Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Dylan Brix is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Boston Family Office LLC, where he has worked since 2020. Prior to this, he was with Reynders, McVeigh Capital Management, LLC from 2017 to 2020 and spent a year at athenahealth, Inc. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages individually tailored portfolios using fundamental analysis and assigns portfolio managers to specific economic sectors, incorporating tax considerations and client-specific needs.

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Jacob Monroe is an investment adviser representative with Keenan Financial in Boston, MA, holding a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he worked at The Hockey Path and PUBLIC Consulting Group. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients. Keenan Financial serves individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services, utilizing a documented risk-profile questionnaire to guide diversified portfolio construction primarily through ETFs, mutual funds, annuities, equities, and fixed income.

Thomas Powers III is a financial advisor at EagleClaw Capital Management LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Moors & Cabot Inc. since 2009. Powers also serves as a co-trustee on a revocable trust in a volunteer capacity. EagleClaw Capital Management is an independent investment adviser providing portfolio management and financial planning to individuals, families, not-for-profits, and endowments. The firm employs a non-consensus, contrarian investment approach with a two- to five-year horizon, using fundamental analysis combined with a technical overlay.

Leann Sullivan is a CFP® certificant with 22 years of industry experience. She has been with Tfc Financial Management Inc. since 2001. TFC Financial Management is a fee-only SEC-registered firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages approximately $1.78 billion through a team of 11 advisors, offering discretionary investment management, financial planning, and consulting services using globally diversified, multi-asset class portfolios with both passive and active strategies.

Susan Big is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been affiliated with Royal Alliance Associates since 2007 and serves as an investment advisory representative at Flagship Wealth Advisors. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio options.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.

Nicole Bogert is a financial advisor at PUREfi Wealth, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at SVB Wealth, LLC and Boston Private Wealth, LLC. Outside of financial advising, she has experience in entrepreneurial ventures, including a role at Rapture Salon, LLC. PUREfi Wealth 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 uses a broad investment toolkit and actively monitors portfolios, incorporating options and structured products where suitable.

Maria Mccormack is a CFA® charterholder with 22 years of experience in the financial industry. She has been with Middleton & Company Inc. since 2003. 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 focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds, offering tailored portfolios across five strategies with regular performance reporting.

David Donahue Jr. is a financial advisor at Eagleclaw Capital Management LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Moors & Cabot, Inc. and RBC Capital Markets. Donahue serves as a co-trustee of the Theodore Edson Parker Foundation and manages family realty interests without compensation. Eagleclaw Capital Management is an independent SEC-registered investment adviser serving individuals, families, not-for-profits, and endowments with portfolio management and financial planning. The firm uses a non-consensus, contrarian investment approach with a typical two- to five-year horizon, combining fundamental analysis with a technical overlay and employing strategies such as diversification, option overlays, and margin use where appropriate.

Meghan Dwyer is a CFP® professional with eight years of experience in wealth management. She has worked at Single Point Partners since 2021 and previously held roles at Modera Wealth Management and BNY Mellon Wealth Management. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm uses a multi-advisor approach focused on individualized asset allocation and employs a range of investment vehicles, emphasizing index-based ETFs, while offering a fixed-dollar fee structure rather than asset-based or performance fees.

Timothy Malloy is a CFP® and holds a Series 65 license, with 12 years of industry experience. He has been with Birch Hill Investment Advisors LLC in Boston, MA since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, long-term approach with integrated ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small team, focusing on customized portfolios and coordination with clients’ broader financial advisors.

Kyra Golightly is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Keenan Financial, she worked for six years at D-Lab, UC Berkeley, and held various roles at the University of California, Berkeley. Keenan Financial offers portfolio management and financial planning services to individuals, high-net-worth clients, and corporate entities, employing diversified investment strategies guided by a documented risk-profile questionnaire. The firm provides both discretionary and non-discretionary advisory services and integrates financial planning and tax preparation through affiliated entities.

Jane Barney is a CFP® with 23 years of industry experience, currently serving at Tfc Financial Management Inc since 2007. She previously worked at Commonwealth Financial Network and Canby Financial Advisors. She also acts as a trustee, managing investments and distributions for beneficiaries in accordance with trust terms. 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 combining passive core exposures with select active managers, emphasizing larger account relationships and explicit liquidity guidelines.

James Liberman is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. His prior roles include positions at American Trust Investment Services, Revere Securities, and Wells Fargo Advisors. Outside of advisory work, he is an author and serves on advisory boards, including Dynocardia, Inc. and D2 Consulting. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamental, bottoms-up investment approach across multiple strategies and offers customized portfolios tailored to client risk profiles.

Paul Welch is a financial advisor at 93 Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Zi Jia Fu is a Series 65 licensed financial advisor at IRC Wealth in Boston, MA, with four years of industry experience. Prior to joining IRC Wealth in 2021, Zi Jia worked at Hooli Home Boston and Brandeis University, and has experience with HangZhou SiRui GuanTong Asset Management. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a disciplined investment approach that includes long-term value and income-oriented strategies and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Andrew Nigrelli is a financial advisor at Connective Wealth Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Northeast Planning Associates, and Tifin. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, utilizing a range of securities and alternative investments, and operates through multiple offices with a team of ten advisors.

Michael Cooney is a financial advisor at Claro Advisors Inc. in Boston, MA, with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and One Charles Wealth. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm integrates fundamental analysis and a long-term investment approach, incorporating AI tools and proprietary strategies, and manages both individual portfolios and pooled investment vehicles.