Areeb Khan is a CFA® charterholder at Wilkins Investment Counsel, Inc. in Boston, MA, where he has worked since 2018. Prior to joining Wilkins, he spent seven years at Liberty Mutual Asset Management Inc. Wilkins Investment Counsel provides discretionary portfolio management and customized investment advice to individuals, high-net-worth families, foundations, endowments, and private fiduciaries. The firm uses a fundamentally driven, long-term investment approach focused on equity and fixed-income portfolios and manages approximately $1.1 billion across a select group of clients.

Nathan Stevens is a financial advisor at Cabot Wealth Management in Beverly, MA, holding a Series 65 credential. He joined the firm in 2025 and has recently started his career in the industry. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on clients’ objectives and risk tolerance, utilizing a mix of individual securities, mutual funds, and ETFs while offering financial planning and in-house tax services for select clients.

Brendan Ryan is a CFA® charterholder with 13 years of industry experience. He has worked at Algorithmic Investment Models, LLC since 2020 and previously spent seven years at Beaumont Financial Partners, LLC. He serves on the DWS RIA Advisory Board, participating in networking and idea sharing within the national RIA community. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a variety of clients, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to generate daily ETF rankings and tactical allocations.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

Catherine Kennedy is a CFP® with 14 years of industry experience, currently serving as an advisor at Birch Hill Investment Advisors LLC since 2018. She previously worked at Seaward Management for 18 years. Birch Hill Investment Advisors provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented approach with integrated ESG considerations. The firm manages approximately $2.65 billion in discretionary assets with a small team, offering customized portfolios and coordination with clients’ legal and accounting professionals.

Justin Brown is a Series 65-licensed financial advisor with Mariner Wealth Advisors in Boston, MA, where he has worked since 2024. He has two years of industry experience, all with Mariner. Mariner Managed Account Solutions provides discretionary and non-discretionary portfolio management and wrap-fee program services to a diverse client base, including high-net-worth individuals, corporate pension plans, trusts, foundations, family businesses, and professional athletes. The firm uses a range of investment vehicles such as ETFs, index funds, and fixed-income securities, emphasizing asset allocation and risk management within customized Investment Policy Statements.

Michael Mullin is a CFA® charterholder with 20 years of industry experience. He has been with Claro Advisors Inc. in Boston since 2016 and previously worked at MEM Capital Advisors LLC from 2010 to 2016, where he also served as president and owner. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental, long-term investment approach supplemented by tactical reallocations and uses AI tools in its research, offering proprietary strategies and pooled-vehicle investments for qualified investors.

Charles Kane is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Penobscot since 2010. Outside of his advisory role, he serves as a director and vice president of the Motor Car Company of New England and holds director positions with the Buchanan Family Foundation and the Duxbury Bay Maritime School. 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’s investment approach emphasizes diversified equity holdings focused on dividend-growth companies, with adjustments toward fixed income or cash when equities appear overvalued, and incorporates ESG screening for S&P 500 issuers.

John Wanvig is a CFP® professional with eight years of experience at White Lighthouse Investment Management, Inc., where he has worked since 2016. He is based in Bedford, MA, and part of a six-advisor team. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides customized, diversified portfolios focusing on tax-efficient, low-cost investments and offers specialized planning for expatriation and foreign trust beneficiaries.

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.

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.

William Mc Carthy is a CFA® charterholder with two years of industry experience, currently serving at Carapace Financial Advisors LLC. Prior to joining Carapace, he spent five years engaged in extended travel and nearly three decades at State Street Corp. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth individuals, accredited and institutional investors, and other investment advisers. The firm employs a proprietary, quantitative approach to market-linked hedging strategies using long-dated and FLEX options, managing both separately managed accounts and private pooled funds.

Jonathan Lachowitz is a CFP® professional with 15 years of industry experience. He has been with White Lighthouse Investment Management, Inc. since 2006 and also owns and operates a registered financial advisory firm in Lausanne, Switzerland, where he provides financial planning and investment management services. White Lighthouse Investment Management serves individuals, families, and small-business owners, including many non-U.S. clients, with a focus on discretionary investment management and comprehensive wealth planning. The firm emphasizes a cross-border approach, offering services tailored to complex international tax and estate planning needs.

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.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

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.