Elliot Bruce is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and has worked at Mason Capital Partners since 2017, following a one-year tenure at Balanced Rock Investment Advisors. He is chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners advises both individual and institutional clients, providing discretionary portfolio management through separately managed accounts and a private limited partnership. The firm’s investment approach emphasizes income with growth, allocating primarily to common stocks complemented by controlled fixed-income positions, with decisions based on fundamental research and frequent company engagement.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Barnet Goverman is a CFP® with over 32 years of experience in financial advising. He has been with Financial Solutions Associates since 1993. Financial Solutions Associates is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets using a strategic asset allocation approach that includes both active and passive mutual funds and ETFs, supplemented by tactical allocations and global diversification.

Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, holding a Series 65 designation with five years of industry experience. He has worked at Sterling Oak Wealth Advisors since 2020 and previously held roles at Eli's on Whitney, Quinnipiac University, and The Cottage Wellesley. Sterling Oak Advisors provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals and retirement plans. The firm employs a long-term investment approach focused on dividend-paying blue-chip stocks and low-cost ETFs, combined with various analytical methods and ongoing client engagement.

Mark Cacciola is a CFA® charterholder with three years of industry experience. He has worked at Sawyer & Co Inc since 2023 and previously held roles at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm employs a long-term investment approach focused on fundamental analysis of U.S. common stocks and fixed income, managing roughly $319 million across its client accounts.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been affiliated with Sawyer & Co Inc for 40 years. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension and profit sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis with a long-term investment horizon and seeks total return while managing principal risks.

Timothy Withers is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the owner and president of Twin Gryphon Advisors LLC and has held prior roles at Purshe Kaplan Sterling Investments, Kestra Advisory, Kestra Investment Services, and Wellspring Financial Advisors. Outside of his advisory work, he serves on the board of the Historic Winslow House Association and is a trustee for several trusts. Twin Gryphon Advisors offers investment advisory and financial planning services to individuals, trusts, estates, small businesses, and retirement plans, including a private pooled investment vehicle. The firm provides customized portfolio management using a range of securities and serves in fiduciary roles such as ERISA retirement plan oversight.

Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

William Kelly is a financial advisor at Generous Wealth Management in Hull, MA, holding a Series 66 designation and bringing 21 years of industry experience. He worked at Verity Capital Management, LLC for 13 years before joining Generous Wealth Management, where he has been since 2023. Generous Wealth Management serves individuals, including high-net-worth clients, charitable organizations, and businesses with discretionary investment management, financial planning, retirement plan advisory, and fee-based annuity services. The firm emphasizes strategic asset allocation based on modern portfolio theory and often incorporates outside managers and alternative investments in client portfolios.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

David Vanduyn is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA, since 2006. Patriot Mullare Associates provides discretionary investment management to a diverse client base including foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm employs a fundamental, value-oriented approach to equities and prefers investment-grade fixed-income with diversification and issuer limits, managing accounts without margin, short sales, or derivatives.

Matthew Slaney is a CFA® charterholder with 24 years of industry experience. He has been with Finarc Investments, Inc. since 2012. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning. Finarc Investments employs a blend of fundamental and technical analysis and maintains a small advisory team managing a substantial asset base with a focused client roster.

Travis Army is a CFA® charterholder at The Invictus Collective, LLC in Boston, MA, with experience at MFS Investments and prior roles at Lawrence Academy and Vermont Academy. He has been with The Invictus Collective since 2026. The Invictus Collective provides financial planning, consulting, and investment management to a concentrated client base including high-net-worth individuals, trusts, corporations, institutional investors, and advisers. The firm employs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products, and private placements, guided by Modern Portfolio Theory and an internal Investment Committee.

Gita Rao is a financial advisor with East Horizon Investments, holding a Series 65 designation and 11 years of industry experience. She has worked at East Horizon Investments since 2016 and previously at Plum Pointe Wealth Management from 2018 to 2023. Rao is also a senior lecturer in finance at the MIT Sloan School, where she has been teaching and advising academically since 2013. East Horizon Investments serves individuals, families, and smaller institutions including nonprofits and trusts, managing approximately $63.5 million in client assets. The firm uses a fundamental, intrinsic-value investment approach with diversified, asset-allocation-driven portfolios, offering discretionary management and occasional subadvisory services.