David Knechtle

Martin Krikorian is a financial advisor at Capital Wealth Management in Tewksbury, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Capital Wealth Management since 2005. Capital Wealth Management is a fee-only registered investment adviser serving individuals, families including high-net-worth clients, trusts, foundations, businesses, and non-profit organizations. The firm focuses on portfolio diversification and risk control using low-cost, no-load, and index mutual funds, applying Modern Portfolio Theory with defined rebalancing guidelines, and offers no-cost educational seminars on investments, retirement planning, and estate planning.

Anthony Corsino is a financial advisor at Zen Financial Planning, LLC in Andover, MA, holding the CFP® and ChFC® designations with six years of industry experience. He previously worked at Merrill Lynch and Raytheon and serves as an adjunct lecturer for Regis College and Boston University’s Financial Planning Programs. Corsino also works as an independent insurance agent. Zen Financial Planning provides wealth management, financial planning, and consulting services to individuals, families, trusts, estates, and business owners. The firm offers customized investment strategies based on clients’ goals and risk tolerance, combining fundamental, technical, and cyclical analysis with Monte Carlo planning, and provides ERISA 3(21) retirement-plan advisory services.

John Spoto is a CFP® and holds a Series 65 license, with 17 years of experience in the financial advisory industry. He has been with Sentry Financial Planning, LLC since 2008 and also has a longstanding role at Vanguard Systems Technology, Inc. since 1992. Sentry Financial Planning, LLC provides fee-only, fiduciary financial planning and investment advisory services primarily to individuals and trusts, including high-net-worth clients. The firm emphasizes long-term, buy-and-hold investing with a collaborative, non-discretionary approach to portfolio management.

Charlise Whiteside is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been the principal advisor at Stonehaven Private Wealth Management LLC since 2013 and has operated as a sole proprietor since 2012. Whiteside is also a licensed insurance agent, dedicating a small portion of her time to this activity. Stonehaven Private Wealth Management serves high-net-worth individuals, families, trusts, charitable organizations, and institutional clients. The firm offers investment management, multi-generational wealth planning, financial planning, and business consulting, utilizing a goal-driven investment approach that combines strategic asset allocation with tactical overlays and both active and passive instruments.

Jeremy Gassman is the principal of Gassman Financial LLC in Salem, NH, with 28 years of experience in the financial industry. He holds Series 63 and Series 65 licenses and previously worked at Madison Avenue Securities, LLC for 13 years before focusing on his own firm. Gassman is also a licensed insurance professional involved in the sale of insurance and annuities. Gassman Financial LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, and estates. The firm manages approximately $112.6 million in assets under management, employing a long-term, diversified asset-allocation strategy using ETFs, mutual funds, individual equities, and fixed income, with discretionary portfolio management and periodic rebalancing.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.