William Mccance is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc., Trust Advisory Group Ltd, AGES Financial Services, Ltd., and WHM Financial Services. Outside of his advisory role, he serves as managing member of an OSJ management company and as president and chairman of a holding company currently winding down operations. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through approximately 30 advisors. The firm employs a range of investment approaches including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, supported by third-party platforms and a recent acquisition by StoneX Advisors Inc.

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations with two years of industry experience. His prior roles include positions at LPL Financial, MassMutual Life Insurance Co, and Baystate Financial. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with investment programs tailored to client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.

Paul Welch is a financial advisor with 29 years of industry experience, currently with 93 Financial Group, LLC, where he has worked since 2003. He holds Series 63 and Series 65 licenses and was previously employed at 1717 Capital Management Company from 1998 to 2003. 93 Financial Group is an SEC-registered investment adviser and licensed insurance agency serving individuals, families, business owners, trusts, and estates. The firm employs a traditional one-on-one service model, focusing on portfolios primarily composed of mutual funds and ETFs, with ongoing monitoring and retirement planning that incorporates hypothetical growth projections.

Mitchell Glazier is a CFP® with 14 years of industry experience, currently serving as an advisor at Bay Colony Advisors since 2017. He previously operated Glazier Financial Advisors from 2014 to 2017 and has been with VestGen Advisors, LLC since 2026. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, offering comprehensive financial planning, portfolio management, and family office services. The firm combines a fundamental, long-term investment approach with access to third-party sub-advisers and distinguishes itself by integrating family-office and concierge services alongside institutional retirement fiduciary offerings.

Reid Soberman is a financial advisor with Alta Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior experience includes roles at LPL Financial, OSAIC, Infinex Investments, and Lincoln Investment. Outside of advising, he is a part owner of Team Fight Academy, a fitness gym. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and pension consulting. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses.

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

David Khouri is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

James Welch is a financial advisor at 93 Financial Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm emphasizes one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations typically implemented with mutual funds and ETFs.

James Ek is a financial advisor with PCM Encore, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Empower, GWFS Equities, Inc., Citizens Securities, Inc., and Natixis Investment Managers. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering family office services, comprehensive wealth management, and outsourced CIO engagements. The firm focuses on diversified, long-term portfolio construction using passive investment strategies where appropriate, integrated with tax-aware approaches and selective use of active management.

Jason Sikorski is a CFP® professional with six years of industry experience. He is currently an advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, having previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. Wingate Wealth Advisors provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a blend of active and passive investment strategies, operates on a fee-only basis, and manages the majority of client assets under discretionary authority.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Brendan Scarafone is a financial advisor at BTS Asset Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BTS Asset Management since 2016, following a one-year tenure at NYLife Securities, LLC and New York Life Insurance Company. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, including pension plans and endowments. The firm offers discretionary portfolio management using a blend of quantitative and fundamental analysis, employing proprietary technical indicators and tactical market-timing strategies alongside longer-term allocations.

Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.