David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

Edward Wall is the owner and sole advisor at Pioneer Financial, Inc. in South Hadley, MA, with 20 years of industry experience. He holds the Series 66 designation and has been with Pioneer Financial since 2004. In addition to investment advisory services, he provides tax preparation and accounting through his firm. Pioneer Financial, Inc. offers discretionary portfolio management primarily for individual investors and non-profit organizations, combining investment advisory services with tax preparation and insurance activities. The firm employs a goal-oriented approach using fundamental analysis, ongoing monitoring, and monthly account reviews.

Thomas Homan is a financial advisor with Momentum Investment Management, LLC in Holyoke, MA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Homan has led Momentum Investment Management since 2010. Outside of his advisory role, he owns and manages a rental property business. Momentum Investment Management is an independent, single-advisor firm providing discretionary portfolio management and hourly financial planning primarily to individual clients, including high-net-worth individuals. The firm employs a combination of charting, fundamental and technical analysis, and uses derivatives and margin strategies in client accounts, with all portfolio oversight conducted by Homan.

Francis Collins is a financial advisor at Beacon Investment Advisers, LLC with 21 years of industry experience. He has managed Beacon Investment Advisers since 1999 and has operated his own law firm, Francis E. Collins, P.C., since 1973. In addition to his advisory work, he maintains a legal practice and is a licensed real estate broker. Beacon Investment Advisers provides discretionary portfolio management and financial planning primarily for individual investors, trusts, and IRAs. The firm integrates investment services with legal and real estate expertise, focusing on long-term equity selection and balance-sheet analysis while offering tax preparation and accommodating client investment preferences.

Megan Donnelly is a CFP®, ChFC®, and Series 63-registered financial advisor with 14 years of industry experience. She is the sole advisor at Quabbin Advisors, an independent firm she has been with since 2012. Quabbin Advisors provides fee-only financial planning and investment advisory services to individuals, families, nonprofit organizations, and businesses. The firm emphasizes a largely non-discretionary approach to client assets, focusing on long-term, fundamental buy-and-hold strategies with low-fee mutual funds and ETFs, and maintains regular portfolio reviews following planning engagements.

Pamela Desjardins is a financial advisor at Strategic Planning Associates in Granby, MA, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Elite Investment Team, LLC since 2018. In addition to her advisory role, she is involved in the sale of life and health insurance, long-term care insurance, and fixed annuities. Strategic Planning Associates provides financial planning and discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and business clients. The firm offers tailored asset-allocation models implemented on a discretionary basis and emphasizes a small-scale, relationship-focused approach.

Eric Bright is a CFA® charterholder and the sole advisor at Pennyfarthing Investment Management, L.L.C. in Belchertown, MA, with 22 years of industry experience. He has been with Pennyfarthing since 2003. Pennyfarthing Investment Management provides discretionary investment counseling and portfolio management for individuals, trusts, and charitable endowments, as well as consulting services for portfolios managed by other institutions. The firm emphasizes a long-term, research-driven investment process that integrates fundamental, behavioral, and technical analysis, and offers an ESG-integrated mutual fund and ETF service called Bright Penny Freedom.

Senaida Bautista is a financial advisor at Clarity Wealth Management LLC with eight years of industry experience. She holds Series 66 and Series 65 licenses and has worked with several firms including AE Wealth Management and Dale A. Frank Financial. Bautista serves as a board advisor for the Beacon Hill Women's Forum, a nonprofit organization. Clarity Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm integrates traditional portfolio management techniques with outsourced solutions and offers ERISA pension consulting and participant education services.

V. Laflam is a Series 65 licensed financial advisor with over 21 years of industry experience. He has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at Laflam and Haggerty, CPAs, an accounting firm he has been affiliated with since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans. The firm focuses on fundamental security analysis and asset allocation across stocks, REITs, and fixed income, offering fully discretionary trading and ongoing portfolio reviews, with an affiliation to a local CPA practice providing additional tax and financial planning services.

