Sarah Wells is a CFP® and holds a Series 66 license with 13 years of industry experience. She is a principal at TSW Wealth Management, where she has worked since 2011, and previously worked at Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.

Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.

Joshua Street is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Signal Ridge Capital Partners, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—as well as trusts, estates, business entities, and qualified plans. Signal Ridge employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios using a broad range of instruments, with ongoing monitoring and rebalancing.

John Levangie is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Darrow Wealth Management, where he has worked across multiple periods since 2021. His prior experience includes roles at Anchor Capital Advisors LLC, Wedmont Private Capital, and GW & Wade, LLC. Outside of his advisory duties, he serves as trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily utilizes low-cost ETFs and select mutual funds, managing roughly $392 million in discretionary assets and offering a broader service mix that includes project-based consulting and estate settlement support.

Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.

Eric Roberge is a CFP® with 17 years of industry experience and is the sole advisor at Beyond Your Hammock LLC, which he founded in 2013. He holds the Series 66 license and is based in Boston, MA. Roberge participates in educational seminars and speaking engagements as part of his professional activities. Beyond Your Hammock serves individual and high-net-worth clients as well as employer plan sponsors, offering comprehensive financial planning, discretionary investment management, and employee benefit plan consulting. The firm emphasizes ongoing planning relationships, employs a largely passive and tax-efficient investment approach, and incorporates external money managers when appropriate.

John Dorfman is the principal of Dorfman Value Investments LLC in Newton, MA, with 24 years of industry experience. He has been managing Dorfman Value Investments since 2014 and has written a syndicated stock market column since 1997, which appears in multiple publications including Forbes.com and the Las Vegas Review Journal. Dorfman also serves as a director of the New Generation Turnaround Fund, an offshore hedge fund that was in the process of closing as of 2022. Dorfman Value Investments LLC provides discretionary portfolio management to individual and institutional clients, focusing on fundamentals-driven, value-oriented equity management. The firm typically constructs customized portfolios of 20–40 long positions across various market capitalizations, employing strategies aimed at long-term capital appreciation and offering occasional use of derivatives and equity short positions.

Elliot Bruce is a CFA® charterholder and holds a Series 65 license. He has three years of industry experience and has worked at Mason Capital Partners since 2017, following a one-year tenure at Balanced Rock Investment Advisors. He is chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners advises both individual and institutional clients, providing discretionary portfolio management through separately managed accounts and a private limited partnership. The firm’s investment approach emphasizes income with growth, allocating primarily to common stocks complemented by controlled fixed-income positions, with decisions based on fundamental research and frequent company engagement.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Tony Proctor is a CFP® with 22 years of industry experience and has been with Proctor Financial since 1994. He is based in Wellesley, MA, and holds a Series 63 license. Proctor Financial advises individuals, particularly those at or near retirement, as well as trusts, estates, retirement plans, charitable organizations, and small businesses, offering comprehensive investment management and integrated financial planning. The firm customizes asset allocation using a proprietary Time-weighted Cash-flow Methodology and manages globally diversified portfolios on a discretionary basis, incorporating alternative exposures and customized structured notes.

Evan Kulak is a financial advisor at Polaris Financial, LLC in Wellesley, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Polaris Portfolios, LLC since 2015 in various capacities and also spent time at Douugh Wealth, LLC from 2020 to 2023. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, using a combination of macroeconomic, tactical, and fundamental analysis to manage discretionary model portfolios. The firm primarily serves a broad client base with lower account minimums and emphasizes institutional relationships and faith-based investment options.

Brian Sokolowski is a CFA charterholder with eight years of experience at Bluebird Wealth Management LLC and 14 years previously at Cambridge Trust Company. He is based in Medfield, MA. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships, integrating financial planning with portfolio oversight, and employs a mix of modern portfolio theory, fundamental and quantitative analysis.

Christopher Fitts is a financial advisor with Bortolussi Wealth Management, Inc. and holds 7 years of industry experience. He has worked at Bortolussi Wealth Management from 2018 to 2021 and has been associated with Fitts Insurance Agency, Inc. since 1994. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, managing approximately $68.6 million in client assets. The firm employs a primarily long-term, fundamental investment approach using ETFs, individual stocks, and bonds, and offers discretionary portfolio management, integrated financial planning, and retirement-plan advisory services.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Barnet Goverman is a CFP® with over 32 years of experience in financial advising. He has been with Financial Solutions Associates since 1993. Financial Solutions Associates is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets using a strategic asset allocation approach that includes both active and passive mutual funds and ETFs, supplemented by tactical allocations and global diversification.

Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Fieldstone Financial Management Group and RayLign Advisory. Since 2019, he has been with Renaissance Wealth Advisors in Newton, MA. Renaissance Wealth Advisors provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages approximately $110 million across about 93 client relationships, using a long-term oriented investment approach supplemented by fundamental, technical, and cyclical analysis along with AI-supported tools. It has notable experience serving a significant non-U.S. client base and expertise in cross-border family planning.