Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.

Ethan Somers is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee services to individuals, corporate plans, trusts, foundations, family businesses, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within customized investment policy statements.

Nicholas Nowak is a financial advisor at Claro Advisors Inc. in Boston, MA, with 19 years of industry experience. He holds his Series 65 and Series 63 designations and previously worked at William Blair Investment Management and Fidelity Investments Institutional Services Company Inc. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility, utilizes AI tools in research, and manages both individual portfolios and private pooled vehicles.

Ryan Marini is a financial advisor with BostonPremier Wealth, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network and LPL Financial. He is a founding partner of BostonPremier Wealth. 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 uses a top-down, model-driven approach to portfolio management, typically implementing discretionary managed accounts tailored to clients’ risk profiles and target allocations.

C. Strachan is a Series 65-licensed financial advisor at Clear Brook Advisors, Inc. in Boston, with seven years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously spent three years at Freeaire. Outside of his advisory role, Mr. Strachan serves on the investment committees of Rio Fuerte Enterprises, LP and Rio Fuerte Capital, LP, which invest on behalf of his extended family. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts. The firm specializes in private investment partnerships and alternative investments, conducting extensive due diligence and offering clients written recommendations while allowing them to retain final decision authority.

Warner Henderson is a ChFC® with over 31 years of industry experience, serving as an advisor at Aequitas Investment Advisors, LLC since 1991. He is based in Hingham, MA, and holds a Series 63 license. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services primarily to individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm’s investment approach emphasizes target asset allocation between fixed assets and equities, with a long-term buy-and-hold strategy managed on a non-discretionary, consultative basis.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

Michael Gurney is a financial advisor with Johnson Brunetti and holds a Series 65 designation. He has worked in the industry since 2022, including roles at JB Capital, Morgen Camp Care, and Doble Lebranti Financial Group. His prior experience includes positions outside the financial sector, such as at Bryant University and various municipal roles. Johnson Brunetti is a multi-advisor firm offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and uses fundamental analysis to tailor portfolio strategies according to client needs and risk tolerance.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. 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 employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Hamilton Coiscou is a financial advisor at Liberty Forge LLC in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Liberty Forge in 2026, he worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fidelity Investments, among other roles. Liberty Forge, operating as Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm focuses on a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Credit Suisse Securities, Eaton Vance WaterOak Advisors, and Brookline Bancorp. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically managing relationships of $3 million or more. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, using a variety of investment vehicles and strategies tailored to client needs.

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Ian Browning is a CFA® charterholder with 10 years of industry experience. He has been with Peddock Capital Advisors, LLC from 2012 to 2026 and at CW Advisors, LLC since 2026. Peddock Capital Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans with wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm combines fundamental and technical analysis in its primarily long-term investment process, using tactical reallocations and a range of securities including individual stocks and bonds, mutual funds, ETFs, and a dedicated global macro sleeve.

Eugene Covino is a CFP® professional at Catalyst Financial Partners with five years of industry experience. He worked at BNY Mellon Corp for ten years prior to joining Catalyst in 2021. Outside of his advisory role, he manages Clark and Cleveland LLC, a small rental property business. Catalyst Financial Partners is a team-based firm serving high-net-worth individuals, family offices, and institutions with discretionary and non-discretionary wealth management and multi-asset portfolio services. The firm employs long-term, diversified investment strategies and offers access to private funds and a wrap-fee program combining advisory, execution, custody, and reporting.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Cheryl Smith is a CFA® charterholder with 28 years of industry experience, currently serving at Trillium Asset Management since 1997. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Trillium Asset Management provides discretionary portfolio management to a diverse client base including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and active ownership, offering equity, fixed-income, and balanced strategies while also acting as sub-adviser to registered and non-U.S. funds and advising a private fund of private funds.

John Berry is a financial advisor with CW Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Congress Wealth Management, LLC and Charles Schwab. CW Advisors, LLC is a multi-team registered investment adviser managing approximately $15 billion in assets, serving a diverse client base including individuals, families, trusts, charitable organizations, and institutional clients. The firm utilizes a Core-and-Satellite investment approach that integrates active, passive, strategic, quantitative, and ESG strategies across various asset classes and offers wealth management, retirement planning, family-office services, and sub-advisory solutions.

Megan Dolan is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Lincoln Investment since 2019 and previously spent three years at the University of Connecticut. Dolan also serves as a part-time administrative assistant for Capital Analyst New England. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual investors, trusts, foundations, and charitable organizations. The firm employs both discretionary and non-discretionary investment management strategies, supported by an in-house research team using a proprietary mutual-fund screening process.

Christopher White is a CFP® professional with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2014. Based in Boston, MA, he is part of a firm with 113 advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and supplements core strategies with independent managers, private placements, and optional ESG integration.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.