Seth Corkin is a CFP® and ChFC® with 10 years of industry experience. He is currently with May Hill Capital, LLC and also operates Corkin Tax LLC, providing tax preparation and compliance services. He serves as a Board Member at Large for the Financial Planning Association of New England, contributing to the organization’s strategy and member programming. May Hill Capital is an SEC-registered adviser serving high-net-worth individuals, trusts, estates, endowments, and businesses with investment management and financial planning. The firm manages approximately $381 million in client assets, focusing on portfolios of individual equities and ETFs with a long-term orientation supplemented by fundamental and technical analysis.

Braden Osten is a CFP®, CFA®, and holds a Series 66 license with 10 years of industry experience. He is currently with Claro Advisors Inc. and has prior experience at NDVR, Inc. and AllianceBernstein L.P. He is temporarily dually registered with NDVR, Inc. during a client transition. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management and financial planning services. The firm employs a long-term investment approach with fundamental analysis and offers specialized programs including digital-asset account assistance and proprietary strategies.

William Liberti is a financial advisor at Wealth Effects with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coburn & Meredith Inc for 15 years before joining Wealth Effects in 2021. Outside of his advisory role, he teaches sailing to children and serves as treasurer and board member of the Essex Bay Sailing Club in Essex, Massachusetts. Wealth Effects is a nine-advisor team providing discretionary wealth management and financial planning to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $406 million across about 599 client relationships, using a combination of fundamental and technical analysis with a primarily long-term investment approach.

Robert Pajak is a CFP® professional with 19 years of industry experience, currently affiliated with First Affirmative Financial Network LLC. He has worked at First Affirmative since 2007 and at Ameritax Professionals, Inc. since 2009. He is also a licensed independent insurance agent authorized to sell insurance products through various companies. First Affirmative serves individuals, trusts, estates, nonprofit organizations, and retirement plans nationwide, managing approximately $956 million in assets through a team of 14 advisors. The firm emphasizes values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary model portfolios and stewardship practices.

Peter Kalianiotis is a financial advisor at Beck Bode LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Bulfinch Group, Source in Bulk, and Transamerica Capital Inc. Beck Bode serves individuals, families, and retirement plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis to implement various strategies, including growth, income growth with dividends, and a short-term options strategy, while also offering ancillary services such as accounting and tax preparation on a case-by-case basis.

Michael Mcintosh is a CFA® and holds a Series 66 license with 14 years of industry experience. He is currently with Argonautica Private Wealth Management, Inc and has previously worked at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, and Cross Financial Services Corporation. Outside of his advisory role, he serves as an unpaid trustee for a condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses with investment management, independent manager selection, financial planning, and retirement plan services. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach that combines active and passive strategies.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis approach with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cantor Fitzgerald & Co, Foresi Consulting, and Accenture. He also has academic roles at the University of Rhode Island and Stonehill College. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term orientation, complemented by laddered fixed-income holdings and generally low turnover.

Gary Raymond is a financial advisor at Argonautica Private Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Argonautica in 2022, he worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2022. Outside of his advisory role, he is a commissioned notary public in Massachusetts. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches, utilizing independent managers and ongoing portfolio monitoring.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for six years before joining Clarendon Private in 2021. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management alongside financial planning and consulting, using a long-term investment approach that incorporates both fundamental and technical analysis across a range of asset classes.

Jonathan Smith is a Series 65-registered advisor with six years of industry experience. He has worked at Balanced Rock Investment Advisors since 2026 and previously held roles at Mercer Global Advisors, O'Brien Wealth Partners, Goldman Sachs, Deloitte, and Torrington Savings Bank. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, offering wealth management and financial planning through a long-term, diversified investment approach that includes core-satellite allocations, ESG integration, and a focus on non-public and community investments.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Brian Doherty is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Balanced Rock Investment Advisors, where he has worked since 2022. His prior experience includes roles at Honest Asset Management LLC, Liberty Mutual Insurance, and State Street Bank. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions, providing wealth management, portfolio management, financial planning, and consulting. The firm employs a long-term, broadly diversified core-satellite approach and offers a values-based strategy incorporating ESG research alongside traditional value investing.

Syeda Ayesha Qadri is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Trinity Life Sciences, Boston College, Dawaai Pvt Ltd, Maersk Pakistan, and Lahore University of Management Sciences. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management through a wrap fee program and third-party platforms. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and provides both discretionary and non-discretionary management.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.

Preston Mcswain is a financial advisor at Fiduciary Wealth Partners, LLC in Boston, MA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Fiduciary Wealth Partners since 2011. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers discretionary and non-discretionary portfolio management, creates Investment Policy Statements and family wealth governance structures, and assists with transactions involving privately held businesses.

Beth Price is a financial advisor with Beck Bode LLC in Traverse City, MI. She holds a Series 65 designation and has been in the industry since 2022. Prior to joining Beck Bode, she worked at Intentional Wealth Advisors from 2018 to 2022 and spent ten years at Traverse City Christian School. 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, emphasizing dividend-paying equities, and offers customized asset allocation based on client goals and risk tolerance.

Katherine Kelliher is a financial advisor with Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with Moors Cabot since 2014. EagleClaw Capital Management serves families, individual investors, not-for-profits, and endowments, providing discretionary and non-discretionary portfolio management through various advisory and sub-advisory arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and earnings growth over a two to five-year horizon.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

Amy Alpert is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Gray Private Wealth, LLC since 2019 and previously at R Miller and Associates and New England Private Wealth Advisors. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, foundations, and charitable organizations. The firm emphasizes long-term, after-tax, risk-adjusted returns through tailored portfolio management and utilizes mutual funds, ETFs, separately managed accounts, and third-party sub-advisers.