Ashley Murray is a financial advisor at Balanced Rock Investment Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and worked previously at Valmark Securities, Inc. from 2015 to 2024. 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, employing a long-term, diversified investment approach that integrates fundamental and quantitative analysis, ESG screening, and specialized advisory channels.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

Gregg Semprucci is a ChFC®-designated financial advisor with 38 years of industry experience, currently serving at Davinci Capital Management, Inc. since 2007. Prior to his advisory role, he has involvement in insurance services through Comprehensive Insurance Providers Group. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation, retirement plan consulting, and may use a range of analysis techniques while operating primarily on a non-discretionary basis.

Denis Higgins is a financial advisor at Montis Financial, LLC in Waltham, MA, holding CFP®, CFA®, and Series 63 credentials with 23 years of industry experience. His prior roles include positions at Anokiwave Inc and EWM Wealth Management, where he worked for over two decades. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Robert Lieberson is a CFA® charterholder with 25 years of industry experience, currently serving at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA. He has been with the firm and its predecessor, Moody, Lynn & Co., since 2000. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, corporate pension and profit-sharing plans, and charitable institutions. The firm employs a multi-factor, global growth-oriented investment process, managing concentrated equity portfolios alongside a fixed-income sleeve, and is notable for its role as a private fund adviser managing pooled investment vehicles.

Brett Mirliani is a CFP® and CFA® with 11 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2015. He is a member of the Board of Directors and a fundraising committee member for the Victim Rights Law Center, a nonprofit providing legal representation to survivors of rape and sexual assault. Birch Hill Investment Advisors provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, focusing on a fundamental, quality-oriented, long-term approach with ESG integration. The firm manages approximately $2.65 billion in discretionary assets with a small team of nine advisors, offering customized portfolios and coordinating with clients’ broader financial advisors.

Antonette Grimm is a CFP® professional with four years of industry experience. She has worked at TFC Financial Management, Inc. since 2021 and previously spent seven years at Sandy Cove Advisors, LLC. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset open-architecture investment approach, combining model templates with tailored client Investment Policy Statements and employs formal investment oversight through a committee and third-party consultants.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.

Keith Gibbons is a CFP® professional with eight years of industry experience, currently serving as an advisor at Catalyst Financial Partners since 2021. Prior to this, he worked for 14 years at BNY Mellon Wealth Management. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, retirement plans, and other entities. The firm manages just over $1 billion in client assets and employs customized, diversified portfolio strategies tailored to client objectives, utilizing a range of investment vehicles and both discretionary and non-discretionary account management.

Mark Lobello is a financial advisor at Catalyst Financial Partners in Boston, MA, with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at BNY Mellon for sixteen years before joining Catalyst Financial Partners in 2021. Catalyst Financial Partners serves high-net-worth individuals, family offices, businesses, pension plans, foundations, and other entities, offering multi-asset portfolio management, access to private investment funds, and a wrap-fee program. The firm focuses on long-term, diversified investment strategies tailored to client-specific policy statements.

James Abbott is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and 13 years of industry experience. He worked at Wells Fargo Clearing from 2013 to 2017 before joining Claro Advisors, where he has been since 2017. Outside of advising, Abbott teaches youth hockey, serves as a youth hockey referee, and is a director on the boards of the Associated Builders and Contractors of Massachusetts and Friends of UNH Hockey. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach enhanced by tactical reallocations and uses AI tools and proprietary strategies, including managing a private pooled vehicle for qualified investors.

Peder Johnson is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Boston Family Office LLC since 2016. He is based in Boston, MA, and is part of a team of 10 advisors at the firm. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages roughly 335 separately tailored accounts with about $1.87 billion in assets under management, using fundamental analysis and sector-specific portfolio management to create diversified portfolios that incorporate tax considerations and client-specific income needs.

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.

Gregory Murray is a financial advisor at Kelly Financial Services LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kelly Financial Services since 2010. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages approximately $623.6 million in assets across about 1,401 client households, employing a disciplined investment approach that emphasizes income and capital growth with capital preservation.

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.

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.