Jeffrey Wexler is a financial advisor at Wexler Financial Group with five years of industry experience. He holds Series 63 and Series 66 licenses and previously operated businesses providing document translation services under Wexler Enterprises, LLC. Prior to founding his current firm, he worked at Transamerica Financial Advisors and World Financial Group. Wexler Financial Group offers investment management, financial planning, consulting, and insurance producer services to pension plans, corporations, trusts, estates, and charitable organizations. The firm employs a client-specific process to implement asset-allocation portfolios using a range of investment tools and serves both individual and institutional clients, combining registered advisory and licensed insurance services.

Jeffrey Forsman is the principal of Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which provides tax compliance and planning services for individuals and small businesses. Prior to founding his advisory firm, he worked at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is a fee-only registered investment adviser serving individuals and high-net-worth clients with wealth management and financial planning. The firm employs a combination of fundamental company analysis and modern portfolio theory, utilizing both passive and active investment vehicles, and offers discretionary and non-discretionary investment management.

John Estrella is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has managed his independent advisory and mortgage brokerage businesses since 2005. In addition to his advisory work, he oversees mortgage origination activities as president of Able Mortgage Inc. Able Financial Planning, Inc. provides investment advisory and financial planning services to individuals and various institutional clients, including pension plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management using a range of investment strategies and maintains affiliated services in insurance placement, mortgage origination, and tax preparation.

Joseph Somerset is a CFA® charterholder with 20 years of experience in the financial industry. He founded and has operated Beantown Financial Advisors LLC since 2003 and previously worked at Bentley University from 2011 to 2017. Beantown Financial Advisors provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm focuses on strategic asset allocation and global diversification using primarily no-load and low-load mutual funds and ETFs, offering discretionary investment management and limited-scope hourly planning engagements under written agreements.

Wayne Ushman is a CFA® charterholder with 22 years of industry experience. He has been with Assabet Advisors, LLC since 2003. He holds several board and committee positions with nonprofit organizations, including serving as a board member of Jeffco Fibres Group, Inc. and chair of the Endowment Committee for the Jewish Federation of Central Massachusetts. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, emphasizing strategic asset allocation, individualized investment policy statements, and periodic rebalancing.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Thomas Jacobsen is a financial advisor at Assabet Advisors, LLC with a Series 65 credential and one year of industry experience. He previously worked for BNY Mellon and West Texas A&M University. Outside of his advisory role, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm follows a scientifically grounded approach based on modern portfolio theory, emphasizing strategic asset allocation and periodic rebalancing over stock-picking or market timing.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

Jeffrey Prunier is a CFP® and holds a Series 66 license with nine years of industry experience. He is the principal of J.R. Prunier Capital Management LLC, an independent firm he founded after working at The Colony Group and Edward Jones. He serves on the boards of the Wachusett Area Chamber of Commerce and the Laurel Lake Association, and speaks on RIA industry trends and differentiators. J.R. Prunier Capital Management LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to construct tailored portfolios and offers a distinct pension consulting practice for employee benefit plans.

Robert Jacobsen is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Assabet Advisors, LLC since 2014. Outside of his advisory role, Jacobsen is involved in competitive driving instruction and car racing, serving as an instructor and team owner and driver. He is also a member of the Town of Holden Finance Committee. Assabet Advisors provides discretionary investment management and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm applies a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing.

Peter Boyd is a ChFC®-designated financial advisor with 16 years of industry experience. He is currently the CEO of Apogee Strong Central Massachusetts, LLC, an insurance sales and service firm, and has been associated with Boyd Financial Strategies, Inc. since 2008. At Apogee Strong, he focuses on insurance sales including fixed rate annuities, life insurance, and long-term care insurance. Boyd Financial Strategies, Inc. serves individuals, couples, and related trusts with assets typically between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a risk-conscious, top-down investment approach that combines fundamental, technical, and charting analysis with longer-term allocation and shorter-term tactical strategies.

Donald Sienkiewicz is a CFP® professional with two years of experience currently serving as the sole advisor at J.R. Prunier Capital Management LLC. His prior roles include positions at Professional Advisory Services, Inc., Advocates Financial LLC, and a 13-year tenure at Estate Preservation & Planning. Outside of advisory work, he manages a land development LLC in New Hampshire and serves as a trustee for an irrevocable life insurance trust. J.R. Prunier Capital Management LLC is an independent registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a combination of fundamental analysis and modern portfolio theory to create tailored portfolios and maintains a specialized pension consulting practice for employee benefit plans.

Chester Mccord is a financial advisor at Founders Financial Securities LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he is involved in insurance sales and tax preparation through his own firm, McCord LLC, and owns mineral rights leased for oil production. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.

Mitchell Mccord is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Founders Financial Securities LLC since 2023. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, he serves as a voting board member for a family-owned property entity in Colorado. Founders Financial Securities serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement consulting through various platforms and combines advisory, broker-dealer, and insurance services within its enterprise structure.

Patrick Fortunato is a financial advisor with Portfolio Medics, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Sequent Planning, LLC, Primerica Financial Services, Legal Shield, and Global Financial NetworX, LLC. Outside of advisory work, he is active as an insurance agent and sales representative for legal and identity theft services. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a blend of strategic and tactical approaches across diverse model portfolios.

John Martin is a CFP® professional with 32 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Martin Financial since 2008. His credentials include the Series 63 license. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, supported by a comprehensive platform offering operations, trading, technology, compliance, and practice-management resources.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) based in Holden, MA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Eagle Strategies since 2017 and Cardinal Financial Group LLC since 2022. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation, and volunteers for community events such as Holden Day's. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

James Iozzo is a CFP® professional with 34 years of industry experience, currently serving at Commonwealth Financial Network since 2015. He holds the Series 63 designation and is based in Auburn, MA. Outside of his advisory role, he is a notary public. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, and compliance support while offering advisors discretion to construct client portfolios from diverse securities and insurance products.

Kevin Manghan is a CFP® with 38 years of industry experience, currently serving at OSAIC Institutions, INC. He has held roles at Infinex Investments, Peoples Bank, Key Investment Services LLC, First Niagara Securities, and LPL Financial. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering customized advisory and brokerage services. The firm employs a mix of fundamental and technical analysis and provides access to alternative investments and lending solutions through a network of investment adviser representatives.