Thomas Snow is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, Synergy, and Northwestern Mutual Investment Management. He is the sole owner of Right Hand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting. The firm employs a strategic, diversified asset allocation approach tailored to client objectives and risk tolerance, with additional services including qualified-plan advising and educational seminars.

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.

Barbara Linnard is a financial advisor at Linnard Financial Management & Planning, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with the firm since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm employs a risk-focused investment approach using primarily low-cost exchange-traded funds and no-load mutual funds, offering several management styles tailored to client preferences on a discretionary or non-discretionary basis.

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 the Series 65 and Series 63 licenses and has worked at firms including Pear Tree Partners LP and Winslow Wealth Management, LLC. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.

Irwan The is a financial advisor at Battle Green Advisors with a Series 65 credential and four years of industry experience. Prior to founding Battle Green Advisors, he worked at Epsilon for nine years. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm uses a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios and employs an articulated margin policy that restricts borrowing in downward or flat markets.

Bradford Nichols is a financial advisor with Nefpg, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James Financial Services Advisors and Mass Mutual Investors Services, among other firms. Outside of advisory work, he is an owner of a business unrelated to investments and serves as an executor and successor trustee for a family trust. Nefpg serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm provides asset management, investment advisory consulting, and financial planning, utilizing a variety of analytical methods and strategies, and participates in multiple Raymond James wrap-fee programs.

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.

James Daron is a financial advisor at Concordia Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Concordia Wealth Management since 2013. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm provides tailored wealth management, financial planning, investment management, and family office services, emphasizing fundamental analysis and client-specific strategies, with particular expertise in cross-border considerations and currency risk.

Terry Wells is a CFP® and ChFC® with 34 years of industry experience. He is the managing principal of TSW Wealth Management, a firm he has been affiliated with since 1996, and previously worked at Triad Advisors Inc and Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management, retirement and variable annuity oversight, as well as standalone financial planning and consulting. The firm employs a primarily long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

David Wiech is a financial advisor at Statera Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Statera Financial, LLC provides investment advisory and financial planning services to individual clients, offering portfolio management, risk assessment, and estate-planning coordination. The firm’s investment approach is tailored to client objectives and risk tolerance, using asset allocation, dollar-cost averaging, and periodic reviews, with attention to tax considerations and specific risks such as those related to cryptocurrency.

John Choe is a financial advisor at Finarc Investments, Inc. in Norwood, MA, holding a Series 65 designation with 11 years of industry experience. He has been with Finarc Investments since 2014. Finarc Investments is an SEC-registered investment adviser serving individuals, pensions, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and financial planning, using fundamental and technical analysis across various asset classes with ongoing supervision and client reviews.

Drasko Kovrlija is a financial advisor at Kastel Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kastel since 2015. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm combines long-term investing with selective short-term trading, uses a variety of analysis methods, and integrates estate-planning services through a partnership with Wealth, Inc.

Elizabeth Levy Bouldin is a CFA® charterholder with one year of industry experience. She is currently with Clean Yield Asset Management, where she has worked for two years following a 12-year tenure at Trillium Asset Management. Clean Yield Asset Management manages discretionary portfolios for individuals, trusts, foundations, and institutions using a team-based investment process focused on socially responsible investing. The firm employs integrated financial analysis combined with environmental and social screens, and it offers a range of equity, balanced, and fixed income mandates tailored to client preferences.

Joseph Bakaysa is an investment advisor representative at APEX Investment Group with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including The Patriot Financial Group and Cetera Financial Specialists. Outside of advising, he is a licensed insurance agent and serves as a Notary Public in Massachusetts. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning, typically managing accounts on a discretionary basis with portfolios primarily composed of diversified mutual funds and ETFs.

Lianna Deprey is a financial advisor at Wingate Wealth Advisors, Inc. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for two years before joining Wingate Wealth Advisors. 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 blends active and passive strategies tailored to client-specific investment objectives.

John Slupski III is a CFP® professional with 26 years of experience in financial advising. He has been with Wingate Wealth Advisors, Inc. since 2017 and previously worked at East Coast Asset Management, PEGAESUS Advisors, and Wingate Planning Corp. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plans, utilizing a blend of active and passive strategies with a focus on client-specific investment policies.

Kaitlyn Smith is a financial advisor at Personal CFO Solutions LLC with a Series 65 credential. She has two years of experience in financial advising and six years in design-related roles prior to joining the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients with comprehensive financial planning and discretionary portfolio management. The firm focuses on ongoing fiduciary financial planning and uses a combination of independent managers and tactical trading within its wrap-fee program.