Gary Raymond is a financial advisor with Argonautica Private Wealth Management, Inc., holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, he is a commissioned notary in Massachusetts. Argonautica Private Wealth Management is a registered investment adviser serving individuals, retirement plans, non-profit organizations, foundations, and businesses. The firm manages approximately $533 million across about 109 client relationships using a combination of active and passive strategies tailored to risk and tax considerations.

Kyle Cornell is a financial advisor at Bartholomew & Company Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and Commonwealth Financial Network. Bartholomew & Company Wealth Management, LLC serves a mix of institutional clients and individual investors, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process and uses model portfolios blending active, passive, and core-satellite strategies, with a focus on fixed income and municipal bonds.

Russell Almstrom is a financial advisor at AAF Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Clinton Savings Bank. Outside of his advisory role, he is involved in managing a rental property in Kissimmee, Florida. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Emily Levine is a financial advisor at AAF Wealth Management, LLC with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at AAF Wealth Management since 2019, including her current role starting in 2024, as well as prior experience at Financial Foundations. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and institutions through asset management, financial planning, and pension consulting. The firm emphasizes asset allocation and uses a rules-based fund manager selection process with both quantitative and qualitative analysis, offering portfolios that include stocks, bonds, ETFs, options, and private equity, along with tax-aware investment considerations.

Bradley Cannon is a financial advisor at Pension & Wealth Management Advisors with a Series 65 credential and one year of industry experience. Prior to joining the firm, he spent eleven years at Rosalind Franklin University. Outside of his advisory role, he is involved with Cannon Advisory Group, LLC, providing faculty development consulting. Pension & Wealth Management Advisors offers discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios using a variety of analytical approaches and conducts all investment management in-house on a discretionary basis.

Gary Sherr is a financial advisor with Carl P. Sherr & Co., LLC in Worcester, MA, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He has been with Carl P. Sherr and Company since 1986. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm develops individualized investment policies focusing on asset allocation and long-term holdings, employs a team approach with centralized oversight, and uses platforms such as eMoney and Fidelity Institutional Wealth Services to support its services.

Gregory Ellms is a financial advisor at Oasis Wealth Planning Advisors in Wellesley, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Copper Beech Wealth Management, Cambridge Investment Research, and Helmsman Financial Strategies. Outside of his advisory role, he serves as secretary and board member of a family-owned limited partnership involved in commercial property in Wellesley. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Frederick Lane is a financial advisor at Finivi Inc. with 34 years of industry experience. He holds a ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Aspencross Wealth Management, Inc., Triad Advisors, and Signator Investors, Inc. Finivi serves individual and business clients, including high-net-worth and non-high-net-worth households, providing discretionary investment management, comprehensive financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach tailored to clients’ risk tolerance and objectives and offers additional services such as insurance brokerage and financial-wellness programs for business clients.

John Llodra is a CFP® professional with 21 years of experience, currently serving at New Harbor Financial Group, LLC since 2005. He holds a Series 66 license and acts as co-trustee for the Llodra Family Gift Trust. Llodra is also involved with the Groton Conservation Trust, providing financial planning and investment advice for the organization’s assets, and is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a blended investment approach incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services across a range of investment vehicles.

Julie Drainville is a CFP® and ChFC® with six years of industry experience. She is currently with AAF Wealth Management, LLC and has previously worked at firms including Kintra Wealth, Mutual Securities, and Northwestern Mutual. AAF Wealth Management serves individual and high-net-worth clients, trusts, pension plans, non-profits, and other institutions through asset management, financial planning, and pension consulting. The firm focuses on asset allocation and a rules-based fund manager selection process combined with tax-aware considerations and uses a proprietary manager-ranking system to guide portfolio construction.

Jonathan Penta is a financial advisor with Empirical Asset Management, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services, Savior Wealth, LLC, and Purshe Kaplan Sterling Investments. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, and charitable organizations. The firm employs a rules-based, long-term investment approach using proprietary methodology and diversified portfolios constructed from low-cost ETFs, mutual funds, and select securities, alongside systematic overlays and third-party research.

Tucker Donahoe is a financial advisor at Montis Financial, LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Putnam Investments and Threehill Capital Partners. At Montis Financial, he is part of a team serving clients from their Waltham, MA office. Montis Financial provides comprehensive financial planning and both discretionary and non-discretionary investment management for individual and high-net-worth clients, as well as retirement plan sponsor advisory services. The firm offers tailored portfolios that include a broad range of investment instruments and employs specialized strategies with disclosed risk considerations.

Charles Patterson is a financial advisor at Bartholomew & Company Wealth Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has been associated with Bartholomew & Company and Commonwealth Financial Network since 2002. Outside of his advisory work, he is involved in antique sales. Bartholomew & Company Wealth Management, LLC serves a mix of institutional and individual clients, providing discretionary and non-discretionary asset management along with retirement-plan and wealth management consulting. The firm employs an institutional research process with model portfolios combining active, passive, and core-satellite strategies, placing particular emphasis on high-grade fixed income and municipal bonds.

Edward Zywien is a financial advisor with Concord Wealth Partners in Worcester, MA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Concord Wealth Partners in 2021, he worked at Coppertree, LLC and Triad Advisors LLC. He is also involved in insurance sales for approximately three hours per week. Concord Wealth Partners is a team-based registered investment adviser managing about $1.07 billion for over 1,200 clients, including individuals, corporations, trusts, estates, and charitable organizations. The firm offers financial planning, discretionary portfolio management, and retirement plan consulting, with an investment approach that emphasizes tailored asset allocation, cash management, and the use of various strategies including mutual funds, ETFs, alternatives, and complex instruments.

Jonathan Mack is a financial advisor at Bartholomew & Company Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at UBS Financial Services, Morgan Stanley, and Morgan Stanley & Co. LLC. Bartholomew & Company Wealth Management, LLC provides asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process with model portfolios that combine active, passive, and core-satellite strategies, focusing on fixed income and municipal bonds, and incorporates ESG-oriented approaches.

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.

Robert Whelan is a financial advisor at Montis Financial, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wilmington Trust, Lido Advisors, Ferris Capital, LLC, and The Colony Group, LLC. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing comprehensive financial planning, asset management, and retirement plan consulting. The firm combines ongoing financial planning with discretionary portfolio management and the use of unaffiliated managers, tailoring strategies to client objectives and risk tolerance.

Thomas Alessi is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Pinnacle Private Wealth, LLC and Platinum Wealth Partners. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach leveraging proprietary methodologies and diversified portfolios constructed from low-cost ETFs, mutual funds, and selected securities.

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.

Brian Dillon is a financial advisor with Sandhill Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 40 years of industry experience, including prior roles at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a regional vice president and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up research approach and typically follows a long-term, buy-and-hold investment strategy across diversified asset allocation, municipal bond, preferred-equity, and alternative investment strategies.