Evan Welch is a CFP® with 28 years of industry experience and currently serves at Bridgeport Financial Solutions. His prior experience includes roles at Cambridge Investment Research, Inc. and Cetera Advisors LLC. Outside of his advisory work, he participates as a pro bono money mentor with the Financial Planning Association of Massachusetts, counseling cancer patients in association with the Dana-Farber Cancer Institute. Bridgeport Financial Solutions serves individual and institutional clients by providing investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages diversified portfolios through an Investment Committee and offers discretionary management via wrap programs and advisor-managed portfolios, incorporating both affiliated and third-party investment 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 with Wingate Wealth Advisors, Inc. in Lexington, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. His career includes long-term roles at multiple Wingate entities since 2003, as well as experience with American Express Financial Advisors and Ids Life Insurance Company dating back to 1999. He has also worked with Suffolk University Law School for 30 years. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific approach combining active and passive strategies and primarily manages assets on a discretionary basis.

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 several firms including Cambridge Investment Research Advisors and Ropes and Gray. Sanford previously worked at Montana State University and has experience in advisory roles and trading. Bridgeport Financial Solutions serves individual and institutional clients, including high-net-worth households and retirement plans, providing investment management, financial planning, and retirement-plan advisory services. The firm uses model portfolios managed by an Investment Committee and offers discretionary management through wrap programs and advisor-managed portfolios, with access to both affiliated and unaffiliated third-party strategists.

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.

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, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Bay Colony since 2009 and also serves as a managing member of Equine Legends LLC, overseeing thoroughbred breeding operations in Lexington, Kentucky. In addition, he co-founded True Origin LLC, a company focused on search engine optimization. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, retirement plan consulting, and related advisory services. The firm combines fundamental analysis and a long-term investment approach with family-office and concierge services, alongside institutional retirement fiduciary offerings.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been 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 real estate development projects. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients including pension plans and endowments. The firm provides discretionary portfolio management using a combination of quantitative and fundamental analysis, employing proprietary technical indicators and both tactical and strategic investment approaches.

David Gatti is a financial advisor at RPG Family Wealth Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm and its affiliated entity, Risk Paradigm Group, LLC, since 2011. He is also a partner in Risk Paradigm Group, LLC, a non-investment-related business based in Burlington, MA. Risk Paradigm Group provides tactical, ETF-centric investment strategies and customized portfolio management to financial intermediaries, high-net-worth individuals, and institutional investors. The firm employs a policy-based investment process using proprietary quantitative and qualitative research, with a focus on risk controls and tactical global asset allocation.

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.

Robert Piton is a CFA® charterholder with 22 years of industry experience. He has worked at Total Clarity Wealth Management, Inc. since 2019 and was previously with Rothschild Investment Corp from 2013 to 2017. Outside of his advisory role, he is the managing member of Resonance Pi, LLC, a software design and development venture. Total Clarity Wealth Management is a multi-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and 401(k) advisory services, employing a range of investment strategies including model portfolios, third-party managed accounts, and a more active "PreActive" strategy for sophisticated investors.

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.

Silas Witherbee is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Cantella & Co Inc and Janney Montgomery Scott. He is also the owner of Witherbee Wealth Management LLC, a non-investment-related business. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental, long-term investment strategies with family-office and concierge services, alongside institutional retirement fiduciary offerings.