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.

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.

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.

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.

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.

Eric Hundahl is a CFA® charterholder with 15 years of industry experience. He has been the sole advisor at Sail Loft Capital Management LLC since 2014. Sail Loft Capital Management LLC is a state-registered, single-advisor firm based in Salem, MA, providing discretionary portfolio management primarily to high-net-worth individuals and related trusts and estates. The firm employs an opportunistic investment approach that integrates fundamental, macroeconomic, and technical analysis to manage portfolios ranging from conservative to aggressive, including stocks, bonds, mutual funds, ETFs, and option contracts with fixed downside risk.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

Samanda Morales is a financial advisor at Wellfin360 with one year of industry experience. She holds a Series 65 designation and has prior experience at MBS LLC and Bank of NY Mellon. Morales is also the Co-Founder and CEO of Ahora Inc., where she provides strategic guidance and participates in fundraising activities. Wellfin360 offers investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm combines passive and active investment strategies, develops individualized investment policies, and provides educational seminars alongside portfolio management.

Christopher Sadkowski is a CFP® with 17 years of industry experience and has been the principal advisor at Christopher Investment Advisors since 2012. He operates a single-advisor, fee-only independent practice based in Beverly, MA. Christopher Investment Advisors provides investment management and financial planning to individuals, families, and businesses, focusing on a limited number of personal clients rather than pooled investment vehicles. The firm follows an endowment-style, academically supported approach that emphasizes broad diversification, low-cost passive investments, and tailored written investment policies, offering both asset-based management and non-AUM financial planning options.

Patrick Mc Coy is a financial advisor with Main Street Financial Advisory LLC, holding a Series 65 designation and 24 years of industry experience. His prior roles include positions at The Financial Advisors and Lowell, Blake & Associates, Inc. Outside of finance, he serves as an Implant System Ambassador for Integrum, LLC, assisting candidates and representing the company publicly. Main Street Financial Advisory LLC provides portfolio management and comprehensive financial planning to individual and high-net-worth clients as well as charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative analysis with a long-term trading orientation, managing both discretionary and non-discretionary accounts.

Ruzanna Queenan is a CFA charterholder and Series 63 licensee with seven years of industry experience. She is the principal of Queenvest LLC, an independent firm she has led since 2018. Prior to founding Queenvest, she worked at State Street Corporation for two years. Queenvest LLC serves individuals, high-net-worth clients, and small businesses, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a process based on client goal setting, fundamental analysis, and Modern Portfolio Theory to create diversified portfolios, managing accounts directly or through third-party strategies.

Andrew Tapparo is the sole advisor at Tapparo Capital Management, an independent firm based in Topsfield, MA. He holds a Series 65 designation and has 27 years of industry experience, having founded and led the firm since 1997. Tapparo Capital Management provides discretionary and non-discretionary portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm integrates financial planning with portfolio management, employing a mix of fundamental analysis, technical trading models, cyclical analysis, and charting, with occasional use of short-term positions, margin, or option strategies.

Mark Dwyer is a financial advisor at Motta Wealth Management LLC in Stoneham, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Motta Wealth Management, he worked at Putnam Investments for 12 years. Outside of his advisory role, he works as a transportation driver for Uber. Motta Wealth Management provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and business clients, focusing on portfolio management and financial planning. The firm uses both fundamental and technical analysis to guide investment decisions, primarily engaging in long-term trading across mutual funds, equities, fixed income, and ETFs, and prepares individualized Investment Policy Statements for clients.

Philip Gillette Jr. is the sole advisor and owner of Cape Ann Financial in Manchester, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has managed his independent firm since 1998. In addition to advisory services, he operates as a commodity trading advisor under his own name. Cape Ann Financial provides investment advice, portfolio management, and financial planning to individuals, trusts, and pension and profit-sharing plans. The firm employs a combination of fundamental and technical analysis, with monthly account reviews and a focus on non-discretionary management alongside the use of hedging instruments.