Andrea Lucey is a CFP® and ChFC® professional with 21 years of industry experience. She has worked at Carr Financial Group since 2022 and previously operated the Lucey Advisory Group and worked with LPL Financial. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a portfolio approach focused on strategic asset allocation using diversified mutual funds and ETFs, with discretionary management and a family office practice under a separate fee arrangement.

Evan Welch is a CFP® with 28 years of industry experience and currently serves at Bridgeport Financial Solutions. His prior experience includes roles at Cambridge Investment Research, Inc. and Cetera Advisors LLC. Outside of his advisory work, he participates as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute. Bridgeport Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages diversified portfolios through an Investment Committee and offers discretionary management via wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party investment strategies.

Jack Rufo is a financial advisor at Finivi Inc. with one year of industry experience. He holds a Series 65 credential and previously worked at Heritage Financial Services and JNJ Window Services, in addition to roles at Bentley University and Westwood Public Schools. Outside of finance, Rufo provides professional window and exterior cleaning services. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management, financial planning, estate-planning facilitation, family meetings, and financial education workshops. The firm employs an active, core-satellite investment approach tailored to client risk tolerance and utilizes the eMoney platform to consolidate client financial data.

Christopher Gullotti is a CFP® with 23 years of experience in the financial services industry. He has been with Canby Financial Advisors since 2003 and holds a Series 66 license. Gullotti is a co-owner of Canby Financial Advisors, a private entity operating in the securities business. Canby Financial Advisors is a five-advisor SEC-registered firm managing approximately $729.4 million in client assets. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, using a customized financial planning process and a generally long-term investment approach.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. 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. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Dinghao Jiang is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He is currently an advisor at Downtown Wealth Studios, LLC, joining the firm in 2023. Prior to this, he worked at Bank of America, N.A., Merrill, and Babson College. Downtown Wealth Studios, LLC provides customized wealth management and financial planning for individuals, high-net-worth clients, families, trusts, estates, businesses, and endowments. The firm manages portfolios primarily on a non-discretionary basis, combining fundamental and technical analysis with a long-term investment approach.

Katie Moore is a financial advisor with Finivi Inc. who holds Series 63 and Series 65 designations and has 14 years of industry experience. She previously worked at Aspencross Wealth Management, Triad Advisors, and Signator Investors. Finivi serves individual clients, business clients, and retirement plan participants, offering discretionary investment management and modular financial planning. The firm employs an active, core-satellite investment approach with portfolios tailored to client risk tolerance and also provides insurance products through its licensed brokerage.

Jennifer Moran is a financial advisor at Bartholomew & Company Wealth Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Ameriprise Financial Services, Inc. prior to joining Bartholomew & Company. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that integrate active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Cambridge Investment Research Advisors and Ropes and Gray. Sanford previously worked at Montana State University and has experience in advisory roles and trading. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses model portfolios managed by an Investment Committee and offers discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and unaffiliated third-party strategists.

Mark Bentley is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2014, he has worked at both BTS Securities Corporation and Bts Asset Management, Inc. BTS Asset Management is a privately held, SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to deliver tactical and strategic portfolio solutions, including multi-strategy and enhanced equity income portfolios.

Kathleen Cyganiewicz is a financial advisor at Bartholomew & Company Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked with Commonwealth Financial Network since 2016 and Bartholomew and Company, Inc. since 2016. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process and combines active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds, managing approximately $1.92 billion in discretionary assets.

Thomas Shiffer is a CFP® with 24 years of industry experience, currently serving at Cadence Wealth Management LLC since 2010. He is also affiliated with CWM Consulting LLC and Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates with discretionary and non-discretionary investment management and financial planning. The firm employs a long-term core asset-allocation approach combined with tactical overlays using technical analysis and rule-based modeling, managing portfolios that may include ETFs, mutual funds, individual securities, and option strategies.

John York is a CFP® professional with four years of industry experience, currently serving as an advisor at White Lighthouse Investment Management, Inc. He has worked at several firms, including Friedman LLP and German Integration School, prior to joining White Lighthouse. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, with expertise in cross-border U.S. tax and estate planning for multinational families. The firm offers customized investment management and financial planning, emphasizing tax efficiency and the use of low-cost, liquid investments.

Allen Dillaire is a CFP® with 27 years of experience in the financial services industry. He is currently with Bartholomew & Company Wealth Management, LLC, where he has worked since 2026, and previously held roles at Commonwealth Financial Network and H.D. Vest Investment Services. Outside of his advisory work, he provides tax preparation and general accounting services in Worcester, MA. Bartholomew & Company Wealth Management, LLC serves a diverse client base including institutional entities and individual investors, offering asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and integrates ESG-oriented approaches.

Carmen Grinkis is a CFP® professional with 12 years of experience, currently serving at AAF Wealth Management, LLC. She has been affiliated with AAF Wealth Management and AAFCPAs Insurance since 2016 and is also involved with Income Protection Partners. Outside of advisory work, she holds a managerial role at AAFCPAs Insurance, overseeing licensing and product evaluations. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, retirement plans, non-profits, and businesses. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and real estate development projects. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients including pension plans and endowments. The firm provides discretionary portfolio management using a combination of quantitative and fundamental analysis, employing proprietary technical indicators and both tactical and strategic investment approaches.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.

Edward Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 licenses and 37 years of industry experience since joining the firm in 1989. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized investment policies, asset allocation, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.

Justin Griffin is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 designation and has 14 years of industry experience, with over a decade at New Harbor Financial Group. Outside of his advisory role, he serves as a trustee for the Princeton Land Trust, where he attends board meetings and conducts site visits to oversee land use and compliance. New Harbor Financial Group is a team-based registered investment adviser that provides investment management, wealth management, and financial planning to individuals, trusts, estates, charities, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in managing client portfolios across a range of investment vehicles and offers both discretionary and non-discretionary services.