Matthew Joyce is a financial advisor at Stablepoint Partners, LLC with Series 65 credentials and one year of industry experience. He previously worked at BNY Mellon for 16 years. Stablepoint Partners provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a mix of ETFs, mutual funds, individual securities, bonds, alternatives, and independent managers, and offers related services including retirement plan advisory and cash-management access.

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.

Eric Biegeleisen is a CFA® charterholder with 15 years of industry experience. He is currently with 3EDGE Asset Management, LP and Vigilant Distributors, LLC and has held positions at firms including Foreside Fund Services, LLC and Beaumont Financial Partners, LLC. 3EDGE Asset Management is a discretionary investment manager that provides multi-asset allocation strategies to separately managed account clients, sub-advises other investment firms, and manages ETFs and collective investment trusts. The firm uses a top-down, globally diversified approach combining quantitative research with investment committee judgment.

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.

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Measured Wealth Private Client Group, LLC, Boston Private Wealth LLC, and SEI Investments Management Corp. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies using asset allocation, fundamental and technical analysis, and quantitative techniques, with options for discretionary, non-discretionary, or advice-only arrangements.

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.

John Sullivan is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. His prior work includes roles at Bank of America, N.A. and Merrill. He has been with Moors & Cabot since 2017. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, fee-based financial planning, and consulting. The firm provides tailored portfolio strategies and offers services on discretionary or non-discretionary terms, including advice-only arrangements.

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.