Roberta Tondo is a Certified Financial Planner™ (CFP®) with 10 years of industry experience. She is currently with White Lighthouse Investment Management, Inc., where she is part of a six-advisor team. Her prior experience includes roles at Vanguard and Ameriprise Financial. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including clients with cross-border U.S. issues. The firm offers investment management and comprehensive wealth-planning services, emphasizing international tax and estate planning and managing portfolios using primarily low-cost, liquid investments.

Vilis Pasts is a financial advisor at BTS Asset Management, Inc. with 56 years of industry experience. He has held roles at BTS Securities Corporation from 1999 to 2018 and has been with BTS Asset Management since 1998. Pasts holds Series 63 and Series 65 licenses. BTS Asset Management serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management across various model portfolios and providing model recommendations to third-party platforms. The firm combines quantitative and fundamental analysis with proprietary technical indicators to guide investment decisions and manages multiple affiliated registered mutual funds.

Tienchia Wang is a financial advisor at Innovative Advisory Group with seven years of industry experience. Wang holds Series 65 and Series 66 licenses and has worked at Innovative Advisory Group since 2021. Prior to that, Wang was affiliated with Longhorn Holdings and Merrill. Outside of advising, Wang is also a licensed independent insurance producer in Massachusetts. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants, offering discretionary asset management alongside financial planning and business retirement plan services. The firm combines multiple analytical approaches and various investment strategies while maintaining distinct custody arrangements and providing specialized planning and advisory services through its team of eight advisors.

Edmund Leparskas is a CFP® with four years of industry experience, currently serving as a financial advisor at Accelerate Retirement. His prior work includes positions at Commonwealth Financial Network, Alkeme Financial Services LLC, and Raytheon Company. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation strategy across diversified portfolios and offers specialized services for plan sponsors, including investment policy development and co-fiduciary roles under ERISA.

David Baker is a financial advisor at 93 Financial Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at 93 Financial Group since 2018, following previous roles at Metro Financial Services and Raymond James Financial Services Advisors, Inc. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm offers financial and retirement planning, discretionary investment management, and insurance products through a five-advisor team, managing approximately $900 million with a client load exceeding 200 clients per advisor. Their approach focuses on tailored portfolios using mutual funds and ETFs, fundamental analysis, long-term investment horizons, and ongoing monitoring including quarterly reviews.

Joseph Lepore is a financial advisor at WinCap Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones Investments for six years and Calton & Associates, Inc. for two years. In addition to his advisory role, he serves as an adjunct professor at Endicott College's school of business. WinCap Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis and customizes long-term asset allocations while trading tactically based on market conditions or client needs.

Michael Delduchetto is a financial advisor at Excalibur Management Corp with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with Excalibur since 2003. He serves as a board member for Spectrum for Living, a nonprofit supporting approximately 500 adults with developmental disabilities in New Jersey. Excalibur Management Corporation provides discretionary investment management and financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held businesses. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients' specific liquidity, tax, concentration, and cash-flow needs.

Kelly Birchmore is a financial advisor at Cabot Wealth Management with one year of industry experience. She holds a Series 65 designation and previously worked for Align Credit Union for six years. Birchmore is based in Beverly, MA. Cabot Wealth Management provides portfolio and wealth management services to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations using a mix of individual stocks, bonds, mutual funds, and ETFs, employing both fundamental and technical analysis supported by ongoing monitoring and rebalancing.

Scott Facchetti is an investment advisor with Flagship Wealth Advisors, LLC and holds a Series 66 designation. He has 25 years of industry experience and has been involved with firms including Royal Alliance Associates, Advest, Inc., Facchetti & Facchetti, Ltd., and L&S Financial Services, Ltd. Outside of his advisory role, he partners in Facchetti & Facchetti, Ltd., providing tax advice, accounting, payroll, and business consulting services. Flagship Wealth Advisors, LLC offers investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified portfolios with ongoing supervision, utilizing third-party planning tools and independent managers for some mandates.

