Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.

Ethan Somers is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He is currently with Mariner Managed Account Solutions, LLC, where he has worked since 2024. His prior experience includes roles at Baystate Wealth Management and Mass Mutual Investors Services. Mariner Managed Account Solutions provides fee-based discretionary and non-discretionary portfolio management and wrap-fee services to individuals, corporate plans, trusts, foundations, family businesses, and professional athletes. The firm emphasizes asset allocation, downside protection, and active management of passive investments within customized investment policy statements.

Nicholas Nowak is a financial advisor at Claro Advisors Inc. in Boston, MA, with 19 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at William Blair Investment Management and Fidelity Investments Institutional Services Company Inc. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm uses a fundamental, long-term investment approach enhanced by tactical reallocations and employs AI tools and proprietary strategies, including personalized indexing and hedged equity solutions.

Michael Moody is a CFA® charterholder with 30 years of industry experience. He has been with Moody, Lynn & Co. since 1989, which is now part of Moody, Lynn, Lieberson & Walker, LLC. The firm provides discretionary portfolio management and investment counseling to a diverse client base including individuals, families, trusts, pension plans, charitable institutions, and private investment funds. Moody, Lynn, Lieberson & Walker employs a multi-factor, global growth-oriented investment process with concentrated equity portfolios and a fixed-income sleeve, managing approximately $2.2 billion in assets across nearly 500 client accounts.

Bracken Hendricks is a financial advisor at J.M. Forbes & Co. LLP with three years of industry experience. He holds a Series 65 designation and has been with J.M. Forbes since 2022. Outside of his advisory role, Mr. Hendricks is the co-founder, president, and CEO of Urban Energy Advisors, LLC and Ingenuity Power, LLC (d/b/a Urban Ingenuity), organizations involved in financing and developing clean energy projects and advising on public finance programs related to energy efficiency. J.M. Forbes & Co. LLP provides investment advice and portfolio management to individuals, trusts, estates, retirement and pension plans, charitable organizations, and corporations, with a focus on discretionary account management. The firm employs a Growth-at-a-Reasonable-Price (GARP) investment approach centered on a core equity sleeve combined with diversified fixed income and selective use of mutual funds and ETFs.

C. Strachan is a Series 65-licensed financial advisor at Clear Brook Advisors, Inc. in Boston, with seven years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously spent three years at Freeaire. Outside of his advisory role, Mr. Strachan serves on the investment committees of Rio Fuerte Enterprises, LP and Rio Fuerte Capital, LP, which invest on behalf of his extended family. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts. The firm specializes in private investment partnerships and alternative investments, conducting extensive due diligence and offering clients written recommendations while allowing them to retain final decision authority.

David Layden is a financial advisor at Woodstock Corporation in Boston, MA, holding a Series 65 designation with four years of industry experience. He has been associated with Woodstock Services Company since 2008. Woodstock Corporation is an SEC-registered investment adviser managing approximately $1.19 billion in discretionary assets for individuals, families, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on fundamental research in high-quality growth equities and investment-grade debt, providing portfolio management, financial counseling, and custody account services, often in conjunction with Fidelity.

James Welch is a financial advisor at 93 Financial Group, LLC with 18 years of industry experience. He holds a Series 65 designation 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 emphasizes one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations typically implemented with mutual funds and ETFs.

Casey Huffman is a financial advisor with Keenan Financial in Boston, MA, holding a Series 65 designation and five years of industry experience. Prior to his current advisory role, he worked in operations and facilities at the University of Connecticut and was involved with the Guilford Yacht Club. Keenan Financial provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, and corporate entities, utilizing a documented risk-profile questionnaire to guide diversified portfolio construction across various asset classes. The firm offers both discretionary and non-discretionary services and includes affiliated insurance and tax preparation businesses.

Timothy Jones is a financial advisor at PUREfi Wealth, LLC with 32 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining PUREfi Wealth in 2024. He holds the Series 63 and Series 65 designations. PUREfi Wealth, LLC is a five-advisor team providing investment advisory and financial planning services to individuals, trusts, retirement plans, and business entities. The firm manages approximately $262 million for about 81 clients, employing a range of strategies including asset allocation, fundamental and technical analysis, ESG screening, and the use of derivatives within separately managed accounts.

Kyle Cote is a CFP® professional at TFC Financial Management Inc with two years at the firm and a total of seven years of industry-related experience, including roles at CI Private Wealth and the Federal Reserve Bank of Boston. He has worked in various capacities before entering financial advising, including positions at the University of Massachusetts Boston and East Heaven Hot Tubs. TFC Financial Management is a fee-only SEC-registered advisory firm managing approximately $1.78 billion for around 415 clients, primarily high-net-worth individuals and nonprofit organizations. The firm employs globally diversified, multi-asset class model portfolios combining passive core investments with select active management, emphasizing larger account relationships and explicit liquidity guidelines.

Jason Sikorski is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation with five years of industry experience. He has worked at Wingate Wealth Advisors since 2020 and previously held roles at Commonwealth Financial Network and Pioneer Valley Financial Group from 2017 to 2020. Prior to his financial services career, Sikorski worked at Best Buy for nine years. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process that combines active and passive fund selections and manages client accounts primarily on a discretionary basis.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Eric Biegeleisen is a CFA® charterholder with 15 years of industry experience. He is currently with 3Edge Asset Management, LP and also associated with Vigilant Distributors, LLC. His prior experience includes roles at Foreside Fund Services, LLC and Beaumont Financial Partners, LLC. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, sub-advising other advisers, and managing ETFs and collective investment trusts. The firm uses a top-down, globally diversified multi-asset allocation approach that combines quantitative research and committee judgment, typically implementing strategies with ETFs and, in some cases, derivatives and borrowing.

Brendan Scarafone is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at BTS Asset Management since 2016, following a one-year tenure at NYLife Securities, LLC and New York Life Insurance Company. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, including pension plans and endowments. The firm employs a combination of quantitative and fundamental analysis to provide discretionary portfolio management through various model portfolios and also offers sub-advisory services to third-party platforms.

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.

Tracy Welch is a financial advisor at Clarendon Private LLC in Boston, MA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Credit Suisse Securities for 19 years, followed by roles at Eaton Vance WaterOak Advisors and Brookline Bancorp. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses, offering discretionary portfolio management along with financial planning and consulting. The firm employs a long-term investment approach, combining fundamental and technical analysis across various asset types, and conducts ongoing monitoring and oversight of portfolios and any independent managers used.