Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.

Abraham Kirby Galen is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 license with three years of industry experience. Prior to joining Single Point Partners, he worked at Hopkins School and King’s Academy. He is also the founder of Taxes for Beginners, a tax preparation business started in 2021. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes index-based ETFs alongside other investment vehicles and offers a fixed-dollar fee model distinct from typical asset-based pricing.

Patrick Robb is a Series 65-licensed financial advisor with Marble Harbor Investment Counsel, LLC in Boston, MA, where he has worked since 2008. He has 18 years of industry experience. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term focus, complemented by laddered fixed-income holdings and generally low turnover.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Allison Leary is a financial advisor at MSA Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Securities America Inc. Outside of her advisory role, she is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with investment advisory, financial planning, and retirement-plan services. The firm uses a strategic asset-allocation approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior work experience at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, investment advisory, and financial planning services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm uses a consultative process to tailor recommendations based on risk tolerance, time horizon, and client objectives, offering both discretionary and non-discretionary portfolio management.

Alexa Fattore is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Single Point Partners in Boston, MA. Her prior experience includes roles at Corrigan Financial, Inc. and Providence Equity Partners, LLC. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm emphasizes client-specific asset allocation, primarily using index-based ETFs alongside other investment vehicles, and operates under a fixed-dollar fee structure rather than asset-based or performance fees.

Weliton Sousa is a financial advisor at Claro Advisors Inc. in Boston, MA, with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Putnam Investments. Outside of his advisory role, Sousa serves as a summer camp counselor for the Ron Burton Training Village. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management, financial planning, and related consulting services. The firm employs a fundamental, long-term investment approach that incorporates tactical reallocations and includes proprietary strategies and the use of AI tools.

William Noonan is a financial advisor at Contravisory Investment Management, Inc. in Norwell, MA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Contravisory since 1995. Contravisory serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and endowments, managing approximately $702 million across various discretionary and non-discretionary accounts. The firm employs a proprietary quantitative and technical research system to identify long-term price trends and combines active equity strategies with sponsored private pooled vehicles that utilize long-short strategies and performance-based fees.

Paul Matherwiez is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Siharum Advisors, LLC since 2013, where he works as part of a two-advisor team. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining active and index-based strategies through third-party managers to build diversified portfolios tailored to client needs.

Sherif Atia is a CFP® with seven years of experience in the financial services industry. He has worked at Hoopoe Advisors and Hoopoe Capital Markets since 2019 and spent one year with Bankers Life prior to that. He also conducts fixed insurance sales as a secondary business activity. 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 employs tailored investment strategies combining mutual funds, ETFs, equities, fixed income, and alternative investments, with regular portfolio reviews and tax-efficient management practices.

Edwin Hamlin is a CFP® professional with five years of industry experience, currently affiliated with Clarendon Private LLC. His prior roles include positions at First Citizens Bancshares, SVB Wealth, and Boston Private Wealth. Clarendon Private provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses, typically managing relationships of $3 million or more. The firm employs a long-term investment approach integrating fundamental and technical analysis and maintains operational integration with Beacon Bank & Trust and Beacon Financial Corporation.

Christopher Cabral is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at New World Advisors LLC since 2018 and previously spent 13 years at Fiduciary Trust Company. New World Advisors LLC provides discretionary investment management, financial planning, and 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, fundamental analysis–based approach with diversified portfolios that may include mutual funds, ETFs, stocks, bonds, options, REITs, limited partnerships, and oil-and-gas interests.

Scott Desantis is a financial advisor at Liberty Forge LLC in Boston, MA, holding CFP® and Series 66 credentials with 11 years of industry experience. Prior to joining Liberty Forge in 2026, he spent over a decade at Northwestern Mutual in various roles including wealth management and investment management. Liberty Forge, d/b/a Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and pension plans. The firm focuses on clients with household minimums of $1,000,000 and employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.

James Potter is a financial advisor at Brock Hill Wealth Management with three years of industry experience. He previously worked at AWH Financial, LLC and has over two decades of experience at his own CPA firms, James R. Potter CPA PC and Potter & Szabo CPA PC. Brock Hill Wealth Management serves individual and high-net-worth clients as well as trusts, estates, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted analytical approach and manages portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Lawrence Miller is a financial advisor at Family Fiduciary Services, Inc. in Newton, MA, holding a Series 65 designation with 17 years of industry experience. He has been with Family Fiduciary Services since 2008 and also serves as president of Mediphase Management, a private equity firm focused on healthcare and life sciences investments. Family Fiduciary Services serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and comprehensive financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, with distinctive services including corporate trustee roles and bill-paying and tax-organization options.

Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.

John Shreenan Jr. is a financial advisor at Empirical Asset Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA-CREF and Tiaa, as well as involvement with Uber Technologies, Inc. and Amada Senior Care. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, institutions, and other advisers. The firm employs a rules-based, long-term investment approach using diversified portfolios composed of low-cost ETFs, mutual funds, and select securities.

Matthew Joyce is a financial advisor at Stablepoint Partners, LLC with Series 65 credentials and one year of industry experience. He previously worked at BNY Mellon for 16 years. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, individual securities, bonds, alternatives, and independent managers, and offers related services including retirement plan advisory and cash-management access.