George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of passive and active investment strategies based on Modern Portfolio Theory, offers values-based portfolio options, and integrates comprehensive financial planning into its services.

Frederick Offenberg is a financial advisor at Clemensen Capital Company LLC with 40 years of industry experience. He has been with Clemensen Capital since 2017 and previously worked at Andres Capital Management, LLC from 2015 to 2017. He holds a Series 63 designation. Clemensen Capital Company LLC provides investment counsel and portfolio management primarily to individual and high-net-worth clients, as well as advisory services to other investment advisers. The firm offers customized account management and ongoing portfolio oversight, and it notably incorporates derivative instruments within separately managed accounts.

Dennis O'Leary is a CFP® with 20 years of industry experience and has been with Greenway Financial Advisors LLC since 2013. He is based in Boston, MA. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, offering discretionary portfolio management and both comprehensive ongoing and limited-scope financial planning. The firm’s investment approach is asset-allocation driven, focusing on diversification, cost and tax efficiency, and tailored allocations, with an in-house tax preparation service conducted by supervised personnel.

Susan Skahan is an Investment Advisor Representative with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Inc. since 2021 and was previously with Wells Fargo Advisors Financial Network from 2015 to 2021. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach to portfolio construction while maintaining flexibility for shorter-term adjustments and leverages various investment tools as appropriate.

Brian Foley is a financial advisor at Lighthouse Capital, LLC in Boston, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and serves as of-counsel attorney at O'Connor & O'Connor, PC, a law firm focused on real estate closings and estate planning. Lighthouse Capital, LLC is an independent registered investment adviser serving individuals, families, and corporate clients. The firm offers discretionary and non-discretionary investment management, financial planning, and qualified retirement plan fiduciary consulting, managing approximately $32 million in client assets with a research-driven, long-only investment approach.

Benjamin Webber is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Sawyer & Co Inc in Boston, where he has worked since 2013. He is co-owner of a rental property managed primarily by his wife, with minimal involvement in day-to-day operations. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis and a long-term investment horizon, focusing on U.S. common stocks, fixed income, and cash equivalents to manage total return and principal risks.

Barbara Maitland is a financial advisor at Rothwell Investment Advisors with 18 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Flagship Harbor Advisors, and Edward Jones. Outside of finance, Maitland is active in music instruction, coaching pickleball as a certified pro, and organizing community music activities in Salem, MA. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations. The firm combines discretionary asset management with comprehensive financial planning and serves over 700 clients using a wrap fee program designed around clients’ goals and risk tolerances.

Elizabeth Hilman is a financial advisor at MacDougall Financial Counseling with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and Barclays Capital Inc. before joining her current firm. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individuals, trusts, charities, and occasional organizations. The firm emphasizes the use of no-load mutual funds and exchange-traded funds with multi-year track records and competitive expense ratios, managing roughly $425 million in client assets.

Mark Maitland is a financial advisor at Rothwell Investment Advisors with six years of industry experience and holds the Series 66 designation. He has previously worked at LPL Financial and Flagship Harbor Advisors and serves on the board of the nonprofit METTAFORE. Rothwell Investment Advisors offers wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm acts as the sole portfolio manager of its wrap fee program and manages over 700 client accounts with three advisors.

Donald Collins is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He holds the Series 63 designation and has been with Ironwood since 1998. The firm provides discretionary portfolio management to individual and institutional clients, specializing in a fundamental, bottom-up, value-oriented investment approach focused on small and micro-cap equities. Ironwood combines small/micro-cap value specialization with services such as managing pooled vehicles and wrap fee programs, serving a diverse client base that includes high-net-worth individuals, pension plans, and charitable institutions.

Andrew Sokol is a financial advisor with Bluebird Wealth Management LLC in Medfield, MA. He holds the Series 65 and Series 63 designations and has four years of industry experience. His prior roles include positions at Darling Consulting Group and Putnam Investments. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships and integrates financial planning with portfolio oversight, using a mix of modern portfolio theory and both fundamental and quantitative analysis.

David Lehmann is a CFP® with 17 years of industry experience and is the sole advisor at The Family Financial Group in Newton Centre, MA. He has been a partner at Cooper & Lehmann, LLP since 1996. Mr. Lehmann is also a majority owner of Lehmann & Company, LLC, a CPA firm affiliated with Geller & Lehmann that provides accounting and tax services. The Family Financial Group offers comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves high-net-worth individuals, families, and a variety of institutional clients, coordinating professional teams to review and monitor portfolios on a non-discretionary basis.

Harold Zazula is a financial advisor with Crystal Capital Management Corporation in Saugus, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at GWFS Equities, Stratos Wealth Partners, LPL Financial LLC, and New York Life Securities. Crystal Capital Management Corp. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $35 million for about 90 clients, focusing on a non-discretionary, core-and-satellite investment approach using low-cost mutual funds and ETFs, with services that include comprehensive and hourly financial planning.

Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Michelle Wu is a CFP® and CFA® with four years of industry experience. She currently works at Tenon Financial and has prior experience at Putnam Investments, Origin Financial, and Core Planning, LLC. Tenon Financial provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive investment strategies with an emphasis on low costs, tax efficiency, and client-specific portfolio management.

Ronald Giunta is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Flagship Private Wealth since 2015 and concurrently associated with LPL Financial since 2010. Giunta provides investment advisory services through Flagship Private Wealth, an independent registered investment advisor firm based in Woburn, MA. Flagship Private Wealth serves individuals, corporations, and charitable organizations, managing approximately $447 million across about 597 client relationships. The firm offers discretionary portfolio management and financial planning, employing strategies that incorporate modern portfolio theory, fundamental and quantitative analysis, and long-term trading.

Jane King is a CFP® professional at Fairfield Financial Advisors with 32 years of industry experience. She has been with Fairfield Financial Advisors, Ltd. since 1993. Fairfield Financial Advisors is a fee-only, SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and certain institutional clients. The firm uses a strategic asset allocation approach with primarily no-load mutual funds, individual stocks, fixed income securities, and ETFs, and also advises pension and profit-sharing plans with occasional trustee responsibilities.

William Burton is a CFP® with 26 years of industry experience and has operated Wm L. Burton CPA since 1980. He is associated with Crystal Capital Management Corporation, a firm where he combines his accounting background with financial advisory services. Crystal Capital Management provides financial planning and investment management primarily to individual clients, pension and profit-sharing plans, and small businesses. The firm employs a non-discretionary investment approach focused on strategic asset allocation using low-cost, no-load mutual funds and ETFs within a core-and-satellite framework.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Kevin Degnan is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is currently with CFS Financial, LLC and previously worked at Bowen Advisors, Inc. and Siemens Healthcare. He is also involved with College Aid Pro, Inc., an affiliated college-planning business. CFS Financial provides investment advisory and portfolio management services primarily to individual clients. The firm employs a long-term, Modern Portfolio Theory–based approach using ETFs, low-cost mutual funds, and legacy holdings, with most assets managed on a non-discretionary basis and portfolios regularly monitored and rebalanced.