Paul Welch is a financial advisor at 93 Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Zi Jia Fu is a financial advisor at IRC Wealth in Boston, MA, holding a Series 65 designation with four years of industry experience. Prior to joining IRC Wealth in 2021, Zi Jia worked at Hooli Home Boston and Brandeis University, as well as HangZhou SiRui GuanTong Asset Management. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Michael Cooney is a financial advisor at Claro Advisors Inc. in Boston, MA, with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and One Charles Wealth. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm integrates fundamental analysis and a long-term investment approach, incorporating AI tools and proprietary strategies, and manages both individual portfolios and pooled investment vehicles.

Anthony Speziale is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AGES Financial Services, Ltd and StoneX Securities Inc. Outside of his advisory role, he serves as president of KLP Associates Inc dba Tax Shop & Financial Center, where he manages tax, accounting, and payroll services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering a range of portfolio management, financial planning, and consulting services through about 30 advisors. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary model solutions, and manager-of-managers strategies, utilizing third-party platforms and a variety of investment vehicles.

Grenville Anderson is a financial advisor at Middleton & Company Inc. in Boston, MA, holding a Series 63 designation with four years of industry experience. He has worked at Middleton & Company since 2021 and previously spent 22 years at Fiduciary Trust Company. 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-based investment process focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds across multiple strategies, including tax-sensitive and tactical approaches.

Todd Rice is a financial advisor with Algorithmic Investment Models and holds Series 63 and Series 65 credentials. He has four years of industry experience, all with Algorithmic Investment Models, LLC, where he has worked since 2022. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, high-net-worth individuals, and government clients. The firm uses a quantitative, technology-driven investment process featuring machine learning and behavioral-finance concepts to deliver daily ETF rankings and tactical allocations.

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 industry experience, currently serving at TFC Financial Management Inc in Boston, MA. She has been with the firm since 1991, totaling 35 years in her financial career. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset class investment approach combining passive core investments with select active managers, emphasizing larger account relationships and maintaining explicit liquidity rules.

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 Series 65-licensed advisor with Transatlantique Private Wealth LLC, based in Boston, MA. He has six years of industry experience, including seven years at Transatlantique and twelve years at Banque Transatlantique UK. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a particular focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical research, supported by affiliated European teams, and offers tailored portfolio construction alongside access to private commingled funds.

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.