Sandra Geller is a CFP® with 11 years of industry experience. She is currently with The Family Financial Group and previously worked at Geller & Lehmann LLC for 22 years. The Family Financial Group provides comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business services for high-net-worth individuals, families, trusts, and small family businesses. The firm also advises other registered investment advisers and institutional clients, serving as a non-discretionary adviser and coordinator for clients’ advisory teams.

Emily Sricharoenchaikit is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Zen Wealth Advisors, LLC since 2023. She previously worked for Grimes and Company and NewEdge Securities, Inc. for a decade. Emily is an independent licensed insurance agent and serves as a board member and investment committee member of the Worcester Business Development Corporation. Zen Wealth Advisors provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, including pension and profit-sharing plans. The firm employs fundamental analysis and a long-term trading approach, offering discretionary portfolio management with regular client reviews and reporting.

Alex Ranere is a CFA® charterholder with four years of industry experience, currently serving as an advisor at LiveLife Capital Partners LLC. He previously worked at Wilmington Trust Corporation for five years before joining LiveLife Capital Partners in 2021. LiveLife Capital Partners LLC is an SEC-registered advisory firm managing approximately $372 million for around 260 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a long-term, diversified investment approach with low-cost mutual funds and ETFs, and it offers discretionary portfolio management, financial planning, family-office style services, and retirement plan advisory work.

James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies based on technical analysis, dynamic allocation, and risk management.

David Linnard is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has been with Linnard Financial Management & Planning, Inc. since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm uses a risk-focused investment approach primarily involving low-cost exchange-traded funds and no-load mutual funds, offering multiple management styles tailored to client preferences and emphasizing personalized, hands-on management.

Samuel Webster is a financial advisor at Signal Ridge Capital Partners, LLC, with 16 years of industry experience. He has been with Signal Ridge since 2013 and holds a Series 66 designation. Signal Ridge Capital Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios that utilize a wide range of investment instruments, with ongoing monitoring and rebalancing.

Matthew Costa is a CFP® with 10 years of industry experience and has been with Woodside Wealth Management since 2015. He holds a Series 65 license and is based in Sudbury, MA. Woodside Wealth Management is a fee-only registered investment adviser serving individual clients, including high-net-worth households, and certain businesses. The firm employs a Modern Portfolio Theory approach, primarily utilizing diversified no-load mutual funds and ETFs, and manages accounts mostly on a discretionary basis with quarterly reviews.

Dennis Caulfield is a financial advisor at Boston Harbor Investment Management with 13 years of industry experience. He holds a Series 65 designation and serves as Chairman and CEO of Quantitative Securities Research, Inc., where he develops investment models. Additionally, he is President of Kenmare Capital Inc., advising on aircraft lease structuring. Boston Harbor provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through proprietary quantitative models. The firm operates at a boutique scale and emphasizes transparency by publicly presenting audited hypothetical and actual performance data.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Abigail Lowell is a financial advisor with Gallugi Wealth Management, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for three years. In addition to her advisory role, she provides tax and accounting services through Michael J. Gallugi CPA, where she dedicates a majority of her time. Gallugi Wealth Management serves individual and charitable clients with discretionary investment management focused on long-term strategies and fundamental analysis. The firm integrates in-house tax and accounting services and maintains licenses enabling flexible investment implementation.

Patricia Konetzny is a CFP® and holds a Series 63 license, with 27 years of industry experience. She has been with The Practical Planner since 1999. The Practical Planner serves individuals and families, including high-net-worth clients, with holistic financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, constructing diversified portfolios tailored to clients’ risk tolerance and goals, and combines investment advisory services with in-house tax preparation.

Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Hope Canniff is a Series 65 credentialed advisor with Advanced Portfolio Design, LLC, where she has worked for a total of four years. Her background includes positions at Moonstones Restaurant and academic roles at the University of Massachusetts, Lowell and the University of Central Florida. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning, utilizing asset allocation and Modern Portfolio Theory in portfolio construction. The firm offers both active and passive investment approaches and incorporates tax-aware planning, including tax preparation services, while managing accounts on discretionary and non-discretionary bases.

Jarod Bloom is a CFP® with 26 years of industry experience and has been with Sechrest Financial Services since 2005. He is also a partner in Sechrest & Bloom, LLC, a CPA firm offering tax planning, preparation, accounting, and bookkeeping services. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment policies implemented primarily with no-load mutual funds and ETFs, and it operates largely on a non-discretionary basis.

Iwona Cholewa is a CFA® charterholder with 25 years of industry experience. She is currently a financial advisor at PowerHouse Assets LLC and has held prior roles at Dimensional Fund Advisors LP and Hemington Wealth Management. Outside of her advisory work, she is involved in adventure travel. PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on broadly diversified portfolios constructed with low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes global asset-class allocation and long-term risk/return tradeoffs, managing discretionary accounts with a high concentration of assets per advisor.

Maxim Caron is an advisor at Zen Wealth Advisors, LLC with Series 65 and Series 63 designations and one year of industry experience. Prior to joining Zen Wealth Advisors, he worked at Fidelity Investments and has held roles in both the public and private sectors. Zen Wealth Advisors provides portfolio management and integrated financial planning primarily for individual and high-net-worth clients, also serving pension and profit-sharing plans. The firm uses fundamental analysis and a long-term trading approach, offering discretionary management and quarterly portfolio reviews.

Jarrod Sherman is a financial advisor with Strategic Planning Group, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Strategic Planning Group since 2000. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households. The firm employs a rules-based investment framework focusing on targeted debt-to-equity profiles and conducts quarterly client reviews, managing portfolios primarily with mutual funds and ETFs.