Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining actively managed and index-based products to create diversified, customized portfolios.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

Evan Campbell is a CFA® charterholder with one year of experience at J.M. Arbour, LLC. He previously spent 17 years at Delphi Management. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, often using model portfolios developed by third-party providers and overseeing ongoing customization and rebalancing.

Patrick Mcnamara is a CFP® with 30 years of experience in the financial services industry. He has worked at Claro Advisors Inc. since 2019 and previously spent a decade at Morgan Stanley and four years at Morgan Stanley Private Bank. He is also an independent insurance agent. 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 reallocations, utilizes AI tools in its research, and manages a private pooled vehicle along with offering proprietary strategies.

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.

Stavros Kokkotos is a financial advisor with Savvi Financial LLC in Waltham, MA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Robust Dynamics LP and multiple companies he was involved with from 1999 to 2019. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm uses proprietary quantitative models to tailor financial planning elements and combines an online platform with human support, focusing on employer-based delivery and a hybrid service model.

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He has held roles at Detwiler Fenton Investment Management LLC and Detwiler Fenton & Co. prior to joining RPG Family Wealth Advisory in 2015. Donabedian holds a Series 66 designation. RPg Family Wealth Advisory provides customized wealth management, financial planning, and investment management services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach using a diverse range of securities and combines fundamental and technical analysis with internal due diligence.

David Juliano is a financial advisor at Stonehearth Capital Management in Danvers, MA, holding the ChFC® designation and Series 63 license with 10 years of industry experience. He has been with Stonehearth Capital Management since 2016 as part of a five-person advisory team. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, including high-net-worth clients, offering investment management, financial planning, retirement planning, and consulting. The firm uses model strategies primarily based on ETFs and mutual funds, employs systematic portfolio monitoring, and incorporates tax-aware techniques, with some unique offerings such as a CarbonLITE portfolio and access to alternative and digital-asset investments.

Jessica Grande is a financial advisor with TFC Financial Management Inc in Boston, MA. She holds Series 63 and Series 65 designations and has eight years of industry experience. Her prior experience includes nine years at Levatus LLC and one year at Prime, Buchholz. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion across globally diversified, multi-asset class model portfolios that combine passive core exposures with select active managers, supported by an investment committee and specialized research.

William Whitcher Jr. is an investment adviser representative at Keenan Financial with a Series 65 credential. He joined the firm in 2025 and has prior experience in various roles including at Sagamore Hampton Golf Club and Solution Health. Outside of his advisory role, he is a licensed insurance agent who occasionally offers clients insurance products. Keenan Financial provides portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations through various investment vehicles while acting as a fiduciary for retirement accounts.

Zhou Feng is a CFA® charterholder at Wilkins Investment Counsel, Inc with two years of experience at the firm and eight years previously at Rockland Trust. He is based in Boston, MA. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach combining detailed company research with laddered, high-quality fixed-income portfolios.

Joseph Evangelista is a financial advisor at Wingate Wealth Advisors, Inc. with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several Wingate entities since 2003. Evangelista has also been associated with American Express Financial Advisors Inc. and Ids Life Insurance Company, and has a three-decade connection with Suffolk University Law School. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a strategic investment review process, incorporating active and passive strategies and model portfolios tailored to client objectives, while operating under a fee-only business model and serving as a fiduciary for ERISA clients.

John Edwardh is a Series 65-licensed advisor with one year of industry experience, currently serving at RPG Family Wealth Advisory, LLC. His background includes roles at the ECHL and Risk Paradigm Group Holdings. RPg Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach, combining fundamental and technical analysis, and utilizes a diverse mix of securities and managed account programs.

Brandon Fink is a CFP® with 13 years of industry experience, currently serving as an advisor at Claro Advisors Inc. since 2021. He previously worked at Equitable Advisors and AXA Advisors, LLC. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm utilizes a long-term, fundamental analysis approach with tactical reallocations and offers proprietary strategies along with specialized programs including digital-asset account setup and portfolio overlay services.

Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 65 designation with five years of industry experience. He has been with J.P. Marvel Wealth Management since 2013. 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 focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.

Stephen Wilchins is a financial advisor at Family Fiduciary Services, Inc. with 18 years of industry experience. He is a partner and director at Seegel, Lipshutz & Wilchins, LLP, where he practices law specializing in complex corporate and estate planning matters. His career also includes longstanding roles at City Management & Consulting Inc, USI Investment Advisors Inc, and Lakeside School. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, and provides distinctive services such as acting as corporate trustee and offering bill-paying and tax-organization support.

Claire Hawkes is a CFP® with seven years of industry experience, currently serving as an advisor at Single Point Partners since 2023. She previously worked at Ballentine Partners LLC for five years and has experience outside finance with Madeleine's Daughter Bridal. 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 manages approximately $641 million in assets and uses a client-focused process that incorporates index-based ETFs, mutual funds, individual securities, and third-party managers, operating primarily under a fixed-dollar fee model.

Wendy Gipson Fitzpatrick is a financial advisor at Alden Investment Group with over 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at multiple firms, including Trust Advisory Group, Ltd and LPL Financial, LLC. Alden Investment Advisors offers portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, and provides fiduciary services with an emphasis on retirement programs and participant education.

Stephen Batzell is a CFA® charterholder with 20 years of industry experience. He is currently with Montis Financial, LLC and previously spent 25 years at Abacus Financial Advisors. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Nicholas Gannon is a financial advisor at Keenan Financial in Boston, MA, with five years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Keenan Financial in 2021, he worked at Bryant University and Braintree High School. He is also licensed as a life and health insurance agent through an affiliated insurance agency. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide diversified portfolio construction and employs various analytical methods and trading strategies in both discretionary and non-discretionary accounts.