Timothy Malloy is a CFP® and holds a Series 65 license, with 12 years of industry experience. He has been with Birch Hill Investment Advisors LLC in Boston, MA since 2013. Birch Hill provides investment advisory and portfolio management services to individuals, trusts, IRAs, endowments, and foundations, employing a fundamental, quality-oriented, long-term approach with integrated ESG factors. The firm manages approximately $2.65 billion in discretionary assets with a small team, focusing on customized portfolios and coordination with clients’ broader financial advisors.

Jane Barney is a CFP® with 23 years of industry experience and has been with TFC Financial Management Inc. in Boston, MA since 2007. She holds Series 63 and Series 65 licenses and serves as a trustee managing investments and distributions for beneficiaries of a trust. TFC Financial Management, Inc. provides discretionary investment management and financial planning primarily for high-net-worth individuals and nonprofit organizations. The firm uses a globally diversified, multi-asset approach with open-architecture portfolios tailored to each client's Investment Policy Statement.

James Liberman is a financial advisor with Chicago Capital Management Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. His prior roles include positions at American Trust Investment Services, Revere Securities, and Wells Fargo Advisors. Outside of advisory work, he is an author and serves on advisory boards, including Dynocardia, Inc. and D2 Consulting. Chicago Capital Management Advisors provides portfolio management and comprehensive financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a fundamental, bottoms-up investment approach across multiple strategies and offers customized portfolios tailored to client risk profiles.

Paul Welch is a financial advisor at 93 Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Zi Jia Fu is a financial advisor at IRC Wealth in Boston, MA, holding a Series 65 designation with four years of industry experience. Prior to joining IRC Wealth in 2021, Zi Jia worked at Hooli Home Boston and Brandeis University, as well as HangZhou SiRui GuanTong Asset Management. IRC Wealth provides advisory services to individuals, corporations, and retirement plans, offering financial planning, portfolio management, and retirement plan consulting. The firm emphasizes long-term value and income-oriented investment strategies, incorporating stocks, ETFs, options, and cash equivalents, and is notable for its affiliation with a separately registered Commodity Trading Advisor.

Andrew Nigrelli is a financial advisor at Connective Wealth Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Northeast Planning Associates, and Tifin. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, utilizing a range of securities and alternative investments, and operates through multiple offices with a team of ten advisors.

Michael Cooney is a financial advisor at Claro Advisors Inc. in Boston, MA, with 34 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and One Charles Wealth. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm integrates fundamental analysis and a long-term investment approach, incorporating AI tools and proprietary strategies, and manages both individual portfolios and pooled investment vehicles.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. Prior to joining Bay Colony, he operated Glazier Financial Advisors for three years. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach using diversified mutual funds, ETFs, and selective alternative investments, managing approximately $1.26 billion in client assets across about 30 advisors.

Timothy Nash is a CFA® charterholder with 25 years of industry experience. He is a financial advisor at Aequitas Investment Advisors, LLC and previously worked at Citigroup from 2015 to 2017. Aequitas Investment Advisors serves individuals, including high-net-worth clients, charitable foundations, and non-profits by providing financial planning, portfolio management, consulting, and annual portfolio reviews. The firm emphasizes a target asset allocation approach, long-term buy-and-hold strategies, and manages most accounts on a non-discretionary, consultative basis.

Rosalie Cryan is a CFA® charterholder and holds a Series 66 license, with six years of industry experience. She has been with Goodman Advisory Group, LLC since 2019 and previously worked at LPL Financial, LLC, Boston College, and Goucher College. Goodman Advisory Group provides investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm’s four-advisor team manages approximately $370 million across about 430 client relationships, offering discretionary portfolio management alongside standalone financial planning and consulting services.

Ryan Pitard is a financial advisor at Rise North Capital Investment Advisors with three years of industry experience. He holds a Series 65 designation and has worked at Foundations Investment Advisors, LLC, National Life Group, Northwestern Mutual, and Fidelity Investments. He is also an independent insurance agent providing life insurance and annuity solutions. Rise North Capital Investment Advisors offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a co-advisor model for portfolio management and provides public educational workshops and comprehensive ongoing planning services.

Michael Cammarata is a CFP® with 21 years of industry experience, currently serving as an advisor at MSA Financial in Braintree, MA. He previously worked at Securities America, Inc. for 20 years and has been with Marino, Stram & Associates for over two decades. Outside of his advisory role, he is also a licensed independent insurance agent. MSA Financial is a team-based firm managing over $1.16 billion for approximately 1,300 clients. The firm provides customized portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, business entities, and financial institutions, utilizing both fundamental and technical analysis within a strategic asset-allocation framework.

Anthony Speziale is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AGES Financial Services, Ltd and StoneX Securities Inc. Outside of his advisory role, he serves as president of KLP Associates Inc dba Tax Shop & Financial Center, where he manages tax, accounting, and payroll services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering a range of portfolio management, financial planning, and consulting services through about 30 advisors. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary model solutions, and manager-of-managers strategies, utilizing third-party platforms and a variety of investment vehicles.

Grenville Anderson is a financial advisor at Middleton & Company Inc. in Boston, MA, holding a Series 63 designation with four years of industry experience. He has worked at Middleton & Company since 2021 and previously spent 22 years at Fiduciary Trust Company. Middleton & Company provides discretionary investment management to individuals, families, trusts, endowments, foundations, and ERISA-covered retirement plans, managing approximately $1.159 billion in client assets as of December 31, 2024. The firm employs a fundamental analysis-based investment process focused on U.S. exchange-listed stocks, SEC-registered funds, and investment-grade bonds across multiple strategies, including tax-sensitive and tactical approaches.

Warren Mulhern is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His previous roles include three years at HJ SIMS & Co. and a two-year career break prior to joining Empirical in 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to build diversified portfolios from low-cost ETFs, mutual funds, and select individual securities.

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.