Matthew Lombardozzi is a financial advisor with Davinci Capital Management, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Natixis Distribution, LLC, Natixis Advisors, LLC, and Pallas Capital Advisors. He also spent time involved with Greg Carter's European Hockey School and worked at Bentley University. Davinci Capital Management provides advisory services primarily to individual investors and pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and participant education. The firm employs various analysis techniques and operates mainly on a non-discretionary basis with client approval required for trades.

John Sargent Jr. is a CFA® charterholder with 23 years of industry experience, currently serving at Middleton & Company Inc. in Boston, MA, where he has worked since 1993. He holds the role of Treasurer and Chair of the Finance Committee at Gordon College, a position he assumed in late 2023. Middleton & Company provides discretionary investment management services to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing over $1.1 billion in client assets. The firm’s investment approach is grounded in fundamental analysis and includes strategies focused on U.S. exchange-listed stocks, funds, and investment-grade bonds, delivered with regular performance reporting.

Matthew Gordon II is a financial advisor at Catalyst Financial Partners in Boston, holding a Series 65 designation. He has 17 years of industry experience, including 16 years at BNY Wealth and one year at Catalyst Financial Partners. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, pension and profit-sharing plans, foundations, endowments, trusts, and other entities. The firm pursues long-term, diversified investment strategies using a range of vehicles and employs third-party research and consultants, managing approximately $1.72 billion in discretionary assets.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He previously worked at LPL Financial and co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Outside of advisory roles, he is the owner of a trucking business, Frio Freight. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, alongside a limited number of charitable organizations, small businesses, and pension/retirement plans. The firm customizes investment strategies to client goals using a variety of asset classes and analytical methods, and manages both custodied and held-away assets with an emphasis on tax efficiency and regular account review.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, LPL Financial, and Goodman Advisory Group since 2017. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses through discretionary portfolio management and financial planning services. The firm employs a long-term investment approach that combines fundamental, technical, and behavioral analysis while sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.

Philip Boncaldo is a financial advisor with Compass Capital Corporation in Quincy, MA, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has been associated with Compass Securities Corp since 2000 and has operated Philip B. Boncaldo & Associates, Inc. since 1992. Outside of his advisory work, he is involved in the daily management and ownership duties of a family residential real estate investment trust. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process focuses on asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, offering both discretionary and non-discretionary portfolio management.

Paul Simons is a financial advisor at PUREfi Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth Advisory, Silicon Valley Bank, Boston Private Wealth, and Seaport Global Holdings. Outside of his advisory role, he serves as an advisor for Centsai Inc, focusing on financial education and literacy. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach incorporating asset allocation, fundamental and technical analysis, ESG screening, and a combination of active and passive strategies across multiple asset classes, including the use of derivatives and specialized order-management processes.

Michael Armstrong is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding a Series 66 credential and 12 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for nine years. Outside of advising, Mr. Armstrong co-hosts a radio program called "The Financial Exchange" and occasionally provides investment and economic commentary on local television. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with tactical adjustments and manages approximately $1.67 billion through a team of 14 advisors across 12 offices.

William O'Connor is a financial advisor at Armstrong Advisory Group Inc. with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Mr. O'Connor is also a licensed insurance agent. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion for around 1,489 clients through a team of 14 advisors across 12 offices and employs a primarily long-term, top-down investment approach with tactical adjustments and a quarterly review by an investment committee.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

Richard Nichols is a CFA® charterholder with 29 years of experience at Nichols & Pratt Advisers LLP in Boston, MA. He serves as a trustee and is involved in trust administration, dedicating significant time to these activities. Nichols & Pratt Advisers LLP primarily advises trustees of private trusts, IRA owners, individuals, estates, and foundations, as well as select institutional clients. The firm manages approximately $2.32 billion in client assets and employs a low-turnover, long-term investment strategy focused on capital preservation and moderate income.

William Sullivan III is a financial advisor with Next Level Private LLC in Milton, MA and holds 13 years of industry experience. He has been associated with Next Level Private since 2022 and has operated Sullivan Insurance, Inc. since 1987. Sullivan serves as a board member of the Milton-Fuller Housing Agency, an over-55 housing community. Next Level Private LLC offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach utilizing diversified mutual funds, ETFs, individual securities, and tactical strategies, while maintaining frequent client contact and formal portfolio reviews.

Erik Saarinen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at McNamara Financial Services, Inc. His prior experience includes a role at Eaton Vance Distributors, Inc. from 2016 to 2019. McNamara Financial Services provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, endowments, and businesses. The firm emphasizes Modern Portfolio Theory and strategic asset allocation with tactical adjustments, using institutional custody and third-party technology to support portfolio monitoring and client reporting.

Roberto Pandolfi is a CFP® professional with six years of experience, currently serving at Peak Financial Management Inc. His prior roles include positions at the Law Office of Rita Sud and Northeastern University. He is also a licensed notary public in Massachusetts. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages over $500 million in discretionary assets using model-based investment portfolios and offers advice through a combination of asset allocation and trading strategies.

Jonathan Phillips is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 22 years of industry experience. He has been with Penobscot since 2002. Phillips serves as co-trustee on two family trusts of a former co-worker. Penobscot Investment Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm emphasizes diversified equity holdings focused on dividend-growth companies and incorporates ESG screening in its investment process.

Thomas Boyle is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at CIP Capital Management LLC since 2024 and has been involved with Comprehensive Insurance Providers, a fixed insurance business, since 2013. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering individualized portfolio management, retirement plan consulting, and access to third-party money managers. The firm operates primarily on a non-discretionary basis with client approval required for trades.

Sarah Rioux is a CFP® professional with four years of industry experience, currently serving at TFC Financial Management Inc. in Boston, MA. She previously worked at Connecticut Wealth Management, LLC for four years before joining TFC Financial Management. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for primarily high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset class investment approach using no-load mutual funds and ETFs, combining passive core exposures with select active management and emphasizes larger account relationships with specific liquidity rules.

Paul Adams is a financial advisor at Wood Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Hornor Townsend & Kent Inc, Concord Wealth Management, and Penn Mutual Life Insurance Co. He serves on the finance committee for the Most Blessed Sacrament and Incarnation Parish collaborative. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, employing fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary and non-discretionary investment management, preparing Investment Policy Statements to align client goals, risk tolerance, and asset allocation.

Stuart Long is a CFA® charterholder with 20 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC and has previously worked at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within client-specific Investment Policy Statements.