David Rhee is a CFP® with 22 years of industry experience and is currently a principal at RheeCo, Inc. He has worked at SWS Financial Services since 2007 and operates a tax preparation and planning business. Outside of his advisory roles, he serves as treasurer and board director for both Hope for Children of Haiti and the Rotary Club of Natick. RheeCo, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages tax-aware, diversified portfolios with a long-term focus and offers retirement advice, as well as tax and accounting services through an affiliated accounting practice.

Robert Tamkin is a financial advisor with Shrier Associates, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 24 years of experience at Shrier Associates and has operated a sole proprietorship specializing in life, health, and related insurance product sales and advisory services since 1980. Shrier Associates provides investment management, financial planning, and pension consulting to individuals, trusts, estates, corporations, and retirement plan sponsors. The firm manages approximately $85.85 million for about 136 clients, offering customized, primarily long-term portfolios using low-cost mutual funds, ETFs, REITs, interval funds, and individual securities, alongside discretionary and non-discretionary management options.

Patrick Barrett is a CFP® professional with 27 years of industry experience. He is a principal at Barrett Capital Partners, where he has worked since 2021. Prior to this, he held positions at Advisory Group Equity Services, Trust Advisory Group, and Source Capital Group. Barrett also owns and operates an accounting practice, Patrick J. Barrett CPA P.C., which he has managed since 1987. Barrett Capital Partners provides investment management, financial planning, and pension consulting services to individual investors, employer-sponsored retirement plans, and trusts. The firm employs a fundamental analysis approach to individual equities and manages client portfolios using a diversified mix of asset types tailored to client-specific Investment Policy Statements.

William Reeve is a financial advisor at Kastel Capital Advisors, LLC with nine years of industry experience. He holds the CFP® and CFA® designations and has worked at several firms including Asset Strategy Investments and Island Light Capital, where he is also a registered representative. Outside of advising, he is a partner in a tax and accounting firm specializing in tax planning and preparation. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm integrates long-term investing with selective short-term trading and offers estate-planning services through a partnership with a third-party platform.

Chris grew up working alongside his father, uncles, and cousins in their family-owned manufacturing business in Michigan. This familial proximity provided Chris with a unique perspective on hard work and sacrifice, while exposing him to the challenges and opportunities that often occur with closely-held family-owned businesses. A self-professed financial theory geek, Chris has a strange need to prove out financial models for himself in an Excel spreadsheet before accepting them as gospel. This passion for knowledge started with an economics degree from Vassar College, followed by a Master’s in Economics from Cambridge University in England. Chris then went on to serve as an adjunct professor at the Brandeis Graduate School of International Economics and Finance. Chris spent much of his professional career leveraging his knowledge, experience, and insight for the betterment of large institutions. He authored several chapters in “The Handbook of Fixed Income Securities,” including one that was selected for the Chartered Financial Analyst Level III curriculum. Professionally, he has served as an institutional portfolio manager with Fidelity as well as a portfolio advisor with Wellington Management, Putnam Investments, and Zurich Scudder Investments. With Chris, our clients are receiving world class portfolio management, critical thinking, and problem-solving strategies. Through his decades of institutional investment experience, Chris has gained valuable insight that he is now bringing to his individual clients at Impact Advisors Group. In his personal life, Chris is an avid pilot. He frequently flies for Above the Clouds, a nonprofit organization that provides flight experiences for underprivileged or sick children, and for Pilot AirLift Services, a nonprofit that provides non-emergency medical transportation. When he is not airborne, his feet are firmly planted in his wine cellar collecting single malt scotch and fine wine.

Tracy Galloway is a financial advisor at Holmes Investment Management, Inc. with eight years of industry experience. She has been with Holmes Investment Management since 2017 and also owns and practices domestic relations law through Galloway Law & Consulting. Additionally, she serves as a fiduciary for the Department of Veterans Affairs, acting as a representative payee for individual veterans. Holmes Investment Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis and uses a variety of strategies, including leverage and derivatives, tailored to client objectives.

Andrew Chan is a CFP® and holds a Series 65 license with 22 years of industry experience. He has worked at Locker Financial Services, LLC since 2017 and previously spent nine years at Integrative Financial Advisors LLC. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and some professionals sponsoring retirement plans. The firm provides comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with custody and execution commonly through Charles Schwab. Their planning process features an integrated, scenario-based approach and ongoing investment supervision guided by Modern Portfolio Theory.

Dennis Chandler is a financial advisor at Strategic Wealth Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Fairway Consulting, Concorde Investment, and BNY Mellon. Strategic Wealth Management serves individual and high-net-worth clients, offering portfolio management, investment policy statement preparation, and financial planning. The firm employs a long-term investment approach combining cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Adam Dworkin is a financial advisor at Diversified Financial Management with five years of industry experience. He is also a Certified Public Accountant with AKD Consultants, where he has provided accounting services since 2011. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a tax-aware approach, combining quantitative and fundamental analysis while providing client education and access to alternative investments.

