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.

Timothy Shanahan is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 license and bringing 46 years of industry experience. He has been with Compass Capital Corp since 1984 and also worked at MarketsFlow Inc. from 2018 to 2019. Outside of advisory services, he serves as trustee and sole owner of a real estate trust with limited monthly involvement. Compass Capital Corporation provides personalized financial planning and investment management for individuals, plans, trusts, charities, and small businesses. The firm uses software-driven asset allocation and portfolio optimization techniques to build diversified portfolios and delivers both ongoing management and limited planning services.

Ryan Bouchey is a CFP® professional with five years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2012 with a brief period at New Age Wealth Advisors LLC. He also serves as a consultant to 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, employing a long-term investment approach complemented by tactical adjustments.

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.

Benjamin Beck is a CFP® with 21 years of experience in the financial industry. He is currently with Beck Bode LLC and has previously worked at Compass Rose Private Investment Management, Boston Retirement Advisors, Private Advisor Group, and Merrill. Outside of his advisory work, he serves as a FINRA arbitrator. Beck Bode LLC serves individuals, families, and 401(k) plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis to implement various investment strategies and also offers ancillary services such as accounting and tax preparation.

Jared Gagne is a financial advisor at Claro Advisors Inc. in Boston, MA, holding Series 63 and Series 66 licenses with six years of industry experience. His prior work includes roles at Bank of America, Merrill, and The Nagler Group. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and related financial services. The firm’s investment approach emphasizes fundamental analysis and long-term orientation, incorporating tactical reallocations and a variety of instruments, and is noted for managing pooled-vehicle investments and using AI tools in its research.

Olga Okaty is a financial advisor with Centerpoint Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Centerpoint Advisors since 2006 and previously spent five years at Arthur W. Wood Company, Inc. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, offering discretionary investment management alongside financial planning and family office consulting services. The firm emphasizes customized fixed-income strategies, integrates formal family office functions, and manages approximately $731.9 million in client assets.

Robert Phillips is a Series 65–licensed financial advisor with 14 years of industry experience. He has worked at 3EDGE Asset Management, LP since 2012 and previously at Windhaven Investment Management and Windward Investment Management. Outside of his advisory role, he is the president and owner of RE Phillips Systems Inc., where he oversees systems architecture and deployment. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and stress testing, typically implementing strategies with ETFs and, for certain accounts, derivatives and borrowing.

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 experience in financial advising. He has been with Carapace Financial Advisors LLC since 2023 and previously worked at State Street Corp for 29 years. Between 2018 and 2023, he spent time engaged in extended travel. Carapace Financial Advisors LLC provides discretionary portfolio management and sub-advisory services to high-net-worth and accredited investors, institutional clients, and other advisers. The firm employs customized market-linked hedging and investment strategies using proprietary quantitative methods, combining diversified collateral portfolios with exchange-listed options to manage downside risk while targeting upside potential or enhanced income.

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.

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.

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 18 years of industry experience. He has worked at Choice Financial Partners since 2008 and previously spent three years at Stifel. EquityCompass provides model portfolios, discretionary management, and investment commentary primarily to financial intermediaries, sponsor firms, and institutional clients, while also serving individual and trust accounts. The firm combines fundamental analysis with quantitative, rules-based models to create focused, generally equal-weighted strategies across multiple asset classes.