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, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Shepherd Financial Partners since 2016 and has also worked at LPL Financial since 2011. 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 about 730 client relationships.

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.

Eva Howland is a CFP® with eight years of industry experience, currently serving as a financial advisor at White Lighthouse Investment Management, Inc. She previously worked at Moseley Investment Management and Edward Jones. White Lighthouse Investment Management serves individuals, families, and small-business owners, including multinational and non-U.S. clients, offering discretionary investment management, financial planning, and comprehensive wealth management services with a focus on long-term, tax-aware portfolio construction and cross-border financial issues.

Lawrence Welch is a financial advisor with 27 years of industry experience, currently practicing at 93 Financial Group, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Woburn, MA. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm employs a traditional, one-on-one advisory approach using fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Michael Quinn is a CFP® and ChFC® professional with 20 years of industry experience. He is currently with Alta Wealth Advisors LLC, where he has worked since 2025, following prior roles at Quinn Wealth Strategies, LPL Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Quinn Wealth Strategies remains an ongoing business activity for him. 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 provides discretionary portfolio management, financial planning, and pension/401(k) consulting, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerances.

Michael Viti is a financial advisor with Alta Wealth Advisors LLC, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including roles at LPL Financial and Pinnacle Private Wealth. Viti is also involved with several non-variable insurance agencies. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, providing tailored investment programs with ongoing monitoring, quarterly reviews, and monthly reporting.

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at LPL Financial, MassMutual Life Insurance Co, and Baystate Financial. 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 with investment programs tailored to client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Paul Welch is a financial advisor with 29 years of industry experience, currently with 93 Financial Group, LLC, where he has worked since 2003. He holds Series 63 and Series 65 licenses and was previously employed at 1717 Capital Management Company from 1998 to 2003. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm employs a traditional one-on-one service model, focusing on portfolios primarily composed of mutual funds and ETFs, with ongoing monitoring and retirement planning that incorporates hypothetical growth projections.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. He previously operated Glazier Financial Advisors from 2014 to 2017 and has been with VestGen Advisors, LLC since 2026. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines a fundamental, long-term investment approach with access to third-party sub-advisers and distinguishes itself by integrating family-office and concierge services alongside institutional retirement fiduciary offerings.

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. 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 services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

David Khouri is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. 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 provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

James Welch is a financial advisor at 93 Financial Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm emphasizes one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations typically implemented with mutual funds and ETFs.

James Ek is a financial advisor with PCM Encore, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Empower, GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using passive investment strategies where appropriate, integrated with tax-aware approaches and selective use of active management.