David Lehmann is a CFP® with 17 years of industry experience and is the sole advisor at The Family Financial Group in Newton Centre, MA. He has been a partner at Cooper & Lehmann, LLP since 1996. Mr. Lehmann is also a majority owner of Lehmann & Company, LLC, a CPA firm affiliated with Geller & Lehmann that provides accounting and tax services. The Family Financial Group offers comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves high-net-worth individuals, families, and a variety of institutional clients, coordinating professional teams to review and monitor portfolios on a non-discretionary basis.

Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Michelle Wu is a CFP® and CFA® with four years of industry experience. She currently works at Tenon Financial and has prior experience at Putnam Investments, Origin Financial, and Core Planning, LLC. Tenon Financial provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies with an emphasis on low costs, tax efficiency, and client-specific portfolio management.

Ronald Giunta is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Flagship Private Wealth since 2015 and concurrently associated with LPL Financial since 2010. Giunta provides investment advisory services through Flagship Private Wealth, an independent registered investment advisor firm based in Woburn, MA. Flagship Private Wealth serves individuals, corporations, and charitable organizations, managing approximately $447 million across about 597 client relationships. The firm offers discretionary portfolio management and financial planning, employing strategies that incorporate modern portfolio theory, fundamental and quantitative analysis, and long-term trading.

Jane King is a CFP® professional at Fairfield Financial Advisors with 32 years of industry experience. She has been with Fairfield Financial Advisors, Ltd. since 1993. Fairfield Financial Advisors is a fee-only, SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and certain institutional clients. The firm uses a strategic asset allocation approach with primarily no-load mutual funds, individual stocks, fixed income securities, and ETFs, and also advises pension and profit-sharing plans with occasional trustee responsibilities.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Kristin Mckenna is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently serving at Darrow Wealth Management since 2014. She contributes as a senior writer for Forbes.com, focusing on non-investment-related topics. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily uses low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives while offering a mix of ongoing oversight and project-based advisory services.

Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.

Michael Mccully is a financial advisor with Nefpg, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2020 and previously spent six years at Sun Life Financial. Nefpg serves individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client objectives.

Rodney Hass is a financial advisor with RF&L Wealth Management, LLC, holding a Series 65 credential and 22 years of industry experience. He has been with RF&L Wealth Management since 2006. Outside of his advisory work, he is a partner in BREAKING EIGHTY, LLC, an investment-related business involving real estate, equities, and other securities. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified, evidence-based investment approach grounded in Modern Portfolio Theory and integrates third-party solutions to support its client services.

George Noyes is a CFP® and CIC certified financial advisor with 17 years of industry experience. He has been with Hanover Strategic Management, LLC since 2008. Hanover Strategic Management, LLC provides discretionary and non-discretionary investment management services to individuals, trusts, charitable organizations, and other entities. The firm employs a value-oriented investment approach that combines fundamental research with quantitative analysis, utilizing globally diversified portfolios and sector-level positioning to manage risk.

Vincent Serratore is president and CEO of Heritage Wealth Management and Heritage Financial Group, Inc., with 29 years of experience in the financial industry. He has worked at Coastal Equities, Inc. since 2015 and has been with Heritage Financial Group since 2001. Outside of his advisory roles, he is involved with Bardown Enterprises Ltd, which owns a girls youth hockey team. Heritage Wealth Management provides personalized investment management and consulting to individuals, including high net worth clients, as well as charitable organizations and small businesses. The firm employs proprietary asset-allocation strategies and offers discretionary and non-discretionary account management, integrating investment and insurance services through an affiliated business.

Mary Anne Gucciardi is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. She is the sole advisor at Wealthmind Financial Planning, where she has worked since 2023. Prior to that, she spent three years at Old Peak Finance and was involved with Charles Waban Group, LLC DBA Dragonwing girlgear for thirteen years. Wealthmind Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers customized planning across various financial areas.

Jake Bulian is a CFA® charterholder at Traub Capital Management with one year of industry experience. He previously worked at Deloitte for three years and State Street Corporation for five years. Traub Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively driven approach to investing, with an emphasis on closed-end fund premium/discount analysis and cost-efficient trade execution.

Katharine Davidge is a financial advisor at Dorfman Value Investments LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser providing discretionary portfolio management to individual and institutional clients. The firm employs a fundamentals-driven, value-oriented approach, constructing customized equity portfolios tailored to client risk, tax, and restriction profiles, with an emphasis on long-term capital appreciation across a broad range of market capitalizations.

Nathan De Gregorio is a financial advisor at PenFacs Financial Services holding a Series 66 designation. He has recently entered the industry and has been associated with several related entities including PenFacs Financial Services, The New PenFacs Insurance Agency, and The PenFacs Group. His background includes roles outside traditional advisory positions, such as work with The New Woodshed and BJ's Brewhouse. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm manages approximately $23 million in assets and employs a variety of analytical approaches and trading techniques, primarily implementing strategies through model portfolios and sub-advisers.

Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.

Caroline Hedges is a financial advisor at Fairfield Financial Advisors with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fairfield Financial Advisors since 2012. Fairfield Financial Advisors provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, and select small businesses and nonprofit entities. The firm employs a strategic asset allocation approach using no-load mutual funds, individual stocks, ETFs, and fixed-income securities, and is noted for its work with institutional client structures and fiduciary roles such as trusteeships.

John McClellan is a financial advisor with U.S. Boston Capital Corporation, holding a Series 66 credential and bringing 10 years of industry experience. He has been with U.S. Boston Capital since 2016 and concurrently served as Principal of Pear Tree Partners LP. Mr. McClellan holds multiple board observer roles in technology and biotech companies and serves on the strategic oversight committee for an Opportunity Zone real estate fund. U.S. Boston Capital Corporation provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm focuses on customized asset allocation with diversified exposures, primarily managing assets on a non-discretionary basis, and also engages in distribution and placement of affiliated private funds.

Caleb Powers is a financial advisor at U.S. Boston Capital Corporation with Series 63 and Series 66 licenses and four years of industry experience. He has worked at multiple firms including Pear Tree Partners LP and Mansfield Sales Partners. Outside of finance, he is involved with Green Banana SEO. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio construction, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation using mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis and maintaining longstanding broker-dealer registration with affiliations to proprietary fund sponsors.