John Wolfsberg is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Arthur W. Wood Company, Inc. and Detwiler Fenton & Co. He has been with Centerpoint Advisors for 18 years. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management along with 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, alongside family-office style services and coordination with external tax, legal, and investment professionals.

Scot Wilks is a CFP® with 16 years of industry experience, currently serving at Moors Cabot Inc since 2025. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services from 2018 to 2025, as well as Windham Capital Management and Fidelity Investments. He is part of EagleClaw Capital Management LLC, a team-based firm that serves families, individual investors, not-for-profits, and endowments. The firm offers discretionary and non-discretionary portfolio management, employing a non-consensus, contrarian investment style with a focus on businesses with durable competitive positions and earnings growth over a two- to five-year horizon.

Michael Claveau is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2022 and previously spent seven years with Boston Hill Advisors, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and third-party money managers, managing client accounts primarily on a discretionary basis.

Samuel Qian is a financial advisor at Keenan Financial in Boston, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Keenan Financial, he completed his education at Boston College and previously worked at the high school level. Keenan Financial offers portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and implements diversified investment strategies across various asset classes, conducting monthly account reviews as part of ongoing monitoring.

Jonathan Penta is a financial advisor with Empirical Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services, Savior Wealth, LLC, and Purshe Kaplan Sterling Investments. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, and charitable organizations. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios constructed from low-cost ETFs, mutual funds, and select securities, alongside systematic overlays and third-party research.

Martin Lynn is a financial advisor at Moody, Lynn, Lieberson & Walker, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Moody, Lynn & Co. since 1991. Lynn is a trustee of Moody, Lynn Associates, the general partner managing India Wharf Limited Partnership. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and private investment funds. The firm manages roughly $2.2 billion in assets using a multi-factor, global growth-oriented investment process and is also notable for managing pooled investment vehicles such as India Wharf Limited Partnership.

Daniel Flannery is a CFA® charterholder with 14 years of experience in the financial advisory industry. He has been with Balanced Rock Investment Advisors since 2011, where he is part of a team of four advisors. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with 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 integrating ESG research alongside traditional value investing.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.

Paul Brissenden is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Santander Securities. Outside of his advisory role, he serves as president of Porter Financial Inc. Alta Wealth Advisors LLC manages approximately $665 million for individual, high-net-worth, and business clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and is noted for sponsoring a wrap-fee program and providing educational seminars.

Charles Corkery is a CFP® and holds a Series 65 license, currently serving as a financial advisor at PUREfi Wealth, LLC with six years of industry experience. His prior roles include positions at Morgan Stanley, SVB Wealth LLC, Boston Private Wealth LLC, and Boston Private Bank & Trust Company. PUREfi Wealth, LLC 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 employs a broad investment toolkit and includes the use of derivatives and structured products in its strategies, distinguishing it from comparable teams.

Joseph Buscaino is a Series 65-licensed financial advisor with Wellesley Asset Management, Inc. He has 22 years of industry experience, including 24 years at Wellesley Asset Management. Wellesley Asset Management provides discretionary portfolio management to individuals, pension and retirement plans, and institutional clients, managing separately managed accounts as well as affiliated mutual funds, an exchange-traded fund, and a private pooled vehicle. The firm specializes in convertible securities and pursues absolute-return oriented strategies, primarily investing in convertible bonds, synthetic notes, and structured products.

Tucker Donahoe is a financial advisor at Montis Financial, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Threehill Capital Partners and Putnam Investments. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a range of investment instruments and specialized strategies, and it incorporates distinctive operational practices such as the use of Dimensional Fund Advisors funds and a regulated AI policy.

Bernard Lynch III is a CFP®-designated financial advisor with five years of industry experience. He is currently with Goodman Advisory Group, LLC, where he has worked since 2025, following roles at LPL Financial, Arcadia Wealth Management, and Fidelity Investments. Lynch also provides administrative support to Goodman Advisory Group. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and comprehensive financial planning. The firm employs a primarily long-term investment approach that integrates fundamental, technical, and behavioral analysis, offering client-specific strategies and portfolio management, including a distinctive wrap fee program.

Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. 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 actively managed and index-based products to create diversified, customized portfolios.

Julie Goodridge is a financial advisor at NorthStar Asset Management, Inc. in Boston, MA, with 31 years of industry experience. She has been with NorthStar since 1990. Outside of her advisory role, she serves as a trustee of the Hyams Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across public equities, fixed income, and cash, integrating non-public investments and offering sub-advisory, OCIO, and donor-advised fund services, with an investment approach centered on five social and environmental pillars tailored to client priorities.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

John Robbins is a financial advisor at Hoopoe Advisors in Boston, MA, holding a Series 66 designation with three years of industry experience. His prior roles include work at Penny Appeal USA and CAIR-Massachusetts. Outside of his advisory duties, Robbins serves as an adjunct professor at BIS, teaching public speaking and communication. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning and portfolio management. The firm employs a personalized investment approach utilizing fundamental, technical, and cyclical analysis across a diverse range of asset classes.

Patrick Mcnamara is a CFP® with 30 years of experience in the financial services industry. He has worked at Claro Advisors Inc. since 2019 and previously spent a decade at Morgan Stanley and four years at Morgan Stanley Private Bank. He is also an independent insurance agent. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical reallocations, utilizes AI tools in its research, and manages a private pooled vehicle along with offering proprietary strategies.

Thomas Alessi is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC and Platinum Wealth Partners. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach leveraging proprietary methodologies and diversified portfolios constructed from low-cost ETFs, mutual funds, and selected securities.

John Wilkins is a CFA® and CIC credentialed financial advisor with over 31 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1989. Based in Boston, MA, Wilkins is part of a six-advisor team at the firm. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven, long-term investment approach focused on equities and fixed income, and manages approximately $1.08 billion in discretionary assets for around 189 client relationships.