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.

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® professional with 22 years of industry experience. He is affiliated with MSA Financial and has previously worked at Securities America, Inc. for 20 years. Outside of his advisory role, he is a licensed independent insurance agent. MSA Financial serves a broad range of clients including individuals, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and ERISA-focused consulting. The firm employs a long-term, customized investment approach that combines fundamental and technical analysis and incorporates third-party artificial intelligence tools for portfolio management.

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 with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Compass Rose Private Investment Management, Boston Retirement Advisors, Private Advisor Group, and Merrill. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis across various investment strategies and offers ancillary services such as accounting and tax preparation, often managing accounts on a discretionary basis within a fiduciary framework.

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.

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 financial advisor with Stablepoint Partners, LLC, holding the CFP® designation and Series 63 and 65 licenses. She has 11 years of industry experience, including previous roles at Morgan Stanley and Columbia Management. Smith is also involved in insurance sales on a limited basis outside of her advisory work. Stablepoint Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs primarily long-term, customized investment strategies using a range of securities and offers retirement plan advisory services along with support through third-party programs.

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.

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.