Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. for 10 years before joining LPL Financial and Alta Wealth Advisors in 2024. He is also a business owner of Cranberry Harvest Co LLC. 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, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Peter Martin is a financial advisor at Empirical Asset Management, LLC with 16 years of industry experience. His prior roles include positions at Alpha Simplex Group and 1251 Diffractive Managers Group. He serves as an advisor to Trefis, an investment research platform, and is a board member of WorkSimplr, an educational organization providing temporary employment opportunities for college students. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios composed of ETFs, mutual funds, and select securities.

Jeffrey White is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding the CFP®, ChFC®, and Series 63 designations with 32 years of industry experience. He has worked with related Wingate entities since 1986, including Wingate Capital Corporation and Wingate Financial Corporation. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific approach with model portfolios ranging from aggressive to conservative and uses a combination of active and passive strategies, emphasizing a fee-only business model without accepting third-party compensation.

John Ohl is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Bay Colony Advisors and its predecessor entities since 2000. Outside of his advisory role, he is involved in managing thoroughbred breeding operations in Lexington, Kentucky, and is a co-founder of a search engine optimization company. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Peter Disch is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Great Point Wealth Advisors, LLC since 2008 and also has a longstanding affiliation with IDS Life Insurance Company. Great Point Wealth Advisors offers fee-only wealth management, financial planning, and discretionary investment management services for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis investment approach, constructing diversified portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for select clients.

John Wolfsberg is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 credential with eight years of industry experience. He previously worked at GW&K Investment Management from 2015 to 2017 before joining Centerpoint Advisors in 2017. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diversified investment approach including ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Elizabeth Colt is a Series 65-licensed financial advisor at J.M. Forbes & Co. LLP with six years of industry experience. She has been with J.M. Forbes since 2020 and is also the managing member of Woods Hole Inn LLC, a hospitality group on Cape Cod. J.M. Forbes & Co. LLP provides investment advice and portfolio management primarily on a discretionary basis to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations. The firm emphasizes a Growth-at-a-Reasonable-Price (GARP) investment approach with a long time horizon, combining core equity holdings with diversified fixed-income allocations and selective use of mutual funds and ETFs.

Laura Daniels is a CFP® with four years of experience and is a member of the Balanced Rock Investment Advisors team in Roslindale, MA. She has been with Balanced Rock since 2018. Prior to her advisory career, she operated Laura Daniels Acupuncture for over two decades. Balanced Rock Investment Advisors serves individuals, families, trusts, estates, retirement plans, and small institutions with wealth management, financial planning, and portfolio management. The firm uses a long-term, diversified core-satellite investment approach that incorporates fundamental and quantitative analysis, direct indexing, tactical adjustments, and offers a values-based ESG strategy.

David Donahue is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Moors & Cabot, Inc. alongside Eagleclaw since 2005. Donahue serves as a trustee for the Winchester Scholarship Fund without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various advisory arrangements. The firm employs a non-consensus, contrarian investment approach that combines fundamental analysis with a technical overlay and integrates tax considerations and portfolio diversification.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.

Leonid Berline is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at National Securities Corporation, National Asset Management, Inc., and Winslow Wealth Management. He is also the owner and manager of B1 Insurance Agency, LLC, a licensed property and casualty insurance agency. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion across 14 advisors and 12 offices. The firm employs a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments and offers services including financial planning, retirement advice, and donor-advised fund management.

Jeffrey Bernier is a financial advisor with J.M. Forbes & Co. LLP in Boston, MA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.M. Forbes & Co. LLP since 2015. J.M. Forbes & Co. LLP serves individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations, typically providing discretionary portfolio management. The firm manages approximately $1.67 billion across about 1,041 client accounts with a six-advisor team, employing a GARP-style stock selection process combined with diversified fixed-income allocations and extensive trustee, estate, and tax-related services.

Eric Benz is a Series 65-licensed advisor with five years of industry experience. He has worked at Fox Hill Wealth Management since 2022 and previously was with Beck Bode, LLC and Signet Investments. Fox Hill Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering financial planning, investment management, retirement plan consulting, and estate-planning coordination. The firm uses a fee-only, discretionary asset management approach that combines passive and active strategies with both fundamental and quantitative analysis.

Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 26 years of industry experience. He has been associated with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and development projects. BTS Asset Management is an SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as an investment manager to registered investment companies. The firm employs proprietary quantitative and fundamental analysis alongside technical indicators to deliver tactical and strategic portfolio solutions.

Anthony Gillaizeau is a financial advisor at Strategic Wealth Partners, Ltd. He holds Series 66 and Series 65 designations and has one year of industry experience. His prior work includes six years at Andra Global and three years at US BANK. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm employs a diversified investment approach that combines various asset classes and analysis methods while maintaining a fiduciary role tailored to client objectives and risk tolerances.

David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC in Burlington, MA, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with RPG Family Wealth Advisory and its affiliate Risk Paradigm Group, LLC since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business. Risk Paradigm Group specializes in tactical, ETF-focused investment strategies and customized portfolio management for financial intermediaries, individual, and institutional investors. The firm employs a policy-based approach using proprietary quantitative and qualitative research to manage risk and asset allocation across various managed account platforms.

Eugene Clapp is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 31 years of industry experience. He has been with Penobscot since 1988. Outside of his advisory role, he serves as a director at King Spruce Co., Union Boat Club, Nantucket Yacht Club, and Penobscot Capital Investment Co. 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 with a focus on dividend-growth companies and uses ESG screening tools as part of its investment process.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

Nicholas Fitzgerald is a CFA® charterholder with five years of industry experience. He is currently with Moody, Lynn, Lieberson & Walker, LLC, where he has worked since 2020. Prior to that, he held roles at Cambridge Trust Company and ALPS, a DST Company. Moody, Lynn, Lieberson & Walker LLC provides discretionary portfolio management and investment counseling to a range of clients including individuals, families, trusts, and institutional investors. The firm employs a multi-factor, global growth-oriented investment approach and manages approximately $2.2 billion in assets across just under 500 client accounts.