Vincent Serratore is president and CEO of Heritage Wealth Management and Heritage Financial Group, Inc., with 29 years of experience in the financial industry. He has worked at Coastal Equities, Inc. since 2015 and has been with Heritage Financial Group since 2001. Outside of his advisory roles, he is involved with Bardown Enterprises Ltd, which owns a girls youth hockey team. Heritage Wealth Management provides personalized investment management and consulting to individuals, including high net worth clients, as well as charitable organizations and small businesses. The firm employs proprietary asset-allocation strategies and offers discretionary and non-discretionary account management, integrating investment and insurance services through an affiliated business.

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.

Nora Rho is a financial advisor at Rhotopia Financial Advisors with a Series 65 license and two years of industry experience. She previously worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Nora also assists with training advisors on insurance products for multiple carriers, including Penn Mutual Life Insurance Company and Lafayette Life. Rhotopia Financial Advisors provides comprehensive wealth management and project-based financial planning for individuals, high-net-worth clients, and business entities. The firm primarily uses passive, broadly diversified portfolios built with index mutual funds and ETFs, emphasizing low costs and tax efficiency, and manages roughly $12 million for a select group of clients.

Joseph Hosler is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Integrity Financial Advisors, LLC since 2021. He also owns Auour Advisory, where he provides strategic consulting services to private and public corporations, advising executives on business models. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering portfolio management through third-party managers alongside financial consulting and retirement advice. The firm primarily recommends active, discretionary management via affiliated investment advisers and provides ongoing account monitoring and performance reporting.

Walter Downey is a financial advisor at Downey Capital Management, Inc. in Boston, MA, with 19 years of industry experience. He has been with the firm since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and advisory services. The firm uses a combination of fundamental and technical analysis to tailor investment strategies to client objectives and risk tolerances.

Hendrix Berry is a CFP® and Series 65 credentialed advisor at Obran Capital Advisors LLC with eight years of industry experience. Prior to joining Obran Capital Advisors in 2023, he worked at Balanced Rock Investment Advisors LLC for six years and has experience with community-focused organizations such as the Boston Ujima Project. Obran Capital Advisors LLC is a fee-only investment adviser serving individuals, businesses, trusts, and charitable organizations with discretionary portfolio management and financial planning. The firm employs a combination of traditional asset allocation, modern portfolio techniques, and values-based screening, and it offers customized portfolios that may include private impact investments alongside specialized strategies through sub-advisors.

Caroline Hedges is a financial advisor at Fairfield Financial Advisors with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fairfield Financial Advisors since 2012. Fairfield Financial Advisors provides personalized, fee-only financial planning and investment management to individuals, high-net-worth clients, families, trusts, estates, pension and profit-sharing plans, and select small businesses and nonprofit entities. The firm employs a strategic asset allocation approach using no-load mutual funds, individual stocks, ETFs, and fixed-income securities, and is noted for its work with institutional client structures and fiduciary roles such as trusteeships.

John McClellan is a financial advisor at U.S. Boston Capital Corporation with nine years of industry experience. He holds the Series 66 designation and has been with the firm since 2016. Mr. McClellan is also Principal of Pear Tree Partners LP and serves as a board member or observer for several companies in technology and life sciences fields. U.S. Boston Capital Corporation provides investment management, financial planning, and retirement advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.

Caleb Powers is a financial advisor with U.S. Boston Capital Corporation, holding Series 63 and Series 66 licenses and having four years of industry experience. His background includes roles at Green Banana SEO, Pear Tree Partners LP, Mansfield Sales Partners, and other firms dating back over a decade. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation and diversified exposure across mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis with client approval for trades.

Daniel Carman is a CFA® charterholder with two years of industry experience. He is currently an advisor at Park State Asset Management LLC and also serves as a portfolio manager at Alapocas Investment Partners. His background includes roles at Bank of America, Boston College Carroll School of Management, and State Street Bank. Park State Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm focuses on fundamental, business-oriented analysis and long-term ownership, typically managing concentrated global equity portfolios alongside conservative and balanced strategies tailored to client needs.

Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.

Michael Mc Dermott is a financial advisor at Polaris Financial, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Richr Money LLC, Douugh Wealth, and Polaris Portfolios, LLC. In addition to his advisory role, he works part-time as a Staff Solutions Consultant at Oracle in a non-investment capacity. Polaris Financial provides discretionary investment management to retail individuals, families, employer-sponsored retirement plans, and credit unions. The firm employs a model-driven approach with an in-house Investment Advisory Committee and offers a range of portfolios including biblically responsible allocations, thematic satellites, and fixed-income strategies, serving a high volume of clients through remote delivery.

Raymond Bligh is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Bounty Management Corporation in Boston, MA since 2008. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations. The firm focuses on long-term capital growth and preservation of purchasing power through tailored portfolio management using macroeconomic sector analysis and fundamental metrics.

Ryan Forness is a financial advisor at Forness Financial LLC in Needham, MA, holding a Series 66 designation with 19 years of industry experience. He has been with Forness Financial since 2014. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management along with financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios primarily with mutual funds and ETFs, and adjusts holdings to align with client goals and risk tolerance.

Kaitlyn Carlson is a CFP® with 12 years of industry experience and currently works at Theory Planning Partners. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm combines executive financial planning and corporate consulting with investment portfolio management, emphasizing long-term, diversified portfolios and coordination with clients’ other professional advisors.

Mark Miller is a financial advisor at Mason Capital Partners in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mason Capital Partners since 2018, following five years at SagePoint Financial. In addition to his advisory role, he is a statutory agent for M.R. Miller Financial, LLC, which sells life insurance and annuities as part of a broader financial planning practice. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income. The firm employs fundamental analysis and maintains low turnover, serving retail investors, high-net-worth individuals, and institutional entities through separately managed accounts and pooled investment vehicles.

Jan Hagemeier is a financial advisor at Boston Harbor Investment Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Mitteldeutsche-Hartstein-Industrie AG. Outside of his advisory role, he serves as director of a family road construction and aggregates business in Germany and is CEO of Global Performance Distribution, LLC, which handles UK and European distribution for Boston Harbor. Boston Harbor Investment Management provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on separately managed accounts of U.S. large-cap equities. The firm uses proprietary quantitative models emphasizing residual earnings to select low-beta stocks and offers various risk-control strategies, operating at a boutique scale with an emphasis on transparency through audited hypothetical back-tested performance.