Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.

David Bunker is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at Windsor Wealth Management, Essex Financial Advisors, and Huntwicke Securities. He serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used as an estate planning tool. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, offering both family-office and institutional retirement fiduciary services alongside concierge offerings.

Ian Browning is a CFA® charterholder with nine years of industry experience. He has been with Peddock Capital Advisors, LLC since 2012. Peddock Capital Advisors is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $836 million in assets, employing a long-term investment approach that combines fundamental and technical analysis, strategic asset allocation, and tactical shifts when appropriate.

Eugene Covino is a CFP® professional at Catalyst Financial Partners with five years of industry experience. He worked at BNY Mellon Corp for ten years prior to joining Catalyst in 2021. Outside of his advisory role, he manages Clark and Cleveland LLC, a small rental property business. Catalyst Financial Partners is a team-based firm serving high-net-worth individuals, family offices, and institutions with discretionary and non-discretionary wealth management and multi-asset portfolio services. The firm employs long-term, diversified investment strategies and offers access to private funds and a wrap-fee program combining advisory, execution, custody, and reporting.

Alan Arcadipane is a financial advisor at Riverview Capital Advisers LLC with 22 years of industry experience. He has been with Riverview since 2006. Outside of his advisory role, Alan is principal of several private investment firms involved in private equity and hospitality, including R.T. Hawk LLC, Hawk Properties LLC, and Yellowfin Group. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth planning, family office, and business advisory services. The firm manages approximately $624 million in regulatory assets and oversees an additional $2.75 billion in assets under advisement, employing strategic asset allocation and fundamental analysis in its portfolio management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Andrew Donahue is a financial advisor at Moors & Cabot, Inc. with 30 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Measured Wealth Private Client Group, LLC and Boston Private Wealth LLC. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, and institutions using a range of analytic approaches and offers both discretionary and non-discretionary portfolio management solutions.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Rodney Laurenz is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Flagship Harbor Advisors and LPL Financial since 2011. In addition to his advisory work, he teaches several investment-related classes annually through the Cambridge Centre for Adult Education. Flagship Harbor Advisors, LLC is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors and employs a range of investment strategies including mutual funds, ETFs, individual securities, and separately managed accounts.

Stephanie Pascual is a financial advisor at Trillium Asset Management with three years of industry experience. She holds a Series 65 designation and has worked at Trillium since 2018, following three years at FSG. Trillium Asset Management provides discretionary portfolio management to a range of clients, including individuals, trusts, pension plans, charitable institutions, and endowments. The firm employs a bottom-up fundamental analysis combined with integrated ESG research and active ownership strategies.

John Sullivan is a financial advisor with Moors & Cabot, Inc. He holds Series 63 and Series 66 credentials and has 40 years of industry experience. Prior to joining Moors & Cabot in 2017, he worked at Bank of America and Merrill from 2014 to 2017. Moors & Cabot provides investment advisory and related services to individual and high-net-worth investors, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and asset-allocation approaches, and offers discretionary and non-discretionary portfolio management alongside fee-based financial planning and consulting.

Cheryl Smith is a CFA® charterholder with 28 years of industry experience, currently serving at Trillium Asset Management since 1997. She holds Series 63 and Series 65 licenses and is based in Boston, MA. Trillium Asset Management provides discretionary portfolio management to a diverse client base including individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and active ownership, offering equity, fixed-income, and balanced strategies while also acting as sub-adviser to registered and non-U.S. funds and advising a private fund of private funds.

Robert Bosco is a CFP® with 18 years of industry experience, currently serving as an advisor at CliftonLarsonAllen Wealth Advisors, LLC since 2016. He is also a Principal of CliftonLarsonAllen LLP, the parent public accounting firm. Outside of his advisory role, Bosco serves on the boards of several nonprofit arts and community organizations, including the Orlando Shakespeare Theater and Central Florida Community Arts, and holds the position of Vice Chair at the Gracia B. Livingston Foundation. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines RIA fiduciary services with broker-dealer and insurance activities, offering a range of financial planning, business succession consulting, and investment management solutions supported by multidisciplinary planning through its parent firm.

John Berry is a financial advisor at CW Advisors, LLC in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Congress Wealth Management, LLC since 2016. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, financial planning, family office services, and retirement plan advisory.

Megan Dolan is a financial advisor at Capital Analysts with seven years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Lincoln Investment and the University of Connecticut. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using proprietary models and a team-driven investment process, with a close affiliation to Lincoln Investment and various unique custodial arrangements.

Christopher White is a CFP® professional with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2014. Based in Boston, MA, he is part of a firm with 113 advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and supplements core strategies with independent managers, private placements, and optional ESG integration.

Edward Quirk is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC and US Financial Advisors, LLC. Quirk is involved in insurance brokerage activities through Great Valley Advisor Insurance Brokers. Great Valley Advisor Group is an SEC-registered multi-team investment adviser serving individuals, retirement plans, and trusts. The firm provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing a variety of in-house and third-party strategies to support its network of approximately 190 advisors.

Holly Dumlupinar is a financial advisor at RWA Wealth Partners in Boston, MA, with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at notable firms including J.P. Morgan Securities, First Republic Securities Company, and CitiGroup. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach across an open-architecture platform and offers customized fixed income and cash management strategies supported by internal credit analysis and an extensive dealer network.

Philip Dubuque is a CFA® charterholder with 15 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works out of their Needham, MA office. Dubuque is part of a 14-advisor team at Beaumont Financial Partners. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with personalized portfolio management tailored to clients’ objectives and risk tolerance.