Joseph Rozzi is a financial advisor at Empirical Asset Management, LLC with credentials including Series 65 and Series 63 and one year of industry experience. His prior roles include positions at First Republic Bank and Santander Securities LLC. Rozzi has also worked at Merrimack College. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology and offers multiple model strategies incorporating low-cost ETFs, mutual funds, and select securities.

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.

Christopher Ray is a CFA® charterholder with 17 years of industry experience. He is currently with Pension & Wealth Management Advisors in Waltham, MA, where he has worked since 2020. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Numeric Investors. Pension & Wealth Management Advisors serves individuals, high-net-worth clients, institutions, and other entities by providing customized portfolio management and financial planning. The firm manages approximately $530 million using a combination of fundamental, technical, top-down, and bottom-up analysis, and offers access to traditional and alternative investments, including options strategies.

David Leggett is a Series 65-licensed advisor with 14 years of industry experience, currently serving at Excalibur Management Corp since 2020. He has prior experience with Sierra Financial Management Corporation and has been involved with Leggett & Leggett, PC since 1985. Outside of his advisory work, he is the managing member of Electech Systems, LLC, a research and development company. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments with customized multi-asset discretionary portfolio management and integrated financial planning. The firm emphasizes preserving irreplaceable assets through a blend of top-down macroeconomic research and bottom-up security analysis, managing portfolios primarily on a discretionary basis with ongoing due diligence and tactical rebalancing.

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 and has been involved with Leggett & Leggett, PC since 1985. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments with customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up security analysis, focusing on preserving irreplaceable assets and managing risk, primarily through discretionary portfolio management tailored to complex client situations.

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 18 years of experience in the financial services industry. He is currently with AAF Wealth Management, LLC, where he has worked since 2016, following prior roles at Santander Securities LLC and Sovereign Bank. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investments, including options and private equity.

Shawn Mauro is a financial advisor with Livelife Capital Partners LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Outside of advising, he is the managing member of Mauro's Café LLC, overseeing its financial operations. Livelife Capital Partners offers discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, alongside alternative instruments, and sponsors its own wrap fee program while utilizing held-away account technology.

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. Prior to joining Bay Colony, he operated Glazier Financial Advisors for three years. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a fundamentally driven, long-term investment approach using diversified mutual funds, ETFs, and selective alternative investments, managing approximately $1.26 billion in client assets across about 30 advisors.

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.

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 and holds a Series 66 credential. He has 22 years of industry experience and has previously worked at Cetera Financial Specialists, Securities America, The Patriot Financial Group, and LPL Financial. Outside of advising, Silva is active as a musician, 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, with a focus on long-term, customized portfolios primarily using 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 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. 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 combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. 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 offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.