Gregory Workman is a financial advisor with Kelly Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Financial Compass Group, Equitable Advisors, and New York Life Insurance Co. Since 2019, he has also worked as a rideshare driver for Lyft, Inc. Kelly Financial Services provides wealth management and financial planning to individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages client portfolios primarily on a discretionary basis, utilizing individual equities, fixed income, mutual funds, and ETFs with a generally long-term investment horizon and periodic tactical adjustments.

Ian Mc Connell is a financial advisor at Fox Hill Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Beck Bode LLC, Boston Financial Investment Management, ATM Systems, Signet Investment Advisory Group, and Solvay Bank. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, employing a mix of passive and active management strategies tailored to client-specific investment policies.

John Coyne is a CFP® with 36 years of experience in the financial services industry. He is currently affiliated with Compass Capital Corporation and Compass Securities Corporation since 2022, and has prior experience at Winslow, Evans & Crocker, Inc. from 2004 to 2021. Compass Capital Corporation provides portfolio management and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an investment approach focused on asset allocation and efficient-frontier portfolio optimization, utilizing ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Maclean Barach is a CFP® and Series 65-licensed advisor with eight years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously was with Weston Securities Corporation for two years. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a personalized asset allocation approach combining low-cost passive investments with active satellite strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

Marc White Jr. is a financial advisor at Clarendon Private LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookline Bancorp, Ethic, A Wealth Bank, and J.P. Morgan Trust Company. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, focusing on discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using a combination of fundamental and technical analysis across diversified asset classes.

Robert Fogarty is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds a Series 63 designation and has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor. 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 employs an investment process focused on asset allocation and efficient-frontier portfolio optimization, typically using ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

Jeffrey Smith is a CFA® charterholder with 22 years of industry experience. He has been with Peak Financial Management Inc since 2014 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the managing member of a real estate development company. Peak Financial Management provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets across a range of model asset-allocation portfolios and operates through a multi-office structure uncommon for a team of its size.

Jakob Rainsford is an investment adviser representative at Keenan Financial with a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he held various roles including multiple positions at the University of Maine and work with the Department of Conservation and Recreation. Outside of his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management alongside financial planning and tax-preparation services. The firm employs a documented risk-profile approach to tailor portfolios, utilizing a mix of ETFs, mutual funds, equities, fixed income, and insurance-based annuities.

Donald Joyal is a financial advisor at Flagship Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Flagship Wealth Advisors since 2014 and Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment industry relationship development through Entertainment Capital Management LLC and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, and variable annuities, with ongoing supervision and quarterly reviews, and employs third-party tools for planning and reporting.

Devin O'Rourke is a financial advisor at O'Rourke & Company, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Putnam Investment Management and Cetera Advisors prior to joining O'Rourke & Company, where he has been since 2017. Outside of his advisory role, he is also a licensed agent for fixed insurance products and serves as a notary public. O'Rourke & Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm uses a top-down asset-allocation approach combined with fundamental analysis to build diversified portfolios and offers ongoing portfolio management and retirement-plan advisory support.

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.