Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.

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.

Daniel Ollquist is a CFP® with six years of industry experience, currently serving as a financial advisor at Exchange Place Advisors, LLC since 2019. Prior to this role, he worked at CreditSights for nine years. Exchange Place Advisors, LLC is an SEC-registered investment adviser providing 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 securities tailored to clients’ risk tolerance and time horizon.

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.

Charles Hoilman is a financial advisor with MHA Financial Corp in Westwood, MA, holding Series 63 and Series 65 credentials and over 55 years of industry experience. He has been with MHA Financial Corp since 1977 and is also involved with Four Points Capital Partners LLC, New Frontier Partners LLC, and M&A Counselors and Fiduciaries LLC. Outside of his advisory work, he serves as an attorney at M&A Counselors and Fiduciaries LLC and is involved in managing real estate investments through New Frontier Partners LLC. MHA Financial Corp provides personalized financial planning and portfolio management to individuals, trusts, estates, and small businesses. The firm employs a core-and-satellite investment approach combining passively managed index and ETF core holdings with actively managed funds and individual securities, and offers both discretionary and non-discretionary advisory services.

Joseph Bakaysa is a financial advisor with APEX Investment Group, holding Series 65 and Series 63 licenses and 15 years of industry experience. His prior experience includes roles at Cetera Financial Specialists LLC, The Patriot Financial Group, Securities America, Inc., and Citizens Securities, Inc. Outside of advising, he is a licensed insurance agent and 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, comprehensive financial planning, and retirement-plan advisory services, typically managing portfolios with diversified mutual funds and ETFs alongside selective individual securities.

Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.

Alisa Skatrud is a financial advisor at Plum Street Advisors, LLC, holding CFP®, CFA®, and Series 63 designations with five years of industry experience. She has been with Plum Street Advisors since 2020. Prior to her current role, she worked at the Sawyer Business School and the Shriver Center at the University of Massachusetts Medical School, and also spent two years retired and volunteering. Plum Street Advisors is a boutique wealth management firm serving individual and high-net-worth clients, as well as retirement plan sponsors and trustees. The firm combines financial planning with discretionary portfolio management, emphasizing strategic asset allocation, cost control through low-cost index funds and ETFs, active rebalancing, and tax-aware implementation.

Angel Costanza is a financial advisor at Beck Bode LLC with a Series 65 designation and one year of industry experience. He has been with Beck Bode LLC since 2019 and previously worked at Signet Investment Advisory Group from 2014 to 2019. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, including a focus on dividend-paying equities, and offers tailored allocations based on client goals and risk tolerance.

Christie Markham is a financial advisor at Beck Bode LLC with six years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Bank of America. Markham has been with Beck Bode since 2022. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers tailored allocations based on client goals and risk tolerance.

Jon Duane is a financial advisor at Brock Hill Wealth Management with one year of industry experience. He is also a partner and owner at Hoye & Duane, PC, a real estate law firm where he reviews contracts and handles closings. Prior to this, he worked at Thomas F. Williams and Associates in a legal capacity. Brock Hill Wealth Management serves individuals, trusts, corporations, and employer-sponsored retirement plans, offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fundamental and quantitative analysis, and provides corporate-level consulting services such as tax planning and analysis of corporate structure for business-owner clients.

Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm employs a tailored investment approach that includes discretionary and non-discretionary portfolio management, utilizing independent managers and alternative investment options while emphasizing family governance and education.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and National Planning Corporation. Outside of advising, he is the owner of Belenus Farms LLC, a non-investment-related business. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and institutions, offering access to traditional and alternative investments. The firm customizes portfolios based on fundamental and technical analysis, managing all investments in-house on a discretionary basis.

Neil Mcinnis is a CFP® with 22 years of industry experience, currently serving at Pension & Wealth Management Advisors. He has worked at the firm since 1998, with prior experience at Kastel Capital Advisors, Bay Colony Advisors, Royal Alliance Associates, and New York Life Insurance Company. Outside of his advisory work, he owns and operates McInnis Financial & Insurance Brokerage, focusing on life insurance and disability coverage. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm manages customized portfolios in-house, using a combination of fundamental, technical, and top-down and bottom-up analysis, and offers access to both traditional securities and alternative investments.

Dennis Follmer is a financial advisor at Montis Financial, LLC with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at 55IP and Tetrem Capital Management. Montis Financial provides comprehensive financial planning and investment management services for individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a range of investment instruments and specialized strategies while maintaining distinct operational practices such as utilizing Dimensional Fund Advisors funds and restricting discretionary cryptocurrency purchases.

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

Robert Roselli is a CFP® professional with 31 years of industry experience. He has been with Peak Financial Management Inc since 2019 and previously worked at AXA Advisors, LLC from 2014 to 2019. Outside of his advisory role, he is a notary public, occasionally providing notary services to clients. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages client assets through model-based investment policies and offers services across multiple offices, supporting a team of seven advisors.

Joseph Charles is a financial advisor at APEX Investment Group with one year of industry experience. He has been the owner of Rock City Pizza, a restaurant in Boston, since 2013. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios primarily using diversified mutual funds and ETFs, and provides discretionary investment management, financial planning, and retirement-plan advisory services.