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 financial advisor with Kelly Financial Services LLC in Braintree, MA, holding a Series 65 license and one year of industry experience. He previously worked at SHP Wealth Management and SHP Financial before joining Kelly Financial Services. Outside of finance, he has experience in the restaurant industry, having worked at Cabbyshack Restaurant. Kelly Financial Services provides wealth management and financial planning primarily to individuals and high-net-worth households nearing or in retirement. The firm manages client portfolios mainly on a discretionary basis and employs a blend of equities, fixed income, mutual funds, and ETFs, occasionally using third-party sub-advisors and customized model portfolios.

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.

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 at Empirical Asset Management, LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at First Republic Bank and Santander Securities. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, charitable organizations, institutions, and other advisers. The firm uses a rules-based, long-term approach incorporating proprietary methodology and multiple model strategies to construct diversified portfolios using low-cost ETFs, mutual funds, individual securities, and alternative vehicles.

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.

Jared Brock is a CFP® professional with 15 years of industry experience. He is affiliated with Brock Hill Wealth Management in Newton, MA, a team of five advisors. His prior experience includes roles at Equitable Advisors LLC, Citizens Investment Services, Bearing Point Wealth Partners, and several other firms. Brock Hill Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, providing discretionary asset management, comprehensive portfolio management, standalone financial planning, and retirement-plan consulting. The firm employs a wide analytical approach and manages approximately $87 million in client assets across about 71 client relationships.

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 at Davinci Capital Management, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at Natixis Distribution, LLC and Pallas Capital Advisors, as well as involvement with Greg Carter's European Hockey School. Davinci Capital Management provides advisory services primarily to individual investors and pension plan sponsors, offering individualized portfolio management, retirement plan consulting, and access to third-party money managers. The firm’s investment approach involves client-approved, largely non-discretionary management using various analysis techniques tailored to client objectives and risk tolerance.

John Sargent Jr. is a CFA® charterholder with 23 years of industry experience, currently serving at Middleton & Company Inc. in Boston, MA, where he has worked since 1993. He holds the role of Treasurer and Chair of the Finance Committee at Gordon College, a position he assumed in late 2023. Middleton & Company provides discretionary investment management services to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing over $1.1 billion in client assets. The firm’s investment approach is grounded in fundamental analysis and includes strategies focused on U.S. exchange-listed stocks, funds, and investment-grade bonds, delivered with regular performance reporting.

Matthew Gordon II is a financial advisor at Catalyst Financial Partners in Boston, holding a Series 65 designation. He has 17 years of industry experience, including 16 years at BNY Wealth and one year at Catalyst Financial Partners. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, pension and profit-sharing plans, foundations, endowments, trusts, and other entities. The firm pursues long-term, diversified investment strategies using a range of vehicles and employs third-party research and consultants, managing approximately $1.72 billion in discretionary assets.

John Yanchek is a financial advisor with Montis Financial, LLC in Waltham, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Montis Financial in 2021, he worked at Threehill Capital Partners, Arclight Capital Partners, and Goldman Sachs & Co. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Suleiman Ali is a financial advisor at Hoopoe Advisors in Boston, MA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He previously worked at LPL Financial and co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Outside of advisory roles, he is the owner of a trucking business, Frio Freight. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, alongside a limited number of charitable organizations, small businesses, and pension/retirement plans. The firm customizes investment strategies to client goals using a variety of asset classes and analytical methods, and manages both custodied and held-away assets with an emphasis on tax efficiency and regular account review.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley, LPL Financial, and Goodman Advisory Group since 2017. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses through discretionary portfolio management and financial planning services. The firm employs a long-term investment approach that combines fundamental, technical, and behavioral analysis while sponsoring a wrap fee program that integrates transaction costs into an asset-based advisory fee.