James Bode is a financial advisor at Beck Bode LLC in Dedham, MA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Compass Rose Private Investment Management since 2023 and has been with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2016 and 2015, respectively. Beck Bode Wealth Management, LLC is a part owner of Boston Retirement Advisors, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including dividend-paying equities and a short-term, high-leverage options approach, tailoring allocations to client goals and risk tolerance.

Todd Rice is a financial advisor with Algorithmic Investment Models and holds Series 63 and Series 65 credentials. He has four years of industry experience, all with Algorithmic Investment Models, LLC, where he has worked since 2022. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a diverse client base, including RIAs, institutional investors, high-net-worth individuals, and government clients. The firm uses a quantitative, technology-driven investment process featuring machine learning and behavioral-finance concepts to deliver daily ETF rankings and tactical allocations.

John Mulligan is a financial advisor with Johnson Brunetti, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Fidelity Investments and Cambridge Savings Bank. He also has teaching experience from Concord Carlisle High School and Providence College and was involved with Patriot Hoop Clinics for five years. Johnson Brunetti (JB Capital) provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm’s investment approach is based on fundamental analysis and customized portfolio management aligned with clients’ risk tolerances.

Mary Evans is a CFP® professional with 11 years of industry experience. She has worked at Pinney & Scofield, Inc. since 2019 and previously spent seven years at TFC Financial Management, Inc. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management, focusing on diversified portfolios based on modern portfolio theory and market efficiency. The firm manages approximately $743 million in discretionary assets with a small advisory team and operates on a fee-only basis.

Caley Surro is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 credential with two years of industry experience. Prior to joining Keenan Financial, Surro spent three years at the University of South Florida. Outside of advisory services, Surro is also a licensed insurance agent, providing clients with insurance information as requested. Keenan Financial serves individuals, high-net-worth clients, and corporate accounts, offering portfolio management, financial planning, and tax-preparation services. The firm employs a risk-profile questionnaire to tailor investment allocations across ETFs, mutual funds, equities, fixed income, and insurance-based annuities.

Lori Patterson is a financial advisor with Centerpoint Advisors, LLC in Needham, MA, holding a Series 66 designation and 23 years of industry experience. She has worked at Centerpoint Advisors since 2012 and previously at Arthur W. Wood Company, Inc. since 2016. Outside of her advisory role, she works as a hostess at Lafayette House, a restaurant in Foxborough, MA. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm emphasizes a fixed-income focus and integrates family-office style services within its wealth management program.

Patrick Kearney is a financial advisor at Brock Hill Wealth Management with two years of industry experience. He serves as a professor at Massachusetts Maritime Academy and is the owner of a fishing charter business. Kearney also holds positions as a state representative for the 4th Plymouth District in Massachusetts and as an officer in the U.S. Navy Reserve. Brock Hill Wealth Management serves individuals, trusts, corporations, and retirement plans, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment approach and provides corporate-level consulting alongside traditional advisory services.

Brian Wickett is a Series 65-licensed financial advisor with Beck Bode LLC in Dedham, MA, where he has worked since 2016. He has nine years of industry experience. Outside his advisory role, he has been affiliated with the Boston Racquet Club since 1998. Beck Bode 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, including an emphasis on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Robert Napolitano is a financial advisor at Napier Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Truro Asset Management and LPL Financial. Outside of his advisory work, he is involved with managing private real estate investment funds through affiliated entities. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations, offering discretionary investment management, financial planning, and trustee services. The firm utilizes a macro-economic, top-down asset allocation approach and incorporates private real estate funds managed through affiliated entities as part of its investment offerings.

Claire Smith is a CFP® with 11 years of industry experience. She is currently with Stablepoint Partners, LLC, where she has worked since 2023. Prior to that, she held roles at Morgan Stanley and Columbia Management Investment Advisers, Inc. Smith is also involved in insurance sales on a limited basis. Stablepoint Partners provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm delivers customized, primarily long-term investment strategies using a range of securities and employs both fundamental and technical analysis with ongoing monitoring and formal reviews.

Jamal Khatib is a financial advisor at Hoopoe Advisors in Boston, MA, with six years of industry experience. He holds the Series 66 designation and has worked previously at Boston Consulting Group, BMO Capital Markets, and the U.S. Embassy in Qatar. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, using tailored investment strategies that include a mix of mutual funds, ETFs, equities, fixed income, and alternative investments. The firm also serves charitable organizations, small businesses, and pension/retirement plans.

Mohammad Kaleem is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Hoopoe Advisors since 2016 and was previously with LPL Financial for one year. Kaleem is also a co-founder and managing partner of Strengthening Families & Communities, LLC. 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 uses tailored investment strategies incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, with regular account reviews and tax-efficient management.

Max Levine is a financial advisor at Woodstock Wealth Management, Inc. with four years of industry experience. He previously worked at Fidelity Investments and has a background that includes roles outside finance, such as with Konica Minolta Business Solutions and 6ONE7 Productions. Woodstock Wealth Management, Inc. provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, charities, and retirement plans. The firm manages client assets using various investment vehicles and strategies and offers a performance-fee program alongside standard AUM arrangements.

Renee Kwok is a CFP® professional with 24 years of industry experience, currently serving at TFC Financial Management Inc in Boston, MA. She has been with the firm since 1991, totaling 35 years in her financial career. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for about 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset class investment approach combining passive core investments with select active managers, emphasizing larger account relationships and maintaining explicit liquidity rules.

Shane Kelly is a CFP® and CFA® with five years of industry experience. He is currently an advisor at Mayport Wealth Management, where he has worked since 2023. His prior experience includes roles at HarbourVest Partners and Putnam Investments, as well as positions outside the financial sector at the Suffolk District Attorney's Office and with the Boston Red Sox. Mayport Wealth Management provides comprehensive wealth management services to individuals, corporations, trusts, and estates. The firm focuses on goals-based financial planning combined with discretionary investment management, emphasizing low-cost, broadly diversified funds and a long-term investment approach.

Brian Harrison is a CFP® professional with 25 years of industry experience, currently serving at SAVVI Financial LLC. His background includes roles at Brooklight Place Securities, Saltzman Associates, and Mutual of Omaha, among others. Outside of financial advising, he is the president and owner of Harry Has It, Inc., a company involved in buying and selling goods on auction websites. SAVVI Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using proprietary quantitative models to deliver personalized, goal-based financial planning and retirement strategies. The firm combines an online platform with human support and emphasizes an employer-focused delivery model.

James Williams is a financial advisor at Hoopoe Advisors with 13 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2012 to 2017. Additionally, he operates James A Williams & Co. LLC, where he provides accounting services and occasionally offers clients advice or products from this activity. Hoopoe Advisors serves primarily individual and high-net-worth clients, as well as charities, small businesses, and self-trusteed pension plans. The firm provides comprehensive wealth management, including financial planning, retirement-plan advisory, and portfolio management, using a personalized investment approach that incorporates fundamental, technical, and cyclical analysis across various asset classes.

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.