David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm and its affiliated entity, Risk Paradigm Group, LLC, since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business based in Burlington, MA. Risk Paradigm Group provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based investment process using proprietary quantitative and qualitative research, with a focus on risk controls and tactical global asset allocation.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

Robert Piton is a CFA® charterholder with 22 years of industry experience. He has worked at Total Clarity Wealth Management, Inc. since 2019 and was previously with Rothschild Investment Corp from 2013 to 2017. Outside of his advisory role, he is the managing member of Resonance Pi, LLC, a software design and development venture. Total Clarity Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies including model portfolios, third-party managed accounts, and a more active "PreActive" strategy for sophisticated investors.

William Eaton is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPG Family Wealth Advisory since 2015. Eaton serves as a board member and investment committee member for the North Shore United Way. RPG Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis and constructs portfolios with a variety of asset types, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Jacob Murray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors. His prior roles include positions at Securities America, The Patriot Financial Group, LPL Financial, Valmark Securities, and Wealth Impact Partners. He is also licensed as an insurance agent, dedicating part of his time to offering insurance products and services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, providing portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments.

Natalie Marin is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Northstar Financial Planning, LLC since 2022 and was previously with Paladin Advisors LLC and Sun Life Financial. Her background also includes roles at Northeastern University. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm uses a strategic asset-allocation approach combining passive ETFs with active managers and integrates technology like Betterment Advisor Solutions to support automated portfolio management and reporting.

Silas Witherbee is a financial advisor at Bay Colony Advisors with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Cantella & Co Inc for 11 years before joining Bay Colony Advisors in 2021. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting.

Matthew Lasker is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Wingate Capital Corporation and Wingate Financial Group, Inc. since 1999. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies through model portfolios tailored to various risk objectives.

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior firms include LPL Financial, Pinnacle Private Wealth, Santander Securities, and Sovereign Bank. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

John Wanvig is a CFP® professional with eight years of experience at White Lighthouse Investment Management, Inc., where he has worked since 2016. He is based in Bedford, MA, and part of a six-advisor team. 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 customized, diversified portfolios focusing on tax-efficient, low-cost investments and offers specialized planning for expatriation and foreign trust beneficiaries.

Jonathan Lachowitz is a CFP® professional with 15 years of industry experience. He has been with White Lighthouse Investment Management, Inc. since 2006 and also owns and operates a registered financial advisory firm in Lausanne, Switzerland, where he provides financial planning and investment management services. White Lighthouse Investment Management serves individuals, families, and small-business owners, including many non-U.S. clients, with a focus on discretionary investment management and comprehensive wealth planning. The firm emphasizes a cross-border approach, offering services tailored to complex international tax and estate planning needs.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 19 years of experience in financial advising. She has worked at Milestone Financial Planning, LLC since 2021 and previously spent 14 years at Mosaic Financial Advisors, LLC. In addition to her advisory role, she operates a CPA practice providing tax preparation and non-investment-related financial services for small businesses. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

Carol Newman is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 65 designation with 12 years of industry experience. She has been with Wingate Wealth Advisors since 2013. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment process combining active and passive fund selections and third-party money managers, managing over a billion dollars in client assets within a multi-advisor practice.

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Nicole Somers is a financial advisor at Alta Wealth Advisors LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 15 years. Outside of her advisory role, she is employed in customer service at Stop and Shop. Alta Wealth Advisors LLC serves individual, high-net-worth clients, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating multiple analytical methods and offers services including a wrap-fee program and educational seminars.

James Lister Jr. is a financial advisor with Shepherd Financial Partners, LLC and holds the Series 63 and Series 66 designations. He has 19 years of industry experience, including time at LPL Financial starting in 2011. He manages investment advisory services through Shepherd Financial Partners, where he has worked since 2016. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across six offices.

Matthew Pasts is a financial advisor at BTS Asset Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bond Timing Securities Corporation and related entities since 1989. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative and fundamental analysis combined with technical indicators to generate tactical buy/sell signals and offers multi-strategy portfolios including mutual funds, ETFs, and individual equities.