Warren Mulhern is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His previous roles include three years at HJ SIMS & Co. and a two-year career break prior to joining Empirical in 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to build diversified portfolios from low-cost ETFs, mutual funds, and select individual securities.

James Bode is a financial advisor at Beck Bode LLC in Dedham, MA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Compass Rose Private Investment Management since 2023 and has been with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2016 and 2015, respectively. Beck Bode Wealth Management, LLC is a part owner of Boston Retirement Advisors, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a short-term, high-leverage options approach, tailoring allocations to client goals and risk tolerance.

John Mulligan is a financial advisor with Johnson Brunetti, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Investments and Cambridge Savings Bank. He also has teaching experience from Concord Carlisle High School and Providence College and was involved with Patriot Hoop Clinics for five years. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and customized portfolio management aligned with clients’ risk tolerances.

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.

Lori Patterson is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding a Series 66 designation and 23 years of industry experience. She has worked at Centerpoint Advisors since 2012 and previously at Arthur W. Wood Company, Inc. since 2016. Outside of her advisory role, she works as a hostess at Lafayette House, a restaurant in Foxborough, MA. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm emphasizes a fixed-income focus and integrates family-office style services within its wealth management program.

Patrick Kearney is a financial advisor at Brock Hill Wealth Management with two years of industry experience. He serves as a professor at Massachusetts Maritime Academy and is the owner of a fishing charter business. Kearney also holds positions as a state representative for the 4th Plymouth District in Massachusetts and as an officer in the U.S. Navy Reserve. Brock Hill Wealth Management serves individuals, trusts, corporations, and retirement plans, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and provides corporate-level consulting alongside traditional advisory services.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. 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, including an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

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.

Shane Kelly is a CFP® and CFA® with five years of industry experience. He is currently an advisor at Mayport Wealth Management, where he has worked since 2023. His prior experience includes roles at HarbourVest Partners and Putnam Investments, as well as positions outside the financial sector at the Suffolk District Attorney's Office and with the Boston Red Sox. Mayport Wealth Management provides comprehensive wealth management services to individuals, corporations, trusts, and estates. The firm focuses on goals-based financial planning combined with discretionary investment management, emphasizing low-cost, broadly diversified funds and a long-term investment approach.

Brian Harrison is a CFP® professional with 25 years of industry experience, currently serving at SAVVI Financial LLC. His background includes roles at Brooklight Place Securities, Saltzman Associates, and Mutual of Omaha, among others. Outside of financial advising, he is the president and owner of Harry Has It, Inc., a company involved in buying and selling goods on auction websites. SAVVI Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using proprietary quantitative models to deliver personalized, goal-based financial planning and retirement strategies. The firm combines an online platform with human support and emphasizes an employer-focused delivery model.

David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Pedro Silva is a financial advisor with APEX Investment Group and holds a Series 66 credential. He has 22 years of industry experience and has previously worked at Cetera Financial Specialists, Securities America, The Patriot Financial Group, and LPL Financial. Outside of advising, Silva is active as a musician, writing, performing, and recording music. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning, with a focus on long-term, customized portfolios primarily using diversified mutual funds and ETFs.

Jonathan Straus is a financial advisor with Commons Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Commons Capital since 2012 and also worked at Mutual Securities, Inc. and Leigh Baldwin & CO., LLC. Straus is a founding principal of Commons Capital, where he remains actively involved in the firm's operations. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment approach incorporating Modern Portfolio Theory, various analytical methods, and a formal risk management discipline, including the use of derivatives and margin for hedging purposes.

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.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

Luigi Altieri is a financial advisor with Trust Advisory Group Ltd and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Stonex Securities Inc, AGES Financial Services Ltd, and his own CPA firm, Louis Altieri, CPA, LLC. 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 ERISA consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm uses a variety of investment strategies, including proprietary models and third-party platforms, and is part of StoneX Advisors Inc. following a recent acquisition.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.