Caitlin Appleton is a financial advisor at South Shore Capital Advisors, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 11 years of industry experience. Her career includes roles at Credit Suisse Securities and Pershing LLC before joining South Shore Capital Advisors in 2018. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across about 96 clients. The firm employs a fundamental security analysis approach with globally diversified portfolios, integrates ESG considerations through a structured questionnaire and third-party assessments, and generally follows a buy-and-hold investment strategy.

Jock Payten is a Series 65-licensed financial advisor at Nubian Square Investment Advisors, LLC with five years of industry experience. He previously worked at Eaton Vance for three years and was affiliated with the University of Pennsylvania for two years. Outside of his advisory role, Payten partners with Artus Capital, LLC as an independent sponsor focused on private growth equity investments. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations, providing investment management and financial planning services. The firm employs a mix of in-house and third-party portfolio management strategies, emphasizing a long-term investment approach with options for impact investing and educational offerings.

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.

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.

Lonnie Mayer is a financial advisor at Good Harbor Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and The Investment Center Inc. Mayer also provides administrative support to Good Harbor Advisors. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $334 million in discretionary assets across about 245 client relationships, using tailored investment strategies that include equities, ETFs, mutual funds, and fixed income, supported by model portfolios, third-party sub-advisers, and AI tools.

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.

Angelica Aquilino is a financial advisor at Heritage House Asset Management in Boston, MA, with one year of industry experience. She holds a Series 65 designation and previously worked at Wellington Management Company (Starpoint Solutions onsite) from 2016 to 2018. Outside of finance, she works as a travel consultant specializing in trips to Italy. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates. The firm manages approximately $69 million in discretionary assets, focusing on mid- to large-capitalization, highly liquid equities using a combination of technical, fundamental, and macroeconomic analysis.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Abigail Lowell is a financial advisor at Gallugi Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Purshe Kaplan Sterling Investments from 2021 to 2024. In addition to her advisory role, she provides tax and accounting services through Michael J. Gallugi, CPA, dedicating a significant portion of her time to these services. Gallugi Wealth Management offers discretionary investment management primarily to individuals, including high-net-worth clients, and charitable organizations. The firm integrates investment advice with in-house tax and accounting services, employing a long-term, fundamental analysis-based investment approach using diversified mutual funds, ETFs, and other securities.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Andrew Dinuccio is a CFP® professional with experience at First Light Investment Advisors and several prior firms dating back to 2016. He has worked at First Light since 2026 and previously held roles at First Financial Trust, New England Investment and Retirement Group, DMB Financial, and Commonwealth Financial Group. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, employing a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm manages approximately $12.4 million in assets across about 41 client relationships and emphasizes hands-on discretionary management rather than external adviser selection or wrap programs.

Grant Spradlin is a financial advisor at First Light Investment Advisors with four years of industry experience. He holds a Series 65 credential and has worked in roles outside of financial advising, including as a consultant for iSOFTSTONE and as Vice President of Product at Composable Prompts, an AI software development company. First Light Investment Advisors provides fee-based discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy with customized portfolios and serves primarily individual investors.

Michael Finer is a CFP® professional with 21 years of experience in financial advising. He has been with Finer Wealth Management, Inc. since 1996 and also serves as president and CPA of Finer Financial & Tax, Inc., a firm he founded in 1995. 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, managing approximately $249.7 million in assets for about 244 clients.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Patrick Daly is a Series 65-registered advisor with Cambridge Trustee Advisors Inc in Cambridge, MA, bringing 32 years of industry experience. The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million and constructs portfolios primarily composed of equities, fixed income, and other securities, often engaging sub-advisors when appropriate. The firm's attorney ownership and affiliation with a law firm distinguish it by combining legal and investment advisory services, particularly for trusts and estates.

Nancy Von Stackelberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Radius Wealth Management, Inc. in Boston, MA. She has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm uses a combination of fundamental research, quantitative and technical screening, and client interviews to create long-term portfolios with tactical flexibility.

Paula Chauncey is a CFA® charterholder with 23 years of experience in the financial advisory industry. She has been with Etre LLC (formerly Redwood Group LLC) since 1999, serving as the firm's sole advisor. Based in Boston, MA, she leads the firm's financial planning and investment management services. Etre LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts. The firm emphasizes a documented Investment Policy Statement with a strategic, diversified, and long-term approach, combining passive and active strategies tailored to client goals.

Robert Deiana Jr. is a financial advisor at Lighthouse Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TQM Wealth Partners and Edward Jones. In addition to his advisory role, he is a licensed insurance agent for annuities, life, health, and long-term care insurance through various unaffiliated insurance companies. Lighthouse Financial, LLC is an SEC-registered investment adviser offering discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $114 million in client assets and typically constructs diversified, long-term portfolios using ETFs, mutual funds, and individual equities with generally low turnover.

Jennifer Morrell is a CFP® professional at Wakely Investment Management with 10 years of industry experience. She previously worked at Nevils Financial, LLC for 12 years before joining J Wakely Advisors, LLC. Wakely Investment Management provides ongoing portfolio management and financial planning advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a tailored, goal-based process and a combination of fundamental, technical, and cyclical investment analysis to manage approximately $83 million in client assets.