Michael Meehan is a CFP® and PFS™ professional with six years of experience at TFC Financial Management, Inc. He previously worked for twenty years at BNY Mellon. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset class investment approach that combines passive core exposures with selected active management, focusing on larger account relationships with explicit liquidity guidelines.

Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. 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 investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.

Joshua Smith is a Series 65-licensed financial advisor at Kelly Financial Services LLC with two years of industry experience. Prior to joining Kelly Financial Services, he worked at SHP Wealth Management and SHP Financial. Outside of finance, he has experience working in the restaurant industry. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages about $623.6 million in assets across roughly 1,401 client households, using a combination of discretionary portfolio management, non-discretionary guidance, individual equities, fixed income, mutual funds, ETFs, and third-party sub-advisors.

Luke Harder is a CFP®-certified financial advisor with three years of industry experience, currently with Claro Advisors Inc. He previously worked at Northwestern Mutual Investment Services and Convergence Capital. Outside of his advisory role, he is a licensed insurance agent in Boston. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes fundamental analysis with a long-term focus while incorporating tactical reallocations and uses AI tools and proprietary strategies to support its investment decisions.

Michelle Fallon is a CFP® professional with 11 years of industry experience. She is part of a five-advisor team at Aequitas Investment Advisors, LLC in Hingham, MA. Aequitas Investment Advisors serves individuals, including high-net-worth clients, as well as charitable foundations and non-profit organizations. The firm employs a consultative, non-discretionary investment approach focused on long-term asset allocation and periodic rebalancing across mutual funds, ETFs, and selected individual securities.

Leah Warren is a CFP® with 12 years of experience in financial advising. She has worked at Single Point Partners since 2022 and previously was with Ballentine Partners LLC for five years. Warren also took a one-year break from the industry for homemaking. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets, emphasizing index-based ETFs alongside various other investment vehicles and employs a fixed-dollar fee model rather than asset-based or performance fees.

Paul Marino is a CFP® with 36 years of industry experience. He is affiliated with MSA Financial and has worked with firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Outside of advising, he operates an independent insurance agency and manages a single-member LLC involved in the registration and logistics of auto equipment. MSA Financial is a team firm serving individuals, trusts, estates, business entities, retirement plans, and certain financial institutions. The firm offers customized portfolio management and financial planning services using a strategic asset-allocation approach combined with fundamental and technical analysis.

Joseph Rozzi is a financial advisor with Empirical Asset Management, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at First Republic Bank, Santander Securities LLC, and Santander Bank, NA. Empirical Asset Management provides discretionary investment management services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology and manages multiple model strategies incorporating low-cost ETFs, mutual funds, and select individual securities.

Robert Wetzel is a CFP® with eight years of industry experience currently serving at Claro Advisors Inc. in Boston, MA. He previously worked at Morgan Stanley and Columbia Management Investment Advisers, among other firms. Wetzel is a board member of the Ruth H and Warren A Ellsworth Foundation, which focuses on various philanthropic areas including art, education, and disaster relief. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm uses fundamental analysis and a long-term approach, incorporating AI tools and proprietary strategies while managing both discretionary and non-discretionary accounts.

Paul Elias is a Series 65-licensed advisor at J.M. Forbes & Co. LLP in Boston, MA, with 21 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2006. Outside of advising, he serves as a trustee managing a small commercial building and is treasurer and co-owner of a company that develops training materials for the pharmaceutical industry. J.M. Forbes & Co. LLP advises individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm employs a GARP-style stock selection process and combines investment management with trustee, estate, tax-related, and real estate services.

James Mcsweeney is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 37 years of industry experience. He has been with Davinci Capital since 2001 and also serves as president of Comprehensive Insurance Providers, Inc., an insurance agency and benefits administration firm. Additionally, he owns SafeHire Investigations, a company specializing in employment background checks and screening, and holds a real estate license. 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 fee-in-lieu brokerage arrangements. The firm operates largely on a non-discretionary basis and utilizes a variety of analytical techniques when recommending investment strategies.

Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.

David Canal is a financial advisor at Contravisory Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Contravisory since 2000. Contravisory Investment Management provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, endowments, and corporate clients. The firm employs a proprietary quantitative and technical research system to manage multi-sector equity portfolios and balanced strategies, and it also sponsors private pooled funds with governance safeguards to address potential conflicts.

Jared Brock is a CFP® professional with 15 years of industry experience. He is affiliated with Brock Hill Wealth Management, a team-based firm located in Newton, MA. His prior experience includes roles at Equitable Advisors LLC, Citizens Investment Services, and Bearing Point Wealth Partners, among others. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities by offering discretionary asset management, comprehensive portfolio management, standalone financial planning, and retirement-plan consulting. The firm employs a wide analytical approach across portfolios and provides employer retirement-plan consulting with attention to ERISA fiduciary responsibilities.

David Leggett is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Excalibur Management Corp since 2020 and previously spent 10 years at Sierra Financial Management Corporation. He is also a managing member of ELECTECH SYSTEMS, LLC, a research and development company. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and foundations. The firm employs a research-based investment approach that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients’ specific liquidity, tax, and cash-flow needs.

Christopher Harris is a financial advisor at Zevin Asset Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at TIAA-CREF and Morgan Stanley. Harris serves as Treasurer on the Board of Directors for the Transformative Culture Project, a nonprofit youth arts organization. Zevin Asset Management provides discretionary portfolio management and financial planning to individuals, trusts, non-profits, foundations, and institutions, with a focus on socially responsible investment strategies. The firm employs a long-only, bottom-up investment process emphasizing large global companies and integrates ESG analysis throughout its approach.

Cathleen Mc Kee is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Equita Financial Network, Inc. since 2023. Prior to her financial advisory career, she worked at the University of Chicago Laboratory Schools for twelve years. Equita Financial Network, Inc. serves individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, using client-specific investment policy statements to guide portfolio construction and risk management.

Andrew Rice is a financial advisor with Algorithmic Investment Models, holding a Series 65 designation and five years of industry experience. He has been with the firm in its various forms since 2017. Outside of his advisory role, he serves as a shareholder and emeritus consultant for Bolster Mission Consulting, providing pro bono strategic planning and data analysis services to nonprofit organizations. Algorithmic Investment Models specializes in ETF-based portfolio management and model delivery for a diverse client base, including investment advisers, broker-dealers, institutional channels, and high-net-worth individuals. The firm employs a quantitative, technology-driven investment approach using proprietary systems that integrate machine learning and behavioral finance.

Robert Stimson is a financial advisor at Little House Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arkadios Capital, Peoples Securities, Inc., and People's United Bank. He serves as CEO and CIO of Little House Capital. Little House Capital is an SEC-registered advisory firm providing discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and endowments. The firm uses a primarily long-term investment approach that combines fundamental and technical analysis, managing portfolios with individual securities, mutual funds, and ETFs.

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.