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.

Sherif Atia is a CFP® with seven years of experience in the financial services industry. He has worked at Hoopoe Advisors and Hoopoe Capital Markets since 2019 and spent one year with Bankers Life prior to that. He also conducts fixed insurance sales as a secondary business activity. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, as well as select charitable organizations, small businesses, and retirement plans. The firm employs tailored investment strategies combining mutual funds, ETFs, equities, fixed income, and alternative investments, with regular portfolio reviews and tax-efficient management practices.

Ryan Schoffield is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Keenan Financial, he worked at Capital Advisory Group, LLC and has a background in education at Bryant University and Merrimack Valley High School. Outside of his advisory role, Schoffield is a licensed insurance agent who occasionally offers commission-based insurance products. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction using various asset classes and analytical methods, and offers affiliated insurance and tax preparation services.

Kevin Latu is a financial advisor at 3Edge Asset Management, LP with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vigilant Distributors LLC and Equitable Advisors. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing.

Edwin Hamlin is a CFP® professional with five years of industry experience. He currently works at Clarendon Private LLC and has previously held roles at First Citizens Bancshares, SVB Wealth, and Boston Private Wealth. His background includes work in wealth management at both regional firms and private banks. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using fundamental and technical analysis across various asset classes while conducting ongoing account monitoring and oversight of recommended independent managers.

Jeffrey Spencer is a financial advisor at Wood Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Hornor Townsend & Kent Inc and Concord Wealth Management. Outside of his advisory role, he is involved with Southernmost Financial Group, LLC, an insurance brokerage. Wood Wealth Group serves individual and high-net-worth clients with portfolio management and financial planning services, utilizing a range of investment strategies that include fundamental analysis, modern portfolio theory, and technical analysis. The firm manages approximately $56 million in client assets through a small team of six advisors and offers both discretionary and non-discretionary management tailored to client goals.

James Potter is a financial advisor at Brock Hill Wealth Management with three years of industry experience. He has worked at AWH Financial, LLC since 2023 and co-owns Potter & Szabo CPA PC, a CPA firm he has been involved with since 2022. Prior to that, he led James R. Potter CPA PC for over 25 years. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in assets and employs a wide range of analytical approaches and investment strategies tailored to client objectives.

Lawrence Miller is a financial advisor at Family Fiduciary Services, Inc. in Newton, MA, holding a Series 65 designation with 17 years of industry experience. He has been with Family Fiduciary Services since 2008 and also serves as president of Mediphase Management, a private equity firm focused on healthcare and life sciences investments. Family Fiduciary Services serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and comprehensive financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, with distinctive services including corporate trustee roles and bill-paying and tax-organization options.

Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.

John Shreenan Jr. is a financial advisor at Empirical Asset Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA-CREF and Tiaa, as well as involvement with Uber Technologies, Inc. and Amada Senior Care. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, institutions, and other advisers. The firm employs a rules-based, long-term investment approach using diversified portfolios composed of low-cost ETFs, mutual funds, and select securities.