Rishi Tadi is a financial advisor at Prakash Investment Advisors LLC with a Series 65 designation and no prior industry experience. Before joining the firm in 2026, he worked at State Street Bank and Trust from 2017 to 2026. Prakash Investment Advisors LLC provides discretionary investment management and financial consulting primarily to individual and high-net-worth clients, as well as trusts and retirement accounts. The firm constructs customized portfolios and employs fundamental analysis tailored to client goals, using a range of securities including equities, bonds, and derivative strategies.

Patrick Davis is a financial advisor at Sequentis Capital LLC with 12 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Sequentis Capital in 2023, he worked at Integrated Wealth Concepts LLC and M3 Advisory Group, LLC. In addition to advisory services, he engages in fixed insurance sales for a few hours each week. Sequentis Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm combines strategic asset allocation and fundamental analysis with ongoing risk monitoring to construct diversified portfolios tailored to long-term and tactical market conditions.

Andrew The is a financial advisor at Battle Green Advisors in Lexington, MA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, he attended Cornell University from 2021 to 2024. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm employs a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios ranging from broad growth to concentrated strategies, with a distinctive use of margin under a specific policy uncommon among independent advisers.

Sid Chaudhry is a financial advisor at Thurston Hall Investment Research, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Familywealth Asset Management and Fidelity Investments. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including many high-net-worth households. The firm employs a fundamentally driven, conservative investment approach with limited trading and diversification, and it uses derivatives and margin strategies subject to suitability and client authorization.

Chris Chen is a fiduciary wealth strategist who helps people navigate major financial transitions such as retirement, divorce, and expatriation. He combines practical strategy with calm, steady guidance to help clients make sound financial decisions during times of change. Chris believes a strong life and financial plan makes every other decision simpler. He collaborates with clients and their legal and tax advisers to create cost-effective, tax-aware strategies that protect and grow wealth over time. Before his career as a financial planner, Chris spent years in international business management across the U.S., Europe, and the Asia-Pacific region. He earned a bachelor’s degree in economics, an MBA in finance, and completed Boston University’s Financial Planning Program. Chris is a CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst™, and Registered Life Planner®. He is also a trained mediator and financial neutral. Chris earned the Baccalauréeat in France. He speaks French fluently. Chris is a member of the National Association of Personal Financial Planners and the Massachusetts Council on Family Mediation. He serves on the board of the Massachusetts Council on Family Mediation and chairs its Investment Committee. Chris’s insights have appeared in The Boston Globe, The New York Times, Forbes, CNBC, The Wall Street Journal, MarketWatch, Business Insider, Investment News, and Bloomberg. Chris earned the Baccalaureat in France, and he speaks French fluently.

David Corman is a financial advisor at Generations Retirement Group, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011. In addition to advisory services, he is a licensed insurance agent engaged in insurance sales. Generations Retirement Group, LLC is a registered investment adviser serving individuals and high-net-worth clients with tailored investment advisory and financial planning services. The firm offers managed account programs and employs strategies including asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed quarterly and Fidelity recommended as custodian.

Charles Brown IV is a financial advisor at Marathon Financial Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NewEdge Advisors, Mass Mutual Investors Services, Baystate Financial, and Metlife Securities. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach that emphasizes tax-conscious, actively managed equity portfolios combining ETFs and direct stock holdings selected through fundamental research and top-down sector analysis.

Andrew Hawes is a financial advisor at Vista Way Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Payden & Rygel, Meritage Financial Strategies, Columbia Threadneedle Investments, and BlackRock Inc. Outside of his advisory role, he is a member of Bluefin Development LLC, a plumbing business in Charlestown, MA. Vista Way Advisors serves individuals, high-net-worth clients, business owners, and nonprofit organizations, providing investment management, financial planning, business consulting, and retirement plan services. The firm constructs tailored portfolios using both passive and active strategies, emphasizing asset allocation aligned with client goals and risk tolerance, and also offers group educational seminars and business consulting services.

Karl Warner is a CFP® professional with 34 years of experience in the financial services industry. He has been with Flagship Private Wealth since 2015 and also affiliated with LPL Financial since 2010. Warner provides investment advisory services through Flagship Private Wealth, an independent firm he started managing in 2018. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations, managing approximately $447 million across nearly 600 client relationships. The firm offers discretionary portfolio management, financial planning, and specialized account platforms, employing a mix of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.

Robert Kania Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Moore Financial Advisors, LTD., where he has worked since 2019, following prior roles at Laurentide Advisory, LLC and Serapis Capital, LLC. Moore Financial Advisors, Ltd. is an SEC-registered investment adviser providing wealth management, portfolio management, and financial planning to individuals, families, trusts, and estates. The firm serves both high-net-worth and non-HNW clients, using a long-term investment approach centered on diversified portfolios of low-cost mutual funds and ETFs, and incorporates various analytical methods supported by artificial intelligence tools.

Luke Meekins is a financial advisor with FleetStar Financial in Boston, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at FleetStar Advisors, Kovack Advisors, and Kovack Securities. In addition to his advisory role, he is president and owner of an insurance agency offering life insurance, annuities, and long-term care products. FleetStar Advisors provides investment advice to individuals, high-net-worth clients, trusts, and estates through customized management and third-party adviser recommendations. The firm emphasizes a non-discretionary approach, implementing trades only with client approval and focusing on diversified portfolios primarily using mutual funds and ETFs.

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.

Alan Simpson is a CFA® charterholder with 31 years of industry experience. He has led Simpson Investment Counsel since 1995 and has been associated with Pension & Wealth Management Advisors since 2021. Simpson Investment Counsel provides investment management and financial advice primarily to individual clients with portfolios generally exceeding $1 million. The firm employs a top-down investment approach, managing accounts mainly on a discretionary basis and tailoring portfolios to client-specific guidelines.

Patrick Cote is a CFP® and CFA® credentialed financial advisor at Assetgrade, LLC with 12 years of industry experience. He has been with Assetgrade since 2013, working in the firm’s Boston office. Assetgrade provides financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm manages approximately $337.7 million in discretionary assets across three advisors and emphasizes strategic asset allocation using model portfolios tailored to clients’ risk tolerance and financial goals.

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 with two years of industry experience. He has worked at Mason Capital Partners since 2017 and previously had brief roles at Aquitaine Restaurant and Balanced Rock Investment Advisors. He serves as chairman of the board for the Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management to a range of clients including individuals, institutions, and corporate entities. The firm employs an investment approach focused on income with growth, allocating primarily to common stocks with controlled fixed income exposure and making decisions based on fundamental research and direct company engagement.