Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and 46 years of industry experience. His career includes roles at MarketsFlow Inc. and Compass Securities Corporation, with over four decades at Compass Capital Corp. Outside of his advisory work, he manages a personal real estate trust as a trustee. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach centered on asset allocation and efficient-frontier portfolio optimization, utilizing a range of securities and occasionally delegating styles to sub-advisors.

Ryan Bouchey is a CFP® professional with four years of industry experience. He is currently affiliated with Bouchey Financial Group, Ltd., where he has worked since 2012, including a period from 2012 to 2021 and again from 2022 to the present. He also consults for New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, utilizing a primarily long-term investment approach complemented by tactical adjustments and oversight of independent managers.

Benjamin Beck is a CFP® with 20 years of industry experience, currently serving at Beck Bode LLC. He has held roles at Compass Rose Private Investment Management since 2023 and has been involved with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2015 and 2016 respectively. Beck also acts as a FINRA arbitrator in Boston. Beck Bode LLC provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers tailored asset allocation based on client goals and risk tolerance.

Jared Gagne is a financial advisor at Claro Advisors Inc. in Boston, MA, with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and The Nagler Group prior to joining Claro Advisors. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and related consulting services. The firm’s investment approach combines fundamental analysis and a long-term orientation with tactical reallocations, and it offers specialized programs including AI-enhanced research, proprietary strategies, and management of pooled investment vehicles.

Olga Okaty is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, with 17 years of industry experience. She holds the Series 66 designation and has worked at Centerpoint Advisors since 2006, with prior experience at Arthur W. Wood Company, Inc. from 2016 to 2021. Centerpoint Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations, providing discretionary investment management alongside financial planning and family office services. The firm emphasizes a tailored investment approach with a focus on fixed income, combining fundamental and technical analysis and offering specialized strategies such as a screened Individual Equity Strategy.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

Robert Phillips is a financial advisor at 3Edge Asset Management, LP with 14 years of industry experience. He holds a Series 65 designation and has been with 3Edge since 2015. Outside of his advisory role, Phillips is president and owner of RE PHILLIPS SYSTEMS INC., where he oversees systems architecture and deployment. 3Edge Asset Management serves a range of clients including individuals, high-net-worth clients, family offices, and institutions through separately managed accounts, sub-advisory relationships, and investment advisory services for exchange-traded funds. The firm employs a global, multi-asset, top-down allocation strategy that integrates quantitative research with committee review and portfolio stress testing, primarily implementing strategies via index ETFs and proprietary ESG rankings.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.

Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.

Haley Rao is a Series 65-licensed advisor at EntreWealth in Boston, MA, with one year of industry experience. Prior to joining EntreWealth, she was co-owner of Dirty Paws LLC, a website and app development business. EntreWealth provides investment advisory and portfolio management services to individuals, high-net-worth clients, businesses, and pension and profit-sharing plans, managing approximately $222 million in assets with a nine-person advisory team. The firm employs a long-term investment process incorporating multiple analytical approaches and offers both discretionary and non-discretionary management tailored to each client’s Investment Policy Statement.

Eliza Rowe is a financial advisor at Boston Family Office LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with Boston Family Office since 2000. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages separately tailored accounts using fundamental analysis and sector-focused portfolio management, incorporating tax considerations and client-specific income needs.

Timothy George is a Series 65-licensed financial advisor with five years of industry experience, currently working at Catalyst Financial Partners since 2021. He previously spent eleven years at BNY Mellon, NA. Outside of his advisory work, he serves as a co-trustee for an irrevocable family trust. Catalyst Financial Partners provides investment supervisory and wealth management services to high-net-worth individuals, family offices, and other entities. The firm employs long-term, diversified investment strategies across multiple asset classes and offers access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Timothy Mccann is a financial advisor with EquityCompass Investment Management, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Choice Financial Partners since 2008 and at Stifel, Nicolaus & Company, Incorporated since 2005. EquityCompass Investment Management provides model portfolios and discretionary investment management to financial intermediaries, institutions, and individual clients. The firm uses a research-driven, rules-based process combining fundamental analysis and quantitative models to implement focused, diversified portfolios across various asset classes.

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

Michael Meehan is a CFP® and PFS™ at TFC Financial Management Inc with five years of industry experience. He has worked at TFC Financial Management since 2020 and previously spent 20 years at BNY Mellon. TFC Financial Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using no-load mutual funds and ETFs, combined with active strategies selected through a formal due-diligence process.

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.

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 11 years of industry experience, currently serving as an advisor at Single Point Partners since 2022. She previously worked at Ballentine Partners LLC for five years and took a one-year break from the industry for homemaking. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes client-driven asset allocation, primarily using index-based ETFs alongside other investment vehicles, and employs a fixed-dollar fee model rather than asset-based or performance fees.