Daniel Williams is a CFP® and ChFC® with 24 years of industry experience. He has been with Williams Advisory Services, LLC since 2010 and is also associated with The Dover Group. Outside of advisory work, he teaches adult education classes at various local high schools. Williams Advisory Services primarily serves individual and high-net-worth clients, providing comprehensive financial planning, retirement and estate planning, tax analysis, and asset management. The firm uses an iterative planning process supported by proprietary software and applies asset allocation and Modern Portfolio Theory in its investment approach.

Keith Corbett is a CFP® professional with 15 years of industry experience, currently serving at Bluebird Wealth Management LLC since 2020. Prior to joining Bluebird, he worked at Fisher Investments and Fidelity Investments. He is a member of the finance committee at Haverhill Country Club, where he contributes to financial oversight and budgeting. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management focused on client objectives, risk tolerances, and ongoing advisory relationships.

Anna Byrne is a financial advisor at Kendall Wealth LLC with 21 years of industry experience and holds a Series 65 credential. She has worked at Eckert Byrne LLC since 2009 and Kendall Wealth LLC since 2001. In addition to her advisory role, she serves as of counsel at a law firm where she provides legal advice on tax and small business issues. Kendall Wealth LLC offers investment advisory services to individuals, trusts, and estates, focusing on long-term, diversified portfolios using low-cost mutual funds and ETFs. The firm integrates financial planning with discretionary portfolio management and leverages a turnkey asset management platform while maintaining personalized oversight.

Mark Kaizerman is a CFP®, ChFC®, and PFS™ with 39 years of industry experience. He is the principal of Kaizerman & Associates, LLC, where he has worked since 1994, and he also owns Beneficiary Directory, a business providing materials and systems to help individuals organize important documents for heirs. Kaizerman serves as a trustee on the board of a residential condo association. Kaizerman & Associates, LLC is a small, supported firm serving individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, consulting, and a Beneficiary Directory service, managing assets primarily through non-discretionary individual accounts using fundamental, technical, and asset-allocation analysis.

Sean Whalen is a CFP® with 25 years of industry experience, currently serving as Managing Director and Wealth Manager at Strategic Wealth Management LLC. His prior experience includes roles at Concorde Investment Services, Asset Strategy Advisors, Santander Securities, Sovereign Bank, and others. Outside of his advisory work, he manages a multi-family rental property in Natick, MA. Strategic Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning, applying a long-term investment approach that combines cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Michele Russell is a CFP® with 26 years of industry experience and has been with Ceres Financial Group, Inc. since 2002. She is also associated with OSAIC Wealth Inc. (formerly Royal Alliance Associates, Inc.) as a registered representative. In addition to her advisory roles, she operates an insurance brokerage as a sole proprietor. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using customized asset allocations and third-party model portfolios, and manages client accounts exclusively on a non-discretionary basis.

Joshua Singer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones for 12 years before joining South Shore Investment Services LLC, where he has been since 2026. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of various insurance products. South Shore Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing both modern portfolio theory and technical analysis. The firm manages primarily discretionary accounts, prepares customized Investment Policy Statements, and employs third-party managers and model allocations to support its client services.

Henry Place Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Financial Management since 2014. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning, employing both quantitative and fundamental analysis with a tax-aware approach.

Matthew Pierce is a financial advisor at Kastel Capital Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation and has worked at Kastel since 2020. Prior to that, he was with Asset Strategy Consultants LLC and has served as president of Island Light Capital Corp, an MA registered investment advisor. Pierce also acts as treasurer for several private realty companies and nonprofit organizations. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm offers discretionary portfolio management and institutional asset management, utilizing a combination of long-term investing and selective short-term trading with diverse asset allocations, and integrates estate-planning services through a partnership with Wealth, Inc.

Stephen Doucette is a CFP® with 25 years of industry experience. He has been with Proctor Financial since 2005 and also has longstanding roles at Lexington/Bridgewater Wealth Management and Lexington Advisors. Proctor Financial serves individual clients, particularly those at or near retirement, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary investment management and financial planning, using a proprietary Time-weighted Cash-flow Methodology to create customized asset-allocation plans that are globally diversified and may include alternative exposures and structured notes.

George Pope is the sole advisor at Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Patriot Mullare Associates since 1998. In addition to his advisory role, he has been affiliated with U Mass Boston since 1996. Patriot Mullare Associates provides discretionary investment management to a diverse client base, including institutional and individual clients such as foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm’s investment approach focuses on fundamental, value-oriented equity analysis and investment-grade fixed income with diversification and risk controls, managing accounts without margin, short sales, or derivatives.