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 20 years of industry experience, currently serving at Beck Bode LLC. He has held roles at Compass Rose Private Investment Management since 2023 and has been involved with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2015 and 2016 respectively. Beck also acts as a FINRA arbitrator in Boston. Beck Bode LLC provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers tailored asset allocation based on client goals and risk tolerance.

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.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.

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.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

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.

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.

Carol Newman is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 65 designation with 12 years of industry experience. She has been with Wingate Wealth Advisors since 2013. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment process combining active and passive fund selections and third-party money managers, managing over a billion dollars in client assets within a multi-advisor practice.

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. 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 consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Michael Meehan is a CFP® and PFS™ at TFC Financial Management Inc with five years of industry experience. He has worked at TFC Financial Management since 2020 and previously spent 20 years at BNY Mellon. TFC Financial Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm employs a globally diversified, multi-asset investment approach using no-load mutual funds and ETFs, combined with active strategies selected through a formal due-diligence process.

Shane Garman is a CFA® charterholder with 12 years of industry experience. He has been with Wilkins Investment Counsel, Inc. since 2006. Wilkins Investment Counsel, Inc. is a registered investment adviser that provides discretionary portfolio management and consulting services to individuals, high-net-worth families, foundations, endowments, and outside trustees. The firm employs a fundamentally driven investment approach with a long-term orientation, focusing on company fundamentals and valuation, and manages approximately $1.08 billion in discretionary assets across a concentrated client base.