David Leggett is a Series 65-licensed advisor with 14 years of industry experience, currently serving at Excalibur Management Corp since 2020. He has prior experience with Sierra Financial Management Corporation and has been involved with Leggett & Leggett, PC since 1985. Outside of his advisory work, he is the managing member of Electech Systems, LLC, a research and development company. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments with customized multi-asset discretionary portfolio management and integrated financial planning. The firm emphasizes preserving irreplaceable assets through a blend of top-down macroeconomic research and bottom-up security analysis, managing portfolios primarily on a discretionary basis with ongoing due diligence and tactical rebalancing.

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.

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 co-founded Strengthening Families and Communities, LLC, where he serves as Chief Compliance Officer and Investment Adviser Representative. Ali has worked at Hoopoe Capital Markets, LLC since 2018 and has been associated with LPL Financial, LLC since 2009. Outside of advising, he is the owner of a trucking business operated by a third party. Hoopoe Advisors primarily serves individual and high-net-worth clients, also advising charities, small businesses, and self-trusteed pension plans. The firm offers comprehensive wealth management services and constructs personalized portfolios using fundamental, technical, and cyclical analysis across various asset classes, providing both discretionary and non-discretionary management.

Joseph Rofino Jr. is a financial advisor at Goodman Advisory Group, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Goodman Advisory Group since 2017, also maintaining a role at LPL Financial. Goodman Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary portfolio management and financial planning services. The firm employs a primarily long-term investment approach that combines fundamental, technical, and behavioral analysis, offering client-specific strategies and managing portfolios through internal or selected independent managers.

Philip Boncaldo is a financial advisor at Compass Capital Corporation with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Compass Securities Corp since 2000 and with his own firm, Philip B. Boncaldo & Associates, Inc., since 1992. Outside of advisory services, he manages family real estate investments involving residential apartment buildings. Compass Capital Corporation provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and efficient-frontier portfolio optimization, using various investment vehicles including ETFs, mutual funds, equities, and fixed income.

Paul Simons is a financial advisor at PUREfi Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth Advisory, Silicon Valley Bank, Boston Private Wealth, and Seaport Global Holdings. Outside of his advisory role, he serves as an advisor for Centsai Inc, focusing on financial education and literacy. PUREfi Wealth, LLC is a five-advisor team managing approximately $262 million for individuals, trusts, retirement plans, and business entities. The firm employs a tailored investment approach incorporating asset allocation, fundamental and technical analysis, ESG screening, and a combination of active and passive strategies across multiple asset classes, including the use of derivatives and specialized order-management processes.

Michael Armstrong is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding a Series 66 credential and 12 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for nine years. Outside of advising, Mr. Armstrong co-hosts a radio program called "The Financial Exchange" and occasionally provides investment and economic commentary on local television. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, top-down investment approach with tactical adjustments and manages approximately $1.67 billion through a team of 14 advisors across 12 offices.

William O'Connor is a financial advisor at Armstrong Advisory Group Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Mr. O'Connor is also a licensed insurance agent. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a long-term, top-down investment approach with tactical adjustments and operates a multi-office model with 14 advisors managing approximately $1.67 billion.

Richard Stram is a CFP®-designated financial advisor with 38 years of industry experience. He is affiliated with MSA Financial in Braintree, MA, where he has worked since 1997, including time at Marino Stram & Associates and his own registered entity. Outside of advisory work, he is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, and retirement plans through customized portfolio management and financial planning. The firm employs a strategic asset-allocation approach with tactical rebalancing and offers both discretionary and non-discretionary management, along with access to various managed-account programs and third-party money managers.

Kate Chilson is a Series 65-licensed advisor with MG Financial LLC, where she has been part of the team since 2002. She works at a firm based in Braintree, MA, that specializes in serving high-net-worth individuals, families, trusts, and charitable organizations. MG Financial manages over $1 billion in assets with a four-person advisory team and offers comprehensive services including asset allocation, manager selection, tax and estate planning, and charitable giving strategies. The firm focuses on long-term investment programs and acts as both fund sponsor and advisor to multi-series private funds investing across venture, LBO, private equity, and real estate.

Kimberly Leggett is a financial advisor at Excalibur Management Corp with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Excalibur in 2020, she worked for Sierra Financial Management Corporation for 10 years and has been involved with Leggett & Leggett, PC since 1985. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments with customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up security analysis, focusing on preserving irreplaceable assets and managing risk, primarily through discretionary portfolio management tailored to complex client situations.

Richard Nichols is a CFA® charterholder with 29 years of experience at Nichols & Pratt Advisers LLP in Boston, MA. He serves as a trustee and is involved in trust administration, dedicating significant time to these activities. Nichols & Pratt Advisers LLP primarily advises trustees of private trusts, IRA owners, individuals, estates, and foundations, as well as select institutional clients. The firm manages approximately $2.32 billion in client assets and employs a low-turnover, long-term investment strategy focused on capital preservation and moderate income.

William Sullivan III is a financial advisor with Next Level Private LLC, bringing 13 years of industry experience. He has worked at Next Level Private since 2022 and concurrently operates Sullivan Insurance, Inc., which he has owned since 1987. Outside of his advisory and insurance work, he serves as a board member for the Milton-Fuller Housing Agency, an over-55 housing community in Milton, MA. Next Level Private advises high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning services. The firm employs both fundamental and technical analysis to develop customized portfolios and maintains an institutional relationship with its primary custodian.

Roberto Pandolfi is a CFP® professional with six years of experience, currently serving at Peak Financial Management Inc. His prior roles include positions at the Law Office of Rita Sud and Northeastern University. He is also a licensed notary public in Massachusetts. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages over $500 million in discretionary assets using model-based investment portfolios and offers advice through a combination of asset allocation and trading strategies.