William Furber is a financial advisor at Park State Asset Management LLC with 40 years of industry experience. He previously worked at Raymond James & Associates for nine years before joining Park State in 2025. He holds Series 63 and Series 65 licenses. Park State provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, and trusts. The firm emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies while also offering Conservative and Balanced strategies tailored to client needs.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.

Angelica Aquilino is a financial advisor at Heritage House Asset Management in Boston, MA, with one year of industry experience. She holds a Series 65 designation and previously worked at Wellington Management Company (Starpoint Solutions onsite) from 2016 to 2018. Outside of finance, she works as a travel consultant specializing in trips to Italy. Heritage House Asset Management provides discretionary investment advisory services to individuals, business entities, trusts, and estates. The firm manages approximately $69 million in discretionary assets, focusing on mid- to large-capitalization, highly liquid equities using a combination of technical, fundamental, and macroeconomic analysis.

Michael Capobianco is a financial advisor with MWA Asset Management in Danvers, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His work history includes roles at firms such as Raymond James Financial Services, Wells Fargo Clearing, and ALC Advisory. He is also the owner and director of Rorcha LLC, a business consulting firm. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, pensions, trusts, estates, and charitable organizations. The firm customizes portfolios based on client objectives and risk profiles, utilizing both internal analysis and third-party research tools, with client accounts reviewed at least weekly and formal portfolio reviews conducted at least annually.

Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors, following seven years at Compass Working Capital and three years at EDIC. He is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services. Andrade also serves as Director of Research and Membership Engagement for Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individuals, high-net-worth clients, and charitable organizations with investment management and financial planning. The firm employs a comprehensive approach including discretionary portfolio management, impact investment research, and educational offerings, supported by both in-house and third-party portfolio strategies.

Michelle Wells is a CFA® charterholder with 27 years of industry experience. She has been with The Darrow Company since 1997. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm uses proprietary global asset allocation models and primarily invests through low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Abigail Lowell is a financial advisor at Gallugi Wealth Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Purshe Kaplan Sterling Investments from 2021 to 2024. In addition to her advisory role, she provides tax and accounting services through Michael J. Gallugi, CPA, dedicating a significant portion of her time to these services. Gallugi Wealth Management offers discretionary investment management primarily to individuals, including high-net-worth clients, and charitable organizations. The firm integrates investment advice with in-house tax and accounting services, employing a long-term, fundamental analysis-based investment approach using diversified mutual funds, ETFs, and other securities.

Gregory Rogers is a CFP® with 16 years of industry experience and has been with Cannon Beach Financial Advisors since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a passive investor in a private retail company based in Cambridge, MA. Cannon Beach Financial Advisors provides investment management, financial planning, and consulting services to individuals, high net worth clients, and small businesses. The firm employs a dual-strategy approach combining mutual funds, ETFs, and liquid alternatives with active sector strategies and individual security management.

Grant Spradlin is a financial advisor at First Light Investment Advisors with four years of industry experience. He holds a Series 65 designation and has worked in consulting and software development roles at iSOFTSTONE and other technology firms. Outside of advising, he serves as Vice President of Product for Composable Prompts, an AI software development company. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios across securities and options.

Michael Finer is a CFP® professional with 21 years of experience in financial advising. He has been with Finer Wealth Management, Inc. since 1996 and also serves as president and CPA of Finer Financial & Tax, Inc., a firm he founded in 1995. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management, managing approximately $249.7 million in assets for about 244 clients.

Anna Finklestein is a financial advisor at Obran Capital Advisors LLC in Boston, MA, with two years of industry experience. She holds a Series 65 designation and previously worked at Reynders, McVeigh Capital Management and ActBlue. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm combines asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers specialized services such as Social Movement Investing and coordinated philanthropic planning.

Patrick Daly is a Series 65-registered advisor with Cambridge Trustee Advisors Inc in Cambridge, MA, bringing 32 years of industry experience. The firm provides discretionary investment management to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million and constructs portfolios primarily composed of equities, fixed income, and other securities, often engaging sub-advisors when appropriate. The firm's attorney ownership and affiliation with a law firm distinguish it by combining legal and investment advisory services, particularly for trusts and estates.

Nancy Von Stackelberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Radius Wealth Management, Inc. in Boston, MA. She has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm uses a combination of fundamental research, quantitative and technical screening, and client interviews to create long-term portfolios with tactical flexibility.

Paula Chauncey is a CFA® charterholder with 23 years of experience in the financial advisory industry. She has been with Etre LLC (formerly Redwood Group LLC) since 1999, serving as the firm's sole advisor. Based in Boston, MA, she leads the firm's financial planning and investment management services. Etre LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts. The firm emphasizes a documented Investment Policy Statement with a strategic, diversified, and long-term approach, combining passive and active strategies tailored to client goals.

Robert Deiana Jr. is a financial advisor at Lighthouse Financial, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TQM Wealth Partners and Edward Jones. In addition to his advisory role, he is a licensed insurance agent for annuities, life, health, and long-term care insurance through various unaffiliated companies. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, financial planning, and retirement-plan advisory services. The firm employs a long-term, discretionary investment approach that integrates fundamental and technical analysis to create diversified portfolios primarily composed of ETFs, mutual funds, and individual equities.

Jennifer Morrell is a CFP® professional at Wakely Investment Management with 10 years of industry experience. She previously worked at Nevils Financial, LLC for 12 years before joining J Wakely Advisors, LLC. Wakely Investment Management provides ongoing portfolio management and financial planning advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a tailored, goal-based process and a combination of fundamental, technical, and cyclical investment analysis to manage approximately $83 million in client assets.

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.

Michael Kautz is a financial advisor at Righthand Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors Corporation and Righthand International, LLC. Outside of his advisory role, he serves as a board member of the nonprofit Hera, Inc. and provides leadership coaching and professional development consulting at Righthand International, LLC. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified investment approach using a proprietary methodology and provides specialized qualified-plan services alongside customizable client solutions.

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.

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.