Mary Evans is a CFP® professional with 11 years of industry experience. She has worked at Pinney & Scofield, Inc. since 2019 and previously spent seven years at TFC Financial Management, Inc. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management, focusing on diversified portfolios based on modern portfolio theory and market efficiency. The firm manages approximately $743 million in discretionary assets with a small advisory team and operates on a fee-only basis.

Caley Surro is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 credential with two years of industry experience. Prior to joining Keenan Financial, Surro spent three years at the University of South Florida. Outside of advisory services, Surro is also a licensed insurance agent, providing clients with insurance information as requested. Keenan Financial serves individuals, high-net-worth clients, and corporate accounts, offering portfolio management, financial planning, and tax-preparation services. The firm employs a risk-profile questionnaire to tailor investment allocations across ETFs, mutual funds, equities, fixed income, and insurance-based annuities.

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.

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 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.

Robert Lutts is a Series 65-licensed financial advisor with Cabot Wealth Management in Salem, MA, with 32 years of industry experience. He has been with Cabot Money Management, Inc. since 1983. Outside of his advisory work, Lutts teaches an investment management course at Salem State College School of Business. 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 using a combination of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Renee Kwok is a CFP® professional with 24 years of experience in the financial advisory industry. She has been with Tfc Financial Management Inc since 1991. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients, including high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset class investment approach using no-load mutual funds and ETFs, combining passive core exposures with select active managers, particularly in fixed income, and offers customized financial planning and consulting services.

Patricia Bowlin is a financial advisor at Ipswich Investment Management Company, Inc. in Beverly, MA, holding a Series 65 designation with 19 years of industry experience. She has been with Ipswich since 2010. 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 emphasizing equities managed by capable managers and high-quality fixed income, with portfolio allocations tailored to client objectives and tax considerations.

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 financial advisor at Transatlantique Private Wealth LLC in Boston, MA, holding a Series 65 credential with seven years of industry experience. He worked at Banque Transatlantique UK for 12 years before joining his current firm in 2019. Transatlantique Private Wealth serves primarily high-net-worth individuals and similar private entities, offering discretionary and non-discretionary portfolio management with a focus on cross-border needs. The firm uses a tailored asset allocation process combining macro analysis with fundamental and technical research, supported by affiliated European research teams.

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Beatrice Tiberii is a financial advisor at Family Fiduciary Services, Inc. with one year of industry experience. She holds a Series 65 designation and has operated Cellar Door Wine and Beer LLC, a wine shop, since 2015. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors by providing discretionary investment management, financial planning, and 401(k) plan advisory services. The firm constructs portfolios based on client risk profiles and emphasizes long-term asset allocation, diversification, and tax sensitivity.

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.

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 with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab Investment Advisory and Windhaven Investment Management. Outside of his advisory role, he serves as an independent trustee for Tidal Trust III Fund and acts as a strategic advisor and passive investor in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that integrates quantitative research and investment committee judgment, often implementing strategies through ETFs and other instruments.

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.