Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.

Amy Mccoy is a financial advisor at Lincoln Management in Carlisle, MA, with 22 years of industry experience. She has been with Lincoln Management since 1996, totaling 30 years at the firm. Lincoln Management provides investment supervisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a primarily fundamental analysis-driven, buy-and-hold investment approach while also utilizing short-term trading and other strategies tailored to client objectives, serving both high-net-worth and non-high-net-worth clients with a predominantly non-discretionary portfolio structure.

Michael Kautz is a financial advisor at Righthand Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors Corporation and Righthand International, LLC. Outside of his advisory role, he serves as a board member of the nonprofit Hera, Inc. and provides leadership coaching and professional development consulting at Righthand International, LLC. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified investment approach using a proprietary methodology and provides specialized qualified-plan services alongside customizable client solutions.

Shawn Mauro is a financial advisor at LiveLife Capital Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Merrill. Outside of advising, Mauro manages Mauro's Café LLC and Aspen Fox Real Estate LLC and works as an independent insurance agent. LiveLife Capital Partners LLC manages approximately $372 million for around 260 clients, offering discretionary portfolio management, financial planning, and family-office-style services. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, along with individual equities and alternative investments as appropriate.

Robert Ploder is a CFA® charterholder with 13 years of experience in the financial industry. He previously worked at Ploder Capital Management, L.L.C. from 2006 to 2007. He is currently with Boston Harbor Investment Management, a firm that provides discretionary portfolio management services primarily to high-net-worth individuals, family offices, and institutional clients. Boston Harbor focuses on managing concentrated large-cap U.S. equity portfolios driven by proprietary quantitative models licensed from an affiliated research firm, offering multiple variants of its SELECT 40 strategy with active risk-monitoring features.

Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.

Robert Kea is a CFA® charterholder with eight years of industry experience. He is currently an advisor at GreenPort Capital Advisors and has prior experience at Putnam Investments, where he worked from 1989 to the present. GreenPort Capital Advisors provides personalized investment and financial management services to individuals, families, retirement plans, trusts, estates, charitable organizations, and investment companies. The firm emphasizes a long-term, diversified approach using fundamental and technical analysis, with attention to tax and liquidity considerations.

William Reeve is a CFP® and CFA® credentialed advisor with nine years of industry experience. He is a partner at Kastel Capital Advisors, LLC and also maintains a role as a partner in a tax and accounting firm specializing in tax planning and preparation. Reeve has previously worked at Island Light Capital, Inc. and Asset Strategy Investments, and has ongoing affiliations with Boston University and Northeastern University. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients, including endowments and foundations. The firm emphasizes long-term investing supported by fundamental, technical, and quantitative analysis, and has a distinctive affiliation with an accounting practice that supports its integrated tax planning services.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Sharlene Wolf is a CFP®-designated financial advisor with 23 years of industry experience. She has been with The Sher Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial dating back to 2003. Outside of advisory work, she provides tax preparation services as a CPA. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, implementing client strategies on a discretionary basis while utilizing a combination of fundamental, valuation, and technical analysis across a variety of investment vehicles.

John Smitka Jr. is a financial advisor at Signal Ridge Capital Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Signal Ridge since 2013. His prior experience includes roles at Tiedemann & Associates Investment Advisors Inc. and Penguin Global Wealth Management LLC. He serves on the investment committee of the Crotched Mountain Foundation, a nonprofit special needs educational facility. Signal Ridge Capital Partners provides financial planning, consulting, and investment management to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary strategic asset-allocation approach and offers customized portfolios using a diverse range of investment instruments.

Andrew Chan is a CFP® and holds a Series 65 license with 22 years of industry experience. He has worked at Locker Financial Services, LLC since 2017 and previously spent nine years at Integrative Financial Advisors LLC. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and some professionals sponsoring retirement plans. The firm provides comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with custody and execution commonly through Charles Schwab. Their planning process features an integrated, scenario-based approach and ongoing investment supervision guided by Modern Portfolio Theory.

Kevin Pizzotti is a financial advisor at LTG Capital LLC in Framingham, MA, holding a Series 65 credential with 17 years of industry experience. He has been with LTG Capital since 2008. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a range of security analysis methods, including charting and fundamental techniques, and manages portfolios with both long-term and short-term strategies, typically exercising discretionary trading authority.

Charles Lawson is a CFP® with 32 years of experience in the financial advisory industry. He has been with Heritage Financial Network, Inc. since 1986. Outside of his advisory work, Lawson is an ice skating instructor, dedicating several hours per week to teaching. Heritage Financial Network, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to a variety of clients including individuals and institutions. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse asset classes to manage risk and pursue performance improvements.

Paul Travis is a financial advisor with Community Financial Group, Inc. in Marlborough, MA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. offers customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages client assets on a discretionary basis, employing a range of investment vehicles and strategies, often utilizing third-party managers and sub-advisors, while incorporating insurance consulting through its relationship with DPL Financial Partners.

Jeremy Vaille is a financial advisor with Arsenal Financial, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial, LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Outside of his advisory role, he is involved in a family landscape construction business, assisting with labor, truck driving, and business consulting. Arsenal Financial, doing business as Arsenal Planning, provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers written plans and ad hoc consultations without accepting custody of client assets, and investment management services are provided separately through dually registered advisors.

James Jasinski is a financial advisor at Cape Ann Capital, Inc. in Concord, MA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Cape Ann Capital since 2009. Cape Ann Capital provides discretionary portfolio management and financial planning to individuals, trusts, corporations, charities, and employer-sponsored qualified retirement plans. The firm employs a proprietary quantitative screening process for mutual funds and ETFs, constructing portfolios based on multi-factor risk models and maintaining a strict personal trading policy for employees.

Corinne Fond is a financial advisor with MKT Advisors LLC in Belmont, MA, holding a Series 66 designation and 24 years of industry experience. She previously worked at Laurel Wealth Advisors, Inc. for nine years before joining MKT Advisors in 2022. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and uses a range of investment strategies including individual stocks, bonds, mutual funds, ETFs, and options, with an emphasis on combining fundamental, technical, cyclical, and charting analysis.

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Thomas Snow is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, Synergy, and Northwestern Mutual Investment Management. He is the sole owner of Right Hand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting. The firm employs a strategic, diversified asset allocation approach tailored to client objectives and risk tolerance, with additional services including qualified-plan advising and educational seminars.