David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Tyler Dolan is a CFP® with nine years of industry experience, currently serving at Keenan Financial in Boston, MA. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Society Of Grownups, LLC. He holds a Series 63 license and is also a licensed insurance agent, focusing on life, fixed, and index annuity sales. Keenan Financial provides advisory services to individuals, high-net-worth individuals, and corporate clients, offering portfolio management, financial planning, and tax-preparation services. The firm uses a documented risk-profile questionnaire to tailor investment allocations and employs a range of strategies including modern portfolio theory, quantitative and technical analysis.

Geoffrey Mishkin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wood Wealth Group, LLC in Charlestown, MA. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor Townsend & Kent Inc, Concord Wealth Management, Penn Mutual Life Insurance Company, and Partners Healthcare. Outside of his advisory work, he is a partner in a first responder gear cleaning service, managing operations at the business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management through a relatively small team of six advisors.

Jonathan Straus is a financial advisor with Commons Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Commons Capital since 2012 and also worked at Mutual Securities, Inc. and Leigh Baldwin & CO., LLC. Straus is a founding principal of Commons Capital, where he remains actively involved in the firm's operations. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment approach incorporating Modern Portfolio Theory, various analytical methods, and a formal risk management discipline, including the use of derivatives and margin for hedging purposes.

Michael Audrain is a Series 65-licensed advisor with Transatlantique Private Wealth LLC, based in Boston, MA. He has six years of industry experience, including seven years at Transatlantique and twelve years at Banque Transatlantique UK. Transatlantique Private Wealth provides discretionary and non-discretionary investment advisory and asset allocation services primarily to high-net-worth individuals, family offices, trusts, and expatriates, with a particular focus on French expatriates in the United States and U.S. persons holding euro-denominated assets. The firm’s investment approach combines top-down macro analysis with bottom-up fundamental and technical research, supported by affiliated European teams, and offers tailored portfolio construction alongside access to private commingled funds.

Luigi Altieri is a financial advisor with Trust Advisory Group Ltd and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Stonex Securities Inc, AGES Financial Services Ltd, and his own CPA firm, Louis Altieri, CPA, LLC. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm uses a variety of investment strategies, including proprietary models and third-party platforms, and is part of StoneX Advisors Inc. following a recent acquisition.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 65 and Series 63 designations and previously worked at T. Rowe Price for four years. Outside of advising, she had a one-year role at Everybody Water. BostonPremier Wealth is a seven-advisor team that provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm manages approximately $525 million across 749 client relationships using discretionary, model-based portfolios with a top-down asset allocation approach.

Ryan Belanger is a CFP® with 22 years of industry experience and is a managing principal at Claro Advisors Inc. in Boston, MA, where he has worked since 2012. He has held positions at Mutual Securities, Inc. during the same period. Outside of his advisory role, Belanger volunteers on the executive committee for the American Cancer Society’s local chapter, assisting with annual fundraising events. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility, offers proprietary strategies, and manages pooled-vehicle investments for qualified investors.

Daniel Duval is a financial advisor with Genesis Wealth Advisors, LLC in Stoughton, MA. He holds a Series 65 designation and has 11 years of industry experience. Duval has been with Genesis Wealth Advisors since 2012, working as part of a six-advisor team. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a notable use of model portfolios and detailed performance reporting.

Abraham Kirby Galen is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 license with three years of industry experience. Prior to joining Single Point Partners, he worked at Hopkins School and King’s Academy. He is also the founder of Taxes for Beginners, a tax preparation business started in 2021. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes index-based ETFs alongside other investment vehicles and offers a fixed-dollar fee model distinct from typical asset-based pricing.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP in Boston, MA, with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. Outside of his advisory role, Jules is involved as an independent trustee for the Tidal Trust III Fund and acts as a strategic advisor for Ixelles Management S.R.L., focusing on investments in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed accounts, sub-advisory clients, and high-net-worth individuals. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and uses ETFs, derivatives, and borrowing for tactical exposures.

Patrick Robb is a Series 65-licensed financial advisor with Marble Harbor Investment Counsel, LLC in Boston, MA, where he has worked since 2008. He has 18 years of industry experience. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term focus, complemented by laddered fixed-income holdings and generally low turnover.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Allison Leary is a financial advisor at MSA Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Securities America Inc. Outside of her advisory role, she is also an independent insurance agent. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions with investment advisory, financial planning, and retirement-plan services. The firm uses a strategic asset-allocation approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.

Alexa Fattore is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Single Point Partners in Boston, MA. Her prior experience includes roles at Corrigan Financial, Inc. and Providence Equity Partners, LLC. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm emphasizes client-specific asset allocation, primarily using index-based ETFs alongside other investment vehicles, and operates under a fixed-dollar fee structure rather than asset-based or performance fees.

Lucas Pavlatos is a CFP® professional with nine years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2024. His prior experience includes roles at John Hancock and Manulife John Hancock Brokerage Services. WinCap Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term portfolios, trading tactically as market conditions or client needs warrant.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Paul Matherwiez is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Siharum Advisors, LLC since 2013, where he works as part of a two-advisor team. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining active and index-based strategies through third-party managers to build diversified portfolios tailored to client needs.