Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC in Providence, RI, with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at WhaleRock Point Partners, LLC and Ameriprise. His firm provides customized, goals-based financial planning, discretionary portfolio management, and advisory consultations for both individual and institutional clients. Efficient Capital Strategies employs a value-oriented investment approach centered on fundamental analysis and offers services including project-based consultations and performance reviews, serving high-net-worth individuals as well as corporate and institutional clients.

Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.

Abel Pizarro Jr. is a financial advisor with Pizarro Advisors in Taunton, MA, holding Series 63 and Series 65 licenses and two years of industry experience. His career includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Outside of advising, he has a minority ownership interest in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals and companies, offering both discretionary and non-discretionary portfolio management. The firm’s investment approach focuses on asset allocation informed by fundamental and macroeconomic analysis, incorporating considerations such as money supply, interest rates, commodity valuations, and relevant political developments.

Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.

James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.

Robert Shuman is a CFA® charterholder at Encore Investment Advisors, LLC with five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management, Civic Financial Services, and Butterfield Asset Management. Encore Investment Advisors serves individuals, high-net-worth clients, businesses, trusts, and estates in Massachusetts, other U.S. states, and internationally. The firm offers customized wealth management combining discretionary and non-discretionary portfolio management with financial planning, employing a primarily long-term, low-turnover investment approach that utilizes ETFs, mutual funds, equities, fixed income, and alternative investments.

James Carlson is a financial advisor at Carlson Planning Company with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Gannet Wealth Advisors and Mass Mutual Investors Services. Outside of advising, he is involved with Entropy Mining, focusing on consulting and deployment of data center infrastructure for energy demand response, and also conducts financial education presentations. Carlson Planning Company serves individual clients, high-net-worth individuals, small businesses, and retirement plan sponsors, offering comprehensive financial planning and portfolio management. The firm employs a Modern Portfolio Theory approach with diversified, cost-efficient investments and provides both discretionary and nondiscretionary management alongside flexible planning engagements.

Gabriel Alvarez is the sole advisor at Alvarez & Associates Financial. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at Fidelity Investments and self-employment periods. Outside of advising, he spends a portion of his time working as a rideshare driver. Alvarez & Associates Financial is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm provides personalized investment management and financial planning using a combination of active and passive strategies, including access to third-party platforms and managers.

John Connaughton is a CFP® professional at Rhodeway Financial with three years of industry experience. He previously worked at Columbia Funds and FINRA and serves as a paid independent trustee of the Columbia Funds. Rhodeway Financial offers financial planning and financial literacy seminars primarily for individuals and nonprofit organizations, focusing on investment, retirement, tax, college, and debt planning. The firm emphasizes mutual funds, particularly within employer-sponsored retirement plans, and provides non-discretionary advice without managing client portfolios or charging asset-based fees.

Mark Majka is a CFA® charterholder with 15 years of industry experience. He is the principal advisor at MJM Investment Advisors, Inc., where he has worked since 2011. Prior to that, he worked at Kastel Capital Advisors, LLC from 2019 to 2021. Since 2020, he has also served as an outsourced Chief Investment Officer for Pension and Wealth Management Advisors in Waltham, MA, providing investment research and portfolio construction input. MJM Investment Advisors, Inc. is a fee-only, registered investment adviser that offers discretionary portfolio management to individuals and small institutions. The firm employs a combination of top-down asset allocation and bottom-up fundamental analysis across several separate-account strategies and provides clients with regular performance reports and a quarterly Investment Outlook.

Michael Wan is the sole advisor at Apperax Capital Management in Sharon, MA, holding a Series 65 license with 13 years of industry experience. He has been with Apperax Capital Management since 2012. Apperax Capital Management provides discretionary investment management primarily for high-net-worth individuals and qualified clients, focusing on long-term, value-oriented investing in undervalued companies. The firm uses proprietary research and manages concentrated portfolios with discretion, serving both individual and institutional investors.

