Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

John Wanvig is a CFP® professional with eight years of experience at White Lighthouse Investment Management, Inc., where he has worked since 2016. He is based in Bedford, MA, and part of a six-advisor team. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides customized, diversified portfolios focusing on tax-efficient, low-cost investments and offers specialized planning for expatriation and foreign trust beneficiaries.

Jonathan Lachowitz is a CFP® professional with 15 years of industry experience. He has been with White Lighthouse Investment Management, Inc. since 2006 and also owns and operates a registered financial advisory firm in Lausanne, Switzerland, where he provides financial planning and investment management services. White Lighthouse Investment Management serves individuals, families, and small-business owners, including many non-U.S. clients, with a focus on discretionary investment management and comprehensive wealth planning. The firm emphasizes a cross-border approach, offering services tailored to complex international tax and estate planning needs.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 20 years of industry experience. She has worked at Milestone Financial Planning, LLC since 2021 and previously operated a CPA practice providing tax preparation and financial services for small businesses. Prior to joining Milestone, she worked at Mosaic Financial Advisors, LLC for 14 years. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses, managing approximately $590 million in client assets through a team of 12 advisors across five offices. The firm focuses on disciplined asset allocation, tax efficiency, and broadly diversified, low-cost investment strategies.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

Carol Newman is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 65 designation with 12 years of industry experience. She has been with Wingate Wealth Advisors since 2013. 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 process combining active and passive fund selections and third-party money managers, managing over a billion dollars in client assets within a multi-advisor practice.

William Skinner Jr. is a financial advisor at Alta Wealth Advisors LLC with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at Osaic, Destra Capital Investments LLC, and LPL Financial, among others. He also owns and manages the Vehicle Inspection Center in Springfield, Massachusetts. 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 consulting, utilizing a range of investment strategies tailored to clients’ goals and risk tolerances.

Nicole Somers is a financial advisor at Alta Wealth Advisors LLC with four years of industry experience. She holds a Series 66 designation and previously worked for Morgan Stanley Smith Barney LLC for 15 years. Outside of her advisory role, she is employed in customer service at Stop and Shop. Alta Wealth Advisors LLC serves individual, high-net-worth clients, and business entities with discretionary portfolio management, financial planning, and pension consulting. The firm employs a tailored investment approach incorporating multiple analytical methods and offers services including a wrap-fee program and educational seminars.

James Lister Jr. is a financial advisor with Shepherd Financial Partners, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Shepherd Financial Partners since 2016 and has also worked at LPL Financial since 2011. Shepherd Financial Partners serves individual and high-net-worth clients as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across about 730 client relationships.

Matthew Pasts is a financial advisor at BTS Asset Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bond Timing Securities Corporation and related entities since 1989. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management through various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators and tactical market-timing strategies alongside longer-term allocations.

Eva Howland is a CFP® with eight years of industry experience, currently serving as a financial advisor at White Lighthouse Investment Management, Inc. She previously worked at Moseley Investment Management and Edward Jones. White Lighthouse Investment Management serves individuals, families, and small-business owners, including multinational and non-U.S. clients, offering discretionary investment management, financial planning, and comprehensive wealth management services with a focus on long-term, tax-aware portfolio construction and cross-border financial issues.

Lawrence Welch is a financial advisor with 27 years of industry experience, currently practicing at 93 Financial Group, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Woburn, MA. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm employs a traditional, one-on-one advisory approach using fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Michael Quinn is a CFP® and ChFC® professional with 20 years of industry experience. He is currently with Alta Wealth Advisors LLC, where he has worked since 2025, following prior roles at Quinn Wealth Strategies, LPL Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Quinn Wealth Strategies remains an ongoing business activity for him. 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 provides discretionary portfolio management, financial planning, and pension/401(k) consulting, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerances.

Michael Viti is a financial advisor with Alta Wealth Advisors LLC, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including roles at LPL Financial and Pinnacle Private Wealth. Viti is also involved with several non-variable insurance agencies. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, providing tailored investment programs with ongoing monitoring, quarterly reviews, and monthly reporting.

Byron Woodman Jr. is a financial advisor with Monument Group Wealth Advisors, LLC in Concord, MA, holding a Series 65 credential and 20 years of industry experience. He has served as an officer and director at Woodman & Eaton, P.C. since 1980 and has been a director of Cambridge Trust Company since 1994. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected securities, and offers customized wealth management solutions including project-based financial planning and sub-advisory arrangements.

William Mccance is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc., Trust Advisory Group Ltd, AGES Financial Services, Ltd., and WHM Financial Services. Outside of his advisory role, he serves as managing member of an OSJ management company and as president and chairman of a holding company currently winding down operations. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through approximately 30 advisors. The firm employs a range of investment approaches including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, supported by third-party platforms and a recent acquisition by StoneX Advisors Inc.

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at LPL Financial, MassMutual Life Insurance Co, and Baystate Financial. 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 consulting with investment programs tailored to client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Alyson Shaw is a financial advisor with Alliance Private Wealth, LLC, where she has worked since 2025. She holds eight years of industry experience, including a 12-year tenure at Commonwealth Financial Network. Alliance Private Wealth is a team-based firm serving individuals, high-net-worth clients, families, trusts, retirement plans, and businesses. The firm manages approximately $466 million across diversified portfolios, focusing on long-term, discretionary wealth management combined with comprehensive financial planning and specialized exit planning for business owners.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.