Luigi Altieri is a financial advisor with Trust Advisory Group Ltd and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Stonex Securities Inc, AGES Financial Services Ltd, and his own CPA firm, Louis Altieri, CPA, LLC. 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 ERISA consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm uses a variety of investment strategies, including proprietary models and third-party platforms, and is part of StoneX Advisors Inc. following a recent acquisition.

Vincent Savio is a financial advisor at Beck Bode LLC with one year of industry experience. He holds a Series 65 designation and has worked with Beck Bode Wealth Management and Private Advisor Group, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm emphasizes fundamental analysis and proprietary Growth and Income Growth strategies, with tailored asset allocation based on client goals and risk tolerance.

Ryan Belanger is a CFP® with 22 years of industry experience and is a managing principal at Claro Advisors Inc. in Boston, MA, where he has worked since 2012. He has held positions at Mutual Securities, Inc. during the same period. Outside of his advisory role, Belanger volunteers on the executive committee for the American Cancer Society’s local chapter, assisting with annual fundraising events. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, retirement plan advisory, and related consulting services. The firm employs a fundamental, long-term investment approach with tactical flexibility, offers proprietary strategies, and manages pooled-vehicle investments for qualified investors.

David Khouri is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

Abraham Kirby Galen is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 license with three years of industry experience. Prior to joining Single Point Partners, he worked at Hopkins School and King’s Academy. He is also the founder of Taxes for Beginners, a tax preparation business started in 2021. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes index-based ETFs alongside other investment vehicles and offers a fixed-dollar fee model distinct from typical asset-based pricing.

Lawrence Jules is a financial advisor at 3EDGE Asset Management, LP in Boston, MA, with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. Outside of his advisory role, Jules is involved as an independent trustee for the Tidal Trust III Fund and acts as a strategic advisor for Ixelles Management S.R.L., focusing on investments in real estate, transportation, and start-ups. 3EDGE Asset Management is a discretionary investment manager serving separately managed accounts, sub-advisory clients, and high-net-worth individuals. The firm employs a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and uses ETFs, derivatives, and borrowing for tactical exposures.

Patrick Robb is a Series 65-licensed financial advisor with Marble Harbor Investment Counsel, LLC in Boston, MA, where he has worked since 2008. He has 18 years of industry experience. Marble Harbor Investment Counsel provides discretionary and non-discretionary investment advisory services to individuals, trusts, foundations, corporations, and pooled investment vehicles. The firm emphasizes fundamental analysis and concentrated portfolios of predominantly mid- and large-cap U.S. companies with a long-term focus, complemented by laddered fixed-income holdings and generally low turnover.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.

Alexa Fattore is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Single Point Partners in Boston, MA. Her prior experience includes roles at Corrigan Financial, Inc. and Providence Equity Partners, LLC. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm emphasizes client-specific asset allocation, primarily using index-based ETFs alongside other investment vehicles, and operates under a fixed-dollar fee structure rather than asset-based or performance fees.

Lucas Pavlatos is a CFP® professional with nine years of industry experience. He is currently with WinCap Financial LLC, where he has worked since 2024. His prior experience includes roles at John Hancock and Manulife John Hancock Brokerage Services. WinCap Financial LLC provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm uses both fundamental and technical analysis to create customized, long-term portfolios, trading tactically as market conditions or client needs warrant.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Paul Matherwiez is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Siharum Advisors, LLC since 2013, where he works as part of a two-advisor team. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining active and index-based strategies through third-party managers to build diversified portfolios tailored to client needs.

Sherif Atia is a CFP® with seven years of experience in the financial services industry. He has worked at Hoopoe Advisors and Hoopoe Capital Markets since 2019 and spent one year with Bankers Life prior to that. He also conducts fixed insurance sales as a secondary business activity. 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 employs tailored investment strategies combining mutual funds, ETFs, equities, fixed income, and alternative investments, with regular portfolio reviews and tax-efficient management practices.

Ryan Schoffield is a financial advisor at Keenan Financial in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Keenan Financial, he worked at Capital Advisory Group, LLC and has a background in education at Bryant University and Merrimack Valley High School. Outside of his advisory role, Schoffield is a licensed insurance agent who occasionally offers commission-based insurance products. Keenan Financial provides portfolio management, financial planning, and related advisory services to individuals, high-net-worth clients, and corporate entities. The firm employs a documented risk-profile questionnaire to guide diversified portfolio construction using various asset classes and analytical methods, and offers affiliated insurance and tax preparation services.

Kevin Latu is a financial advisor at 3Edge Asset Management, LP with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Vigilant Distributors LLC and Equitable Advisors. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other investment advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation process that combines quantitative research with investment committee judgment and ongoing stress testing.

Edwin Hamlin is a CFP® professional with five years of industry experience. He currently works at Clarendon Private LLC and has previously held roles at First Citizens Bancshares, SVB Wealth, and Boston Private Wealth. His background includes work in wealth management at both regional firms and private banks. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term investment approach using fundamental and technical analysis across various asset classes while conducting ongoing account monitoring and oversight of recommended independent managers.

Bryan Amandolare is a CFP® professional with 26 years of industry experience. He is affiliated with Financial Foundations, Inc., where he has worked since 2004, and has prior experience at Commonwealth Financial Network over the same period. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax-efficient strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer wrap fee programs and includes in-house tax preparation services through an affiliated tax professional.