John Robbins is a financial advisor at Hoopoe Advisors with four years of industry experience and holds a Series 66 designation. He has worked at several organizations, including Hoopoe Capital Markets LLC and Penny Appeal USA. Outside of his advisory role, Robbins serves as an adjunct professor at BIS, teaching a course on public speaking and communication. Hoopoe Advisors provides comprehensive wealth management and financial planning primarily for individual and high-net-worth clients, also serving a limited number of charitable organizations, small businesses, and pension/retirement plan clients. The firm tailors investment strategies to client goals and risk tolerances using a range of financial instruments, employing fundamental, technical, and cyclical analysis with regular portfolio reviews and rebalancing.

Adam Syed is a financial advisor with Hoopoe Advisors in Boston, MA, holding a Series 66 registration and four years of industry experience. He has worked with Hoopoe Advisors since 2021 and previously held positions at Oracle Corporation and Bank of America. Syed is also a registered representative with Hoopoe Capital Markets, LLC, the firm's affiliated broker-dealer. Hoopoe Advisors provides wealth management and financial planning services primarily for individual and high-net-worth clients, as well as charitable organizations, small businesses, and pension/retirement plans. The firm employs tailored investment strategies using a variety of asset classes and analysis methods, with regular account reviews and tax-efficient management.

Raymond Sicard III is a CFP® and CFA® credentialed advisor at Falcon Wealth Planning, LLC with 12 years of industry experience. His prior roles include positions at LPL Financial, Goodman Advisory Group, Facet Wealth, and Ameriprise Financial Services. Falcon Wealth Planning, LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office offering for clients with over $5 million under management. The firm employs fundamental and technical analysis, modern portfolio theory, and various trading strategies, with discretionary account management and regular portfolio reviews.

David Mullen is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with Little House Capital, LLC since 2020 and previously worked at EntrepreneursShares and the University of Massachusetts Amherst, Isenberg School of Management. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million across about 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services, using a personalized, long-term investment approach that includes fundamental and technical analysis.

Robert Marchewka is a financial advisor at Rise North Capital Investment Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Foundations Investment Advisors and Rise North Capital. Prior to his advisory roles, he was employed by the Town of Belchertown and Town of East Longmeadow. He is also registered as an insurance agent offering life insurance and annuity products. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities while acting as a 3(21) fiduciary for retirement plans. The firm uses a co-advisor model to deliver customized portfolio management and offers public educational workshops along with multi-tier ongoing planning covering areas such as equity compensation and business succession.

Brandon Roy is a CFP® professional with 10 years of experience in the financial industry. He has worked at MSA Financial since 2017 and previously at Securities America Inc. He is also licensed as an independent insurance agent, focusing on insurance product sales in a limited capacity. MSA Financial serves individuals, trusts, estates, business entities, retirement plans, and financial institutions, offering a range of investment management and financial planning services. The firm employs a primarily long-term, customized investment approach using fundamental and technical analysis, and incorporates third-party AI tools for research and portfolio monitoring.

Richard Feely is a financial advisor at Little House Capital, LLC with Series 65 credentials and one year of industry experience. He previously worked at Hillcrest Asset Management, LLC for seven years and was unemployed for four years prior to joining Little House Capital. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675.2 million for around 200 clients. The firm offers discretionary and non-discretionary portfolio management, wealth management, financial planning, and trustee services to individuals, trusts, institutions, and retirement plans, with an investment process that combines fundamental and technical analysis and includes ongoing oversight and formal annual reviews.

Dante Coppola is a CFP® with six years of experience in the financial industry. He is currently with Napier Financial, where he has worked since 2022. His prior experience includes roles at The Leaders Group Inc, BKA Financial, NYLIFE Securities LLC, New York Life Insurance Co., Eddie Shammay, and AXA Advisors. Napier Financial serves individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a macro-economic, top-down asset allocation process and manages most client accounts on a discretionary basis, utilizing a range of investment vehicles and occasionally allocating to third-party sub-advisors.

Anne Gouthro is a CFP® professional with six years of industry experience, currently with Napier Financial in Braintree, MA. She has held positions at Fidelity Investments and Fidelity Brokerage Services LLC prior to joining Napier Financial. In addition to her advisory role, she spends a portion of her time engaged in insurance sales. Napier Financial serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, and trustee services. The firm employs a macro-economic, top-down asset allocation process and manages most accounts on a discretionary basis using a range of investment vehicles.

