Michael Mcintosh is a CFA® and holds a Series 66 license with 14 years of industry experience. He is currently with Argonautica Private Wealth Management, Inc and has previously worked at Baldwin Wealth Partners, KLR Investment Advisors, Financial Life Advisors, and Cross Financial Services Corporation. Outside of his advisory role, he serves as an unpaid trustee for a condominium trust in Brookline, MA. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses with investment management, independent manager selection, financial planning, and retirement plan services. The firm manages approximately $507 million in assets and employs a customized, risk-adjusted, and tax-aware investment approach that combines active and passive strategies.

Paul Cerrato is a financial advisor at Woodstock Wealth Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Woodstock Financial Group since 2008. Outside of his advisory role, Cerrato serves as Senior Director at Takeda Pharmaceuticals and is a managing member of Medi-Lease LLC. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers a performance-based fee program alongside traditional asset-based fee structures.

Barry Hilliard is a CFA® charterholder with 11 years of experience in the financial industry. He has been with Middleton & Company Inc. since 2021 and previously worked at Santander Bank, NA and Santander Securities, LLC. He holds a Series 63 license. 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 with strategies focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios and detailed quarterly reporting.

Rajeev Kotyan is a financial advisor at Innovative Advisory Group with 18 years of industry experience. He holds a Series 65 designation and has been with the firm since 2008. Outside of advisory work, he serves as a non-compensated member of the Board of Trustees for Harrington Park Condominium Association and has ownership and management interests in Harrington Eight, LLC, which owns the office space leased by his firm. Innovative Advisory Group provides investment management and planning services to individuals, trusts, estates, corporations, and employer-sponsored plans. The firm employs a multi-faceted investment approach combining charting, fundamental, technical, and cyclical analysis, offering tailored strategies and ongoing account reviews.

Matthew Sullivan is a financial advisor at Contravisory Investment Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with Contravisory since 2007. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it sponsors private pooled funds alongside managing separate client accounts.

Cara Whipkey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She worked at Morgan Stanley from 2015 to 2021 before joining Wingate Wealth Advisors, where she has been since 2021. Wingate Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and retirement-plan participants, managing accounts on both discretionary and non-discretionary bases. The firm employs a strategic investment review process that combines active and passive fund selections and third-party money managers when appropriate, overseeing a multi-advisor practice with over a billion dollars in client assets.

Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.

Joseph Foresi is a financial advisor at Marble Harbor Investment Counsel, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cantor Fitzgerald & Co, Foresi Consulting, and Accenture. He also has academic roles at the University of Rhode Island and Stonehill College. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm focuses on fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term orientation, complemented by laddered fixed-income holdings and generally low turnover.

Gary Raymond is a financial advisor at Argonautica Private Wealth Management, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Argonautica in 2022, he worked at Wells Fargo Advisors Financial Network and its affiliated entities from 2009 to 2022. Outside of his advisory role, he is a commissioned notary public in Massachusetts. Argonautica Private Wealth Management serves individuals, retirement plans, non-profits, and businesses, managing approximately $507 million in client assets. The firm offers customized, risk-adjusted, and tax-aware investment strategies that combine active and passive approaches, utilizing independent managers and ongoing portfolio monitoring.

Adrian Baldeon is a CFP® professional with six years of industry experience, currently serving at Genesis Wealth Advisors, LLC. He previously worked at Adviser Investments, LLC and USA Financial Securities. Outside of finance, he has experience in the hospitality industry and in media production through Launch Sight Productions LLC. 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’s approach focuses on fundamental analysis and long-term portfolio construction, utilizing model and custom portfolios with ongoing monitoring and performance reporting.

Nicholas Cruise is a financial advisor at Clarendon Private LLC in Boston, MA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for six years before joining Clarendon Private in 2021. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management alongside financial planning and consulting, using a long-term investment approach that incorporates both fundamental and technical analysis across a range of asset classes.

Jonathan Smith is a Series 65-registered advisor with six years of industry experience. He has worked at Balanced Rock Investment Advisors since 2026 and previously held roles at Mercer Global Advisors, O'Brien Wealth Partners, Goldman Sachs, Deloitte, and Torrington Savings Bank. Balanced Rock Investment Advisors is a fee-only, SEC-registered firm managing approximately $193 million in discretionary assets. The firm serves individuals, families, trusts, businesses, retirement plans, and nonprofits, offering wealth management and financial planning through a long-term, diversified investment approach that includes core-satellite allocations, ESG integration, and a focus on non-public and community investments.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Colleen Mac Pherson is a CFA® charterholder with 12 years of experience in the financial industry. She has been with Penobscot Investment Management Company, Inc. since 2016. Based in Boston, MA, she holds Series 63 and Series 65 licenses. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion across about 548 client accounts, focusing on long-term capital appreciation and income growth through broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Brian Doherty is a CFP® and Series 65-registered financial advisor with five years of industry experience. He is currently with Balanced Rock Investment Advisors, where he has worked since 2022. His prior experience includes roles at Honest Asset Management LLC, Liberty Mutual Insurance, and State Street Bank. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions, providing wealth management, portfolio management, financial planning, and consulting. The firm employs a long-term, broadly diversified core-satellite approach and offers a values-based strategy incorporating ESG research alongside traditional value investing.

Syeda Ayesha Qadri is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Trinity Life Sciences, Boston College, Dawaai Pvt Ltd, Maersk Pakistan, and Lahore University of Management Sciences. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management services including financial planning, retirement-plan advisory, and portfolio management through a wrap fee program and third-party platforms. The firm employs a mix of fundamental, technical, and cyclical analysis across various asset classes and provides both discretionary and non-discretionary management.

Thomas Fletcher is a Certified Financial Planner® with 16 years of industry experience. He has worked at Napier Financial, LLC since 2025 and previously spent 12 years with U.S. Financial Advisors, including eight years at LPL Financial. Outside of his advisory role, Fletcher is involved with GenWel Capital, LLC, managing private real estate-related investment funds. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and offers discretionary investment management, financial planning, retirement-plan advisory, and trustee services, with a notable focus on private real estate funds managed through affiliated entities.

Preston Mcswain is a financial advisor at Fiduciary Wealth Partners, LLC in Boston, MA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Fiduciary Wealth Partners since 2011. 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 discretionary and non-discretionary portfolio management, creates Investment Policy Statements and family wealth governance structures, and assists with transactions involving privately held businesses.

Beth Price is a financial advisor with Beck Bode LLC in Traverse City, MI. She holds a Series 65 designation and has been in the industry since 2022. Prior to joining Beck Bode, she worked at Intentional Wealth Advisors from 2018 to 2022 and spent ten years at Traverse City Christian 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, emphasizing dividend-paying equities, and offers customized asset allocation based on client goals and risk tolerance.

Katherine Kelliher is a financial advisor with Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been associated with Moors Cabot since 2014. EagleClaw Capital Management serves families, individual investors, not-for-profits, and endowments, providing discretionary and non-discretionary portfolio management through various advisory and sub-advisory arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and earnings growth over a two to five-year horizon.