Amy Witherbee is a financial advisor at Revolution Capital, Inc with 12 years of industry experience. She holds a Series 65 designation and has been with Revolution Capital since 2013. In addition to her work at Revolution Capital, she is a 50% owner of Sanderling Expat Advisors, a firm providing financial planning and advice to American citizens and green card holders living in France. Revolution Capital offers financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with diversified portfolios built from index funds, ETFs, mutual funds, and individual equities, focusing on client goals, risk tolerance, and time horizon.

Gary Coon is a financial advisor at Finer Wealth Management, Inc. in Salem, MA, holding a Series 65 designation with 14 years of industry experience. He has been with Finer Wealth Management since 2011. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management with a focus on tailored risk tolerance and liquidity needs.

Mark Cunningham is a financial advisor with Epogee Capital Management, LLC, holding a Series 65 credential and two years of industry experience. He has worked at several firms, including Port One Investments, Method Advisors, and Balter Capital Management. Epogee Capital Management provides portfolio management primarily to high-net-worth individuals and charitable organizations, using fundamental, quantitative, and technical analysis. The firm offers customized investment policy statements and manages assets mostly on a non-discretionary basis, focusing on a small client roster with tailored model allocations.

Caitlin Appleton is a financial advisor at South Shore Capital Advisors, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her career includes roles at Credit Suisse Securities and Pershing LLC before joining South Shore Capital Advisors in 2018. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across about 96 clients. The firm employs a fundamental security analysis approach with globally diversified portfolios, integrates ESG considerations through a structured questionnaire and third-party assessments, and generally follows a buy-and-hold investment strategy.

Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Eaton Vance and the University of Pennsylvania. Outside of his advisory role, he partners with Artus Capital, LLC as an independent sponsor focusing on private growth equity investments. Nubian Square Investment Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, impact investment research, and educational seminars, employing a range of investment strategies supported by both in-house and third-party platforms.

Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.

Raymond Jacques is a CFP® professional with 40 years of experience in the financial industry. He has been with New England Schooner, Inc. since 1998 and also has a long tenure at Royal Alliance Associates, INC. Outside of his advisory work, Jacques is involved in youth hockey programs, serving as a team director and coach for nonprofit and LLC-sponsored girls and boys hockey teams. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is grounded in fundamental analysis and tailored to client goals and risk tolerance, managing portfolios across various asset classes while maintaining limited discretionary authority.

William Furber is a financial advisor at Park State Asset Management LLC with 40 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Park State in 2025. He holds Series 63 and Series 65 licenses. Park State provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies while also offering Conservative and Balanced strategies tailored to client needs.

Lonnie Mayer is a financial advisor at Good Harbor Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and The Investment Center Inc. Mayer also provides administrative support to Good Harbor Advisors. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $334 million in discretionary assets across about 245 client relationships, using tailored investment strategies that include equities, ETFs, mutual funds, and fixed income, supported by model portfolios, third-party sub-advisers, and AI tools.

Scott French is the owner of French and Skloff Investment Advisors, LLC and holds experience primarily as a CPA with Giardina & French CPAs, LLC since 2011. He is also an owner and investor in Amigo Keeper LLC, a provider of bookkeeping and IT services. French and Skloff Investment Advisors is an independent asset manager serving institutional and individual clients with portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research process combined with top-down macro analysis, offering diversified portfolios and specialized strategies including a hedged equity product with a dynamic covered-call overlay.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.

Angelica Aquilino is a financial advisor at Heritage House Asset Management in Boston, MA, with one year of industry experience. She holds a Series 65 designation and previously worked at Wellington Management Company (Starpoint Solutions onsite) from 2016 to 2018. Outside of finance, she works as a travel consultant specializing in trips to Italy. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates. The firm manages approximately $69 million in discretionary assets, focusing on mid- to large-capitalization, highly liquid equities using a combination of technical, fundamental, and macroeconomic analysis.

Michael Capobianco is a financial advisor with MWA Asset Management in Danvers, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His work history includes roles at firms such as Raymond James Financial Services, Wells Fargo Clearing, and ALC Advisory. He is also the owner and director of Rorcha LLC, a business consulting firm. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, pensions, trusts, estates, and charitable organizations. The firm customizes portfolios based on client objectives and risk profiles, utilizing both internal analysis and third-party research tools, with client accounts reviewed at least weekly and formal portfolio reviews conducted at least annually.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Abigail Lowell is a financial advisor at Gallugi Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Purshe Kaplan Sterling Investments from 2021 to 2024. In addition to her advisory role, she provides tax and accounting services through Michael J. Gallugi, CPA, dedicating a significant portion of her time to these services. Gallugi Wealth Management offers discretionary investment management primarily to individuals, including high-net-worth clients, and charitable organizations. The firm integrates investment advice with in-house tax and accounting services, employing a long-term, fundamental analysis-based investment approach using diversified mutual funds, ETFs, and other securities.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flying Point Financial in 2020, he worked at Morgillo Financial Management, Inc. for 19 years. Flying Point Financial is a privately owned registered investment adviser serving individual investors, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, managing portfolios largely on a discretionary basis using fundamental analysis across equities, fixed income, mutual funds, and ETFs.

Grant Spradlin is a financial advisor at First Light Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked in consulting and software development roles at iSOFTSTONE and other technology firms. Outside of advising, he serves as Vice President of Product for Composable Prompts, an AI software development company. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios across securities and options.

Michael Finer is a CFP® professional with 21 years of experience in financial advising. He has been with Finer Wealth Management, Inc. since 1996 and also serves as president and CPA of Finer Financial & Tax, Inc., a firm he founded in 1995. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management, managing approximately $249.7 million in assets for about 244 clients.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.