Alyssa Reed is a CFP® professional with 19 years of industry experience, currently serving as an advisor at McNamara Financial Services, Inc. since 2010. She holds Series 63 and Series 65 licenses and works within a four-advisor team based in Marshfield, MA. McNamara Financial Services provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, businesses, retirement plans, and other legal entities. The firm employs a Modern Portfolio Theory-based investment approach, combining strategic asset allocation with tactical adjustments, and manages approximately $680 million for about 919 clients.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Great Oak Capital Partners, LLC since 2026 and previously spent 18 years at Heritage Financial Services, LLC. Great Oak Capital Partners, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an evidence-based investment approach focusing on low costs, diversification, and rebalancing, and is affiliated with an accounting and tax services company to offer integrated advice.

Alec Root is a CFA® charterholder with three years of industry experience. He has been with D.B. Root & Company, LLC since 2022 and previously held roles at the Kellogg School of Management at Northwestern University and Cambridge Associates. D.B. Root & Company provides financial planning, portfolio and wealth management, retirement plan services, and institutional advisory to individuals, plan sponsors, foundations, and endowments. The firm manages approximately $830 million in discretionary assets and $9.73 billion in assets under advisement, employing a multi-advisor team approach with tailored asset allocation strategies and ongoing portfolio monitoring.

Scott Chaisson is a financial advisor at Compass Capital Corporation with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Compass Capital Corporation and Compass Securities Corp since 2015. Outside of his advisory role, he serves as president of Compass Securities Insurance Agency, which is licensed to sell life insurance and annuities. Compass Capital Corporation provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques, managing portfolios through a combination of ETFs, mutual funds, individual equities, fixed income, and cash equivalents.

William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.

Gregory Workman is a financial advisor with Kelly Financial Services LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Financial Compass Group, Equitable Advisors, and New York Life Insurance Co. Since 2019, he has also worked as a rideshare driver for Lyft, Inc. Kelly Financial Services provides wealth management and financial planning to individuals and high-net-worth households, focusing on clients nearing or in retirement. The firm manages client portfolios primarily on a discretionary basis, utilizing individual equities, fixed income, mutual funds, and ETFs with a generally long-term investment horizon and periodic tactical adjustments.

John Coyne is a Certified Financial Planner® with 36 years of industry experience. He is currently with Compass Capital Corporation and Compass Securities Corporation and previously worked for Winslow, Evans & Crocker, Inc. for 17 years. Coyne is based in Braintree, MA. Compass Capital Corporation provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation and portfolio optimization using software-driven screening and efficient-frontier techniques to construct diversified portfolios.

Robert Fogarty is a financial advisor with Compass Capital Corporation in Braintree, MA, holding a Series 63 designation and over 30 years of industry experience. He has worked at Compass Securities Corporation since 1993 and operates Bristol Financial Services as a sole proprietor since 1992. Compass Capital Corporation provides financial planning and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on asset allocation and portfolio optimization using software-driven techniques and manages portfolios directly or through sub-advisors.

Jonathan Creighton is a financial advisor at DAI Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Concorde Asset Management and Sourcenet Investment Services. Outside of advisory work, he is involved in real estate brokerage and financial commentary through related business activities. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse range of individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines advisor-led customization with third-party model portfolios and provides services such as investment management, financial planning, and retirement-plan advisory.

Spencer Henderson is a ChFC® with three years of industry experience, currently serving as an advisor at Aequitas Investment Advisors, LLC. He has been with Aequitas since 2007, contributing to the firm's multi-advisor team based in Hingham, MA. Aequitas Investment Advisors provides financial planning, portfolio management, and consulting services to individuals, charitable foundations, and non-profit organizations. The firm manages approximately $826 million with a client-driven, non-discretionary investment approach that emphasizes long-term asset allocation, regular rebalancing, and both comprehensive and focused financial planning.

Joanna Martinez is a Series 65 licensed financial advisor at Rise North Capital Investment Advisors with two years of industry experience. She has worked at Foundations Investment Advisors and Rise North Capital, and she is also an affiliated insurance agent with National Life Group. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, employing a co-advisor model for trade execution and offering public educational workshops on financial topics.