Adrian Becker is a financial advisor at Savvi Financial LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. Becker is also a partner at LRMS LLC, a consulting firm. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using a tiered online platform that combines automated recommendations with human support. The firm focuses on goal-based financial planning and delivers its services mainly via employers and benefit administrators.

Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering 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 a combination of advisor-managed and model portfolio programs.

Andy Mai is a CFA® charterholder with 11 years of industry experience. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate pension plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within a structured Investment Policy Statement.

Paula Pienkowska is a financial advisor at Riverview Capital Advisers LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Riverview Capital Advisers since 2006. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, financial planning, family office services, and business advisory services. The firm manages client portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and oversees approximately $624 million in assets under management and $2.75 billion in assets under advisement.

Robert Oneil is a CFA® charterholder with 23 years of industry experience. He has been with Birch Hill Investment Advisors LLC since 2007. Outside of his advisory role, he serves as Vice President and Audit and Investment Committee member for Louisa May Alcott's Orchard House Inc., as well as an Investment Committee member for the Foundation for MetroWest. Birch Hill Investment Advisors provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented investment approach with integrated ESG factors and customizes portfolios to client-specific objectives and constraints.

Daniel Doherty is a financial advisor with Financial Transparency, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has worked at Envision Financial Transparency since 2018 and previously spent nearly two decades with CSSC-affiliated firms. Doherty is a shareholder in the law firm Maclean, Holloway, Doherty, Ardiff & Sheehan, P.C., where he has practiced law for over 29 years. Financial Transparency provides investment advisory and financial planning services to individuals, families, retirement plans, businesses, and other organizations. The firm employs an asset allocation approach based on Modern Portfolio Theory and offers a range of investment programs including both passive and active management tailored to various client needs.

F Libardoni Jr. is a financial advisor with IBN Financial Services, Inc., holding Series 63 and Series 65 credentials and 46 years of industry experience. He previously worked at Cetera Advisors LLC and has operated Libardoni Financial since 1998. In addition to advisory work, he is involved in fixed insurance products, including life, disability, and annuities, and provides income tax preparation and planning services. IBN Financial Services, Inc. serves individuals, pension plans, trusts, estates, charities, and business entities, managing approximately $87.65 million in assets. The firm employs multiple analysis methods and uses dynamic portfolio strategies across various investment vehicles, offering both discretionary and non-discretionary account management.

Rene Jarquin is a financial advisor at Single Point Partners in Boston, MA, holding Series 65 and Series 66 credentials with 10 years of industry experience. He previously worked at BNY Mellon Wealth Management for 12 years before joining Single Point Partners in 2017. Jarquin serves on the boards of The Home For Little Wanderers, where he chairs the investment sub-committee, and MassVentures, participating in investment oversight and governance. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, and consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets, emphasizing client-customized asset allocation and a broad range of investment vehicles, while employing a fixed-dollar fee structure and multi-advisor support.

Thomas Bator is a CFA® charterholder with over 30 years of experience in the financial and legal fields. He is a partner at Nichols & Pratt Advisers LLP and also practices as an estate planning attorney with Pratt, Bator & Popov, LLP. In addition to his advisory role, he serves as a trustee and handles trust administration. Nichols & Pratt Advisers LLP primarily advises trustees of private trusts, IRA owners, individuals, estates, and foundations, as well as select institutional clients. The firm employs a low-turnover, long-term investment approach focused on capital preservation and moderate income, implementing portfolios from a curated list of publicly traded companies, mutual funds, ETFs, and investment-grade bonds.

Robert Mestjian is a CFP® with 16 years of industry experience, currently serving as an advisor at Alliance Private Wealth, LLC. He has been associated with Alliance Private Wealth and Commonwealth Financial Network since 2007 and 2009, respectively. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, providing 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 fundamental and technical analysis.

Ralph Wetmore II is a CFA® charterholder with seven years of industry experience. He is currently with Fiduciary Wealth Partners, LLC, where he has worked since 2021. His prior experience includes roles at Beacon Pointe Advisors and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, and institutions. The firm emphasizes customized planning and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.

Matthew Lasker is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Wingate Capital Corporation and Wingate Financial Group, Inc. since 1999. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies through model portfolios tailored to various risk objectives.

Michael Charland is a CFA® and CIC credentialed advisor with 25 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 1997. Wilkins Investment Counsel, Inc. provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm’s investment approach is fundamentally driven with a long-term orientation, emphasizing company fundamentals, valuation, and laddered high-quality bond portfolios typically held to maturity.

Grant Parisi is a financial advisor at Liberty Forge LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and Scott DeSantis. Liberty Forge LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting primarily to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm employs a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual securities, managing portfolios on a discretionary basis with tax-aware implementation and oversight by an internal investment committee.

John Cogswell Jr. is a CFA® charterholder with 30 years of experience in financial advisory. He is currently with Mariner Managed Account Solutions, where he has worked since 2024. His prior experience includes roles 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 individuals, corporate plans, trusts, foundations, family businesses, and athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments across a range of risk profiles.

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior firms include LPL Financial, Pinnacle Private Wealth, Santander Securities, and Sovereign Bank. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Brendan Herlihy is a CFP® with 26 years of industry experience. He has been with Excalibur Management Corp since 2019 and also operates The Herlihy Company, which he founded in 2001. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including families, trusts, and foundations. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to individual client needs.

Jennifer Street is a financial advisor with Claro Advisors Inc. in Boston, MA, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Claro Advisors since 2014 and serves as a Branch Office Principal at Mutual Securities, Inc., where she supervises advisory personnel. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and consulting services. The firm’s approach combines fundamental analysis with tactical reallocations and integrates AI tools and proprietary strategies to manage discretionary and non-discretionary portfolios.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining BlueDoor, he was self-employed and has operated a business providing after-school sports programs to elementary and middle schools. BlueDoor Private Wealth serves individual and high-net-worth clients with customized investment management and financial planning services. The firm employs a long-term investment process that combines fundamental and technical analysis, offering portfolios through direct securities, third-party managers, and oversight of private fund positions.