Mark Everett is a financial advisor with Diversified Financial Management in Norwell, MA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Diversified Financial Management since 2015. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning with a holistic, tax-aware approach, incorporating both quantitative and fundamental analysis.

Raymond Bligh is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Bounty Management Corporation in Boston, MA since 2008. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations. The firm focuses on long-term capital growth and preservation of purchasing power through tailored portfolio management using macroeconomic sector analysis and fundamental metrics.

Ryan Forness is a financial advisor at Forness Financial LLC in Needham, MA, holding a Series 66 designation with 19 years of industry experience. He has been with Forness Financial since 2014. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management along with financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios primarily with mutual funds and ETFs, and adjusts holdings to align with client goals and risk tolerance.

Gregory Clifford is a Series 66-registered financial advisor with 13 years of industry experience. He is the CEO of The Clifford Group LLC, where he has worked since 2022, and previously held roles at Triad Advisors LLC, NewEdge Advisors, Bank of America, and Merrill. Clifford contributes articles as a member of the Forbes Finance Council. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach based on fundamental analysis, utilizing ETFs, mutual funds, stocks, and bonds, supported by third-party AI tools with human oversight.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Colby Hesson is a financial advisor at South Shore Investment Services LLC with five years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including LPL Financial LLC and Fidelity Brokerage Services LLC. South Shore Investment Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $118 million in discretionary assets. The firm combines modern portfolio theory and technical analysis in its investment approach, offers ongoing discretionary management, and utilizes third-party investment managers under its oversight.

Thomas Padovano is a financial advisor with Exchange Place Advisors, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Exchange Place Advisors since 2004. Exchange Place Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual fixed-income and equity securities tailored to clients’ risk tolerance and time horizon.

Robert Rodriguez is a financial advisor at Concordia Wealth Management, LLC in Concord, MA, with 20 years of industry experience. He holds a Series 65 credential and has been with Concordia Wealth Management since 2012. Outside of his advisory role, Rodriguez serves as treasurer and director of the Lookout Foundation, a nonprofit focused on sustainable agriculture, forests, and youth at risk. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm offers tailored wealth management, financial planning, and family office services, emphasizing client-specific strategies, fundamental analysis, and attention to cross-border and currency risk considerations.

Mark Miller is a financial advisor at Mason Capital Partners in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mason Capital Partners since 2018, following five years at SagePoint Financial. In addition to his advisory role, he is a statutory agent for M.R. Miller Financial, LLC, which sells life insurance and annuities as part of a broader financial planning practice. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income. The firm employs fundamental analysis and maintains low turnover, serving retail investors, high-net-worth individuals, and institutional entities through separately managed accounts and pooled investment vehicles.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

Jan Hagemeier is a financial advisor at Boston Harbor Investment Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sanford C. Bernstein & Co., LLC and Mitteldeutsche-Hartstein-Industrie AG. Outside of his advisory role, he serves as director of a family road construction and aggregates business in Germany and is CEO of Global Performance Distribution, LLC, which handles UK and European distribution for Boston Harbor. Boston Harbor Investment Management provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on separately managed accounts of U.S. large-cap equities. The firm uses proprietary quantitative models emphasizing residual earnings to select low-beta stocks and offers various risk-control strategies, operating at a boutique scale with an emphasis on transparency through audited hypothetical back-tested performance.

Charles Von Stackelberg is a financial advisor at Radius Wealth Management, Inc. based in Boston, MA. He holds the ChFC® designation and a Series 65 license, with 10 years of industry experience. He has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm serving individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm combines fundamental research with quantitative and technical tools to create customized portfolios and offers both discretionary and non-discretionary investment management alongside comprehensive financial planning and consulting.

Samuel Levenson is a Series 65-licensed financial advisor at Levenson Wealth LLC with one year of industry experience. Prior to his current role, he worked at Bain & Company for five years and spent four years in full-time education at a yeshiva. Levenson Wealth LLC is a fee-only, Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm integrates comprehensive financial planning into ongoing advisory engagements and employs a globally diversified, low-cost investment approach focused on tax efficiency and periodic rebalancing.

Michael Aquilino is a financial advisor with Heritage House Asset Management in Boston, MA, holding 20 years of industry experience. He has been with Heritage House since 1994. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates, managing approximately $69 million in assets for around 80 clients. The firm’s investment process integrates technical and fundamental analysis with macroeconomic trend evaluation, focusing on mid- to large-capitalization, highly liquid equities.

Joseph Fahmy is a financial advisor at Zor Capital, LLC in Belmont, MA, holding a Series 65 designation with four years of industry experience. He has been with Zor Capital since 2012. Outside of his advisory role, Fahmy operates a subscription-based educational service through his website, providing financial education content. Zor Capital serves individual and high-net-worth clients by offering discretionary portfolio management and customized investment programs. The firm combines fundamental and technical analysis, managing portfolios with a mix of long-term and short-term strategies across various instruments, including stocks, bonds, ETFs, and cryptocurrency-linked ETFs.

Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.

Jonathan Loer is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. Prior to this, he worked at Fieldstone Financial Management Group, LLC from 2016 to 2018. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, trusts, estates, and businesses, focusing on long-term, fundamentals-driven investment strategies supplemented by technical and cyclical analysis. The firm serves a meaningful non-U.S. client base and offers explicit planning for cross-border families.

Wayne Pastel is a financial advisor at Single Track Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Duval Klasnick And Pastel LLC since 2009, Single Track Financial since 2005, and Purshe Kaplan Sterling Investments since 2003. In addition to his advisory work, he is a practicing attorney and licensed insurance agent. 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, tailoring portfolios using fundamental, technical, and cyclical analysis combined with in-house and third-party research.

Robert Kuftinec is a financial advisor at Auour Investments LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Keystone Capital Corporation and Auour Advisory since 2014. He is also a partner at Auour Advisory LLC, where he provides strategic consulting services to private and public corporations. Auour Investments offers portfolio management services to individuals, high-net-worth clients, trusts, estates, family offices, and charitable organizations. The firm uses proprietary asset-allocation models and a quantitative approach, including its Auour Regime Model, to guide investment decisions with a preference for ETF-based allocations.

Tammy Kaiser is a financial advisor at NorthPointe Financial Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Lurie Davis Wealth Management and St Xavier University. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC. NorthPointe Financial Advisors LLC is a fee-only firm serving individual clients, including high-net-worth individuals, with financial planning, investment management, and educational seminars. The firm employs both passive and active strategies and offers project-based and ongoing planning engagements.