Christopher Tilden is a Certified Financial Planner® with 18 years of industry experience. He has worked at Montis Financial since 2024 and previously spent seven years at Financial Navigators Inc and ten years at Fidelity Investments. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a multi-team approach that combines discretionary portfolio management with the use of unaffiliated managers, tailoring investment strategies to client objectives and risk tolerance.

Casey Clarke is a CFP® and ChFC® with 27 years of industry experience, currently serving as an advisor at Cadence Wealth Management LLC since 2010. He holds a Series 63 license and is based in Westborough, MA. Cadence Wealth Management is a team-based advisory firm that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a long-term, core asset-allocation philosophy combined with tactical overlays using technical analysis and proprietary rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Robert Richard is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Cetera Investment Advisers LLC and Silver Oak Securities, Inc., and is also the owner of Assabet Financial Group, which provides tax planning, preparation, and fixed insurance services. In addition to his advisory roles, he serves as a member of the Affordable Housing Committee in Boylston, MA. Bright Futures Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to a range of clients including individuals, trusts, and retirement plans. The firm uses multiple analytical methods and investment strategies, providing both discretionary and non-discretionary services tailored to non-high-net-worth and high-net-worth clients.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

Kevin Hodson is a financial advisor at AAF Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AAF Wealth Management and Fidelity Brokerage Services. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across various investment types.

Ryan Bouchey is a CFP® professional with five years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2012 with a brief period at New Age Wealth Advisors LLC. He also serves as a consultant to New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, employing a long-term investment approach complemented by tactical adjustments.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.

Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.

James Cushman is a financial advisor with Bartholomew & Company Wealth Management, LLC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His career includes roles at ClearBridge Investments LLC, Legg Mason & Co LLC, and Invesco AIM Private Asset Management, Inc. He also engages in fixed insurance sales as a secondary business activity. Bartholomew & Company Wealth Management serves a diverse client base including institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and model portfolios that integrate active, passive, and core-satellite strategies with an emphasis on short-term, high-grade fixed income and municipal bonds, while offering discretionary asset management and financial planning services.

Peter Mcmanus is a financial advisor at Bartholomew & Company Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Bartholomew & Company in various capacities since 2009. His other business activities include fixed insurance sales conducted at branch. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that combine active, passive, and core-satellite strategies, emphasizing fixed income, municipal bonds, and ESG-oriented approaches.

Hazel Nutt is a CFP® professional with 20 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has been affiliated with Commonwealth Financial Network since 2006 as well as Bartholomew & Co., Inc. since 2004. Bartholomew & Company Wealth Management, LLC serves institutional clients and individual investors, providing asset management, financial planning, and retirement-plan consulting. The firm employs an institutional research process and model portfolios that blend active, passive, and core-satellite strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Michelle Newcomb is a financial advisor at Bartholomew & Company Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at Commonwealth Financial Network and Bartholomew & Company since 2011. Outside of her advisory role, she is engaged in direct sales with Mary Kay Cosmetics and works as a motivational and public speaker focusing on personal growth and life balance for women. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with an emphasis on short-term, high-grade fixed income and municipal bond strategies.

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

Louise Henningsson is a Series 66-licensed advisor at Bartholomew & Company Wealth Management, LLC with one year of industry experience. She has held positions at Bartholomew & Company Inc and Boston University and has prior experience working with CliftonLarsonAllen LLP and Saint Leo University. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that integrate active and passive investment strategies, with a focus on fixed income, municipal bonds, and ESG-oriented approaches.

Joseph Rozzi is a financial advisor with Empirical Asset Management, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. His prior experience includes roles at First Republic Bank, Santander Securities LLC, and Santander Bank, NA. Empirical Asset Management provides discretionary investment management services to a diverse client base, including individuals, trusts, retirement plans, charitable organizations, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology and manages multiple model strategies incorporating low-cost ETFs, mutual funds, and select individual securities.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

David Leggett is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Excalibur Management Corp since 2020 and previously spent 10 years at Sierra Financial Management Corporation. He is also a managing member of ELECTECH SYSTEMS, LLC, a research and development company. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and foundations. The firm employs a research-based investment approach that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients’ specific liquidity, tax, and cash-flow needs.

Michelle Fuller is a financial advisor at Bartholomew & Company Wealth Management, LLC with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at John Hancock and UBS Financial Services. Fuller is the owner of Growth Accelerated, LLC, a non-investment-related business entity. Bartholomew & Company Wealth Management, LLC provides discretionary and non-discretionary asset management and financial planning services to institutional clients such as trusts, municipalities, foundations, endowments, and non-profits, as well as individual investors. The firm employs an institutional research process and firm-developed model portfolios that combine active, passive, and core-satellite strategies, with a focus on short-term, high-grade fixed income and municipal bonds, along with ESG-oriented approaches.