Justin Bruzzese is a financial advisor at New England Schooner, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Baystate Financial, and Fidelity Investments. Outside of his advisory role, he also serves as a First Line Supervisor at New England Schooner. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with tailored asset-allocation strategies, integrating financial planning and pension consulting for approximately 320 client accounts.

Deborah Levenson is a CFP® professional with 18 years of experience in financial planning and investment management. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. In 2017, she also took time to provide caregiving for her parents. Levenson Wealth LLC is a fee-only Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm combines comprehensive financial planning with discretionary investment management, focusing on globally diversified, low-cost mutual funds and ETFs, and maintains a small, high-net-worth client base.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Stephen Cote is a CFP® and Series 66 holder with 22 years of experience in financial advising. He has been leading Cote Financial Management since 2010. Cote Financial Management is a fee-only advisory firm providing non-discretionary investment advice and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes diversified, asset-allocation portfolios using efficient-frontier optimization, mutual funds, ETFs, and fundamental research, managing approximately $131.6 million on a non-discretionary basis.

Jon Osbon is a Series 65-credentialed advisor with 13 years of industry experience. He is the founder of Osbon Capital Management, LLC, where he has worked since 2012, and has also been associated with Unifimoney RIA QOZB, LLC since 2023. Osbon Capital serves high-net-worth individuals and manages several private funds and pooled investment vehicles. The firm employs individualized, asset-allocation portfolios primarily using indexed ETFs, along with specialized quantitative strategies, and offers performance-based fee arrangements to qualified clients.

William Rabbitt is a financial advisor at CFS Financial, LLC in Salem, MA, holding a Series 65 designation with 10 years of industry experience. He has worked at CFS Financial since 2021 and concurrently serves as a college financial aid consultant at College Funding Services. Rabbitt also has experience with Truth Capital, LLC and the City of Bayonne. CFS Financial provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on building customized Investment Policy Statements and applying modern portfolio theory with a long-term trading horizon. The firm manages client portfolios on a non-discretionary basis and emphasizes documented risk tolerances and quarterly reviews.

Pamela Varriale is a financial advisor at Bounty Management Corporation in Boston, MA, with 21 years of industry experience. She holds a Series 65 designation and has been with Bounty Management Corporation since 1985. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations with separately managed portfolios. The firm focuses on long-term capital growth and preservation through macroeconomic sector analysis and fundamental metrics, tailoring portfolios to client-specific constraints and providing individualized account management.

Cayla Orris is a financial advisor at Theory Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Theory Planning Partners in 2025, she worked at KPMG US for four years and held positions at Duff & Phelps, Sofer Advisors, and Voya Financial. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm offers executive financial planning, corporate consulting, and investment portfolio management using diversified mutual fund and ETF-based model portfolios with a focus on strategic asset allocation and tax-aware management.

Kevin Nunes is a financial advisor with Rocky Hill Advisors Inc. in Peabody, MA, holding 23 years of industry experience. He has worked with Rocky Hill Advisors since 2002 and also consults with Navis Group, where he assists in drafting internal procedures and controls. Rocky Hill Advisors provides investment management and expert witness consulting to a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation approach with an emphasis on rebalancing and downside risk management, primarily managing client relationships on a non-discretionary basis.

Amy Witherbee is a financial advisor at Revolution Capital, Inc with 12 years of industry experience. She holds a Series 65 designation and has been with Revolution Capital since 2013. In addition to her work at Revolution Capital, she is a 50% owner of Sanderling Expat Advisors, a firm providing financial planning and advice to American citizens and green card holders living in France. Revolution Capital offers financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with diversified portfolios built from index funds, ETFs, mutual funds, and individual equities, focusing on client goals, risk tolerance, and time horizon.

Scott Leabman is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, holding a Series 65 credential with 18 years of industry experience. He has been with Harbor Asset Planning since 2007. Outside of advising, Mr. Leabman is involved in consulting and bookkeeping for corporations and sole proprietors. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm applies Modern Portfolio Theory and non-proprietary modeling software to develop diversified, low-cost portfolios tailored to clients’ risk tolerance and time horizon.

Gary Coon is a financial advisor at Finer Wealth Management, Inc. in Salem, MA, holding a Series 65 designation with 14 years of industry experience. He has been with Finer Wealth Management since 2011. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management with a focus on tailored risk tolerance and liquidity needs.

Mark Cunningham is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Epogee Capital Management, LLC in Boston, which he joined in 2024. His prior roles include positions at Port One Investments, Method Advisors, Invenomic Capital Management, Balter Capital Management LLC, and ALPS Alternative Investment Services. Cunningham also serves on a private real estate fund investment committee and acts as a strategic advisor/controller to an industrial supplier. Epogee Capital Management provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized Investment Policy Statements and a range of investment options including mutual funds, equities, fixed income, ETFs, private equity, real estate funds, and options strategies. The firm uses fundamental, quantitative, and technical analysis to tailor three model allocations—conservative, balanced, and aggressive growth—to clients’ goals and risk tolerances, managing mostly non-discretionary accounts for a small client base.

Caitlin Appleton is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA. She holds Series 65 and Series 66 designations and has 11 years of industry experience, including eight years at South Shore Capital Advisors. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm emphasizes fundamental security analysis and globally diversified portfolios, offering integrated financial planning without a separate planning fee and incorporates a formal ESG evaluation process for clients who request it.

Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Eaton Vance and the University of Pennsylvania. Outside of his advisory role, he partners with Artus Capital, LLC as an independent sponsor focusing on private growth equity investments. Nubian Square Investment Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, impact investment research, and educational seminars, employing a range of investment strategies supported by both in-house and third-party platforms.

Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.

Sandra Geller is a CFP® professional with 11 years of industry experience. She is affiliated with The Family Financial Group in Newton Centre, MA, and has been associated with Geller & Lehmann LLC since 1998. The Family Financial Group provides comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves a diverse client base including high-net-worth individuals, families, institutional clients, and related entities, delivering advisory services on a non-discretionary, fee-only basis while coordinating clients’ broader professional teams.

Raymond Jacques is a CFP® professional with 40 years of experience in the financial industry. He has been with New England Schooner, Inc. since 1998 and also has a long tenure at Royal Alliance Associates, INC. Outside of his advisory work, Jacques is involved in youth hockey programs, serving as a team director and coach for nonprofit and LLC-sponsored girls and boys hockey teams. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is grounded in fundamental analysis and tailored to client goals and risk tolerance, managing portfolios across various asset classes while maintaining limited discretionary authority.

William Furber is a financial advisor at Park State Asset Management LLC with 40 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Park State in 2025. He holds Series 63 and Series 65 licenses. Park State provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies while also offering Conservative and Balanced strategies tailored to client needs.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.