Shaun Jones is a CFP® with 25 years of industry experience and is the sole advisor at Jones Fiduciary Wealth Management LLC in Pawtucket, RI. He previously worked for Diamond State Financial Group Inc, Minnesota Life, and Securian Financial Services INC from 2001 to 2021. In addition to his advisory work, Mr. Jones is a published author of *UnBrainwashed Investing: Protecting Your Portfolio From Today's Mislead Industry*. Jones Fiduciary Wealth Management serves individuals, families, trusts, estates, businesses, and charitable organizations by providing comprehensive financial planning, discretionary investment management, and consulting services. The firm utilizes a discovery-driven planning process to create customized portfolios and offers access to private pooled investment vehicles, including a series of real estate partnerships managed by Mr. Jones.

Thomas Mcauley is a financial advisor at EquityTrust with 21 years of industry experience. He has been with EquityTrust since 1979. EquityTrust provides discretionary investment management to individuals and a variety of private and institutional clients. The firm specializes in option strategies, primarily selling equity and index options to collect premium, and invests collateral in a range of interest-bearing and marketable securities.

Christopher Benoit is a CFP® with seven years of experience in financial advising, currently operating as the sole advisor at CB Capital LLC. He also serves as Vice President of Anchor Auto Group, an automotive dealership, and is President and owner of CB Capital Reinsurance Ltd., an automotive reinsurance company. Benoit has been involved in the automotive industry since 1998 alongside his advisory work. CB Capital LLC provides financial planning and portfolio management for individuals and high-net-worth clients, as well as retirement plan consulting for employer-sponsored plans. The firm also offers specialized reinsurance consulting for automotive reinsurance companies, combining expertise in retirement plans with automotive-related financial services.

Eduardo Borges is a CFP® and CFA® with 10 years of industry experience. He has held positions at Morgan Stanley Private Bank and Fortune Financial Services before founding Goal Wealth Advisory Group, LLC. Borges holds a Series 66 license and is also licensed to sell life and health insurance. Goal Wealth Advisory Group, LLC offers investment management, comprehensive financial planning, and employer retirement-plan consulting to individuals, including high-net-worth clients, as well as nonprofit and charitable organizations. The firm primarily uses a passive investment approach with index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to evaluate sectors and securities, while tailoring portfolios to client objectives and tax considerations.

Jeffrey Pereira is the principal of JBP Financial LLC and holds a Series 66 designation with 21 years of industry experience. He previously worked at Atlantis Asset Management for nine years before establishing his current firm. Outside of advisory services, he has been involved in selling life insurance since 2006, which accounts for a small portion of his time. JBP Financial LLC is an independent investment adviser serving a limited client base with portfolio management and integrated financial planning. The firm combines various analytical approaches with disciplined asset allocation and rebalancing, primarily managing assets on a non-discretionary basis.

Eric Thomson is a financial advisor at Zarathustra Wealth Management in Providence, RI, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Coastal Financial Planning, Edward Jones, Staples Business Advantage, Amica Insurance, and Schneider Electric/APC. Zarathustra Wealth Management offers fee-only financial planning and discretionary portfolio management to individual investors, small business owners, pension plans, foundations, and other institutional clients. The firm employs an evidence-based, quantitatively driven investment approach, combining broad index exposure with selective stock holdings and providing pension consulting as well as educational workshops.

Mitchell Zides is a CFP® professional with 19 years of experience in the financial industry. He is the sole advisor at Constant Guidance Financial, LLC, an independent firm based in North Attleboro, MA. Prior to founding his firm, he has worked with Pioneer Institutional Asset Management, Inc. and Pioneer Funds Distributor, Inc. Additionally, he is a licensed real estate agent, dedicating a small portion of his time to that activity outside of trading hours. Constant Guidance Financial is a fee-only, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, corporations, and plan sponsors. The firm employs a client-specific investment approach using fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a focus on fiduciary standards and institutional custodian support.

Charles Means is the sole advisor at Charles J. Means & Co., LLC in Providence, RI, holding a Series 65 credential with 23 years of industry experience. He has led his firm since 2002, providing personalized investment management services. Charles J. Means & Co., LLC offers customized, discretionary portfolio management primarily for individuals, IRAs, trusts, estates, and charitable organizations. The firm manages approximately $84 million across about 59 accounts, focusing on equity and debt securities aligned with macroeconomic views and client objectives.