Michael Bergeron is a financial advisor at Flagship Wealth Advisors, LLC and has 16 years of experience running the Law Office of Michael Bergeron. He is based in Wakefield, MA. Flagship Wealth Advisors, LLC provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified exposure to mutual funds, ETFs, and selected variable annuity sub-accounts, offering portfolio management and retirement plan consulting through its Vision2020 Wealth Management platform.

Jonathan Phillips is a financial advisor at Penobscot Investment Management Company, Inc. in Boston, MA, with 22 years of industry experience. He has been with Penobscot since 2002. Phillips serves as co-trustee on two family trusts of a former co-worker. 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 emphasizes diversified equity holdings focused on dividend-growth companies and incorporates ESG screening in its investment process.

Thomas Boyle is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at CIP Capital Management LLC since 2024 and has been involved with Comprehensive Insurance Providers, a fixed insurance business, since 2013. Davinci Capital Management provides advisory services to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering individualized portfolio management, retirement plan consulting, and access to third-party money managers. The firm operates primarily on a non-discretionary basis with client approval required for trades.

Sarah Rioux is a CFP® and Series 65-registered advisor with three years of industry experience. She has worked at TFC Financial Management Inc since 2026 and previously spent four years at Connecticut Wealth Management, LLC. TFC Financial Management is a fee-only SEC-registered advisory firm serving primarily high-net-worth individuals and nonprofit organizations. The firm manages about $1.78 billion through a team of 11 advisors and offers discretionary investment management, comprehensive and targeted financial planning, and investment consulting, using globally diversified, multi-asset class portfolios with a mix of passive and active strategies.

Paul Adams is a financial advisor at Wood Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Hornor Townsend & Kent Inc, Concord Wealth Management, and Penn Mutual Life Insurance Co. He serves on the finance committee for the Most Blessed Sacrament and Incarnation Parish collaborative. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, employing fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary and non-discretionary investment management, preparing Investment Policy Statements to align client goals, risk tolerance, and asset allocation.

Stuart Long is a CFA® charterholder with 20 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC and has previously worked at Mass Mutual Investors Services, MetLife Securities Inc., and Baystate Wealth Management. Mariner Managed Account Solutions provides fee-based portfolio management and wrap-fee program services to a diverse client base, including individuals, corporate plans, trusts, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within client-specific Investment Policy Statements.

William Mccance is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc., Trust Advisory Group Ltd, AGES Financial Services, Ltd., and WHM Financial Services. Outside of his advisory role, he serves as managing member of an OSJ management company and as president and chairman of a holding company currently winding down operations. 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 consulting through approximately 30 advisors. The firm employs a range of investment approaches including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, supported by third-party platforms and a recent acquisition by StoneX Advisors Inc.

Isaiah Gonsalves is a financial advisor with Keenan Financial in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Keenan Financial, he has worked in various roles including at Master Kim's Taekwondo Institute. Outside of his advisory work, he is a licensed insurance agent who occasionally offers commissionable insurance products to clients. 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 and quantitative analysis.

Abdikarim Ali is a financial advisor at Hoopoe Advisors in Boston, MA, with 12 years of industry experience. He has been with Hoopoe Advisors since 2017 and previously worked at LPL Financial from 2013 to 2017. He also maintains a long-term association with GalooF & Associates since 2007. Hoopoe Advisors primarily serves individual and high-net-worth clients, offering comprehensive wealth management including financial planning, retirement-plan advisory, and portfolio management. The firm employs a personalized investment approach using fundamental, technical, and cyclical analysis across a broad range of asset classes, providing both discretionary and non-discretionary management.

Stephen Stabile is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 license and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates since 2003. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust for a family member. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach using advisor-managed and model portfolio programs, with an emphasis on mutual funds and ETFs.

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Alta Wealth Advisors and LPL Financial, he held roles at MassMutual Life Insurance Co, Baystate Financial, and Mass Mutual Investors Services. Outside of finance, his background includes work with Varsity Movers and involvement with Upcycle Inc. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million in assets. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Patricia Welsh is a CFP® professional with 21 years of industry experience. She is currently with Fox Hill Wealth Management, where she has worked since 2022, and has prior experience at Beck Bode Wealth Management and Private Advisor Group, LLC, among others. Fox Hill Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing financial planning, investment management, retirement plan consulting and management, and coordinating estate-planning with third-party specialists. The firm uses an asset-allocation framework that combines passive and active strategies, employing both model portfolios and customized allocations when appropriate.

Dylan Brix is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He is currently with Boston Family Office LLC, where he has worked since 2020. Prior to this, he was with Reynders, McVeigh Capital Management, LLC from 2017 to 2020 and spent a year at athenahealth, Inc. Boston Family Office LLC provides personalized investment advisory services primarily to individuals, family groups, trusts, and charitable organizations. The firm manages individually tailored portfolios using fundamental analysis and assigns portfolio managers to specific economic sectors, incorporating tax considerations and client-specific needs.

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Jacob Monroe is an investment adviser representative with Keenan Financial in Boston, MA, holding a Series 65 credential and one year of industry experience. Prior to joining Keenan Financial, he worked at The Hockey Path and PUBLIC Consulting Group. He is also a licensed insurance agent who occasionally offers commissionable insurance products to clients. Keenan Financial serves individuals, high-net-worth clients, and corporate entities with portfolio management and financial planning services, utilizing a documented risk-profile questionnaire to guide diversified portfolio construction primarily through ETFs, mutual funds, annuities, equities, and fixed income.

Thomas Powers III is a financial advisor at Eagleclaw Capital Management LLC in Boston, MA, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has been affiliated with Moors & Cabot Inc since 2009. Outside of his advisory role, he serves as a co-trustee on a revocable trust without compensation. Eagleclaw Capital Management serves families, individual investors, not-for-profits, and endowments, offering discretionary and non-discretionary portfolio management through various arrangements. The firm employs a non-consensus, contrarian investment approach combining fundamental analysis with a technical overlay, focusing on businesses with durable competitive positions and integrating tax and diversification considerations.

Leann Sullivan is a CFP® professional with 21 years of industry experience, currently serving at TFC Financial Management Inc. since 2001. She holds Series 63 and Series 65 licenses and is based in Boston, MA. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations, managing approximately $1.537 billion for about 409 clients. The firm employs a globally diversified, multi-asset investment approach with an open-architecture model, using no-load mutual funds and ETFs supplemented by selective active strategies.

Susan Big is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been affiliated with Royal Alliance Associates since 2007 and serves as an investment advisory representative at Flagship Wealth Advisors. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio options.

Matthew Biggar is a CFP® and CFA® with 24 years of industry experience. He has worked at Stage Harbor Financial since 2018 and previously spent over 16 years with Weston Securities Corporation and Weston Financial. Outside of his advisory role, he is an owner and partner of GBH Partners LLC, an entity involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies, and manages over $1.09 billion in client assets with support from Fidelity.