Renato Mastrogiovanni is a financial advisor at Healthview Asset Management, Inc. with 11 years of industry experience. He previously worked at Healthview Services, Inc. for over a decade and serves as president of both Healthview Services, Inc. and Healthview Advisory Services, Inc. He is also the chief investment officer of Bennington Asset Management, Inc. and a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management to individuals, high-net-worth clients, trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio management using both fundamental and technical analysis, along with retirement- and healthcare-focused programs that utilize actuarial algorithms to project related costs and funding needs.

Caroline Gaffney is a CFP® and CFA® with 17 years of industry experience. She has been with Atwater Wealth Management, Inc. since 2014. Gaffney holds a Series 66 license and is based in Boston, MA. Atwater Wealth Management is a fee-only, SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm offers discretionary portfolio management and a range of financial planning services, using tailored investment strategies reviewed quarterly and managing assets on a discretionary basis through LPL Financial.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.

Gregg Picillo is a CFA® charterholder with 14 years of industry experience. He has been with Mason Capital Partners since 2006 and serves as the managing partner of Albert D. Mason Inc., an affiliated firm associated with Mason Capital Partners. Mason Capital Partners provides discretionary portfolio management for individual and institutional clients, including high-net-worth individuals, corporate plans, foundations, and trusts. The firm follows an “income with growth” investment strategy, focusing primarily on common stocks with a portion allocated to fixed income, and bases its decisions on fundamental research and management meetings.

Ellen Ginsberg is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, with 18 years of industry experience. She holds a Series 66 designation and has been with Harbor Asset Planning since 2007. Outside of her advisory work, she manages rental real estate. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm uses Modern Portfolio Theory and non-proprietary modeling software to create diversified, low-cost portfolios tailored to client risk tolerance and time horizons.

Giana Hebert is a financial advisor at Flagship Private Wealth with 15 years of industry experience. She holds the Series 66 designation and has been with Flagship Private Wealth since 2015. Prior to that, she has been associated with LPL Financial since 2011. 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 provides discretionary portfolio management, financial planning, and offers specialized account programs, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.

Steven Roge is a CFP® with 12 years of industry experience and has been with R.W. Rogé & Company, Inc. since 1996. He serves as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine, where he teaches a class on personal finance topics on a pro-bono basis. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm combines strategic asset-allocation modeling based on Modern Portfolio Theory with bottom-up, value-oriented equity selection through its proprietary ResearchEdge process, offering a range of services including discretionary portfolio management, comprehensive financial planning, and a concentrated value equity strategy.

Robert Zock Jr. is a financial advisor at Robert A. Zock & Co., Inc. in Boston, MA, holding a Series 65 designation with 29 years of industry experience. He has worked at Robert A. Zock & Co., Inc. since 1990 and is also involved with Mt. Sunapee Ski Area. Robert A. Zock & Co., Inc. provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term common stock investments and fundamental analysis. The firm also offers administrative support for non-U.S. multicurrency securities accounts and is noted for its work with charitable organizations and trusteeship services.

Douglas Orifice is a financial advisor with LPL Financial and Arsenal Financial, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010 and founded Arsenal Financial, an independent investment advisory firm, in 2018 where he provides financial planning and consulting services. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Ralitza Gueorguieva is a financial advisor at PowerHouse Assets LLC in Lincoln, MA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with PowerHouse Assets since 2012. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth clients, focusing on diversified accounts using mutual funds and ETFs. The firm emphasizes global asset-class allocation, low-cost and tax-efficient funds, and aligns portfolios with clients’ time horizons and risk tolerances.

Mackenzie Liman is a Series 65-licensed advisor at Nubian Square Investment Advisors, LLC with one year of industry experience. Prior to joining Nubian Square, Liman has held roles in nonprofit consulting focused on fundraising and community-building, and has extensive experience in the bicycle industry. Liman provides consulting and coaching services to nonprofits as a 1099 contractor. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning, offering a blend of discretionary portfolio management, impact investment research, and educational programs. The firm employs a mix of in-house and third-party portfolio strategies guided by diverse analytical methods and maintains a formal impact investing due-diligence practice.

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.

Garrett Burgess is a financial advisor at Cote Financial Management with a Series 65 designation and no prior industry experience. Before joining Cote Financial Management in 2024, he worked at the Massachusetts Commission for the Blind and the Polus Center for Social and Economic Development, and spent seven years at the University of Massachusetts at Lowell. Cote Financial Management is a fee-only advisory firm that provides 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 and treats client accounts as a single integrated portfolio, managing approximately $131.6 million on a non-discretionary basis.

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.

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.

Stephen Farrar is a CFP® and PFS™ with 26 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor Farrar Gates & Green, LLC since 2008. The firm provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. FG&G Financial Services employs a passive, asset-class investment approach grounded in Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers ongoing portfolio monitoring and retirement plan consulting.

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 in Charlestown, MA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at Payden & Rygel, Columbia Threadneedle Investments, BlackRock Inc, and Meritage Financial Strategies. In addition to his advisory work, he is a member of Bluefin Development LLC, a plumbing business. Vista Way Advisors serves individuals, high-net-worth clients, business owners, and nonprofit organizations with investment management, financial planning, business consulting, and retirement plan services. The firm develops tailored investment policies and combines passive and active strategies, emphasizing asset allocation aligned with client goals and risk tolerance.

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.

Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.