Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

Francois Ducroux is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bay Colony Advisory Group since 2020, following an 11-year tenure at Winslow, Evans & Crocker. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, and is noted for its comprehensive fiduciary retirement services and expanded family-office offerings.

Joseph Rozzi is a financial advisor at Empirical Asset Management, LLC with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at First Republic Bank and Santander Securities. Empirical Asset Management provides discretionary investment management to a diverse client base including individuals, trusts, retirement plans, charitable organizations, institutions, and other advisers. The firm uses a rules-based, long-term approach incorporating proprietary methodology and multiple model strategies to construct diversified portfolios using low-cost ETFs, mutual funds, individual securities, and alternative vehicles.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

David Leggett is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Excalibur Management Corp since 2020 and previously spent 10 years at Sierra Financial Management Corporation. He is also a managing member of ELECTECH SYSTEMS, LLC, a research and development company. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and foundations. The firm employs a research-based investment approach that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to clients’ specific liquidity, tax, and cash-flow needs.

John Yanchek is a financial advisor with Montis Financial, LLC in Waltham, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Montis Financial in 2021, he worked at Threehill Capital Partners, Arclight Capital Partners, and Goldman Sachs & Co. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Kimberly Leggett is a financial advisor at Excalibur Management Corp with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Excalibur in 2020, she worked for Sierra Financial Management Corporation for 10 years. She is also a co-owner of Leggett & Leggett, PC, an accounting practice that provides CPA/PFS accounting and tax services. Excalibur Management Corporation offers discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a research-based investment process focused on risk assessment and customizes portfolios to suit clients' liquidity, tax, and cash-flow needs.

Byron Woodman Jr. is a financial advisor with Monument Group Wealth Advisors, LLC in Concord, MA, holding a Series 65 credential and 20 years of industry experience. He has served as an officer and director at Woodman & Eaton, P.C. since 1980 and has been a director of Cambridge Trust Company since 1994. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected securities, and offers customized wealth management solutions including project-based financial planning and sub-advisory arrangements.

Julianne Hertel is a financial advisor at Cornerstone Planning Group in Worcester, MA, holding the ChFC® designation with 19 years of industry experience. Her prior roles include positions at Dream Big Wealth Strategies, Chan And Dahrooge Financial Group, and Eagle Strategies (NY Life). Outside of her advisory work, she volunteers as a foster caregiver for homeless dogs with Broken Tail Rescue, Inc., and serves on the boards of the MDRT Foundation and the Safe Exit Initiative, a nonprofit focused on ending sex trafficking. Cornerstone Planning Group serves individuals, businesses, and various entities with discretionary portfolio management and comprehensive financial planning. The firm employs a model-based investment approach emphasizing low-cost, passive ETFs and mutual funds, and offers ERISA fiduciary consulting and retirement-plan services.

Jonathan Bloom is a CFP® with 19 years of experience in the financial industry. He is currently with AAF Wealth Management, LLC, where he has worked since 2016, and previously held positions at Santander Securities LLC, Merrill, and Asset Strategy Advisors, LLC. AAF Wealth Management serves individual and high-net-worth clients, as well as trusts, pension plans, non-profits, and other institutions, providing asset management, financial planning, and pension consulting. The firm employs a rules-based, quantitative and qualitative investment approach with emphasis on asset allocation, and offers unique operational features such as a proprietary manager-ranking system and held-away account management through the Pontera® platform.

Andrew Nigrelli is a financial advisor at Connective Wealth Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at several firms, including LPL Financial, Northeast Planning Associates, and Tifin. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-based investment process with a long-term orientation, utilizing a range of securities and alternative investments, and operates through multiple offices with a team of ten advisors.

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.

Warren Mulhern is a financial advisor with Empirical Asset Management, LLC in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His previous roles include three years at HJ SIMS & Co. and a two-year career break prior to joining Empirical in 2021. Empirical Asset Management provides discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to build diversified portfolios from low-cost ETFs, mutual funds, and select individual securities.

Christopher Mongeon is a financial advisor at Warner Wealth with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial LLC and Nfp Securities Inc. He has been with Warner Wealth since 2026. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, integrating advanced tools such as artificial intelligence for research and communication.

David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Pedro Silva is a financial advisor with APEX Investment Group, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, LPL Financial, and Osaic FS, Inc. Outside of his advisory work, he is also a musician involved in writing, performing, and recording music. 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, focusing on long-term, customized portfolios primarily consisting of diversified mutual funds and ETFs.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.

David Khouri is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Wingate Wealth Advisors, Inc., where he has worked since 2024. His prior experience includes roles at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered adviser providing investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and combines active and passive strategies within client-specific Investment Policy Statements.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior work experience at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, investment advisory, and financial planning services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm uses a consultative process to tailor recommendations based on risk tolerance, time horizon, and client objectives, offering both discretionary and non-discretionary portfolio management.