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.

Dennis Chandler is a financial advisor at Strategic Wealth Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Fairway Consulting, Concorde Investment, and BNY Mellon. Strategic Wealth Management serves individual and high-net-worth clients, offering portfolio management, investment policy statement preparation, and financial planning. The firm employs a long-term investment approach combining cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Daniel Williams is a CFP® and ChFC® credentialed advisor with 25 years of industry experience. He founded Williams Advisory Services, LLC in 2010 and has previously worked with The Dover Group since 1998. Outside of his advisory practice, he teaches adult education classes at various local high schools. Williams Advisory Services primarily serves individual and high-net-worth clients, offering comprehensive financial, retirement, and estate planning, as well as asset management. The firm employs a strategic investment approach that combines economic analysis and Modern Portfolio Theory, utilizing mutual funds, ETFs, stocks, and bonds, and delivers planning through a multi-meeting process supported by proprietary software.

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.

Keith Corbett is a CFP® professional with 15 years of industry experience, currently serving at Bluebird Wealth Management LLC since 2020. Prior to joining Bluebird, he worked at Fisher Investments and Fidelity Investments. He is a member of the finance committee at Haverhill Country Club, where he contributes to financial oversight and budgeting. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management focused on client objectives, risk tolerances, and ongoing advisory relationships.

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.

Sean Whalen is a CFP® with 25 years of industry experience, currently serving as Managing Director and Wealth Manager at Strategic Wealth Management LLC. His prior experience includes roles at Concorde Investment Services, Asset Strategy Advisors, Santander Securities, Sovereign Bank, and others. Outside of his advisory work, he manages a multi-family rental property in Natick, MA. Strategic Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning, applying a long-term investment approach that combines cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Michele Russell is a CFP® with 26 years of industry experience and has been with Ceres Financial Group, Inc. since 2002. She is also associated with OSAIC Wealth Inc. (formerly Royal Alliance Associates, Inc.) as a registered representative. In addition to her advisory roles, she operates an insurance brokerage as a sole proprietor. Ceres Financial Group, Inc. is a state-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and comprehensive financial planning, using customized asset allocations and third-party model portfolios, and manages client accounts exclusively on a non-discretionary basis.

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.

Thomas Snow is a CFP® with 22 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and Synergy. In addition to his advisory work, he is the sole owner of RightHand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified asset allocation approach supported by various analytical methods to deliver customized investment and planning services.

Rana Choubah is a CFP®-certified financial advisor with 14 years of industry experience, currently practicing at Meridian Financial Advisors, LLC. Her prior roles include positions at Parsons Capital Management, Inc. and Finivi. Outside of her advisory work, she serves on the advisory board of Maronite Servants of Christ the Light, advises on financial matters for Our Lady of Purgatory church, and is vice president of St. Joseph Sodality New Bedford, coordinating spiritual and community events. Meridian Financial Advisors provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm manages accounts with a fiduciary approach, tailoring portfolios to client objectives and risk tolerances, and also offers participant account management through a third-party platform.

Matthew Pierce is a PFS™ credentialed financial advisor at Kastel Capital Advisors, LLC, with 17 years of industry experience. His prior roles include positions at Asset Strategy Consultants LLC, Island Light Capital Corp, and New Frontier Advisors, LLC. He also serves as President of Island Light Capital and holds treasurer roles in several private realty companies and nonprofit organizations. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients such as endowments and foundations. The firm emphasizes long-term investing with selective short-term trading, employing fundamental, technical, and quantitative analysis, and offers integrated services including portfolio management, financial planning, institutional asset management, estate planning, and tax planning.

Stephen Doucette is a CFP® with 26 years of experience in financial advising. He has been with Proctor Financial since 2005 and previously worked at Lexington/Bridgewater Wealth Management, Lexington Advisors, and Wingate Planning Corp. Proctor Financial serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, focusing on clients at or near retirement. The firm provides comprehensive investment management and integrated financial planning, employing a proprietary Time-weighted Cash-flow Methodology to create customized, globally diversified portfolios that include alternative exposures and structured notes.

John Ollquist is a financial advisor at Exchange Place Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Exchange Place Advisors since 2003. Exchange Place Advisors, LLC is an SEC-registered investment adviser serving individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm focuses on asset allocation and diversification, using mutual funds, ETFs, and individual securities, and conducts ongoing account monitoring with formal quarterly reviews.

Joshua Gould is a financial advisor and managing partner at RMW Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Equitable Advisors, and Mass Mutual Life Insurance Company. Outside of his advisory practice, he is involved with Common Time Pathways, an online recruiting portal connecting musicians and higher education institutions for scholarships. RMW Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plan sponsors, and corporations. The firm offers discretionary investment management, financial planning, and specialized business exit planning, with a focus on fundamental analysis and customized asset allocation.

Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Pear Tree Partners LP and Winslow Wealth Management. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with services such as portfolio construction, ongoing investment management, and financial planning. The firm focuses on customized asset allocation through mutual funds, ETFs, and alternative investments, managing nearly all assets on a non-discretionary basis with client approval.

Samuel Chud is a financial advisor at Reciprocal Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he held positions at Keurig Dr Pepper Inc. and its predecessor companies from 2015 to 2026. Reciprocal Wealth is a state-registered advisory firm providing discretionary wealth management, investment management, and financial planning services to individuals, including high-net-worth clients. The firm employs an investment approach combining fundamental analysis with an efficient market hypothesis-based asset allocation, typically focusing on low-cost mutual funds and ETFs while allowing the use of individual securities and short-term trades when appropriate.

Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.