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.

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.

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.

Luke Pata is a financial advisor at Little House Capital, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Liberty Mutual Insurance, CNA Insurance, Merrill Lynch, and Cape Ann Savings Trust & Financial Services. He also spent four years at Babson College. Little House Capital is an SEC-registered advisory firm that provides discretionary investment management, wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, foundations, endowments, and other corporate structures. The firm’s investment approach combines fundamental and technical analysis with a long-term perspective and offers trustee, family-office, and multi-generational planning services.

Isaiah Gonsalves is a financial advisor with Keenan Financial in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Keenan Financial, he has worked in various roles including at Master Kim's Taekwondo Institute. Outside of his advisory work, he is a licensed insurance agent who occasionally offers commissionable insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a range of strategies including modern portfolio theory and quantitative analysis.

Abdikarim Ali is a financial advisor at Hoopoe Advisors in Boston, MA, with 12 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2013 to 2017. He also maintains a long-term association with GalooF & Associates since 2007. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach using fundamental, technical, and cyclical analysis across a broad range of asset classes, providing both discretionary and non-discretionary management.

Patricia Welsh is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. She currently works at Fox Hill Wealth Management and has previously held roles at Beck Bode Wealth Management, Private Advisor Group, LPL Financial, and Compass Capital Corporation. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm employs a fee-only, discretionary management approach using a blend of passive and active strategies, model portfolios, and customized allocations including options-based hedging techniques.

Dylan Brix is a CFA® charterholder and holds a Series 65 license, with 11 years of experience in the financial services industry. He has worked at Boston Family Office LLC since 2020 and previously held positions at Reynders, McVeigh Capital Management, LLC, athenahealth, Inc., and Algonquin Advisors LLC. Boston Family Office provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages accounts on a discretionary basis and uses a sector-based research model to construct portfolios tailored to clients’ tax situations, income needs, and risk tolerance, combining individual equities, fixed income, and selective alternatives.

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.