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.

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.

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.

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.

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.

Kristin Mckenna is a CFP® and Series 65 licensed advisor with 12 years of industry experience, currently serving at Darrow Wealth Management since 2014. She contributes as a senior writer for Forbes.com, focusing on non-investment-related topics. 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 uses low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives while offering a mix of ongoing oversight and project-based advisory services.

Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.

Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.

Catherine Mckenna is a financial advisor with Beal Consulting, Inc. in Boston, MA, holding a Series 65 designation and over 20 years of industry experience. She has been with The Beal Consulting Group since 1999. Beal Consulting provides 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 collaborative, education-focused portfolio design, managing client accounts primarily on a discretionary basis.

Jessica Scola is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Sound View Financial Advisors since 2024 and previously spent two years with Montis Financial, LLC. Prior to her financial career, she spent over a decade with Mary Kay Cosmetics. Sound View Financial Advisors serves individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering comprehensive financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with a blend of passive and active funds and operates on a fee-only basis without account minimums.

Wenhua Zhang is a CFA® charterholder and Series 63 licensee with three years of industry experience. They are currently with Atlas Capital Investment LLC and previously worked at Azia Capital Partners for ten years and Tan Lane Holdings, Ltd. for one year. Outside of advising, Wenhua serves as CFO and investor for Hourly Work LLC, a recruiting phone app. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities. The firm employs a combination of cyclical, fundamental, and quantitative analysis, using both long- and short-term trading strategies, and offers performance-based fee arrangements for qualified clients.

Jonathan Asher is a financial advisor at Exemplar Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has served as a volunteer in Hingham Town Government for 18 years. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and standalone fixed-fee financial plans. The firm uses a client-specific Investment Policy Statement and multiple analysis methods combined with a long-term trading orientation to tailor portfolios to clients’ goals and risk tolerance.

George Noyes is a CFP® and CIC certified financial advisor with 17 years of industry experience. He has been with Hanover Strategic Management, LLC since 2008. Hanover Strategic Management, LLC provides discretionary and non-discretionary investment management services to individuals, trusts, charitable organizations, and other entities. The firm employs a value-oriented investment approach that combines fundamental research with quantitative analysis, utilizing globally diversified portfolios and sector-level positioning to manage risk.

Mary Anne Gucciardi is a CFP® and Series 65 credentialed financial advisor with four years of industry experience. She is the sole advisor at Wealthmind Financial Planning, where she has worked since 2023. Prior to that, she spent three years at Old Peak Finance and was involved with Charles Waban Group, LLC DBA Dragonwing girlgear for thirteen years. Wealthmind Financial Planning is a fee-only firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm employs a mix of passive and active strategies based on modern portfolio theory and offers customized planning across various financial areas.

Jake Bulian is a CFA® charterholder at Traub Capital Management with one year of industry experience. He previously worked at Deloitte for three years and State Street Corporation for five years. Traub Capital Management provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively driven approach to investing, with an emphasis on closed-end fund premium/discount analysis and cost-efficient trade execution.

Katharine Davidge is a financial advisor at Dorfman Value Investments LLC with 14 years of industry experience. She holds the Series 65 designation and has been with Dorfman Value Investments since 2012. Dorfman Value Investments LLC is a state-registered investment adviser providing discretionary portfolio management to individual and institutional clients. The firm employs a fundamentals-driven, value-oriented approach, constructing customized equity portfolios tailored to client risk, tax, and restriction profiles, with an emphasis on long-term capital appreciation across a broad range of market capitalizations.

Jay Lebed is a financial advisor with Lebed Asset Management LLC in Boston, MA, holding a Series 65 designation and 22 years of industry experience. He has worked with Boston Portfolio Advisers, LLC since 2014 as vice president and indirect minority owner, managing client relationships and providing investment advice. Lebed Asset Management LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, and family partnerships, focusing on separately managed equity portfolios and diversified strategies using fundamental analysis and intrinsic-value principles. The firm shares operational resources with its affiliate, Boston Portfolio Advisers, LLC, and manages roughly $24 million in assets across about a dozen accounts.