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.

Sara Daly is a financial advisor at Beck Bode LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Fairfield University, Dedham Country and Polo Club, and Westwood High 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 to tailor investments according to client goals and risk tolerance.

Isaac Ross is a financial advisor at Success Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, his background includes roles in hospitality and consumer services, such as positions at The Allison Inn and Spa and Gateway Canyons Resort & Spa. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm manages approximately $110.5 million in assets across about 814 client relationships, employing a team-based approach and utilizing Modern Portfolio Theory to guide asset allocation.

Ashley Koed is a financial advisor at 3Edge Asset Management, LP with 16 years of industry experience. She holds a Series 65 designation and has been with 3Edge since 2016. The firm serves individuals, high-net-worth clients, family offices, endowments, foundations, private retirement plans, and corporations through separately managed accounts and sub-advisory relationships. 3Edge employs a global, multi-asset, top-down allocation approach that combines quantitative research with committee review and stress testing, primarily implementing strategies via index ETFs, including its proprietary 3EDGE Funds and ESG-focused portfolios.

Myra Tucker is a CFA® charterholder with over 25 years of industry experience, currently serving as an advisor at Washington Trust Advisors. She previously worked at Fidelity Investments for 23 years and was a minority shareholder in software company Fispoke Inc. Additionally, she serves as a Board Trustee and Investment Committee Member for the Wellesley Scholarship Foundation, a nonprofit organization. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients with wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios and offers a focused thematic equity strategy, operating as a wholly owned subsidiary of The Washington Trust Company.

Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with a Series 66 designation and over 19 years of industry experience. He previously worked at BNP Paribas Asset Management USA, Inc. before joining Fiduciary Wealth Partners. 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 tailored portfolio management, including discretionary and non-discretionary strategies, and emphasizes family governance and access to alternative investments.

Robert Stephenson is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, with 3 years of industry experience. He holds the Series 63 designation and has been with J.P. Marvel Wealth Management since 2007. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focusing on high-quality companies and long-term equity appreciation.

Marc Berman is a CFP® professional with 21 years of industry experience. He has been with Colman Knight Advisory Group, LLC since 1999. The firm is a fee-only, SEC-registered advisory serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. Colman Knight employs a fundamentally oriented, global buy-and-hold investment approach and offers a range of fee structures including fixed project and retainer fees rather than asset-based billing.