Kyle Cornell is a financial advisor at Bartholomew & Company Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Commonwealth Financial Network. Bartholomew & Company Wealth Management, LLC serves a mix of institutional clients and individual investors, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process and uses model portfolios blending active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds.

Russell Almstrom is a financial advisor at AAF Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Clinton Savings Bank. Outside of his advisory role, he is involved in managing a rental property in Kissimmee, Florida. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Emily Levine is a financial advisor at AAF Wealth Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at AAF Wealth Management since 2019, including her current role starting in 2024, as well as prior experience at Financial Foundations. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and institutions through asset management, financial planning, and pension consulting. The firm emphasizes asset allocation and uses a rules-based fund manager selection process with both quantitative and qualitative analysis, offering portfolios that include stocks, bonds, ETFs, options, and private equity, along with tax-aware investment considerations.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Gary Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Carl P. Sherr and Company since 1986. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm develops individualized investment policies focusing on asset allocation and long-term holdings, employs a team approach with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support its services.

Gregory Ellms is a financial advisor at Oasis Wealth Planning Advisors in Wellesley, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Copper Beech Wealth Management, Cambridge Investment Research, and Helmsman Financial Strategies. Outside of his advisory role, he serves as secretary and board member of a family-owned limited partnership involved in commercial property in Wellesley. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Frederick Lane is a financial advisor at Finivi Inc. with 34 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Aspencross Wealth Management, Inc., Triad Advisors, and Signator Investors, Inc. Finivi serves individual and business clients, including high-net-worth and non-high-net-worth households, providing discretionary investment management, comprehensive financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach tailored to clients’ risk tolerance and objectives and offers additional services such as insurance brokerage and financial-wellness programs for business clients.

John Llodra is a CFP® professional with 21 years of experience, currently serving at New Harbor Financial Group, LLC since 2005. He holds a Series 66 license and acts as co-trustee for the Llodra Family Gift Trust. Llodra is also involved with the Groton Conservation Trust, providing financial planning and investment advice for the organization’s assets, and is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a blended investment approach incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services across a range of investment vehicles.

Julie Drainville is a CFP® and ChFC® with six years of industry experience. She is currently with AAF Wealth Management, LLC and has previously worked at firms including Kintra Wealth, Mutual Securities, and Northwestern Mutual. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and other institutions through asset management, financial planning, and pension consulting. The firm focuses on asset allocation and a rules-based fund manager selection process combined with tax-aware considerations and uses a proprietary manager-ranking system to guide portfolio construction.

Rylee Felice is a financial advisor at White Lighthouse Investment Management, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at CapFinancial Partners LLC (CAPTRUST), Boston Financial Management LLC, Lincoln Financial Advisors Corporation, and Amon & Associates. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides investment management, financial planning, and comprehensive wealth-management services with a focus on international and cross-border planning, using customized, diversified portfolios primarily consisting of low-cost ETFs and mutual funds.

Charles Patterson is a financial advisor at Bartholomew & Company Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been associated with Bartholomew & Company and Commonwealth Financial Network since 2002. Outside of his advisory work, he is involved in antique sales. Bartholomew & Company Wealth Management, LLC serves a mix of institutional and individual clients, providing discretionary and non-discretionary asset management along with retirement-plan and wealth management consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, placing particular emphasis on high-grade fixed income and municipal bonds.

Edward Zywien is a financial advisor with Concord Wealth Partners in Worcester, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Concord Wealth Partners in 2021, he worked at Coppertree, LLC and Triad Advisors LLC. He is also involved in insurance sales for approximately three hours per week. Concord Wealth Partners is a team-based registered investment adviser managing about $1.07 billion for over 1,200 clients, including individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, with an investment approach that emphasizes tailored asset allocation, cash management, and the use of various strategies including mutual funds, ETFs, alternatives, and complex instruments.

Jonathan Mack is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Morgan Stanley & Co. LLC. Bartholomew & Company Wealth Management, LLC provides asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process with model portfolios that combine active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and incorporates ESG-oriented approaches.

Andrea Lucey is a CFP® and ChFC® professional with 21 years of industry experience. She has worked at Carr Financial Group since 2022 and previously operated the Lucey Advisory Group and worked with LPL Financial. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a portfolio approach focused on strategic asset allocation using diversified mutual funds and ETFs, with discretionary management and a family office practice under a separate fee arrangement.

Evan Welch is a CFP® with 28 years of industry experience and currently serves at Bridgeport Financial Solutions. His prior experience includes roles at Cambridge Investment Research, Inc. and Cetera Advisors LLC. Outside of his advisory work, he participates as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute. Bridgeport Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages diversified portfolios through an Investment Committee and offers discretionary management via wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party investment strategies.

Jack Rufo is a financial advisor at Finivi Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Heritage Financial Services and JNJ Window Services, in addition to roles at Bentley University and Westwood Public Schools. Outside of finance, Rufo provides professional window and exterior cleaning services. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management, financial planning, estate-planning facilitation, family meetings, and financial education workshops. The firm employs an active, core-satellite investment approach tailored to client risk tolerance and utilizes the eMoney platform to consolidate client financial data.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Dinghao Jiang is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He is currently an advisor at Downtown Wealth Studios, LLC, joining the firm in 2023. Prior to this, he worked at Bank of America, N.A., Merrill, and Babson College. Downtown Wealth Studios, LLC provides customized wealth management and financial planning for individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm manages portfolios primarily on a non-discretionary basis, combining fundamental and technical analysis with a long-term investment approach.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.