Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.

Isaiah Gonsalves is a financial advisor with Keenan Financial in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Keenan Financial, he has worked in various roles including at Master Kim's Taekwondo Institute. Outside of his advisory work, he is a licensed insurance agent who occasionally offers commissionable insurance products to clients. 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 and quantitative analysis.

Abdikarim Ali is a financial advisor at Hoopoe Advisors in Boston, MA, with 12 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2013 to 2017. He also maintains a long-term association with GalooF & Associates since 2007. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach using fundamental, technical, and cyclical analysis across a broad range of asset classes, providing both discretionary and non-discretionary management.

Patricia Welsh is a CFP® professional with 21 years of industry experience. She is currently with Fox Hill Wealth Management, where she has worked since 2022, and has prior experience at Beck Bode Wealth Management and Private Advisor Group, LLC, among others. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting and management, and coordinating estate-planning with third-party specialists. The firm uses an asset-allocation framework that combines passive and active strategies, employing both model portfolios and customized allocations when appropriate.

Dylan Brix is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Boston Family Office LLC, where he has worked since 2020. Prior to this, he was with Reynders, McVeigh Capital Management, LLC from 2017 to 2020 and spent a year at athenahealth, Inc. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages individually tailored portfolios using fundamental analysis and assigns portfolio managers to specific economic sectors, incorporating tax considerations and client-specific needs.

Jacob Monroe is an investment adviser representative with Keenan Financial in Boston, MA, holding a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he worked at The Hockey Path and PUBLIC Consulting Group. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients. Keenan Financial serves individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services, utilizing a documented risk-profile questionnaire to guide diversified portfolio construction primarily through ETFs, mutual funds, annuities, equities, and fixed income.

Thomas Powers III is a financial advisor at EagleClaw Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Moors & Cabot Inc. since 2009. Powers also serves as a co-trustee on a revocable trust in a volunteer capacity. EagleClaw Capital Management is an independent investment adviser providing portfolio management and financial planning to individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, using fundamental analysis combined with a technical overlay.

Leann Sullivan is a CFP® certificant with 22 years of industry experience. She has been with Tfc Financial Management Inc. since 2001. TFC Financial Management is a fee-only SEC-registered firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion through a team of 11 advisors, offering discretionary investment management, financial planning, and consulting services using globally diversified, multi-asset class portfolios with both passive and active strategies.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.

Scott Wilson is a financial advisor at Armstrong Advisory Group Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Securities America. Wilson is also a licensed insurance agent and co-hosts the firm’s educational podcast, "Make it Make Cents." Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm’s investment approach is long-term and driven by macroeconomic asset allocation, with active oversight from an investment committee and a multi-office team of 14 advisors.

Nicole Bogert is a financial advisor at PUREfi Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at SVB Wealth, LLC and Boston Private Wealth, LLC. Outside of financial advising, she has experience in entrepreneurial ventures, including a role at Rapture Salon, LLC. PUREfi Wealth serves individual and high-net-worth clients, trusts, estates, retirement plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a broad investment toolkit and actively monitors portfolios, incorporating options and structured products where suitable.

Christian Roy is a financial advisor with Rise North Capital Investment Advisors who holds the Series 65 designation and has two years of industry experience. Prior to his advisory role, he worked in various positions including at Sal's Pizza and Market Basket. Roy is also involved with Foundations Investment Advisors during a client transition period. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates a co-advisor model that emphasizes customized portfolio proposals, regular reviews, and public educational workshops on financial topics.

Marc Fandetti is a financial advisor at Armstrong Advisory Group Inc. with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Manulife, River and Mercantile, LLC, Morgan Stanley, and Voya Retirement Advisors. Outside of his advisory role, Mr. Fandetti co-hosts the radio program "The Financial Exchange," where he discusses market and economic developments. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion across 12 offices through a team of 14 advisors, focusing on long-term portfolio construction guided by macroeconomic asset-allocation decisions and tactical adjustments.

Maria Mccormack is a CFA® charterholder with 22 years of experience in the financial industry. She has been with Middleton & Company Inc. since 2003. 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 approach focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios across five strategies with regular performance reporting.

David Donahue Jr. is a financial advisor at Eagleclaw Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot, Inc. and RBC Capital Markets. Donahue serves as a co-trustee of the Theodore Edson Parker Foundation and manages family realty interests without compensation. Eagleclaw Capital Management is an independent SEC-registered investment adviser serving individuals, families, not-for-profits, and endowments with portfolio management and financial planning. The firm uses a non-consensus, contrarian investment approach with a typical two- to five-year horizon, combining fundamental analysis with a technical overlay and employing strategies such as diversification, option overlays, and margin use where appropriate.

Meghan Dwyer is a CFP® professional with eight years of experience in wealth management. She has worked at Single Point Partners since 2021 and previously held roles at Modera Wealth Management and BNY Mellon Wealth Management. 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 uses a multi-advisor approach focused on individualized asset allocation and employs a range of investment vehicles, emphasizing index-based ETFs, while offering a fixed-dollar fee structure rather than asset-based or performance fees.

Timothy Malloy is a CFP® and holds a Series 65 license, with 12 years of industry experience. He has been with Birch Hill Investment Advisors LLC in Boston, MA since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, long-term approach with integrated ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small team, focusing on customized portfolios and coordination with clients’ broader financial advisors.

Kyra Golightly is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, she worked for six years at D-Lab, UC Berkeley, and held various roles at the University of California, Berkeley. Keenan Financial offers portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities, employing diversified investment strategies guided by a documented risk-profile questionnaire. The firm provides both discretionary and non-discretionary advisory services and integrates financial planning and tax preparation through affiliated entities.

Jane Barney is a CFP® with 23 years of industry experience, currently serving at Tfc Financial Management Inc since 2007. She previously worked at Commonwealth Financial Network and Canby Financial Advisors. She also acts as a trustee, managing investments and distributions for beneficiaries in accordance with trust terms. Tfc Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion primarily for high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class model portfolios combining passive core exposures with select active managers, emphasizing larger account relationships and explicit liquidity guidelines.