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.

Narendra Kapadia is the sole advisor at Value Financial Services Corp. in Chelmsford, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Value Financial Services since 2000 and is also the owner and president of Value Mortgage Corporation, a mortgage origination and processing business he founded in 1996. Value Financial Services provides discretionary investment management and comprehensive financial planning to individuals, high net worth persons, trusts, estates, and small businesses. The firm offers customized portfolios and employs a long-term, personalized approach with flexibility to adjust holdings based on market conditions or client objectives.

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.

Linda Taylor is a financial advisor with Carlisle Financial Group, LLC, holding a Series 65 designation and 14 years of industry experience. She operates as the sole advisor at her independent firm based in Carlisle, MA. Carlisle Financial Group provides portfolio management and financial consulting services to individual clients, focusing on passive, index-based investment strategies primarily through mutual funds and ETFs. The firm emphasizes asset allocation and cost efficiency, offering retirement planning and as-needed financial advice alongside portfolio management.

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.

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 Jr. is a CFP® and ChFC® with seven years of industry experience, currently serving as the sole advisor at Zen Financial Planning, LLC in Andover, MA. His prior experience includes four years at Merrill Lynch and roles at Raytheon. He is an adjunct lecturer and subject matter expert for financial planning programs at Regis College and Boston University. Zen Financial Planning provides wealth management and financial planning services to individuals, families, trusts, estates, and business owners through its integrated Zen Advisory Program (ZAP), which combines discretionary investment management with comprehensive financial planning. The firm also offers targeted hourly and project-based planning and specializes in limited-scope ERISA 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.

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.

Reggie Peral is a financial advisor at Clearview Family Wealth, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC dba Salem Five Wealth Management and Ameriprise Financial Services, Inc. Prior to his financial services career, he was affiliated with Lesley University and Integration Partners. Clearview Family Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients, incorporating low-cost, diversified mutual funds and ETFs alongside individual securities and third-party managers. The firm emphasizes fundamental analysis with a long-term orientation and operates with discretionary authority within client-approved guidelines.

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 the principal of Sherr Financial Associates in Danvers, MA, with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his independent advisory firm since 1994. Prior to that, he was affiliated with Commonwealth Equity Services, Inc. since 1992. Outside of advisory activities, he is co-owner of Trident Benefit Solutions, LLC, which is involved in employee group benefits consulting. Sherr Financial Associates provides financial planning, consulting, and asset-allocation advice to individual clients, including high-net-worth individuals. The firm offers customized plans without taking custody of assets or providing ongoing discretionary portfolio management, typically implementing recommendations through brokerage or insurance channels rather than in-house portfolio management.

Kate began her financial career in the trenches at Fidelity Investments, the fourth largest mutual fund and financial services group in the world. She quickly advanced into leadership positions, managing an operations team, working in problem resolution and navigating the 2000 and 2008 financial crises. Although she loved helping people work toward their financial dreams, she realized that just focusing on the investments wasn't enough. She wanted to provide a service that not only delivered investment results but helped clients with their entire financial picture including; insurance, benefits, debt, taxes, estate planning and retirement planning. To realize her vision and truly help clients, Kate established Red Clover. Kate begins each client engagement by first learning about what is important to her clients, their values, the essential elements they need to live their best life now and then she works with them to build the financial infrastructure to support that life. After all financial planning should be about you, not your money. She is adept at connecting all the dots for clients and asking the hard-hitting questions so that they fully understand and appreciate all the pieces and parts of their financial wellness equation. In short, Kate helps her clients find a balanced approach to living, spending, saving and investing that is true to them.

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.

Noah Tillinghast is a financial advisor at Callidus Capital with a Series 65 designation and experience beginning in 2022. He previously worked at Clearview Financial Strategies LLC and has a background that includes ten years in education. In addition to his advisory role, he is a licensed insurance agent selling life insurance. Callidus Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, technical, and cyclical analysis across various security types. The firm typically manages portfolios under written discretionary authority and does not concentrate on any single security type.

Robert Abraham Jr. 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. Abraham has been with his current firm since 2002. The firm serves individual and trust clients with a fee-only, value-growth, buy-and-hold investment approach, managing approximately $7.4 million across about 19 households. Services include financial planning, portfolio management, retirement rollovers, and assistance with real-estate financing and related documentation.

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.

Thomas Kilgallen is a CFP® professional with 13 years of industry experience. He is the principal of Fair Weather Strategies LLC, an independent advisory firm he has led since 2012. In addition to his advisory work, Kilgallen provides IT data consulting focused on analysis of large data sets and metric reporting. Fair Weather Strategies offers asset management, modular financial planning, and divorce financial counseling services to individuals, high-net-worth clients, business owners, trusts, and other entities. The firm emphasizes ETF and individual equity investments using fundamental and technical analysis, with a primarily long-only buy-and-hold strategy complemented by tactical adjustments.

Samanda Morales is a financial advisor at Wellfin360 with four years at the firm and two years of industry experience. She holds a Series 65 designation and previously worked at Bank of NY Mellon and MBS LLC. Morales is also the Co-Founder and CEO of Ahora Inc, where she provides strategic direction and participates in fundraising activities. Wellfin360 is a fee-only independent investment adviser serving individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on asset-allocation-driven portfolio management primarily using passive funds and offers tailored financial planning through tiered service levels and educational seminars.