Casey Huffman is a financial advisor with Keenan Financial in Boston, MA, holding a Series 65 designation and five years of industry experience. Prior to his current advisory role, he worked in operations and facilities at the University of Connecticut and was involved with the Guilford Yacht Club. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities, utilizing a documented risk-profile questionnaire to guide diversified portfolio construction across various asset classes. The firm offers both discretionary and non-discretionary services and includes affiliated insurance and tax preparation businesses.

Timothy Jones is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining PUREfi Wealth in 2024. He holds the Series 63 and Series 65 designations. PUREfi Wealth, LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages approximately $262 million for about 81 clients, employing a range of strategies including asset allocation, fundamental and technical analysis, ESG screening, and the use of derivatives within separately managed accounts.

Kyle Cote is a CFP® at TFC Financial Management Inc with over six years of industry experience, including roles at CI Private Wealth and the Federal Reserve Bank of Boston. He joined TFC Financial Management in 2024 and is based in Boston, MA. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion primarily for high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class model portfolios using a combination of passive and active strategies, emphasizing larger account relationships and explicit liquidity guidelines.

Katherine Saltonstall is a CFA® charterholder with 11 years of industry experience. She is currently with Sandy Cove Advisors, LLC, where she has worked since 2014, including during its transition to its current firm structure in 2019. Katherine also spent time at Brown Advisory and Hightower Advisors, LLC. Sandy Cove Advisors serves individuals, family offices, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 275 clients. The firm offers comprehensive wealth management services, including discretionary and non-discretionary portfolio management, financial planning, and family office support, with an investment approach that incorporates customized portfolios, quantitative screening, and the use of third-party sub-advisors.

Eric Biegeleisen is a CFA® charterholder with 15 years of industry experience. He is currently with 3EDGE Asset Management, LP, where he has worked for nine years, and is also registered with Vigilant Distributors, LLC. His prior roles include positions at Foreside Fund Services, LLC, Beaumont Financial Partners, LLC, and Windhaven Investment Management, Inc. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, sub-advises other investment advisers, and manages registered ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach that combines quantitative research with committee judgment and ongoing stress testing, often implementing strategies through ETFs and, in some cases, derivatives and borrowing.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. Pisciotta is a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management primarily serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation services, and retirement plan consulting, operating mainly on a non-discretionary basis with client approval required for trades.

Emily Fluke is a CFP® with 10 years of industry experience. She is currently with Sandy Cove Advisors, LLC and previously worked at firms including Hightower Advisors, LLC, Clarfeld, Citizens Securities, Inc., JP Morgan Chase Bank, n.a., J.P. Morgan Securities, and First Republic Securities Company, LLC. Sandy Cove Advisors serves individuals, family offices, trusts, estates, charitable organizations, and business entities, managing approximately $685 million for about 275 clients. The firm provides comprehensive wealth management services including portfolio management, financial planning, and family office support, employing client-specific investment policies and a range of strategies such as direct indexing and the use of third-party sub-advisors.

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 14 years at Peddock Capital Advisors, LLC and a total of 10 years in the financial industry. He is based in Braintree, MA, and works as part of a five-advisor team. Peddock Capital Advisors serves individuals, high-net-worth clients, and various institutional accounts, offering wealth management, portfolio management, retirement-plan advisory, and consulting services. The firm employs a long-term investment approach blending fundamental and technical analysis, with portfolios constructed from a range of securities including individual stocks, bonds, mutual funds, ETFs, and a “Global Macro” sleeve of liquid ETFs.

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.

Alan Arcadipane is a financial advisor at Riverview Capital Advisers LLC with 22 years of industry experience. He has been with Riverview since 2006. Outside of his advisory role, Alan is principal of several private investment firms involved in private equity and hospitality, including R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth planning, family office, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees an additional $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis in its portfolio management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 65 and Series 63 designations with 30 years of industry experience. His prior roles include positions at Measured Wealth Private Client Group, Boston Private Wealth, 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 with portfolio management, fee-based financial planning, consulting, and advice-only services. The firm employs a range of analysis methods and investment strategies, utilizes third-party and affiliated sub-advisors, and offers commissionable brokerage and insurance services alongside advisory solutions.

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.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Stephanie Pascual is a financial advisor at Trillium Asset Management with three years of industry experience. She holds a Series 65 designation and has worked at Trillium since 2018, following three years at FSG. Trillium Asset Management provides discretionary portfolio management to a range of clients, including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis combined with integrated ESG research and active ownership strategies.

John Sullivan is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He has held positions at Bank of America and Merrill prior to joining Moors & Cabot in 2017. Sullivan holds Series 63 and Series 66 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analytical approaches and investment strategies.