Kathleen Cefalu is a financial advisor at Downtown Wealth Studios, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill from 2019 to 2023. Downtown Wealth Studios provides customized wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm typically manages accounts on a non-discretionary basis, combining fundamental and technical analysis to construct portfolios of equities, ETFs, mutual funds, and bonds.

Karl Fries is a CFA® charterholder with four years of experience at Arjuna Capital, LLC. Prior to joining Arjuna Capital, he worked for seven years at the Appalachian Mountain Club. Arjuna Capital provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm integrates sustainability factors into its investment approach and manages private funds focused on private equity, venture capital, debt investments, and impact lending.

George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.

Joseph Lepore is a financial advisor at WinCap Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments for six years and Calton & Associates, Inc. for two years. In addition to his advisory role, he serves as an adjunct professor at Endicott College's school of business. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis and customizes long-term asset allocations while trading tactically based on market conditions or client needs.

Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.

David Grey is a financial advisor with Family Fiduciary Services, Inc. in Beverly, MA, where he has worked since 2007. He holds a Series 65 designation and has 21 years of industry experience. Grey also leads Grey Investments and serves as president of Family Fiduciary Services, managing operations including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management, financial planning, and 401(k) advisory services to individuals, corporations, trusts, and foundations. The firm offers corporate trustee services and emphasizes long-term asset allocation, diversification, and tax sensitivity in its investment approach.

Matthew Safford is a financial advisor at Nicholas H. Safford & Co., Inc. with a Series 65 designation and three years of industry experience. Before joining the firm in 2022, he worked at Deloitte & Touche for two years and attended Bowdoin College. Nicholas H. Safford & Co., Inc. is a four-advisor team managing approximately $1.8 billion in assets, primarily serving individuals, high-net-worth clients, and institutions. The firm’s investment approach is based on in-house fundamental research and focuses on high-quality, dividend-paying companies, managing most assets on a non-discretionary basis with client-directed brokerage.

Janell Phillips is a CFA® charterholder with 10 years of industry experience. She has worked at Ipswich Investment Management Company, Inc since 2017 and previously spent 11 years at Boston Financial Management Inc. 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 at attractive risk-adjusted valuations and highly rated fixed income for diversification, with decisions overseen by an internal Investment Committee.

Thomas Vautin is a CFP® and ChFC® with 20 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on client objectives and risk tolerance, using a mix of individual securities, mutual funds, and ETFs, and combines fundamental and technical analysis with ongoing monitoring and rebalancing.

Craig Goryl is a CFA® charterholder with 12 years of industry experience, currently serving at Cabot Wealth Management. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios using individual stocks, bonds, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Natasha Lamb is a financial advisor at Arjuna Capital, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Arjuna Capital since 2016. Lamb is also the managing partner and owner of New Summit Investments, LLC, an investment-related business advising pooled investment vehicles. Arjuna Capital provides investment advisory and financial planning services to individuals, trusts, charitable organizations, and business entities, managing approximately $642 million in discretionary assets. The firm integrates sustainability factors into its public and private market strategies and operates as a private fund adviser with a focus on impact investing.

Robert Murphy is a financial advisor at BlueDoor Private Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Little House Capital, LLC and East Coast Asset Management, LLC. Outside of advisory work, Murphy is involved with the Winchester Hospital Advisory Board and maintains CPA-related tax business activities. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment orientation.

Evan Campbell is a CFA® charterholder with one year of experience at J.M. Arbour, LLC. He previously spent 17 years at Delphi Management. J.M. Arbour serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charities, and other business entities. The firm provides comprehensive financial planning, discretionary portfolio management, retirement plan consulting, and sub-advisory services, often using model portfolios developed by third-party providers and overseeing ongoing customization and rebalancing.

Stephen Wilchins is a financial advisor at Family Fiduciary Services, Inc. with 18 years of industry experience. He is a partner and director at Seegel, Lipshutz & Wilchins, LLP, where he practices law specializing in complex corporate and estate planning matters. His career also includes longstanding roles at City Management & Consulting Inc, USI Investment Advisors Inc, and Lakeside School. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, and provides distinctive services such as acting as corporate trustee and offering bill-paying and tax-organization support.

Tyler Swaim is a financial advisor at Cabot Wealth Management with seven years of industry experience. He has been with Cabot Wealth Management since 2018 and previously worked at Congress Wealth Management from 2015 to 2018. Tyler holds a Series 65 designation. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes client allocations using individual securities, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.

Benjamin Muchler is a CFP® with 19 years of industry experience. He has been with Boston Research and Management, Inc. since 2014. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm uses a fundamental research-based investment process with bottom-up and top-down analysis, proprietary screening models, and an intrinsic-value framework, while also offering fiduciary retirement-plan advisory services.

Meghan Flynn is a CFP® with 10 years of industry experience, currently serving at Boston Research and Management, Inc. She previously worked at Gorton & Company Inc. and UBS Financial Services Inc. Boston Research and Management provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and other business entities. The firm employs a fundamental research-driven investment process and offers discretionary portfolio management, holistic financial planning, and retirement-plan advisory services as an ERISA fiduciary.

James Gasparello is a Series 65-licensed financial advisor at Cabot Wealth Management with 28 years of industry experience. He has been with Cabot Money Management, Inc. since 1996. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, nonprofits, and business clients. The firm customizes portfolios using a mix of individual securities, mutual funds, and ETFs, and offers investment management alongside financial planning and selective in-house tax services.