Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. Pisciotta is a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management primarily serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation services, and retirement plan consulting, operating mainly on a non-discretionary basis with client approval required for trades.

Michael Gurney is a financial advisor with Johnson Brunetti and holds a Series 65 designation. He has worked in the industry since 2022, including roles at JB Capital, Morgen Camp Care, and Doble Lebranti Financial Group. His prior experience includes positions outside the financial sector, such as at Bryant University and various municipal roles. Johnson Brunetti is a multi-advisor firm offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and uses fundamental analysis to tailor portfolio strategies according to client needs and risk tolerance.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. 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 employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Hamilton Coiscou is a financial advisor at Liberty Forge LLC in Boston, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Liberty Forge in 2026, he worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Fidelity Investments, among other roles. Liberty Forge, operating as Civic Financial, provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm focuses on a long-term, allocation-driven investment approach using ETFs, third-party model portfolios, and selective individual equity and alternative positions.

Eric Jostrom is a financial advisor at Ipswich Investment Management Company, Inc with 17 years of industry experience. He has been with Ipswich since 2007. Outside of his advisory role, he serves as a director for both Scully Signal Co. and Iceman Capital Ltd. Ipswich Investment Management provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, pension, and corporate accounts. The firm employs a long-term, low-turnover investment approach focused on equities managed by capable managers and highly rated fixed income, with portfolio allocations tailored to client objectives and tax considerations.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at Credit Suisse Securities, Eaton Vance WaterOak Advisors, and Brookline Bancorp. Clarendon Private provides discretionary wealth management, investment management, and financial planning services primarily to high-net-worth individuals, trusts, estates, endowments, and businesses, typically managing relationships of $3 million or more. The firm employs a long-term investment approach that incorporates fundamental and technical analysis, using a variety of investment vehicles and strategies tailored to client needs.

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Benjamin House is a financial advisor at Stonehearth Capital Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and TD Ameritrade. His background also includes roles in education at Gordon College and St Johns Prep. Stonehearth Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $386.7 million in assets and employs a team-based approach with customized portfolios across four core strategies, incorporating proprietary screening tools and tax-aware practices.

Eugene Covino is a CFP® professional at Catalyst Financial Partners with five years of industry experience. He worked at BNY Mellon Corp for ten years prior to joining Catalyst in 2021. Outside of his advisory role, he manages Clark and Cleveland LLC, a small rental property business. Catalyst Financial Partners is a team-based firm serving high-net-worth individuals, family offices, and institutions with discretionary and non-discretionary wealth management and multi-asset portfolio services. The firm employs long-term, diversified investment strategies and offers access to private funds and a wrap-fee program combining advisory, execution, custody, and reporting.

Alan Arcadipane is a financial advisor at Riverview Capital Advisers LLC with 22 years of industry experience. He has been with Riverview since 2006. Outside of his advisory role, Alan is principal of several private investment firms involved in private equity and hospitality, including R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth planning, family office, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees an additional $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis in its portfolio management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. in Boston, MA, holding Series 65 and Series 63 designations with 30 years of industry experience. His prior roles include positions at Measured Wealth Private Client Group, Boston Private Wealth, and SEI Investments Management Corp. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations with portfolio management, fee-based financial planning, consulting, and advice-only services. The firm employs a range of analysis methods and investment strategies, utilizes third-party and affiliated sub-advisors, and offers commissionable brokerage and insurance services alongside advisory solutions.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC in Boston, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Flagship Harbor Advisors and LPL Financial since 2011. Laurenz teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors is an SEC-registered firm that serves individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual securities, and third-party managed accounts.

Stephanie Pascual is a financial advisor at Trillium Asset Management with three years of industry experience. She holds a Series 65 designation and has worked at Trillium since 2018, following three years at FSG. Trillium Asset Management provides discretionary portfolio management to a range of clients, including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis combined with integrated ESG research and active ownership strategies.

John Sullivan is a financial advisor at Moors & Cabot, Inc. with 40 years of industry experience. He has held positions at Bank of America and Merrill prior to joining Moors & Cabot in 2017. Sullivan holds Series 63 and Series 66 licenses. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analytical approaches and investment strategies.

Cheryl Smith is a CFA® charterholder with 28 years of industry experience, currently serving at Trillium Asset Management since 1997. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Trillium Asset Management provides discretionary portfolio management to a diverse client base including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and active ownership, offering equity, fixed-income, and balanced strategies while also acting as sub-adviser to registered and non-U.S. funds and advising a private fund of private funds.

Robert Bosco is a CFP® with 18 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He is also a Principal of CliftonLarsonAllen LLP, the parent public accounting firm. Outside of his advisory role, Bosco serves on the boards of several nonprofit arts and community organizations, including the Orlando Shakespeare Theater and Central Florida Community Arts, and holds the position of Vice Chair at the Gracia B. Livingston Foundation. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities, offering a range of financial planning, business succession consulting, and investment management solutions supported by multidisciplinary planning through its parent firm.

John Berry is a financial advisor at CW Advisors, LLC in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Congress Wealth Management, LLC since 2016. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.