Elizabeth Levy Bouldin is a CFA® charterholder with one year of industry experience. She is currently with Clean Yield Asset Management, where she has worked for two years following a 12-year tenure at Trillium Asset Management. Clean Yield Asset Management manages discretionary portfolios for individuals, trusts, foundations, and institutions using a team-based investment process focused on socially responsible investing. The firm employs integrated financial analysis combined with environmental and social screens, and it offers a range of equity, balanced, and fixed income mandates tailored to client preferences.

Joseph Bakaysa is an investment advisor representative at APEX Investment Group with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including The Patriot Financial Group and Cetera Financial Specialists. Outside of advising, he is a licensed insurance agent and serves as a Notary Public in Massachusetts. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning, typically managing accounts on a discretionary basis with portfolios primarily composed of diversified mutual funds and ETFs.

Lianna Deprey is a financial advisor at Wingate Wealth Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for two years before joining Wingate Wealth Advisors. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and blends active and passive strategies tailored to client-specific investment objectives.

John Slupski III is a CFP® professional with 26 years of experience in financial advising. He has been with Wingate Wealth Advisors, Inc. since 2017 and previously worked at East Coast Asset Management, PEGAESUS Advisors, and Wingate Planning Corp. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plans, utilizing a blend of active and passive strategies with a focus on client-specific investment policies.

Jonathan Dunlea is a financial advisor at United Advisors America with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise, Fidelity Investments, and Penn Mutual Life Insurance. Outside of his advisory role, he is involved with VisaNotary, an additional business activity. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model portfolios, tailored asset allocation, and quarterly reviews to manage accounts.

Kaitlyn Smith is a financial advisor at Personal CFO Solutions LLC with a Series 65 credential. She has two years of experience in financial advising and six years in design-related roles prior to joining the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients with comprehensive financial planning and discretionary portfolio management. The firm focuses on ongoing fiduciary financial planning and uses a combination of independent managers and tactical trading within its wrap-fee program.

Christopher Bekel is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2017 and previously spent four years at East Coast Asset Management LLC and one year at Boston Hill Advisors, LLC. Bekel is based in Lexington, MA, and holds a Series 65 license. Wingate Wealth Advisors, Inc. provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific investment process that combines active and passive strategies within model portfolios and operates on a fee-only basis without accepting third-party compensation.

Kyle Dandurand is a CFA® charterholder with 20 years of industry experience. He is currently with Chemistry Wealth Management LLC, where he has worked since 2021, following 16 years at Ameriprise Financial Services, Inc. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and options with a blend of fundamental and technical analysis.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm offers both discretionary and non-discretionary portfolio management and tailors its recommendations through a consultative process that considers risk tolerance, time horizon, and client objectives.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Outside of his advisory role, he is the owner of Belenus Farms LLC and serves as Director of Sales at MassPay, where he manages a team selling HR and payroll services. Pension & Wealth Management Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million, offering customized investment strategies across traditional and alternative assets, with most accounts managed directly and often on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

Dennis Follmer is a financial advisor at Montis Financial, LLC in Waltham, MA, holding Series 65 and Series 63 credentials with three years of industry experience. His prior roles include positions at 55IP and Tetrem Capital Management. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors, employing a range of investment strategies and specialized instruments.

Michael Mallon is a financial advisor at Bridgeport Financial Solutions with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, Mallon is involved as a tax preparer with the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and tax preparation services. The firm manages model portfolios through an Investment Committee and provides discretionary management via various programs, including affiliated and third-party strategist models.

Joseph Charles is a financial advisor at APEX Investment Group with one year of industry experience. He has been the owner of Rock City Pizza, a restaurant in Boston, since 2013. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios primarily using diversified mutual funds and ETFs, and provides discretionary investment management, financial planning, and retirement-plan advisory services.

James Laite is a financial advisor at Cadence Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been associated with both Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory role, he serves as a commissioner on the Town of Lancaster’s Board of Public Works and assists with ski equipment sales and maintenance at Wachusett Mountain Ski Area during the winter season. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from a range of investment vehicles including ETFs, mutual funds, individual securities, and option strategies.

William Peng is a Series 66–licensed financial advisor with Capital Markets IQ, LLC, based in Sudbury, MA, and has 14 years of industry experience. His career background includes roles at Millennial Pharmaceutical and SA Stone Wealth Management, and he serves as an adjunct professor teaching finance at Suffolk University. Beyond his advisory work, he owns and manages AVIVANT, LLC, a business consulting firm, and is president of AVIVANT (Nanjing) Information Technologies Co. Ltd, involved in educational consulting and consumer product business development. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and business consulting across a range of asset classes, employing a multi-branch model with centralized supervision and coordinating with external professionals for comprehensive client advice.

Steven Deboth is a CFP® professional with 24 years of experience in the financial advisory industry. He has been with Cadence Wealth Management LLC since 2011 and is also associated with Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates, employing a long-term core asset allocation approach combined with tactical overlays using technical analysis and proprietary rule-based modeling. The firm manages a diverse range of portfolios and provides goal-based financial planning and rollover advice.

George Platt III is a financial advisor at BTS Asset Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with BTS Securities Corporation and BTS Asset Management since 2006. BTS Asset Management serves individual, high-net-worth, and institutional clients, including pension plans and endowments. The firm offers discretionary portfolio management through various model portfolios and provides model recommendations as a sub-advisor to third-party platforms, utilizing both quantitative and fundamental analysis alongside proprietary technical indicators.

Andrew Sohn is a financial advisor at Bridgeport Financial Solutions with 28 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Bridgeport Financial Solutions in 2024, he worked at Cambridge Investment Research, Inc. and CAMBRIDGE INVESTMENT RESEARCH Advisors, INC for over a decade, and also spent three years at Ameriprise. He serves on the Board of Trustees Investment Sub-Committee at The Fenn School and is a corporator for Emerson Hospital. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, and constructs model portfolios supervised by an Investment Committee. BridgePort also provides discretionary management through its Wrap Program and Advisor Managed Portfolios, with access to affiliated and unaffiliated third-party strategists.

Cameron Gast is a CFP® with six years of industry experience, currently associated with Montis Financial, LLC. He has previously worked at EP Wealth Advisors, Charles Schwab, Prudential, and Eastern Bank. Montis Financial, LLC provides comprehensive financial planning and investment management services to individual and high-net-worth clients, as well as retirement plan sponsors. The firm uses a broad range of investment instruments and employs specialized strategies while maintaining operational practices such as approval of Dimensional Fund Advisors funds and restrictions on discretionary cryptocurrency purchases.