Emily Sricharoenchaikit is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Zen Wealth Advisors, LLC since 2023. She previously worked for Grimes and Company and NewEdge Securities, Inc. for a decade. Emily is an independent licensed insurance agent and serves as a board member and investment committee member of the Worcester Business Development Corporation. Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, including pension and profit-sharing plans. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management with regular client reviews and reporting.

Alex Ranere is a CFA® charterholder with four years of industry experience, currently serving as an advisor at LiveLife Capital Partners LLC. He previously worked at Wilmington Trust Corporation for five years before joining LiveLife Capital Partners in 2021. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a long-term, diversified investment approach with low-cost mutual funds and ETFs, and it offers discretionary portfolio management, financial planning, family-office style services, and retirement plan advisory work.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies based on technical analysis, dynamic allocation, and risk management.

John Lynch is a Series 65-licensed financial advisor with Reciprocal Wealth, LLC, based in Medfield, MA. He has held positions at TRIA Capital Partners, LLC and RWA Wealth Partners, LLC (formerly Adviser Investments, LLC) over the past several years. Lynch joined Reciprocal Wealth in 2026 and has one year of industry experience. Reciprocal Wealth is a state-registered advisory firm that provides discretionary wealth management, investment management, and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with an efficient market hypothesis-based asset-allocation framework, managing portfolios through low-cost mutual funds and ETFs with discretionary, continuous oversight.

Peichi Lo is a financial advisor at RheeCo, Inc. with a Series 65 designation and three years of industry experience. She also provides bookkeeping, tax, and accounting services as a staff accountant at RHEE+COMPANY. RheeCo, Inc. offers discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm typically constructs diversified, tax-aware portfolios using ETFs, mutual funds, individual equities, and fixed-income securities, managing accounts on a discretionary basis with customized asset allocation and periodic rebalancing.

Samuel Webster is a financial advisor at Signal Ridge Capital Partners, LLC, with 16 years of industry experience. He has been with Signal Ridge since 2013 and holds a Series 66 designation. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios that utilize a wide range of investment instruments, with ongoing monitoring and rebalancing.

Matthew Costa is a CFP® with 10 years of industry experience and has been with Woodside Wealth Management since 2015. He holds a Series 65 license and is based in Sudbury, MA. Woodside Wealth Management is a fee-only registered investment adviser serving individual clients, including high-net-worth households, and certain businesses. The firm employs a Modern Portfolio Theory approach, primarily utilizing diversified no-load mutual funds and ETFs, and manages accounts mostly on a discretionary basis with quarterly reviews.

Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Ethan Brown is a financial advisor at iQvestment, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Copeland Capital Management for seven years. He occasionally provides client servicing support to FusionIQ LLC, a FinTech firm servicing financial companies. iQvestment, LLC offers discretionary investment management, advisory, and sub-advisory services through online model portfolios targeting independent advisory firms, institutional clients, and individual investors. The firm uses a digital platform for client interaction and account management, emphasizing an internet-only delivery model and serving banking and thrift institution clients.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

Heydon Traub is a CFA® charterholder with 20 years of industry experience. He has been with Traub Capital Management since 2003. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process with a long-term, low-turnover approach and pays particular attention to closed-end fund premiums and discounts while routinely using option strategies for managing concentrated client holdings.

Alyx Cox is a CFP® professional with 15 years of industry experience, currently affiliated with Kaizerman & Associates, LLC in Natick, MA. Her prior roles include positions at OSAIC, Kovitz Securities, Kovitz Investment Group Partners, Northwestern Mutual Investment Services, and Thomas Canale. In addition to financial advising, Cox is an Enrolled Agent with the IRS and provides tax preparation services. Kaizerman & Associates, LLC serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses with non-discretionary portfolio management and comprehensive financial planning. The firm emphasizes client approval of trades, incorporates fundamental, technical, and asset-allocation analysis, and offers additional services such as tax preparation support and a maintained Beneficiary Directory.

Victor Melfa III is a financial advisor with Factor Investing Group, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Melfa Wealth Management LLC dba Factor Investing Group since 2021 and previously held roles at Kestra Advisory and Kentra Investment Services, Inc. Factor Investing Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm utilizes an evidence-based, factor-oriented investment approach incorporating academic research, quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios through low-cost ETFs and mutual funds.

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. 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’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.

Iwona Cholewa is a CFA® charterholder with 25 years of industry experience. She is currently a financial advisor at PowerHouse Assets LLC and has held prior roles at Dimensional Fund Advisors LP and Hemington Wealth Management. Outside of her advisory work, she is involved in adventure travel. PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on broadly diversified portfolios constructed with low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes global asset-class allocation and long-term risk/return tradeoffs, managing discretionary accounts with a high concentration of assets per advisor.

Maxim Caron is a financial advisor at Zen Wealth Advisors, LLC with Series 63 and Series 65 licenses. He joined the firm in 2025 and previously worked at Fidelity Investments. His background includes roles in both the public and private sectors, including experience with the Cato Institute and Worcester Public Schools. Zen Wealth Advisors provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients, also serving pension and profit-sharing plans. The firm focuses on fundamental analysis and long-term investing across various asset classes, offering discretionary portfolio management and regular client reviews.

Jarrod Sherman is a financial advisor with Strategic Planning Group, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Strategic Planning Group since 2000. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households. The firm employs a rules-based investment framework focusing on targeted debt-to-equity profiles and conducts quarterly client reviews, managing portfolios primarily with mutual funds and ETFs.

Adam Bortolussi is a financial advisor with Bortolussi Wealth Management, Inc. and holds a Series 66 credential. He has 20 years of industry experience, including prior roles at Merrill, UBS Financial Services, and Columbia Management Investment Advisers. Outside of advising, he serves as president of the 200 Foundation and is a director at Fitts Insurance Agency. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment management and financial planning. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios with ETFs, stocks, bonds, and mutual funds, while integrating fiduciary oversight with outsourced platforms.

Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.

David Moses is a CFP® professional with 10 years of industry experience, currently affiliated with Statera Financial, LLC in Walpole, MA. He has worked at several financial firms, including Norfolk Community Credit Union and The O.N. Equity Sales Company. Outside of his advisory work, he serves on the finance and audit committees of the Massachusetts Hockey Association and is a member of the Finance Committee for the Town of Franklin, MA, as well as a board member of Norfolk Community Credit Union. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients, with an emphasis on portfolio management, risk assessment, and estate-planning coordination. The firm employs asset-allocation frameworks and periodic reviews based on market or life-event changes, focusing on maintaining clients’ purchasing power over the long term.