Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, holding a Series 65 designation with five years of industry experience. He has worked at Sterling Oak Wealth Advisors since 2020 and previously held roles at Eli's on Whitney, Quinnipiac University, and The Cottage Wellesley. Sterling Oak Advisors provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals and retirement plans. The firm employs a long-term investment approach focused on dividend-paying blue-chip stocks and low-cost ETFs, combined with various analytical methods and ongoing client engagement.

Mark Cacciola is a CFA® charterholder with three years of industry experience. He has worked at Sawyer & Co Inc since 2023 and previously held roles at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm employs a long-term investment approach focused on fundamental analysis of U.S. common stocks and fixed income, managing roughly $319 million across its client accounts.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

David Foley is a financial advisor at EMA SMA LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Graybeard BTC Management, Covalent Partners LLC, and Equity Management Associates, LLC. Foley also serves as a managing partner for the Bitcoin Opportunity Fund and provides advisory services to the EMA GARP Fund, LP. EMA SMA LLC offers discretionary portfolio management and investment advisory services primarily to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a range of instruments including equities, fixed income, and precious-metal equities.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been affiliated with Sawyer & Co Inc for 40 years. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension and profit sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis with a long-term investment horizon and seeks total return while managing principal risks.

Norman Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Forness Financial since 2014 and has been associated with IDS Life Insurance Company since 1998. Forness Financial serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting. The firm employs a primarily long-term, fundamentals-driven approach, constructing diversified portfolios tailored to client goals and risk tolerance.

Kimberly Forness is a CFP® with eight years of industry experience, currently serving as an advisor at Forness Financial LLC since 2017. Prior to joining the firm, she was a homemaker for four years. Forness Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentals-driven approach, constructing diversified portfolios tailored to client goals and risk tolerance.

Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

Henry Tiedemann III is the principal and sole advisor at Tiedemann & Associates Investment Advisors, Inc. He holds the Series 63 designation and has 24 years of industry experience. Since 1998, he has also been associated with Tiedemann & Associates, PC, an accounting and tax practice to which he devotes the majority of his professional time. Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm’s investment approach is based on modern portfolio theory, emphasizing long-term trading, strategic asset allocation, and periodic rebalancing, with integrated tax and accounting advice due to its affiliation with an accounting practice.

Bruce Hulme is a financial advisor at Bortolussi Wealth Management, Inc. with 24 years of industry experience. He holds a Series 63 designation and has worked at Bortolussi Wealth Management since 2019. His prior experience includes 13 years at THE O.N. Equity Sales Company and Ohio National Life Insurance Co, and he is also involved with Fitts Insurance Agency, Inc., which he has been associated with since 1980. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment management and financial planning. The firm employs a long-term, fundamental-analysis approach to build diversified portfolios using ETFs, stocks, bonds, and low-cost mutual funds, alongside the use of third-party AI tools for research and risk monitoring.

Matthew Slaney is a CFA® charterholder with 24 years of industry experience. He has been with Finarc Investments, Inc. since 2012. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning. Finarc Investments employs a blend of fundamental and technical analysis and maintains a small advisory team managing a substantial asset base with a focused client roster.

Stephen Geremia is a financial advisor with Ashwood Advisors who holds Series 63 and Series 65 registrations and has 35 years of industry experience. He has been with Ashwood Advisors since 1999 and has a longstanding association with Commonwealth Financial Network dating back to 1997. Outside of his advisory work, he is co-owner of Juniper Rock Farm and owns Portsmouth Stonework, a consulting business focused on historic home restoration. Ashwood Advisors serves individual and high-net-worth clients as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment approach integrates economic and fundamental analysis with quantitative screening, employing the fi360 Fiduciary Score™ to evaluate funds and ETFs, and offers portfolio management on both discretionary and non-discretionary bases.

Joseph Mcgraw Jr. is a financial advisor with Yankee Advisers, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Yankee Advisers since 1992. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, focusing on a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.

Travis Army is a CFA® charterholder at The Invictus Collective, LLC in Boston, MA, with experience at MFS Investments and prior roles at Lawrence Academy and Vermont Academy. He has been with The Invictus Collective since 2026. The Invictus Collective provides financial planning, consulting, and investment management to a concentrated client base including high-net-worth individuals, trusts, corporations, institutional investors, and advisers. The firm employs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products, and private placements, guided by Modern Portfolio Theory and an internal Investment Committee.

Gita Rao is a financial advisor with East Horizon Investments, holding a Series 65 designation and 11 years of industry experience. She has worked at East Horizon Investments since 2016 and previously at Plum Pointe Wealth Management from 2018 to 2023. Rao is also a senior lecturer in finance at the MIT Sloan School, where she has been teaching and advising academically since 2013. East Horizon Investments serves individuals, families, and smaller institutions including nonprofits and trusts, managing approximately $63.5 million in client assets. The firm uses a fundamental, intrinsic-value investment approach with diversified, asset-allocation-driven portfolios, offering discretionary management and occasional subadvisory services.

Traci Johnson is a financial advisor at NorthPointe Financial Advisors LLC with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked previously at Lurie Davis Wealth Management. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC, a rental property business. NorthPointe Financial Advisors LLC provides fee-only financial planning, investment management, and educational seminars to individual clients, including high-net-worth individuals. The firm uses a combination of passive and active investment strategies and offers both project-based and ongoing planning services.

Deborah Levenson is a CFP® professional with 19 years of industry experience. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. She also took a year in 2017 to provide caregiving for her parents. Levenson Wealth LLC serves individuals, high-net-worth clients, and personal trusts, offering integrated wealth planning and discretionary portfolio management. The firm employs a fee-only, fiduciary approach using globally diversified, low-cost passive investments while focusing on tax-sensitive strategies and comprehensive financial planning.

Mark Mcgraw is a financial advisor at Yankee Advisers, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Yankee Advisers since 1995. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, employing a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.