizes both long- and short-term trading strategies including options, margin, and short sales.

Janell Phillips is a CFA® charterholder with 10 years of industry experience. She has worked at Ipswich Investment Management Company, Inc since 2017 and previously spent 11 years at Boston Financial Management Inc. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed at attractive risk-adjusted valuations and highly rated fixed income for diversification, with decisions overseen by an internal Investment Committee.

Rose Thompson is a financial advisor at Commons Capital, LLC with 44 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Leigh Baldwin & Co., LLC and Mutual Securities, Inc. She has been with Commons Capital Advisors, LLC since 2012. Commons Capital is a team-based, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates. The firm manages approximately $307 million in assets and employs a long-term investment approach grounded in Modern Portfolio Theory, combining quantitative, fundamental, and technical analysis with a structured risk management process.

Isaac Ross is a financial advisor at Success Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, his background includes roles in hospitality and consumer services, such as positions at The Allison Inn and Spa and Gateway Canyons Resort & Spa. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across about 814 client relationships, employing a team-based approach and utilizing Modern Portfolio Theory to guide asset allocation.

Myra Tucker is a CFA® charterholder with over 25 years of industry experience, currently serving as an advisor at Washington Trust Advisors. She previously worked at Fidelity Investments for 23 years and was a minority shareholder in software company Fispoke Inc. Additionally, she serves as a Board Trustee and Investment Committee Member for the Wellesley Scholarship Foundation, a nonprofit organization. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios and offers a focused thematic equity strategy, operating as a wholly owned subsidiary of The Washington Trust Company.

Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds the Series 66 designation and previously worked for Edward Jones and BNP Paribas Asset Management USA, Inc. He joined Fiduciary Wealth Partners in 2025 as part of a five-advisor team. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm customizes its recommendations through a consultative process and implements client plans by allocating assets among independent managers, offering both discretionary and non-discretionary portfolio management.

Robert Stephenson is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, with 3 years of industry experience. He holds the Series 63 designation and has been with J.P. Marvel Wealth Management since 2007. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focusing on high-quality companies and long-term equity appreciation.

Defred Folts III is a financial advisor with 21 years of industry experience, currently with 3EDGE Asset Management, LP. He holds Series 63 and Series 65 credentials and has previously worked at Foreside Fund Services, Windhaven Investment Management, and Windward Investment Management. Folts serves on the Board of Governors at the Concord Museum, where he also chairs the Investment Committee, and he is a member of the Investment Committee at the Umbrella Center for the Arts. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other advisers, and manages ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with committee judgment and stress testing, typically implementing strategies through ETFs including its own 3EDGE Funds.

Arthur Debenedictis is a financial advisor at Genesis Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Genesis since 2011. He is also the owner of a CPA firm, Arthur M. DeBenedictis, where he has been practicing since 1989. 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 emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a focus on model portfolios and detailed performance reporting.

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 20 years of industry experience. She has worked at Moody, Lynn & Lieberson, Inc. since 2014 and previously held positions at Lake Street Advisors, LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of her advisory role, she serves as a trustee of her mother's life insurance trust. Her firm provides investment counseling and portfolio management to individuals, families, trusts, and select institutional accounts, while also managing private investment funds. Moody, Lynn, Lieberson & Walker employs a multi-factor, global investment approach focusing on concentrated equity positions and investment-grade bonds, with an emphasis on governance and fund sponsor activities.

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.

Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

Thomas Vautin is a CFP® and ChFC® with 20 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on client objectives and risk tolerance, using a mix of individual securities, mutual funds, and ETFs, and combines fundamental and technical analysis with ongoing monitoring and rebalancing.

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.

Craig Goryl is a CFA® charterholder with 12 years of industry experience, currently serving at Cabot Wealth Management. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios using individual stocks, bonds, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.