Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 credential and one year of industry experience. Her prior roles include positions at MBA Builders and as a self-employed advisor at KLD Management. She also worked for Jumpstart for Young Children for five years. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions, managing approximately $195.6 million in client assets. The firm employs a conservative-growth, long-term equity strategy focused on high-quality companies with steady profit and dividend growth, managing separate, concentrated portfolios for each client.

Daniel Hawthorne is a financial advisor at Lighthouse Financial, LLC with 12 years of industry experience. He previously operated Hawthorne Financial Advisors, LLC for 10 years before joining Lighthouse Financial. Outside of his advisory work, Mr. Hawthorne provides bookkeeping and business support services on a part-time basis. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a long-term, customized asset allocation strategy using ETFs, mutual funds, individual equities, and fixed income, combining fundamental and technical analysis with ongoing portfolio oversight.

John Verrengia is a financial advisor with Lattanzi Financial Services LLC in Revere, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Integrated Wealth Concepts LLC, Heritage Financial Group, Heritage Wealth Management, Investors Capital Corp., and Eastern Point Advisors. Outside of advising, he is active as a CPA through his affiliated practice and serves as an assessor for the City of Revere. Lattanzi Financial Services provides investment advisory services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $8.3 million for about 28 households. The firm customizes portfolios based on initial risk assessments and employs diversified investments such as stocks, ETFs, mutual funds, and bonds, with ongoing monitoring and quarterly reviews.

Travis Army is a CFA® charterholder at The Invictus Collective, LLC in Boston, MA, with experience at MFS Investments and prior roles at Lawrence Academy and Vermont Academy. He has been with The Invictus Collective since 2026. The Invictus Collective provides financial planning, consulting, and investment management to a concentrated client base including high-net-worth individuals, trusts, corporations, institutional investors, and advisers. The firm employs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products, and private placements, guided by Modern Portfolio Theory and an internal Investment Committee.

Gita Rao is a financial advisor with East Horizon Investments, holding a Series 65 designation and 11 years of industry experience. She has worked at East Horizon Investments since 2016 and previously at Plum Pointe Wealth Management from 2018 to 2023. Rao is also a senior lecturer in finance at the MIT Sloan School, where she has been teaching and advising academically since 2013. East Horizon Investments serves individuals, families, and smaller institutions including nonprofits and trusts, managing approximately $63.5 million in client assets. The firm uses a fundamental, intrinsic-value investment approach with diversified, asset-allocation-driven portfolios, offering discretionary management and occasional subadvisory services.

Justin Bruzzese is a financial advisor at New England Schooner, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Baystate Financial, and Fidelity Investments. Outside of his advisory role, he also serves as a First Line Supervisor at New England Schooner. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with tailored asset-allocation strategies, integrating financial planning and pension consulting for approximately 320 client accounts.

Matthew Babson is a financial advisor at Good Harbor Advisors, Inc. in Gloucester, MA, with 16 years of industry experience. He holds a Series 65 credential and has been with Good Harbor Advisors since 2004. Outside of his advisory work, Mr. Babson is involved with Mad Dog Realty, LLC, a real estate holding firm. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing equities, ETFs, mutual funds, and fixed-income instruments, with investment advice tailored to client goals and regular account reviews.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Stephen Cote is a CFP® and Series 66 holder with 22 years of experience in financial advising. He has been leading Cote Financial Management since 2010. Cote Financial Management is a fee-only advisory firm providing non-discretionary investment advice and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes diversified, asset-allocation portfolios using efficient-frontier optimization, mutual funds, ETFs, and fundamental research, managing approximately $131.6 million on a non-discretionary basis.

Jon Osbon is a Series 65-credentialed advisor with 13 years of industry experience. He is the founder of Osbon Capital Management, LLC, where he has worked since 2012, and has also been associated with Unifimoney RIA QOZB, LLC since 2023. Osbon Capital serves high-net-worth individuals and manages several private funds and pooled investment vehicles. The firm employs individualized, asset-allocation portfolios primarily using indexed ETFs, along with specialized quantitative strategies, and offers performance-based fee arrangements to qualified clients.

William Rabbitt is a financial advisor with CFS Financial, LLC in Salem, MA, holding a Series 65 designation and 11 years of industry experience. He has previously worked with Truth Capital, LLC and has longstanding involvement with College Funding Services as a college financial aid consultant. Outside of advisory work, he continues his role in college financial aid consulting through College Funding Services. CFS Financial provides investment advisory and portfolio management services primarily to individual clients, employing a long-term, Modern Portfolio Theory–based approach. The firm utilizes ETFs, low-cost mutual funds, and legacy holdings to construct customized portfolios and offers ongoing monitoring and rebalancing aligned with client objectives.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Pamela Varriale is a financial advisor at Bounty Management Corporation in Boston, MA, with 21 years of industry experience. She holds a Series 65 designation and has been with Bounty Management Corporation since 1985. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations with separately managed portfolios. The firm focuses on long-term capital growth and preservation through macroeconomic sector analysis and fundamental metrics, tailoring portfolios to client-specific constraints and providing individualized account management.

Cayla Orris is a financial advisor at Theory Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Theory Planning Partners in 2025, she worked at KPMG US for four years and held positions at Duff & Phelps, Sofer Advisors, and Voya Financial. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm offers executive financial planning, corporate consulting, and investment portfolio management using diversified mutual fund and ETF-based model portfolios with a focus on strategic asset allocation and tax-aware management.

Kevin Nunes is a financial advisor with Rocky Hill Advisors Inc. in Peabody, MA, holding 23 years of industry experience. He has worked with Rocky Hill Advisors since 2002 and also consults with Navis Group, where he assists in drafting internal procedures and controls. Rocky Hill Advisors provides investment management and expert witness consulting to a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation approach with an emphasis on rebalancing and downside risk management, primarily managing client relationships on a non-discretionary basis.