Valerie Haggerty is a financial advisor with Laflam and Haggerty Investment Advisers Corp. She holds a Series 65 designation and has 21 years of industry experience. Haggerty has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at the affiliated accounting firm Laflam and Haggerty, CPAs, where she has worked since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for about 67 clients. The firm serves individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans, using fundamental security analysis and asset allocation with a focus on common stocks, publicly traded REITs, and fixed-income securities. The firm is affiliated with a local CPA practice, providing integrated tax and financial planning services and serving a diverse client base including institutional and governmental entities.

Jason Wilburn is a financial advisor with Clarity Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Advisors, and operating Wilburn & Associates LLC, a separate financial practice. Clarity Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and plan sponsors. The firm uses a combination of portfolio management techniques and outsourced solutions, offers ERISA retirement-plan services, and supports clients with participant education and group enrollment meetings.

Arwen Lowbridge is a financial advisor with Bright Advisors, holding a Series 66 designation and 11 years of industry experience. Prior to joining Bright Advisors in 2026, she worked at Mass Mutual Investors Services and MetLife Securities. She is also the sole owner of Evenstar Financial LLC, a firm providing financial planning, investment advisory, and insurance planning services. Bright Advisors, established in 2024, offers investment management, financial planning, and consulting services to high-net-worth families, family offices, foundations, corporations, and individuals with complex financial needs. The firm employs a client-centered approach with customized investment strategies, engaging third-party managers for specialized solutions while maintaining fiduciary oversight.

Beck Ringle is a CFP® professional with one year of experience in financial advising. He is currently with Chicory Wealth, having previously worked at Beacon Pointe Advisors, Hart & Patterson Financial Group, and Sophia Wealth Strategies. Prior to entering the financial industry, he spent several years in the produce business. Chicory Wealth provides financial life planning and discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative methods, and ESG metrics to construct diversified portfolios and deliver financial life plans.

James Ho is a CFA® charterholder with 22 years of industry experience. He has been with West Branch Capital LLC since 2009. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading as needed.

Ian Mahmud is a financial advisor at West Branch Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Centerview Partners LLC, Credit Suisse Securities (USA) LLC, MIT Sloan, UBS Securities LLC, and Barclays Capital. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading and portfolio rebalancing.

Ayaz Mahmud is a financial advisor at West Branch Capital LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has been with West Branch Capital since 2004. West Branch Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with flexibility for active trading and risk management strategies.

Anne Christopulos is a financial advisor at West Branch Capital LLC with 22 years of industry experience. She holds the Series 66 designation and has been with West Branch Capital since 2016, following nine years at Davis Financial Services, LLC. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis while maintaining flexibility for active trading as needed.

Wayne Wetzel Jr. is a financial advisor with Excalibur Management Corp, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Excalibur Management Corp since 1993. Outside of his advisory role, he serves on the board of the Pine Grove Condominium Association. Excalibur Management Corporation provides discretionary investment management and integrated financial planning primarily for high-net-worth clients, including individuals, families, trusts, and foundations. The firm employs a combined top-down and bottom-up investment approach focused on risk assessment and long-term, risk-adjusted returns through disciplined asset allocation and tactical rebalancing.

Christina Light is a financial advisor at Emissary Wealth with eight years of industry experience. She holds a Series 65 designation and has worked at Emissary Wealth since 2020, following five years at Bell Investment Advisors, Inc. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and goal-driven planning, with a focus on real estate-related investments for its pooled vehicle business.

Mark Zacek is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Infinex Investments, and Raymond James Financial Services. In addition to his advisory role, he is a 1099 contractor with Nathan Agencies, involved in the sale of fixed annuities and life, health, disability, and long-term care insurance. Capital Analysts serves a wide range of clients such as individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs a discretionary and non-discretionary investment approach supported by an in-house research team and offers advisory services through various portfolio management options.