Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at LPL Financial, MassMutual Life Insurance Co, and Baystate Financial. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with investment programs tailored to client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Patricia Welsh is a CFP® professional with 21 years of experience in the financial services industry. She has worked at Fox Hill Wealth Management since 2022 and previously held roles at Beck Bode Wealth Management, Private Advisor Group, LPL Financial, and Compass Capital Corporation. Fox Hill Wealth Management is a fee-only firm serving individual and high-net-worth clients as well as pension and profit-sharing plans. The firm uses a combination of passive and active investment strategies within an asset-allocation framework and provides financial planning, investment management, and retirement plan consulting services.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.

Jonathan Bloom is a CFP® with 19 years of experience in the financial industry. He is currently with AAF Wealth Management, LLC, where he has worked since 2016, and previously held positions at Santander Securities LLC, Merrill, and Asset Strategy Advisors, LLC. AAF Wealth Management serves individual and high-net-worth clients, as well as trusts, pension plans, non-profits, and other institutions, providing asset management, financial planning, and pension consulting. The firm employs a rules-based, quantitative and qualitative investment approach with emphasis on asset allocation, and offers unique operational features such as a proprietary manager-ranking system and held-away account management through the Pontera® platform.

Scott Wilson is a financial advisor at Armstrong Advisory Group Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Securities America. Wilson is also a licensed insurance agent and co-hosts the firm’s educational podcast, "Make it Make Cents." Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm’s investment approach is long-term and driven by macroeconomic asset allocation, with active oversight from an investment committee and a multi-office team of 14 advisors.

Marc Fandetti is a financial advisor at Armstrong Advisory Group Inc. with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Manulife, River and Mercantile, LLC, Morgan Stanley, and Voya Retirement Advisors. Outside of his advisory role, Mr. Fandetti co-hosts the radio program "The Financial Exchange," where he discusses market and economic developments. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion across 12 offices through a team of 14 advisors, focusing on long-term portfolio construction guided by macroeconomic asset-allocation decisions and tactical adjustments.

James Liberman is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior roles include positions at American Trust Investment Services, Revere Securities, Wells Fargo Clearing, and Merrill. He is also an author of the book "Have You Dragged a Dragon" and serves on advisory boards for D2 Consulting and Dynocardia, Inc. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers tailored model strategies across a range of asset classes, incorporating derivatives and outside managers to meet client risk profiles.

Paul Welch is a financial advisor with 29 years of industry experience, currently with 93 Financial Group, LLC, where he has worked since 2003. He holds Series 63 and Series 65 licenses and was previously employed at 1717 Capital Management Company from 1998 to 2003. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm employs a traditional one-on-one service model, focusing on portfolios primarily composed of mutual funds and ETFs, with ongoing monitoring and retirement planning that incorporates hypothetical growth projections.

Andrew Nigrelli is a financial advisor at Connective Wealth Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Northeast Planning Associates, and Tifin. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, utilizing a range of securities and alternative investments, and operates through multiple offices with a team of ten advisors.

Rosalie Cryan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. She has been with Goodman Advisory Group, LLC since 2019 and previously worked at LPL Financial, LLC, Boston College, and Goucher College. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm’s four-advisor team manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management alongside standalone financial planning and consulting services.

Warren Mulhern is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His previous roles include three years at HJ SIMS & Co. and a two-year career break prior to joining Empirical in 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to build diversified portfolios from low-cost ETFs, mutual funds, and select individual securities.

James Bode is a financial advisor at Beck Bode LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Compass Rose Private Investment Management, Boston Retirement Advisors, Private Advisor Group, and Merrill. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis across various investment strategies and offers ancillary services such as accounting and tax preparation, often managing accounts on a discretionary basis within a fiduciary framework.

Mary Evans is a CFP® professional with 12 years of experience in financial advising. She has worked at Pinney & Scofield, Inc. since 2019 and has previous experience at firms including TFC Financial Management and Modera Wealth Management. Pinney & Scofield provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non-high-net-worth and high-net-worth clients on a fee-only basis. The firm employs an efficient-markets, long-term investment approach with broadly diversified portfolios primarily using index and factor funds.

Lori Patterson is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding a Series 66 designation and 23 years of industry experience. She has worked at Centerpoint Advisors since 2012 and previously at Arthur W. Wood Company, Inc. since 2016. Outside of her advisory role, she works as a hostess at Lafayette House, a restaurant in Foxborough, MA. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm emphasizes a fixed-income focus and integrates family-office style services within its wealth management program.

Patrick Kearney is a financial advisor at Brock Hill Wealth Management with two years of industry experience. He serves as a professor at Massachusetts Maritime Academy and is the owner of a fishing charter business. Kearney also holds positions as a state representative for the 4th Plymouth District in Massachusetts and as an officer in the U.S. Navy Reserve. Brock Hill Wealth Management serves individuals, trusts, corporations, and retirement plans, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and provides corporate-level consulting alongside traditional advisory services.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. 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 an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Max Levine is a financial advisor at Woodstock Wealth Management, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Konica Minolta Business Solutions U.S.A. He also spent several years at 6ONE7 Productions and the University of New Hampshire. Woodstock Wealth Management, Inc. serves individuals, high-net-worth clients, businesses, charities, and retirement plans by providing discretionary portfolio management, financial planning, and access to third-party asset managers. The firm manages client assets on a discretionary basis using diverse investment strategies and offers a performance-fee program alongside standard asset-under-management arrangements.