Robert Lang is the sole advisor at Aztec Capital LLC in Arlington, MA, holding a Series 65 credential with 12 years of industry experience. He has been involved with TheStreet.com and RealMoneyPro.com since 2012 and operates Explosiveoptions.net, an educational service for option traders that includes a chat room and spread trading service. Aztec Capital serves individual clients, small businesses, institutions, and charitable organizations through discretionary portfolio management and tailored investment strategies. The firm’s approach focuses on equity options and related derivatives, employing techniques such as premium selling, calls and puts buying, and hedging, with frequent use of technical analysis and active account monitoring.

Newton Spurr is a financial advisor with Ms Financial Services, LLC in Reading, Massachusetts, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been a partner at Spurr & Spurr, LLP, a tax preparation and accounting firm, since 1997. Outside of advising, he manages the accounting practice as a general partner. Ms Financial Services, LLC provides discretionary investment management and consulting to individuals, high-net-worth individuals, trusts, and estates. The firm focuses on fundamental analysis and long-term strategies, constructing diversified portfolios while also advising on retirement accounts and acting as a fiduciary.

Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

Brian Hennessy is a CFP® professional with 14 years of industry experience. He is the principal and owner of Hennessy Financial Services in Medford, MA, and has worked concurrently at Stage Harbor Financial, LLC since 2018. He has prior experience at Mass General Hospital and holds a Notary Public designation in Massachusetts. Hennessy Financial Services is an SEC-registered, single-advisor firm providing discretionary portfolio management to individuals, high-net-worth clients, and institutional accounts. The firm creates customized investment strategies based on clients’ objectives and risk tolerance, primarily focusing on equities, corporate debt, and mutual funds, and manages roughly $13.2 million in discretionary assets.

Peter Kempthorne is the sole advisor at Kempthorne Analytics, Inc., an independent firm based in Marblehead, MA. He holds a Series 65 designation and has 19 years of industry experience. Kempthorne has been with Kempthorne Analytics since 1992. In addition to advisory work, he is involved in academic teaching and statistical expert consulting, including university lecturing and courtroom expert testimony. Kempthorne Analytics primarily serves individual investors, as well as corporations, trusts, and retirement plans. The firm employs quantitative and statistical methods for managing equity and fixed-income portfolios using ETFs, mutual funds, and common stocks, with an emphasis on modern portfolio theory. It offers discretionary investment supervisory services through two distinct programs tailored to individual risk tolerance, combining sector-based allocation and systematic multi-model diversification. The firm also maintains commodity futures regulatory registrations and qualifications, though it does not currently trade futures.

Ianka Rando is a CFP® certificant with 23 years of industry experience. She has worked at Crystal Capital Management from 2003 to 2019 and has operated BG Financial Planning since 2002. BG Financial Planning is a solo, fee-only firm that provides financial planning and investment advice to individuals and small businesses through hourly engagements. The firm follows a long-term, fundamental buy-and-hold investment philosophy, primarily recommending diversified portfolios of low-cost index funds and ETFs, and does not take custody of client assets or provide ongoing discretionary management.

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.

Mark Giometti is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Black Diamond Financial Planning, LLC in Arlington, MA. He has focused his career on independent financial planning and portfolio management since founding his firm in 2008. Black Diamond Financial Planning, LLC works primarily with individual investors, personal trusts, and estates, providing goal-based financial planning and portfolio construction using a mix of ETFs, mutual funds, and individual securities. The firm employs a long-term investment approach that combines fundamental and technical analysis, with a billing structure based on hourly fees rather than asset percentages.

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.

Mark Butterworth is a CFP® with 32 years of industry experience, currently serving as the sole advisor at Butterworth Financial LLC in Danvers, MA. Prior to founding Butterworth Financial in 2023, he spent 21 years at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.). Butterworth Financial LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a model-based asset allocation approach supplemented by fundamental and technical analysis, and offers asset management through two platform options, including a wrap-fee program.

Robert Sherr is a financial advisor with Commonwealth Financial Network based in Danvers, MA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has operated Sherr Financial Associates since 1994 and has been affiliated with Commonwealth Equity Services, Inc. since 1992. Outside his advisory work, he co-owns Trident Benefit Solutions, LLC, a firm involved in employee group benefits consulting. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Kathleen Cote is a CFP® professional with 14 years of experience in financial planning and wealth management. She currently serves as the sole advisor at Red Clover Wealth Management, LLC, a firm she re-established in 2025 following previous roles at related entities dating back to 2012. Red Clover Wealth Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and small businesses. The firm manages approximately $30.1 million in client assets across about 65 client relationships, offering customized portfolios and integrated planning without broker-dealer affiliations or soft-dollar arrangements.

Diane Pappas is a financial advisor at Solutions For Divorce in Gloucester, MA, with 10 years of industry experience. She holds a Series 65 designation and has focused her career exclusively at Solutions For Divorce since 2013. The firm specializes in divorce-focused financial planning and consulting, providing detailed analyses related to cash flow, support, taxation, and division of retirement assets. Solutions For Divorce does not offer ongoing asset management but delivers tailored written plans and refers clients to outside investment professionals for implementation.

Joseph Casale is a financial advisor at Sagamore Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sagamore Wealth Management since 2011. In addition to his advisory role, Casale manages a wholesale distribution company, Coleman Manufacturing. Sagamore Wealth Management provides discretionary investment management and financial planning services to individual and high-net-worth clients, along with retirement plan advisory for plan sponsors. The firm employs a long-term, fundamental analysis approach using diversified portfolios of ETFs, mutual funds, and other securities, and offers a range of retirement plan consulting services.

William De La Cruz is a financial advisor at DLC Wealth Management in Andover, MA, holding a Series 65 designation with one year of industry experience. He has worked at Delta Air Lines since 2009 as a Systems Operations Manager. DLC Wealth Management provides portfolio management and investment advisory services to individual clients and charitable organizations, employing a diverse investment approach that includes multiple analytical methods and long-term trading strategies. The firm manages approximately $2.69 million in discretionary assets for 18 clients and operates as a small practice with a single advisor.

Chad Onufrechuk is a financial advisor at Cascade Wealth LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Adviser Investments LLC for 20 years. Cascade Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, acting as a fiduciary for retirement accounts including ERISA and IRAs. The firm uses a primarily long-term investment approach with diversified portfolios consisting of exchange-traded funds, mutual funds, individual equities, and fixed income, incorporating both fundamental and technical analysis.

Robert Abraham is the sole advisor at Abraham, Robert Ralph Jr., an independent firm based in Salem, MA. He holds a Series 65 designation and has 21 years of industry experience, having worked at his current firm since 2002. The firm provides portfolio management and financial planning primarily to individual clients and families, offering ongoing advisory services with a client-specific investment approach that includes discretionary authority when granted. With approximately $6.1 million in assets under management across 16 client relationships, the firm maintains a small and concentrated client roster to support individualized attention and tailored portfolio oversight.

Jennifer Dougherty is a CFA® charterholder with 10 years of experience in the financial industry. She has worked at BroadWealth LLC since 2019 and previously spent four years at Ballentine Partners LLC. Jennifer took a one-year hiatus for extended travel between 2018 and 2019. BroadWealth LLC serves high-net-worth individuals and families with complex financial needs through integrated wealth management services, including discretionary and non-discretionary investment management, financial planning, and consulting for private investments and retirement accounts. The firm takes a fiduciary, whole-family approach and manages approximately $106 million in assets across a small number of client relationships.