Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.

John Osbon is a financial advisor at Osbon Capital Management, LLC in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osbon Capital Management since 2005. Osbon Capital provides discretionary and non-discretionary portfolio management and consulting primarily for high-net-worth individual investors, as well as investment management for private funds and pooled investment vehicles. The firm uses indexed exchange-traded funds for individual accounts and offers a quantitative, rules-based absolute-return program that rebalances daily.

Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.

Charles Butler III is a financial advisor at Sequentis Capital LLC in Boston, MA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Vision 4 Fund Distributors, LLC, and Advisors Asset Management, Inc., as well as self-employment. Sequentis Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm combines strategic asset allocation and fundamental analysis with ongoing risk monitoring to construct diversified, primarily long-term portfolios, and also offers ERISA-focused services for retirement plans.

Douglas Soons is a financial advisor with Revolution Capital, Inc in Salem, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Revolution Capital since 2000. Outside of his primary role, he co-owns Sanderling Expat Advisors, a financial advisory firm serving American citizens and green card holders living in France. Revolution Capital provides financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with portfolios built from diversified allocations of index funds, ETFs, mutual funds, and individual equities, emphasizing tailored financial plans and periodic rebalancing.

Robert Ploder is a CFA® charterholder with 13 years of experience in the financial industry. He previously worked at Ploder Capital Management, L.L.C. from 2006 to 2007. He is currently with Boston Harbor Investment Management, a firm that provides discretionary portfolio management services primarily to high-net-worth individuals, family offices, and institutional clients. Boston Harbor focuses on managing concentrated large-cap U.S. equity portfolios driven by proprietary quantitative models licensed from an affiliated research firm, offering multiple variants of its SELECT 40 strategy with active risk-monitoring features.

Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.

Jay Warner is a CFA® charterholder and financial advisor at Epogee Capital Management, LLC with over 15 years of industry experience. He previously worked at Balter Capital Management, Invenomic Capital, Method Advisors, and Port One Investments. Outside of Epogee, he serves as a Strategic Advisor and controller for Advanced Visibility, a company providing safety garments to the utility industry, and as a Senior Advisor on the investment committee of Port One Equities, a private real estate fund. Epogee Capital Management offers portfolio management and customized investment policy statements primarily for high-net-worth individuals and charitable organizations. The firm manages a concentrated client roster and employs a broad range of investment strategies, including alternative assets, with a blend of fundamental, quantitative, and technical analysis.

Taylor Thomas is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with South Shore Capital Advisors since 2006. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm employs fundamental security analysis and a buy-and-hold investment approach, incorporating customized portfolios and ESG integration through third-party metrics and a structured questionnaire process.

Russell Obrien is a financial advisor at Nu Paradigm Investment Partners L.L.C. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Standard Investments, Inc. and Wall Street Access Asset Management. He has been with Nu Paradigm since 2014. Nu Paradigm Investment Partners is a small registered investment adviser that offers discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios and provides fiduciary 3(38) services alongside plan-sponsor support such as investment policy development and benchmarking.

Duncan Perry is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Before joining Smarter Bear LLC, he worked at Numerated Growth Technologies, Klaviyo, and Charles River Development. He also provides executive management consulting for high-tech companies. Smarter Bear Financial Advisory offers Financial Life Planning and investment advising for individuals, trusts, and estates, focusing on clients with complex asset situations such as private company stock and business ownership stakes. The firm uses an asset-allocation framework that includes non-public and non-securities assets and typically operates on a largely non-discretionary basis.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. 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 and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Ethan Brown is a financial advisor at Cox Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Cox Capital Management since 2015. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis methods with a long-term investment approach.

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.

Adam Neves is a financial advisor at First Light Investment Advisors in Manchester, MA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at several firms including Anchor Capital Advisors and New England Investment & Retirement Group prior to joining First Light. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analyses, managing approximately $12.4 million in assets across about 41 client relationships.

Mark Nowak is a financial advisor at McCarter Private Wealth Services LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Burns & Levinson LLP since 2004. McCarter Private Wealth Services LLC provides discretionary and non-discretionary portfolio management and cash management services to individuals, trusts, estates, charitable organizations, and corporations. The firm collaborates with unaffiliated sub-advisers to tailor investment strategies based on client objectives and risk tolerance, while also offering personalized administrative services including financial reporting and tax preparation.

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.

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Melissa Flynn is a financial advisor at McCarter Private Wealth Services LLC in Boston, MA, holding a Series 65 designation with 14 years of industry experience. She has been with Burns & Levinson Asset Management, LLC since 2002. McCarter Private Wealth Services LLC provides discretionary and non-discretionary portfolio management and cash management services to individuals, trusts, estates, charitable organizations, and corporations. The firm collaborates with unaffiliated sub-advisers to tailor investment policies to client objectives and risk tolerance, while also offering personalized administrative services including financial reporting and assistance with tax materials.

Eric Henderson is a CFA® and CFP® with 14 years of industry experience. He is a founding member of East Horizon Investments, where he has worked since 2011, and previously worked at Plum Pointe Wealth Management from 2018 to 2023. Outside of his advisory role, he owns and operates a commercial real estate business in Massachusetts. East Horizon Investments serves individuals, families, and smaller institutions such as nonprofits and foundations, providing fee-only discretionary investment management and financial planning. The firm employs a fundamental, intrinsic-value approach combined with diversified asset allocation and manages approximately $63.5 million in client assets.