Joseph Fahmy is a financial advisor at Zor Capital, LLC in Belmont, MA, holding a Series 65 designation with four years of industry experience. He has been with Zor Capital since 2012. Outside of his advisory role, Fahmy operates a subscription-based educational service through his website, providing financial education content. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management and customized investment programs. The firm combines fundamental and technical analysis, managing portfolios with a mix of long-term and short-term strategies across various instruments, including stocks, bonds, ETFs, and cryptocurrency-linked ETFs.

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. 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 employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

S. Mittelman is a CFP® and CFA® with four years of industry experience, currently serving as the sole advisor at Mittelman Wealth Management since 2021. Prior to founding the firm, Mittelman worked for six years at Fiduciary Trust Company. Mittelman Wealth Management offers discretionary investment management and comprehensive wealth-planning services to individuals, high-net-worth clients, endowments, foundations, and other entities. The firm employs a variety of investment strategies including fundamental and cyclical analysis and modern portfolio theory, while also providing specialized nonprofit and philanthropic advisory services.

Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.

Tyler Dostie is a CFP® and Series 65 credentialed advisor with four years of industry experience. He is currently with Perennial Advisors Group, LLC and previously worked at McCurdy Investments LLC. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning to individuals, trusts, estates, and charitable organizations. The firm emphasizes a primarily long-term, passive investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personalized portfolio construction.

Robert Kuftinec is a financial advisor at Auour Investments LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. He is also a partner at Auour Advisory LLC, where he provides strategic consulting services to private and public corporations. Auour Investments offers portfolio management services to individuals, high-net-worth clients, trusts, estates, family offices, and charitable organizations. The firm uses proprietary asset-allocation models and a quantitative approach, including its Auour Regime Model, to guide investment decisions with a preference for ETF-based allocations.

Lyn Parker is a CFP® professional with 13 years of experience in the financial services industry. She is affiliated with Whitman Financial Services, LLC and has also worked with LPL Financial since 2013. Parker serves as a board member and recording secretary of the Newburyport Society for the Relief of Aged Women and maintains a general law practice through her own law office. Whitman Financial Services provides financial planning and consulting to individuals, focusing on trusts, estates, retirement plans, and certain high-net-worth clients. The firm emphasizes fundamental analysis and a long-term investment approach using mutual funds and ETFs, with services billed on an hourly or fixed-fee basis rather than percentage-of-assets fees.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He has 11 years of industry experience and serves as president of Healthview Services, Inc., a firm specializing in healthcare cost projections for the financial services industry. He is also a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using both fundamental and technical analysis, with specialized programs focused on retirement and healthcare expenses.

Caroline Gaffney is a CFP® and CFA® with 17 years of industry experience. She has been with Atwater Wealth Management, Inc. since 2014. Gaffney holds a Series 66 license and is based in Boston, MA. Atwater Wealth Management is a fee-only, SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, using tailored investment strategies reviewed quarterly and managing assets on a discretionary basis through LPL Financial.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.

Gregg Picillo is a CFA® charterholder with 14 years of industry experience. He has been with Mason Capital Partners since 2006 and serves as the managing partner of Albert D. Mason Inc., an affiliated firm associated with Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management for individual and institutional clients, including high-net-worth individuals, corporate plans, foundations, and trusts. The firm follows an “income with growth” investment strategy, focusing primarily on common stocks with a portion allocated to fixed income, and bases its decisions on fundamental research and management meetings.

Ellen Ginsberg is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, with 18 years of industry experience. She holds a Series 66 designation and has been with Harbor Asset Planning since 2007. Outside of her advisory work, she manages rental real estate. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm uses Modern Portfolio Theory and non-proprietary modeling software to create diversified, low-cost portfolios tailored to client risk tolerance and time horizons.

Theodore Yoos III is a CFP® professional with 26 years of industry experience, currently serving at Cornerstone Financial Management LLC in Burlington, MA. He has been with Cornerstone since 2006 and previously worked at CogentBlue Wealth Advisors, Back Bay Financial Group, and Tanager Financial Services. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals—including high-net-worth clients—as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $167 million across about 100 clients, employing a Modern Portfolio Theory-based investment approach with a blend of passive and active strategies, and offers comprehensive wealth management and financial planning services.

Giana Hebert is a financial advisor at Flagship Private Wealth with 15 years of industry experience. She holds the Series 66 designation and has been with Flagship Private Wealth since 2015. Prior to that, she has been associated with LPL Financial since 2011. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations, managing approximately $447 million across nearly 600 client relationships. The firm provides discretionary portfolio management, financial planning, and offers specialized account programs, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.

Robert Zock Jr. is the sole advisor at Robert A. Zock & Co., Inc. in Boston, MA, holding a Series 65 credential with 28 years of industry experience. He has been with Robert A. Zock & Co., Inc. since 1990 and has also worked at Mt. Sunapee Ski Area since 2000. Robert A. Zock & Co., Inc. provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term portfolio management based on fundamental analysis. The firm is notable for its work with charitable organizations and its administrative services for client non-U.S. multicurrency securities accounts.

Douglas Orifice is a financial advisor with LPL Financial and Arsenal Financial, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010 and founded Arsenal Financial, an independent investment advisory firm, in 2018 where he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Ralitza Gueorguieva is a financial advisor at PowerHouse Assets LLC in Lincoln, MA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with PowerHouse Assets since 2012. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth clients, focusing on diversified accounts using mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient funds, and aligns portfolios with clients’ time horizons and risk tolerances.

Mackenzie Liman is a Series 65-licensed advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles in nonprofit consulting focused on fundraising and community-building, and has extensive experience in the bicycle industry. Liman provides consulting and coaching services to nonprofits as a 1099 contractor. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning, offering a blend of discretionary portfolio management, impact investment research, and educational programs. The firm employs a mix of in-house and third-party portfolio strategies guided by diverse analytical methods and maintains a formal impact investing due-diligence practice.

Patrick Davis is a financial advisor at Sequentis Capital LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Sequentis Capital in 2023, he worked at Integrated Wealth Concepts LLC and M3 Advisory Group, LLC. In addition to advisory services, he engages in fixed insurance sales for a few hours each week. Sequentis Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm combines strategic asset allocation and fundamental analysis with ongoing risk monitoring to construct diversified portfolios tailored to long-term and tactical market conditions.