Evan Welch is a CFP® with 28 years of industry experience, currently serving at Bridgeport Financial Solutions. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a pro bono money mentor for the Financial Planning Association of Massachusetts and acting as a trustee for the Corinthian Masonic Lodge. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and provides discretionary management through various programs and affiliated strategies.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Juan Donabedian is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with RPG Family Wealth Advisory since 2015. Risk Paradigm Group (RPg) provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, individual investors, and institutions, including high-net-worth clients. The firm uses a policy-based investment process driven by proprietary quantitative and qualitative research with explicit risk controls.

Joseph Evangelista is a financial advisor at Wingate Wealth Advisors, Inc. with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 designations and has been affiliated with multiple Wingate entities since 2003. His earlier experience includes work with American Express Financial Advisors Inc. and Ids Life Insurance Company. Evangelista has also been involved with Suffolk University Law School since 1996. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive investment strategies through model portfolios aligned with client objectives.

John Edwardh is a financial advisor at RPG Family Wealth Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with the ECHL and Risk Paradigm Group Holdings, LLC. RPG Family Wealth Advisory is part of Risk Paradigm Group, which offers tactical, ETF-focused investment strategies and customized portfolio management to financial intermediaries, individual, and institutional investors. The firm employs a policy-based investment process driven by proprietary quantitative and qualitative research, utilizing momentum and volatility algorithms and explicit risk controls.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC and Mutual Securities, Inc, and spent nearly two decades at LPL Financial. Outside of his advisory role, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments, and is notable for its broad fiduciary services and developed family-office offerings.

Carol Khouri is a CFP® professional with 23 years of industry experience. She has been with Wingate Capital Corporation since 2002. Carol holds Series 63 and Series 65 licenses. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis within a multi-advisor practice.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Ropes and Gray, Fidelity, and LPL Financial. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm employs an Investment Committee to construct model portfolios and provides discretionary management through its wrap programs and access to third-party strategists, including affiliated models from Cambridge Investment Research Advisors.

Mark Bentley is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2014, he has worked at both BTS Securities Corporation and Bts Asset Management, Inc. BTS Asset Management is a privately held, SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to deliver tactical and strategic portfolio solutions, including multi-strategy and enhanced equity income portfolios.

John York is a CFP® professional with four years of industry experience, currently serving as an advisor at White Lighthouse Investment Management, Inc. He has worked at several firms, including Friedman LLP and German Integration School, prior to joining White Lighthouse. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, with expertise in cross-border U.S. tax and estate planning for multinational families. The firm offers customized investment management and financial planning, emphasizing tax efficiency and the use of low-cost, liquid investments.

Donald Joyal is a financial advisor at Flagship Wealth Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has worked at Flagship Wealth Advisors since 2014 and Royal Alliance Associates, Inc. since 2001. Outside of his advisory role, he is involved in entertainment industry relationship development through Entertainment Capital Management LLC and owns several insurance-related businesses focused on life, nursing home, and home healthcare insurance. Flagship Wealth Advisors provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios using mutual funds, ETFs, and variable annuities, with ongoing supervision and quarterly reviews, and employs third-party tools for planning and reporting.

Zachary Leighton is a financial advisor at Alta Wealth Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. for 10 years before joining LPL Financial and Alta Wealth Advisors in 2024. He is also a business owner of Cranberry Harvest Co LLC. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, utilizing a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Jeffrey White is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding the CFP®, ChFC®, and Series 63 designations with 32 years of industry experience. He has worked with related Wingate entities since 1986, including Wingate Capital Corporation and Wingate Financial Corporation. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific approach with model portfolios ranging from aggressive to conservative and uses a combination of active and passive strategies, emphasizing a fee-only business model without accepting third-party compensation.

John Ohl is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Bay Colony Advisors and its predecessor entities since 2000. Outside of his advisory role, he is involved in managing thoroughbred breeding operations in Lexington, Kentucky, and is a co-founder of a search engine optimization company. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 26 years of industry experience. He has been associated with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and development projects. BTS Asset Management is an SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as an investment manager to registered investment companies. The firm employs proprietary quantitative and fundamental analysis alongside technical indicators to deliver tactical and strategic portfolio solutions.

David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC in Burlington, MA, with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with RPG Family Wealth Advisory and its affiliate Risk Paradigm Group, LLC since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business. Risk Paradigm Group specializes in tactical, ETF-focused investment strategies and customized portfolio management for financial intermediaries, individual, and institutional investors. The firm employs a policy-based approach using proprietary quantitative and qualitative research to manage risk and asset allocation across various managed account platforms.

Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.

William Eaton is a financial advisor at RPG Family Wealth Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RPG Family Wealth Advisory since 2015. Eaton serves as a board member and investment committee member for the North Shore United Way. RPG Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis and constructs portfolios with a variety of asset types, including equities, fixed income, mutual funds, ETFs, and alternative investments.

Jacob Murray is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Bay Colony Advisors. His prior roles include positions at Securities America, The Patriot Financial Group, LPL Financial, Valmark Securities, and Wealth Impact Partners. He is also licensed as an insurance agent, dedicating part of his time to offering insurance products and services. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, providing portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments.

Richard Joyal is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 designation and eight years of industry experience. He has been involved with Joyal Capital Management since 2000 and Seacost, L.P. since 1996. Outside of advisory work, he is principal of Joyal Insurance Agency, which provides insurance sales and estate planning services. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a combination of advisor-managed and model portfolio programs.