Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC in Burlington, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with RPG Family Wealth Advisory since 2015. Outside of his advisory role, he serves as chairman of the North Shore Jazz Project and is on the board of advisors for Save Serve, both non-investment-related activities. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, offering portfolio management that includes equities, fixed income, mutual funds, ETFs, and alternative investments.

George Platt is a financial advisor with BTS Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, primarily with BTS Securities Corporation and BTS Asset Management since 2006. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and manages registered investment companies. The firm employs proprietary quantitative and fundamental analysis alongside technical indicators to inform tactical and strategic portfolio strategies.

Andrew Sohn is a ChFC® with 28 years of industry experience. He is currently with Bridgeport Financial Solutions and has held roles at Cambridge Investment Research Advisors, Inc. for over 15 years. Sohn serves on the Board of Trustees investment sub-committee at The Fenn School and is a member of the advisory board for the Johns Hopkins Alliance for a Healthier World. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and provides discretionary management via its BridgePort Wrap Program and Advisor Managed Portfolios, utilizing both affiliated and third-party strategists.

Cameron Gast is a CFP® with six years of industry experience, currently associated with Montis Financial, LLC. He has previously worked at EP Wealth Advisors, Charles Schwab, Prudential, and Eastern Bank. Montis Financial, LLC provides comprehensive financial planning and investment management services to individual and high-net-worth clients, as well as retirement plan sponsors. The firm uses a broad range of investment instruments and employs specialized strategies while maintaining operational practices such as approval of Dimensional Fund Advisors funds and restrictions on discretionary cryptocurrency purchases.

Alexander Sauer Budge is a financial advisor at Savvi Financial LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. His prior roles include positions at Dynamic Ideas LLC and Alpha Dynamics LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers tiered online services focused on goal-based financial planning, investment recommendations, and retirement income planning, combining proprietary quantitative models with human support in higher service levels.

Christopher Moran is a financial advisor at Savvi Financial LLC with 15 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses and has worked at Savvi Financial since 2013. His prior experience includes roles at Alpha Dynamics LLC and as a self-employed insurance agent. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers goal-based financial planning and investment advisory recommendations via an interactive website, combining proprietary quantitative models with online and human support, and focuses on employer-based delivery and a tiered service structure.

Christopher Cogliano is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He is currently with Shepherd Financial Partners, LLC and LPL Financial, having previously worked at U.S. Boston Capital Corporation and the National Association for Armenian Studies. Outside of his advisory role, he serves as an unpaid trustee for his homeowners association. 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.

Paul Bourgeois is a CFP® professional with 36 years of experience in the financial services industry. He has been with Shepherd Financial Partners, LLC since 2015 and also maintains a longstanding affiliation with LPL Financial since 2008. Bourgeois holds Series 63 and Series 66 licenses and provides investment advisory services through Shepherd Financial Partners. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines traditional asset classes with private investment funds and derivatives-based strategies, managing over $1.1 billion with a team of eight advisors across five offices.

Paul Dio is a financial advisor at Innovative Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advising, he is also a licensed independent insurance producer in Massachusetts. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a range of analysis methods and investment strategies while generally avoiding uncovered option writing and routine use of margin, serving nearly 300 clients with about $194 million in discretionary assets through an eight-advisor team.

Gary Pomerantz is a CFP® professional with 22 years of industry experience. He has been with Wingate Wealth Advisors, Inc. since 2017 and also maintains a role at East Coast Asset Management, LLC. Based in Lexington, MA, he is part of a multi-advisor team at Wingate. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process that integrates active and passive fund selections and third-party money managers, managing over a billion dollars in client assets.

Daniel Traub is a financial advisor at Montis Financial, LLC with 21 years of industry experience. He holds a Series 63 designation and previously worked at Tempo Financial Advisors, LLC for 16 years before joining Montis Financial in 2024. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

James Catacchio is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds a Series 66 designation and serves as a member of the Finance Committee for the Town of Carlisle, MA. In addition to his advisory role, he is licensed as an insurance agent affiliated with various insurance companies. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm combines fundamental analysis and a long-term investment approach with access to model portfolios and third-party sub-advisers, while also offering family office and concierge services alongside institutional retirement fiduciary offerings.

John Goddard is a CFP® with 19 years of experience, currently serving at Pinney & Scofield, Inc. since 2007. He holds Series 63 and Series 65 licenses and works from Marshfield, MA. Pinney & Scofield serves individuals, trusts, and charitable organizations by providing financial planning and discretionary investment management as well as standalone consulting. The firm employs a fee-only model and utilizes a diversified, modern portfolio theory-based investment approach, primarily using index and factor mutual funds and ETFs.

Steven St. Pierre is a CFP® with 27 years of industry experience, currently serving as an advisor at Shepherd Financial Partners, LLC since 2017. He has also been affiliated with LPL Financial LLC since 2007. Outside of his advisory roles, he is the managing member of St. Pierre Financial Services, PLLC, a pass-through tax entity. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing a diverse investment approach that includes traditional asset classes, private funds, and derivatives strategies.

John Welch is a financial advisor at 93 Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2007. 93 Financial Group serves individuals, families, business owners, trusts, and estates, offering financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create long-term asset allocations, typically implemented with mutual funds and ETFs.

Roberta Tondo is a CFP® and holds a Series 66 license with 10 years of industry experience. She has worked at firms including Vanguard and Ameriprise Financial before joining White Lighthouse Investment Management, Inc. Her recent roles include positions at Northwestern Mutual Wealth Management Company and related entities. White Lighthouse Investment Management serves individuals, families, small business owners, trusts, and retirement plans, including multinational families with cross-border U.S. issues. The firm offers investment management and comprehensive wealth-planning services, focusing on customized, diversified portfolios that emphasize tax efficiency and international planning.

Vilis Pasts is a financial advisor at BTS Asset Management, Inc. with 56 years of industry experience. He has held roles at BTS Securities Corporation from 1999 to 2018 and has been with BTS Asset Management since 1998. Pasts holds Series 63 and Series 65 licenses. BTS Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management across various model portfolios and providing model recommendations to third-party platforms. The firm combines quantitative and fundamental analysis with proprietary technical indicators to guide investment decisions and manages multiple affiliated registered mutual funds.

Tienchia Wang is a financial advisor at Innovative Advisory Group in Lexington, MA, holding Series 66 and Series 65 licenses with seven years of industry experience. Wang has been with Innovative Advisory Group since 2021 and has a longstanding role at Longhorn Holdings since 2005. Additionally, Wang is a licensed independent insurance producer in Massachusetts. Innovative Advisory Group is an eight-advisor firm serving approximately 298 clients with about $194 million in discretionary assets. The firm provides investment management and financial planning to individuals, trusts, estates, corporations, and employer-sponsored plan participants, employing a multi-strategy approach that integrates portfolio management with comprehensive planning services.

David Baker is a financial advisor at 93 Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at 93 Financial Group since 2018, following previous roles at Metro Financial Services and Raymond James Financial Services Advisors, Inc. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm offers financial and retirement planning, discretionary investment management, and insurance products through a five-advisor team, managing approximately $900 million with a client load exceeding 200 clients per advisor. Their approach focuses on tailored portfolios using mutual funds and ETFs, fundamental analysis, long-term investment horizons, and ongoing monitoring including quarterly reviews.

Robert Mcgowan is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Davinci Capital since 2005 and is also involved with The CIP Group, where he operates as an insurance agency agent. Davinci Capital Management serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors, offering portfolio management, asset allocation, retirement plan consulting, and the option to work with third-party money managers. The firm operates largely on a non-discretionary basis with a range of analytical techniques to tailor investment strategies.