Enid Beal is a Series 65-licensed financial advisor with 20 years of industry experience. She has been with The Beal Consulting Group, Inc. since 1995. Beal Consulting, Inc. offers personalized asset management and financial education to moderate- and high-net-worth individuals, families, and small endowments. The firm employs a diversified, global investment framework and a family-office style governance, with a focus on collaborative portfolio design and discretionary account management.

Alan Simpson is a CFA® charterholder with 31 years of industry experience. He has led Simpson Investment Counsel since 1995 and has been associated with Pension & Wealth Management Advisors since 2021. Simpson Investment Counsel provides investment management and financial advice primarily to individual clients with portfolios generally exceeding $1 million. The firm employs a top-down investment approach, managing accounts mainly on a discretionary basis and tailoring portfolios to client-specific guidelines.

Patrick Cote is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Assetgrade, LLC since 2013. He holds Series 63 and provides financial planning and investment services from the firm’s Boston office. Assetgrade, LLC offers financial planning, investment and wealth management, and retirement plan consulting to individuals, trusts, estates, and corporate entities. The firm employs model-based portfolios that focus on strategic asset allocation with occasional tactical adjustments, serving approximately 165 clients with $337.7 million in discretionary assets under management.

John Levangie is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Darrow Wealth Management, where he has worked across multiple periods since 2021. His prior experience includes roles at Anchor Capital Advisors LLC, Wedmont Private Capital, and GW & Wade, LLC. Outside of his advisory duties, he serves as trustee of the Philip J. LeVangie Family 2002 Irrevocable Trust. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm employs proprietary global asset allocation models and primarily utilizes low-cost ETFs and select mutual funds, managing roughly $392 million in discretionary assets and offering a broader service mix that includes project-based consulting and estate settlement support.

Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.

Eric Roberge is a CFP® with 17 years of industry experience and is the sole advisor at Beyond Your Hammock LLC, which he founded in 2013. He holds the Series 66 license and is based in Boston, MA. Roberge participates in educational seminars and speaking engagements as part of his professional activities. Beyond Your Hammock serves individual and high-net-worth clients as well as employer plan sponsors, offering comprehensive financial planning, discretionary investment management, and employee benefit plan consulting. The firm emphasizes ongoing planning relationships, employs a largely passive and tax-efficient investment approach, and incorporates external money managers when appropriate.

John Dorfman is the principal of Dorfman Value Investments LLC in Newton, MA, with 24 years of industry experience. He has been managing Dorfman Value Investments since 2014 and has written a syndicated stock market column since 1997, which appears in multiple publications including Forbes.com and the Las Vegas Review Journal. Dorfman also serves as a director of the New Generation Turnaround Fund, an offshore hedge fund that was in the process of closing as of 2022. Dorfman Value Investments LLC provides discretionary portfolio management to individual and institutional clients, focusing on fundamentals-driven, value-oriented equity management. The firm typically constructs customized portfolios of 20–40 long positions across various market capitalizations, employing strategies aimed at long-term capital appreciation and offering occasional use of derivatives and equity short positions.

Elliot Bruce is a CFA® charterholder and holds a Series 65 license. He has two years of industry experience and has been with Mason Capital Partners since 2017. Prior to that, he worked at Balanced Rock Investment Advisors for one year. He serves as chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners advises individual and institutional clients, including high-net-worth and non-HNW individuals, pension plans, foundations, endowments, estates, corporations, and trusts. The firm employs a fundamental research-based investment approach focused on “income with growth,” typically allocating the majority of assets to common stocks and the remainder to fixed income.

Jonathan Wakely is a financial advisor at Wakely Investment Management in Boston, MA, with 19 years of industry experience. He holds the Series 65 and Series 66 designations and has led J Wakely Advisors, LLC since 2013. Wakely serves as a board member and sits on the investment committee of Cardigan Mountain School, a preparatory school in New Hampshire. Wakely Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a tailored, goal-based investment process and employs a range of strategies across equities, fixed income, mutual funds, and ETFs.

Randall Tavilla is a financial advisor at MWA Asset Management with 23 years of industry experience. He has held the Series 66 designation and has worked at MWA Asset Management since 2013, previously working at Triad Advisors, Inc. and engaging in insurance sales for 17 years. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm customizes portfolios and asset allocation based on client objectives and uses both internal and third-party research to guide investment decisions.

Evan Kulak is a Series 65-licensed financial advisor with 10 years of industry experience, currently with Polaris Financial, LLC. He has served in principal and wealth advisor roles at Polaris Portfolios, LLC since 2015. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, utilizing model portfolios and a combination of macroeconomic, tactical, and fundamental analysis to manage discretionary portfolios across diverse strategies. The firm serves a large client base with relatively low account minimums and emphasizes institutional relationships and workplace financial wellness solutions.

Joshua Stewart is a financial advisor at Mad River Investors with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Mad River Investors since 2002. Mad River Investors provides discretionary investment management to individuals, high-net-worth clients, companies, trusts, and institutional clients, and also serves as a sub-advisor and manager to other advisors and pooled investment vehicles. The firm employs an opportunistic, concentrated equity-oriented strategy with a long-term, contrarian approach and operates a private investment partnership for accredited investors.

Warren Isabelle is a financial advisor at Ironwood Investment Management, LLC with 19 years of industry experience. He has been with Ironwood since 1997. Ironwood provides discretionary portfolio management to individual and institutional clients, specializing in domestic-equity strategies across various market capitalizations. The firm uses a fundamental, bottom-up, value-oriented approach and manages pooled vehicles and wrap fee programs, combining small- and micro-cap value specialization with services typically offered by larger firms.

Mark Naylor is a financial advisor with Auour Investments LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He is also President and sole owner of Partner Capital, Inc., a consulting firm focused on real estate acquisition and direct ownership. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation models and a multi-factor quantitative framework to guide strategic and tactical allocations, primarily using exchange-traded funds and other securities, and combines direct management with broad third-party distribution.

Lauris Lambergs is a financial advisor at Renaissance Wealth Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fieldstone Financial Management Group and RayLign Advisory. Renaissance Wealth Advisors provides comprehensive wealth advisory services to individuals, high-net-worth clients, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management alongside ongoing financial planning. The firm employs a primarily long-term investment process based on fundamental analysis and serves a notable international client base through an affiliated advisory presence in Baltic markets.

Ryan O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, holding a Series 65 designation with five years of industry experience. He has worked at Sterling Oak Wealth Advisors since 2020 and previously held roles at Eli's on Whitney, Quinnipiac University, and The Cottage Wellesley. Sterling Oak Advisors provides discretionary investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals and retirement plans. The firm employs a long-term investment approach focused on dividend-paying blue-chip stocks and low-cost ETFs, combined with various analytical methods and ongoing client engagement.

Mark Cacciola is a CFA® charterholder with three years of industry experience. He has worked at Sawyer & Co Inc since 2023 and previously held roles at Polen Capital Credit, DDJ Capital Management, and PhaseCapital LP. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension plans, trusts, estates, and corporations. The firm employs a long-term investment approach focused on fundamental analysis of U.S. common stocks and fixed income, managing roughly $319 million across its client accounts.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been affiliated with Sawyer & Co Inc for 40 years. Sawyer & Company provides discretionary investment supervisory and trustee services primarily to high net worth individuals, pension and profit sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis with a long-term investment horizon and seeks total return while managing principal risks.

Norman Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Forness Financial since 2014 and has been associated with IDS Life Insurance Company since 1998. Forness Financial serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management, financial planning, and consulting. The firm employs a primarily long-term, fundamentals-driven approach, constructing diversified portfolios tailored to client goals and risk tolerance.