I have been a financial planner for over a decade, working with individuals and families to help them with all aspects of their financial lives. Prior to founding Hark Financial Planning, I worked as a senior advisor and financial planner at firms based in Boston, MA and Reston, VA. In those roles, I have been a member of an investment committee, founded and managed a tax practice, advised a Fintech start-up, and, most importantly, worked with clients to achieve their goals. One of my main motivations for leaving those firms and founding Hark was my belief that there is more to helping clients than just having good technical knowledge and offering investments. Like in legal practice, technical knowledge of the subject matter is critical but is only a foundational part of the work. The next steps are to understand what the client actually wants to accomplish with your engagement and to tailor your work for the specific matter at hand given the client’s objectives. For me, that means spending a lot of time listening to my clients and asking questions to explore what their real objectives are before just jumping into applying technical skills. I am a CFP® professional and IRS Enrolled Agent. I have an MBA from The Kenan-Flagler Business School at UNC Chapel Hill and a BA from The College of William & Mary.

James Mccall is a CFA® charterholder with 21 years of industry experience. He has been with Ipswich Investment Management Company, Inc. since 2012. Ipswich Investment Management Co., Inc. provides discretionary portfolio management and investment advisory services to individuals, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities managed by competent leadership and highly rated fixed income for diversification, with asset allocation tailored to client objectives and risk tolerance.

Matthew Schroeder is a Certified Financial Planner® with 27 years of industry experience and has been with Great Point Wealth Advisors, LLC since 2016. He is the sole owner of Elm Street Tax, a tax, accounting, trust, and nonprofit services firm, and serves as Chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental-analysis investment approach and manages approximately $726 million in client assets with a small team.

David Grey is a financial advisor with Family Fiduciary Services, Inc. in Beverly, MA, holding a Series 65 designation and 21 years of industry experience. He has been with Family Fiduciary Services since 2007 and previously operated Grey Investments from 2003 to 2019. Grey also serves as president of Family Fiduciary Services, overseeing daily operations including accounting and trust services. Family Fiduciary Services, Inc. provides discretionary investment management, financial planning, and 401(k) advisory services to individuals, corporations, trusts, foundations, and plan sponsors. The firm acts as a corporate trustee and offers additional services such as bill-paying and tax organization, emphasizing long-term asset allocation, diversification, and tax sensitivity through an investment committee-managed approach.

Robert Kelly is a financial advisor with Trust Advisory Group Ltd in Reading, MA, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Advisory Group Equity Services and StoneX Securities Inc. Trust Advisory Group, Ltd provides discretionary and non-discretionary investment management, financial planning, and consulting services to both individual and institutional clients, including retirement plan sponsors. The firm utilizes a combination of proprietary model portfolios, advisor-managed accounts, and third-party money managers, leveraging platforms such as Envestnet and Advyzon to support portfolio implementation.

Janell Phillips is a CFA® charterholder with 11 years of industry experience. She has been with Ipswich Investment Management Company, Inc. since 2017 and previously worked at Boston Financial Management Inc. for 11 years. Ipswich Investment Management Company, Inc. provides discretionary portfolio management and advisory services to individual investors, families, trusts, endowments, and institutional clients. The firm emphasizes a long-term, low-turnover investment approach focused on equities and fixed income, with asset allocation aligned to client objectives and risk tolerance, and oversight by an internal Investment Committee.

Isaac Ross is a financial advisor at Success Wealth Management LLC with a Series 65 designation and one year of industry experience. His background includes roles in hospitality and retail, as well as a period of full-time study at the University of Colorado Boulder Leeds School of Business. Success Wealth Management LLC serves individuals and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm employs Modern Portfolio Theory to tailor asset allocation based on client goals and risk tolerances, conducting regular account reviews and utilizing technology to support client communications.

Arthur Debenedictis is a financial advisor at Genesis Wealth Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at Genesis since 2011. He is also the owner of a CPA firm, Arthur M. DeBenedictis, where he has been practicing since 1989. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction tailored to client objectives, with a focus on model portfolios and detailed performance reporting.

Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

Thomas Vautin is a CFP® and ChFC® with 20 years of industry experience. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes investment allocations based on client objectives and risk tolerance, using a mix of individual securities, mutual funds, and ETFs, and combines fundamental and technical analysis with ongoing monitoring and rebalancing.

Craig Goryl is a CFA® charterholder with 12 years of industry experience, currently serving at Cabot Wealth Management. He has been with Cabot Money Management, Inc. since 2011. Cabot Wealth Management provides portfolio and wealth management services primarily to high-net-worth individuals, endowments, non-profits, and business clients. The firm customizes portfolios using individual stocks, bonds, mutual funds, and ETFs, combining fundamental and technical analysis with ongoing monitoring and rebalancing.