Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

Benjamin Webber is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Sawyer & Co Inc in Boston, where he has worked since 2013. He is co-owner of a rental property managed primarily by his wife, with minimal involvement in day-to-day operations. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis and a long-term investment horizon, focusing on U.S. common stocks, fixed income, and cash equivalents to manage total return and principal risks.

Barbara Maitland is a financial advisor at Rothwell Investment Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Flagship Harbor Advisors, and Edward Jones. Outside of finance, Maitland is active in music instruction, coaching pickleball as a certified pro, and organizing community music activities in Salem, MA. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations. The firm combines discretionary asset management with comprehensive financial planning and serves over 700 clients using a wrap fee program designed around clients’ goals and risk tolerances.

Elizabeth Hilman is a financial advisor at MacDougall Financial Counseling with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Barclays Capital Inc. before joining her current firm. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individuals, trusts, charities, and occasional organizations. The firm emphasizes the use of no-load mutual funds and exchange-traded funds with multi-year track records and competitive expense ratios, managing roughly $425 million in client assets.

Ariel Acuna is a financial advisor at LTG Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LTG Capital since 2003. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations, employing a combination of charting, fundamental, technical, and cyclical analysis. The firm manages discretionary assets directly, typically for clients with account minimums of $2,000,000, and emphasizes formal continuity planning and transparent performance reporting.

Mark Maitland is a financial advisor at Rothwell Investment Advisors with six years of industry experience and holds the Series 66 designation. He has previously worked at LPL Financial and Flagship Harbor Advisors and serves on the board of the nonprofit METTAFORE. Rothwell Investment Advisors offers wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm acts as the sole portfolio manager of its wrap fee program and manages over 700 client accounts with three advisors.

Donald Collins is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He holds the Series 63 designation and has been with Ironwood since 1998. The firm provides discretionary portfolio management to individual and institutional clients, specializing in a fundamental, bottom-up, value-oriented investment approach focused on small and micro-cap equities. Ironwood combines small/micro-cap value specialization with services such as managing pooled vehicles and wrap fee programs, serving a diverse client base that includes high-net-worth individuals, pension plans, and charitable institutions.

Brian Mc Larney is a financial advisor with Merrimack Valley Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has eight years of experience in the industry. His prior work includes roles at Edward Jones and FIDELITY Brokerage Services LLC. Merrimack Valley Financial Advisors serves both individual and institutional clients, offering discretionary portfolio management, model portfolios, pension consulting, and comprehensive financial planning. The firm uses a process based on client objectives and risk tolerance, employing fundamental, quantitative, and qualitative research with ongoing monitoring and rebalancing.

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.

Jennifer Murphy is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Advanced Portfolio Design, LLC since 2016. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning. The firm employs portfolio construction based on asset allocation and Modern Portfolio Theory, offering both active and passive options, with adjustments for tax brackets and cash-flow needs.

Harold Zazula is a financial advisor with Crystal Capital Management Corporation in Saugus, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at GWFS Equities, Stratos Wealth Partners, LPL Financial LLC, and New York Life Securities. Crystal Capital Management Corp. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $35 million for about 90 clients, focusing on a non-discretionary, core-and-satellite investment approach using low-cost mutual funds and ETFs, with services that include comprehensive and hourly financial planning.

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.

William Burton is a CFP® with 26 years of industry experience and has operated Wm L. Burton CPA since 1980. He is associated with Crystal Capital Management Corporation, a firm where he combines his accounting background with financial advisory services. Crystal Capital Management provides financial planning and investment management primarily to individual clients, pension and profit-sharing plans, and small businesses. The firm employs a non-discretionary investment approach focused on strategic asset allocation using low-cost, no-load mutual funds and ETFs within a core-and-satellite framework.

Todd Brisbois is the principal of Brisbois Capital Management LLC in Wilmington, MA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. In addition to his advisory role, he is also a producer of fixed insurance products, offering life, long-term care, and disability insurance. Brisbois Capital Management provides investment advisory and portfolio management services primarily to individual clients. The firm combines tax planning, financial planning, investment management, and insurance reviews, serving a large client base with a distinctive dual registration as both a registered representative and licensed insurance agent.

Kevin Degnan is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with CFS Financial, LLC and previously worked at Bowen Advisors, Inc. and Siemens Healthcare. He is also involved with College Aid Pro, Inc., an affiliated college-planning business. CFS Financial provides investment advisory and portfolio management services primarily to individual clients. The firm employs a long-term, Modern Portfolio Theory–based approach using ETFs, low-cost mutual funds, and legacy holdings, with most assets managed on a non-discretionary basis and portfolios regularly monitored and rebalanced.

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.