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.

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.

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.

David Khouri is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

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.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP in Boston, MA, with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. Outside of his advisory role, Jules is involved as an independent trustee for the Tidal Trust III Fund and acts as a strategic advisor for Ixelles Management S.R.L., focusing on investments in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed accounts, sub-advisory clients, and high-net-worth individuals. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and uses ETFs, derivatives, and borrowing for tactical exposures.

Gregory Stevens Jr. is a CFP® professional with 22 years of experience in financial advising. He has been with Cabot Money Management, Inc. since 2004. 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 fundamental and technical analysis, and offers integrated financial planning, estate plan reviews, tax planning, and in-house tax preparation for select clients.

Lucas Pavlatos is a CFP® professional with nine years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2024. His prior experience includes roles at John Hancock and Manulife John Hancock Brokerage Services. WinCap Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term portfolios, trading tactically as market conditions or client needs warrant.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. 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 tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Ryan Schoffield is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Keenan Financial, he worked at Capital Advisory Group, LLC and has a background in education at Bryant University and Merrimack Valley High School. Outside of his advisory role, Schoffield is a licensed insurance agent who occasionally offers commission-based insurance products. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction using various asset classes and analytical methods, and offers affiliated insurance and tax preparation services.

Kevin Latu is a financial advisor at 3Edge Asset Management, LP with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vigilant Distributors LLC and Equitable Advisors. 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 combines quantitative research with investment committee judgment and ongoing stress testing.

Jeffrey Spencer is a financial advisor at Wood Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Hornor Townsend & Kent Inc and Concord Wealth Management. Outside of his advisory role, he is involved with Southernmost Financial Group, LLC, an insurance brokerage. Wood Wealth Group serves individual and high-net-worth clients with portfolio management and financial planning services, utilizing a range of investment strategies that include fundamental analysis, modern portfolio theory, and technical analysis. The firm manages approximately $56 million in client assets through a small team of six advisors and offers both discretionary and non-discretionary management tailored to client goals.

Jane Li is a Series 65-licensed financial advisor at Zevin Asset Management, LLC with six years of industry experience. She has worked at Zevin Asset Management since 2020 and previously held positions at Grace Capital and Monarch Partners Asset Management. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment process that integrates fundamental equity research, global macro analysis, and ESG considerations to build diversified portfolios.

Alexander Castrichini is a financial advisor at Cabot Wealth Management with 14 years of industry experience. He holds a Series 66 designation and previously worked at Triad Advisors, BlackRock Investments, and Fidelity Investments. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes allocations using individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis with ongoing monitoring and periodic rebalancing.

Alexander Colby is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2006. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm follows a long-term, low-turnover investment approach that emphasizes equities managed by capable managers and highly rated fixed income, with allocations tailored to client objectives and tax considerations.

Michael Moody is a CFA® charterholder with 30 years of industry experience. He has been with Moody, Lynn & Co. since 1989, which is now part of Moody, Lynn, Lieberson & Walker, LLC. The firm provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, pension plans, charitable institutions, and private investment funds. Moody, Lynn, Lieberson & Walker employs a multi-factor, global growth-oriented investment process with concentrated equity portfolios and a fixed-income sleeve, managing approximately $2.2 billion in assets across nearly 500 client accounts.

Michael Hills III is a financial advisor at MariPau Wealth Management LLC with a Series 65 designation and two years of industry experience. He has worked at MariPau Wealth Management and Apex Wealth since 2022 and has a background that includes completing a financial analysis program at Gordon College. Outside of investment advisory, he is an independent life insurance agent affiliated with Apex Wealth. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other business entities. The firm operates as a fiduciary, managing discretionary portfolios and offering services through a network of advisory affiliates, with a focus on diversified investment strategies and recommended custodianship.