Ryan Joseph Mcguane

Catherine Ryan is a CFA charterholder with 18 years of industry experience. She has been the sole advisor at Cedar Rock Investment Advisors since 2006. Cedar Rock Investment Advisors offers investment counseling and portfolio management to individuals and trusts, including charitable remainder and income-only trusts. The firm’s investment approach is based on academic research emphasizing asset allocation, low-cost instruments, and careful liquidity management, combining broad market core holdings with tactical positions informed by fundamental and behavioral analysis.

Michael Marchetti is a financial advisor at Lakeview Financial Planning in Shirley, MA, holding a Series 66 credential with nine years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and The Professional Alliance, Inc. Outside of advisory services, he manages a retail company through Marchetti Industries LLC. Lakeview Financial Planning offers financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm uses a goals-based approach with fundamental analysis and Modern Portfolio Theory, favoring globally diversified, tax-efficient, low-cost mutual funds and ETFs, and incorporates third-party managers when appropriate.

Marina Muehlke is a financial advisor at Holistic Financial Planning LLC in Westminster, Massachusetts, with three years of industry experience. She holds a Series 65 designation and has worked previously at Ferris Capital LLC, Prudence Financial, Inc., and Wingate Wealth Advisors, LLC. Since 2021, she has also served as Investor Relations Director at Cahoon Capital Management, a firm focused on private lending for single-family fix and flip properties in the New England area. Holistic Financial Planning provides comprehensive, project-based financial planning and investment reviews for individual clients outside the high-net-worth category. The firm delivers strategic, non-discretionary investment recommendations and emphasizes client education through seminars and coaching, operating on an hourly, fee-only basis.

Kenneth Posco is a CFP® professional with 21 years of industry experience and over 40 years as a CPA. He operates Investment Management Trust, LLC as its sole advisor. In addition to his advisory work, he owns and runs a separate CPA practice providing accounting, tax, and investment advisory services in Fitchburg, MA. Investment Management Trust, LLC provides discretionary investment management, wealth management, and financial planning primarily to middle-income clients, high-net-worth individuals, trusts, estates, and small businesses. The firm focuses on long-term portfolio construction using ETFs, individual stocks, and other instruments, combining fundamental, technical, and cyclical analysis while avoiding commission-based products and speculative investments.

Brian Sawyer is the founder and sole advisor of Larchmont Wealth Advisors in Lunenburg, MA, holding a Series 65 credential with 10 years of industry experience. He has managed Larchmont Wealth Advisors since 2015 and also operates Sawyer Automotive, an automotive repair business. Larchmont Wealth Advisors provides financial planning and portfolio management services primarily for individual investors and small businesses. The firm employs a top-down, macro-informed investment approach combined with core-plus-satellite construction and elements of active management, focusing on diversified, tax-conscious portfolios built from low-cost mutual funds, ETFs, and individual securities when appropriate.

Paul Bertrand is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked previously at Nationwide Investment Services, Brookstone Wealth Advisors, Municipal Retirement Solutions, LLC, and serves as President of Lighthouse Wealth Management, LLC, an insurance and investment sales firm. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team approach. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of managed models and third-party platforms.