Nicholas Gannon is a CFP® with four years of industry experience, currently serving as a financial advisor at Keenan Financial in Boston, MA. Prior to joining Keenan Financial in 2021, he worked at Bryant University and Braintree High School. He is also licensed as an insurance agent, focusing on life and health insurance sales. 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 employs a documented risk-profile questionnaire to tailor investment allocations and uses a range of strategies including modern portfolio theory, quantitative and technical analysis.

Carol Khouri is a CFP® professional with 23 years of industry experience. She has been with Wingate Capital Corporation since 2002. Carol holds Series 63 and Series 65 licenses. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis within a multi-advisor practice.

Tyler Swaim is a financial advisor at Cabot Wealth Management with seven years of industry experience. He has been with Cabot Wealth Management since 2018 and previously worked at Congress Wealth Management from 2015 to 2018. Tyler holds a Series 65 designation. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes client allocations using individual securities, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Steven Dray is a CFP® and CFA® with nine years of industry experience. He has worked at Zevin Asset Management, LLC since 2016 and was previously with AlphaOne Capital Partners, LLC from 2009 to 2016. He is based in Boston, MA. Zevin Asset Management provides discretionary portfolio management and financial planning services to individuals, trusts, foundations, and institutional clients, specializing in socially responsible and ESG-aligned investing. The firm employs a long-only, bottom-up investment approach that integrates fundamental equity research, global macro analysis, and ESG factors to build diversified portfolios focused on risk mitigation.

Sandy Galuppo is a financial advisor at PUREfi Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, NA, and Svb Wealth LLC. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for about 81 clients, offering investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm employs a blend of active and passive strategies across various asset classes and incorporates ESG screening, derivatives, and specialized order-management tools in its portfolio management.

David Dirks is a financial advisor at Plum Street Advisors, LLC, with 19 years of industry experience. He has been with Plum Street Advisors since 2016 and holds Series 63 and Series 65 designations. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees, with combined financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach using low-cost index funds and ETFs, active rebalancing, tax-aware implementation, and supplements its portfolios with third-party separately managed accounts and occasional use of options and margin.

Mark Bentley is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2014, he has worked at both BTS Securities Corporation and Bts Asset Management, Inc. BTS Asset Management is a privately held, SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to deliver tactical and strategic portfolio solutions, including multi-strategy and enhanced equity income portfolios.

James Gasparello is a Series 65-licensed financial advisor at Cabot Wealth Management with 28 years of industry experience. He has been with Cabot Money Management, Inc. since 1996. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, nonprofits, and business clients. The firm customizes portfolios using a mix of individual securities, mutual funds, and ETFs, and offers investment management alongside financial planning and selective in-house tax services.

Anna Nicastro is a CFP®-certified financial advisor at Claro Advisors Inc. in Boston, MA, with five years of industry experience. She previously worked at Pension & Wealth Management Advisors for four years and operated her own practice from 2007 to 2020. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating AI tools and offering proprietary strategies such as Claro Intelligent Strategies™.

Claudine Schrock is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Montis Financial, LLC. She previously worked at Adviser Investments LLC from 2014 to 2023. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of various strategies such as options and interval funds.

John York is a CFP® professional with four years of industry experience, currently serving as an advisor at White Lighthouse Investment Management, Inc. He has worked at several firms, including Friedman LLP and German Integration School, prior to joining White Lighthouse. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, with expertise in cross-border U.S. tax and estate planning for multinational families. The firm offers customized investment management and financial planning, emphasizing tax efficiency and the use of low-cost, liquid investments.

Alexander Di Martino is a financial advisor at Keenan Financial with two years of industry experience. He holds a Series 65 designation and previously worked at Wake Forest University, USA Hockey, and Xaverian Brothers High School. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm uses a documented risk-profile questionnaire to guide portfolio construction and employs diversified allocations across various asset classes, utilizing both fundamental and quantitative analytical methods.

Christiane Delessert is a CFP® with 31 years of industry experience, currently serving as an advisor at Montis Financial, LLC since 2012. She holds a Series 63 license and is based in Waltham, MA. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach using unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Andrew Haff is a CFP® with nine years of experience in the financial services industry. He is currently with Armstrong Advisory Group Inc., where he has worked since 2022. His prior experience includes roles at Securities America Advisors, Inc. and Jackson National Life Distributors LLC. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, using a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments.

Sanjeev Yadav is a financial advisor at Rose Capital Advisors, LLC with two years of industry experience. He is the founder and CEO of Banyan Tree Global LLC, a management and strategic consulting firm based in Boston. Yadav also serves on the Board of Trustees for Bunker Hill Community College and the Board of Directors for Commonwealth Corporation of Massachusetts, a quasi-public agency under the state's Executive Office of Labor and Workforce Development. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a bottom-up, fundamental investment approach and sponsors private fund-of-funds while offering both discretionary and non-discretionary portfolio management.

Lisa Supple is a financial advisor at Woodstock Corporation with 11 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Laurel Capital Advisors, LLP and Boston Safe / Mellon Bank, N.A. She is based in Boston, MA. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research of high-quality growth equities and investment-grade debt, tailoring asset allocation to client objectives across various strategies, and offers affiliated tax and accounting services for separate fees.

Alec Root is a CFA® charterholder with three years of industry experience. He has been with D.B. Root & Company, LLC since 2022 and previously held roles at the Kellogg School of Management at Northwestern University and Cambridge Associates. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, and endowments. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, employing a multi-advisor team approach with tailored asset allocation strategies and ongoing portfolio monitoring.

Ryan Hill is a financial advisor at Brock Hill Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, Citizens Investments Services, Citizens Securities, Inc., and Asset Management Resources, LLC. Outside of his advisory role, he owns Day Break Charters and Marine Services, a marine company involved in fishing charters and commercial seafood sales. Brock Hill Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and business entities, with services including discretionary asset management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in client assets and employs a diversified investment approach incorporating fundamental, quantitative, technical, and sector analyses.

Joseph Patton is a financial advisor at J.P. Marvel Wealth Management, Inc. in Boston, MA, holding a Series 63 designation with 15 years of industry experience. He has been with J.P. Marvel Investment Advisors, Inc. since 2007. Outside of his advisory role, he is a member of Yosemite Valley, LLC, which is involved in the rental of residential real estate. J.P. Marvel Investment Advisors provides discretionary investment management and separate account services primarily to high net worth individuals, trusts, estates, charitable organizations, family foundations, and business entities. The firm employs a growth-oriented, fundamental bottom-up investment process focused on high-quality companies and long-term equity appreciation, actively managing portfolios across equity, fixed income, and balanced allocations.

Georgia Mourtzinou is a financial advisor at Savvi Financial LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Savvi Financial since 2013. Her prior roles include positions at Robust Dynamics LP, Alpha Dynamics LLC, and Dynamic Ideas, LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm uses proprietary quantitative models to generate personalized financial planning and investment recommendations via an interactive online platform, combining digital tools with human support in higher-tier service offerings.