William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.

Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Patrick Cote is a CFP® and CFA® credentialed financial advisor at Assetgrade, LLC with 12 years of industry experience. He has been with Assetgrade since 2013, working in the firm’s Boston office. Assetgrade provides financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors and emphasizes strategic asset allocation using model portfolios tailored to clients’ risk tolerance and financial goals.

John Levangie is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Darrow Wealth Management, where he has worked across multiple periods since 2021. His prior experience includes roles at Anchor Capital Advisors LLC, Wedmont Private Capital, and GW & Wade, LLC. Outside of his advisory duties, he serves as trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily utilizes low-cost ETFs and select mutual funds, managing roughly $392 million in discretionary assets and offering a broader service mix that includes project-based consulting and estate settlement support.

Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.

Eric Roberge is a CFP® with 17 years of industry experience and is the sole advisor at Beyond Your Hammock LLC, which he founded in 2013. He holds the Series 66 license and is based in Boston, MA. Roberge participates in educational seminars and speaking engagements as part of his professional activities. Beyond Your Hammock serves individual and high-net-worth clients as well as employer plan sponsors, offering comprehensive financial planning, discretionary investment management, and employee benefit plan consulting. The firm emphasizes ongoing planning relationships, employs a largely passive and tax-efficient investment approach, and incorporates external money managers when appropriate.

John Dorfman is the founder of Dorfman Value Investments LLC and holds a Series 65 license. He has 23 years of industry experience, including running his firm since 2014 and writing a syndicated stock market column since 1997. He also serves as a director of an offshore hedge fund that is currently in the process of closing. His investment column appears on multiple platforms such as Forbes.com and GuruFocus.com. Dorfman Value Investments LLC provides discretionary investment management and advisory services primarily focused on equity portfolios for individuals, family offices, foundations, endowments, and charitable institutions. The firm employs a value-oriented, stock-picking approach with customized, concentrated portfolios and utilizes a range of investment instruments including warrants, options, and ETFs.

Elliot Bruce is a CFA® charterholder and holds a Series 65 license with two years of industry experience. He has worked at Mason Capital Partners since 2017 and previously had brief roles at Aquitaine Restaurant and Balanced Rock Investment Advisors. He serves as chairman of the board for the Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management to a range of clients including individuals, institutions, and corporate entities. The firm employs an investment approach focused on income with growth, allocating primarily to common stocks with controlled fixed income exposure and making decisions based on fundamental research and direct company engagement.

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Evan Kulak is a Series 65-licensed financial advisor with 10 years of industry experience, currently with Polaris Financial, LLC. He has served in principal and wealth advisor roles at Polaris Portfolios, LLC since 2015. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, utilizing model portfolios and a combination of macroeconomic, tactical, and fundamental analysis to manage discretionary portfolios across diverse strategies. The firm serves a large client base with relatively low account minimums and emphasizes institutional relationships and workplace financial wellness solutions.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Barnet Goverman is a CFP® with over 32 years of experience in financial advising. He has been with Financial Solutions Associates since 1993. Financial Solutions Associates is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets using a strategic asset allocation approach that includes both active and passive mutual funds and ETFs, supplemented by tactical allocations and global diversification.

Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fieldstone Financial Management Group and RayLign Advisory. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning. The firm employs a primarily long-term investment process based on fundamental analysis and serves a notable international client base through an affiliated advisory presence in Baltic markets.

Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, holding a Series 65 designation with five years of industry experience. He has worked at Sterling Oak Wealth Advisors since 2020 and previously held roles at Eli's on Whitney, Quinnipiac University, and The Cottage Wellesley. Sterling Oak Advisors provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals and retirement plans. The firm employs a long-term investment approach focused on dividend-paying blue-chip stocks and low-cost ETFs, combined with various analytical methods and ongoing client engagement.

Mark Cacciola is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Sawyer & Co Inc in Boston, MA. His prior roles include positions at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company, Inc. provides investment supervisory and trustee services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $313 million across several hundred accounts, focusing on fundamental analysis and a long-term investment approach that emphasizes diversified U.S. high-quality common stocks.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been with Sawyer & Co Inc since 1986. Sawyer & Company provides investment supervisory and trustee services primarily to high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes a long-term investment horizon focused on high-quality U.S.-based companies and manages portfolios mainly oriented toward equities on a discretionary basis.

Norman Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Forness Financial since 2014 and has also been associated with IDS Life Insurance Company since 1998. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios tailored to client goals and risk tolerance, and manages approximately $203 million for around 227 clients.

Timothy Withers is a financial advisor with Twin Gryphon Advisors LLC, holding the ChFC® designation and Series 63 license, and has 39 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Kestra Advisory, and Wellspring Financial Advisors. He serves on the board of the Historic Winslow House Association and is trustee for several family trusts. Twin Gryphon Advisors provides investment advisory and financial planning services to individuals, trusts, estates, small businesses, and retirement plans. The firm offers customized portfolio management using a mix of individual equities, ETFs, mutual funds, and bonds, and also serves as the general partner and investment manager of a private pooled investment vehicle.