Matthew Carpenter is a financial advisor at CFS Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truth Capital, LLC and College Funding Services. He also owns a consulting firm that assists families with the college admission and financial aid processes and does not receive commissions for this work. CFS Financial provides investment advisory and portfolio management services primarily to individual clients, using a long-term, Modern Portfolio Theory–based approach. The firm develops customized Investment Policy Statements and manages portfolios with ETFs, low-cost mutual funds, and legacy holdings, focusing mostly on non-discretionary asset management through unaffiliated Independent Managers.

Christopher McDonald is a financial advisor with US Advisory Group who holds Series 63 and Series 65 licenses and has eight years of industry experience. He previously worked at Private Client Services LLC for six years and LPL Financial, LLC for four years. US Advisory Group provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and family office/wealth planning. The firm typically uses model portfolios and invests in exchange-traded funds and mutual funds, tailoring allocations based on clients’ risk tolerance and time horizon.

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.

Marcel Quiroga is a financial advisor at TQM Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has been with TQM Wealth Partners since 2016. Outside of his advisory role, he serves on the Board of Trustees Overseer at Salem State University and is president and founder of The Legacy Dialogues, a nonprofit providing educational programs on philanthropy. TQM Wealth Partners is a supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, offering both financial planning and investment management services.

Laura Mok is a CFP® professional with two years of experience currently serving at Park State Asset Management LLC. She previously worked at Alapocas Investment Partners, Inc. for six years and East Coast Asset Management for eight years. At Alapocas, she held multiple roles including Chief Compliance Officer, trader, and head of operations. Park State Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm focuses on fundamental, business-oriented analysis and long-term ownership, typically maintaining concentrated Global Equity portfolios alongside Conservative and Balanced strategies aligned with client needs.

Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.

Robert Kuftinec is a financial advisor at Auour Investments LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. He is also a partner at Auour Advisory LLC, where he provides strategic consulting services to private and public corporations. Auour Investments offers portfolio management services to individuals, high-net-worth clients, trusts, estates, family offices, and charitable organizations. The firm uses proprietary asset-allocation models and a quantitative approach, including its Auour Regime Model, to guide investment decisions with a preference for ETF-based allocations.

Lyn Parker is a CFP® with 13 years of experience in financial advising, currently practicing at Whitman Financial Services, LLC. She previously worked at LPL Financial for nine years. Parker serves on the board of the Newburyport Society for the Relief of Aged Women and is involved as a guest speaker and a FINRA arbitrator. She also operates a general law practice alongside her financial advisory role. Whitman Financial Services provides financial planning and consulting to individuals, including trusts, estates, retirement plans, and select high-net-worth clients. The firm emphasizes fundamental analysis and long-term asset allocation, typically using mutual funds and ETFs, and charges clients on an hourly or fixed-fee basis rather than as a percentage of assets.

Renato Mastrogiovanni is a financial advisor at Healthview Asset Management, Inc. with 11 years of industry experience. He previously worked at Healthview Services, Inc. for over a decade and serves as president of both Healthview Services, Inc. and Healthview Advisory Services, Inc. He is also the chief investment officer of Bennington Asset Management, Inc. and a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio management using both fundamental and technical analysis, along with retirement- and healthcare-focused programs that utilize actuarial algorithms to project related costs and funding needs.

Caroline Gaffney is a CFP® and CFA® with 17 years of industry experience. She has been with Atwater Wealth Management, Inc. since 2014. Gaffney holds a Series 66 license and is based in Boston, MA. Atwater Wealth Management is a fee-only, SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, using tailored investment strategies reviewed quarterly and managing assets on a discretionary basis through LPL Financial.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.

Gregg Picillo is a CFA® charterholder with 14 years of industry experience. He has been with Mason Capital Partners since 2006 and serves as the managing partner of Albert D. Mason Inc., an affiliated firm associated with Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management for individual and institutional clients, including high-net-worth individuals, corporate plans, foundations, and trusts. The firm follows an “income with growth” investment strategy, focusing primarily on common stocks with a portion allocated to fixed income, and bases its decisions on fundamental research and management meetings.

Ellen Ginsberg is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, with 18 years of industry experience. She holds a Series 66 designation and has been with Harbor Asset Planning since 2007. Outside of her advisory work, she manages rental real estate. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm uses Modern Portfolio Theory and non-proprietary modeling software to create diversified, low-cost portfolios tailored to client risk tolerance and time horizons.

Giana Hebert is a financial advisor at Flagship Private Wealth with 15 years of industry experience. She holds the Series 66 designation and has been with Flagship Private Wealth since 2015. Prior to that, she has been associated with LPL Financial since 2011. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations, managing approximately $447 million across nearly 600 client relationships. The firm provides discretionary portfolio management, financial planning, and offers specialized account programs, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.

Steven Roge is a CFP® with 12 years of industry experience and has been with R.W. Rogé & Company, Inc. since 1996. He serves as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine, where he teaches a class on personal finance topics on a pro-bono basis. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm combines strategic asset-allocation modeling based on Modern Portfolio Theory with bottom-up, value-oriented equity selection through its proprietary ResearchEdge process, offering a range of services including discretionary portfolio management, comprehensive financial planning, and a concentrated value equity strategy.

Robert Zock Jr. is a financial advisor at Robert A. Zock & Co., Inc. in Boston, MA, holding a Series 65 designation with 29 years of industry experience. He has worked at Robert A. Zock & Co., Inc. since 1990 and is also involved with Mt. Sunapee Ski Area. Robert A. Zock & Co., Inc. provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term common stock investments and fundamental analysis. The firm also offers administrative support for non-U.S. multicurrency securities accounts and is noted for its work with charitable organizations and trusteeship services.

Douglas Orifice is a financial advisor with LPL Financial and Arsenal Financial, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010 and founded Arsenal Financial, an independent investment advisory firm, in 2018 where he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Mackenzie Liman is a Series 65-licensed advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles in nonprofit consulting focused on fundraising and community-building, and has extensive experience in the bicycle industry. Liman provides consulting and coaching services to nonprofits as a 1099 contractor. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning, offering a blend of discretionary portfolio management, impact investment research, and educational programs. The firm employs a mix of in-house and third-party portfolio strategies guided by diverse analytical methods and maintains a formal impact investing due-diligence practice.

Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.