Michael Mc Dermott is a financial advisor with Polaris Financial, LLC in Wellesley, MA, holding a Series 65 designation and nine years of industry experience. He has worked at Richr Money LLC, Douugh Wealth, Polaris Portfolios, LLC, and concurrently at Oracle as a Staff Solutions Consultant in a non-investment role. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, utilizing a combination of model portfolios and customized strategies. The firm employs a disciplined investment approach involving macroeconomic, tactical, and fundamental analysis, and serves a large client base primarily composed of smaller accounts and institutional relationships.

Raymond Bligh is a CFP® and Series 66 credentialed advisor at Bounty Management Corporation with 18 years of industry experience. He has worked at Bounty Management since 2008 and previously at Bofa Advisors, LLC for one year. Bounty Management Corporation provides discretionary investment management and limited financial consulting to individuals, families, trusts, and charitable organizations, focusing on separately managed accounts invested in publicly traded stocks, bonds, ETFs, and mutual funds. The firm employs a long-term investment approach combining macroeconomic analysis with fundamental company valuation metrics, tailoring portfolios to client constraints and preferences.

Ryan Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding a Series 66 designation and 20 years of industry experience. He has been with Forness Financial since 2014 and previously worked at Ameriprise from 2006 to 2014. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios tailored to 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.

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.

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.

Matthew Carpenter is a financial advisor at CFS Financial, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truth Capital, LLC and College Funding Services. He also owns a consulting firm that assists families with the college admission and financial aid processes and does not receive commissions for this work. CFS Financial provides investment advisory and portfolio management services primarily to individual clients, using a long-term, Modern Portfolio Theory–based approach. The firm develops customized Investment Policy Statements and manages portfolios with ETFs, low-cost mutual funds, and legacy holdings, focusing mostly on non-discretionary asset management through unaffiliated Independent Managers.

Christopher McDonald is a financial advisor with US Advisory Group who holds Series 63 and Series 65 licenses and has eight years of industry experience. He previously worked at Private Client Services LLC for six years and LPL Financial, LLC for four years. US Advisory Group provides investment advisory services to individual and high-net-worth clients, focusing on discretionary portfolio management, financial planning, and family office/wealth planning. The firm typically uses model portfolios and invests in exchange-traded funds and mutual funds, tailoring allocations based on clients’ risk tolerance and time horizon.

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® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.

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.

Lyn Parker is a CFP® with 13 years of experience in financial advising, currently practicing at Whitman Financial Services, LLC. She previously worked at LPL Financial for nine years. Parker serves on the board of the Newburyport Society for the Relief of Aged Women and is involved as a guest speaker and a FINRA arbitrator. She also operates a general law practice alongside her financial advisory role. Whitman Financial Services provides financial planning and consulting to individuals, including trusts, estates, retirement plans, and select high-net-worth clients. The firm emphasizes fundamental analysis and long-term asset allocation, typically using mutual funds and ETFs, and charges clients on an hourly or fixed-fee basis rather than as a percentage of assets.