Jason Clary is a financial advisor at Clary Financial, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Clary Financial since 2014, as well as with Clary Investment and Insurance Planning Corp., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, focusing on retirement and financial planning and discretionary portfolio management using a long-term, fundamental-analysis approach with primarily no-load mutual funds and ETFs.

Mark Miller is a financial advisor at Mason Capital Partners in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mason Capital Partners since 2018, following five years at SagePoint Financial. In addition to his advisory role, he is a statutory agent for M.R. Miller Financial, LLC, which sells life insurance and annuities as part of a broader financial planning practice. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income. The firm employs fundamental analysis and maintains low turnover, serving retail investors, high-net-worth individuals, and institutional entities through separately managed accounts and pooled investment vehicles.

Charles Von Stackelberg is a financial advisor at Radius Wealth Management, Inc. based in Boston, MA. He holds the ChFC® designation and a Series 65 license, with 10 years of industry experience. He has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm combines fundamental research with quantitative and technical tools to create customized portfolios and offers both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting.

Michael Aquilino is a financial advisor with Heritage House Asset Management in Boston, MA, holding 20 years of industry experience. He has been with Heritage House since 1994. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates, managing approximately $69 million in assets for around 80 clients. The firm’s investment process integrates technical and fundamental analysis with macroeconomic trend evaluation, focusing on mid- to large-capitalization, highly liquid equities.

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

John Kasameyer is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Altar Rock, having joined the firm in 2024 after prior roles at Cresset Capital Partners and Fidelity Investments. Altar Rock serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a blend of qualitative and quantitative analysis with a focus on tax-aware portfolio construction, manager selection, and utilizes proprietary planning tools and advanced investment techniques when appropriate.

Tammy Kaiser is a financial advisor at NorthPointe Financial Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Lurie Davis Wealth Management and St Xavier University. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC. NorthPointe Financial Advisors LLC is a fee-only firm serving individual clients, including high-net-worth individuals, with financial planning, investment management, and educational seminars. The firm employs both passive and active strategies and offers project-based and ongoing planning engagements.

Caroline Gaffney is a CFP® and CFA® with 17 years of industry experience. She has been with Atwater Wealth Management, Inc. since 2014. Gaffney holds a Series 66 license and is based in Boston, MA. Atwater Wealth Management is a fee-only, SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, using tailored investment strategies reviewed quarterly and managing assets on a discretionary basis through LPL Financial.

Gregg Picillo is a CFA® charterholder with 14 years of industry experience. He has been with Mason Capital Partners since 2006 and serves as the managing partner of Albert D. Mason Inc., an affiliated firm associated with Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management for individual and institutional clients, including high-net-worth individuals, corporate plans, foundations, and trusts. The firm follows an “income with growth” investment strategy, focusing primarily on common stocks with a portion allocated to fixed income, and bases its decisions on fundamental research and management meetings.

Robert Zock Jr. is a financial advisor at Robert A. Zock & Co., Inc. in Boston, MA, holding a Series 65 designation with 29 years of industry experience. He has worked at Robert A. Zock & Co., Inc. since 1990 and is also involved with Mt. Sunapee Ski Area. Robert A. Zock & Co., Inc. provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term common stock investments and fundamental analysis. The firm also offers administrative support for non-U.S. multicurrency securities accounts and is noted for its work with charitable organizations and trusteeship services.

Mackenzie Liman is a Series 65 registered advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles at Chinook Fund and Transformative Alliances. They also work as a consultant, facilitator, and coach for nonprofits focused on fundraising and community-building. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm combines in-house portfolio construction with third-party models and features a formal impact investing due-diligence practice alongside educational resources.

Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.

Patrick Davis is a financial advisor at Sequentis Capital LLC in Boston, MA, holding the ChFC® designation and Series 63 license with 13 years of industry experience. He previously worked at Integrated Wealth Concepts LLC and M3 Advisory Group, LLC. Outside of advisory services, he spends time on fixed insurance sales. Sequentis Capital LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients. The firm employs a strategic asset allocation approach informed by fundamental analysis and manages accounts with a focus on long-term positioning and risk adjustment.

David Corman is a financial advisor at Generations Retirement Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes two years at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011, including insurance sales and services. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, using a goal- and risk-driven approach with tailored asset allocation strategies. The firm supports discretionary and non-discretionary management and employs methods such as asset allocation, dollar-cost averaging, and technical analysis.

Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.

Andrew Hawes is a financial advisor at Vista Way Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has held positions at firms including Payden & Rygel, Meritage Financial Strategies, Columbia Threadneedle Investments, and BlackRock Inc. Outside of financial advising, he is a member of Bluefin Development LLC, which is involved in a plumbing business. Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm constructs customized portfolios combining passive and active strategies, with an emphasis on aligning asset allocation to client goals and risk tolerance.

Luke Meekins is a financial advisor with FleetStar Financial in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at FleetStar Advisors, Kovack Advisors, and Kovack Securities. In addition to his advisory role, he is president and owner of an insurance agency offering life insurance, annuities, and long-term care products. FleetStar Advisors provides investment advice to individuals, high-net-worth clients, trusts, and estates through customized management and third-party adviser recommendations. The firm emphasizes a non-discretionary approach, implementing trades only with client approval and focusing on diversified portfolios primarily using mutual funds and ETFs.

Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.

Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.