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.

Samuel Conte II is a financial advisor at Massachusetts Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Massachusetts Wealth Management since 2012. His prior experience includes roles at Andover Equity Associates, Massachusetts Wealth Management, Inc., and LPL Financial. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm uses a tactical asset allocation approach with a long-term orientation while allowing shorter-term trades to respond to market conditions.

Michael Stuart is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Clark & Stuart, Inc. since 1994. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, low turnover, and long-term holdings, with tailored portfolio construction based on client-specific factors.

Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 credential and one year of industry experience. Her prior roles include positions at MBA Builders and as a self-employed advisor at KLD Management. She also worked for Jumpstart for Young Children for five years. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions, managing approximately $195.6 million in client assets. The firm employs a conservative-growth, long-term equity strategy focused on high-quality companies with steady profit and dividend growth, managing separate, concentrated portfolios for each client.

Henry Tiedemann III is the principal and sole advisor at Tiedemann & Associates Investment Advisors, Inc. He holds the Series 63 designation and has 24 years of industry experience. Since 1998, he has also been associated with Tiedemann & Associates, PC, an accounting and tax practice to which he devotes the majority of his professional time. Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm’s investment approach is based on modern portfolio theory, emphasizing long-term trading, strategic asset allocation, and periodic rebalancing, with integrated tax and accounting advice due to its affiliation with an accounting practice.

Daniel Hawthorne is a financial advisor at Lighthouse Financial, LLC with 12 years of industry experience. He previously operated Hawthorne Financial Advisors, LLC for 10 years before joining Lighthouse Financial. Outside of his advisory work, Mr. Hawthorne provides bookkeeping and business support services on a part-time basis. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a long-term, customized asset allocation strategy using ETFs, mutual funds, individual equities, and fixed income, combining fundamental and technical analysis with ongoing portfolio oversight.

John Verrengia is a financial advisor with Lattanzi Financial Services LLC in Revere, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at LPL Financial, Integrated Wealth Concepts LLC, Heritage Financial Group, Heritage Wealth Management, Investors Capital Corp., and Eastern Point Advisors. Outside of advising, he is active as a CPA through his affiliated practice and serves as an assessor for the City of Revere. Lattanzi Financial Services provides investment advisory services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, managing approximately $8.3 million for about 28 households. The firm customizes portfolios based on initial risk assessments and employs diversified investments such as stocks, ETFs, mutual funds, and bonds, with ongoing monitoring and quarterly reviews.

Travis Army is a CFA® charterholder at The Invictus Collective, LLC in Boston, MA, with experience at MFS Investments and prior roles at Lawrence Academy and Vermont Academy. He has been with The Invictus Collective since 2026. The Invictus Collective provides financial planning, consulting, and investment management to a concentrated client base including high-net-worth individuals, trusts, corporations, institutional investors, and advisers. The firm employs diversified portfolios using independent managers, ETFs, mutual funds, individual securities, structured products, and private placements, guided by Modern Portfolio Theory and an internal Investment Committee.

Gita Rao is a financial advisor with East Horizon Investments, holding a Series 65 designation and 11 years of industry experience. She has worked at East Horizon Investments since 2016 and previously at Plum Pointe Wealth Management from 2018 to 2023. Rao is also a senior lecturer in finance at the MIT Sloan School, where she has been teaching and advising academically since 2013. East Horizon Investments serves individuals, families, and smaller institutions including nonprofits and trusts, managing approximately $63.5 million in client assets. The firm uses a fundamental, intrinsic-value investment approach with diversified, asset-allocation-driven portfolios, offering discretionary management and occasional subadvisory services.

Justin Bruzzese is a financial advisor at New England Schooner, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Baystate Financial, and Fidelity Investments. Outside of his advisory role, he also serves as a First Line Supervisor at New England Schooner. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with tailored asset-allocation strategies, integrating financial planning and pension consulting for approximately 320 client accounts.

Deborah Levenson is a CFP® professional with 19 years of industry experience. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. She also took a year in 2017 to provide caregiving for her parents. Levenson Wealth LLC serves individuals, high-net-worth clients, and personal trusts, offering integrated wealth planning and discretionary portfolio management. The firm employs a fee-only, fiduciary approach using globally diversified, low-cost passive investments while focusing on tax-sensitive strategies and comprehensive financial planning.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Stephen Cote is a CFP® and Series 66 holder with 22 years of experience in financial advising. He has been leading Cote Financial Management since 2010. Cote Financial Management is a fee-only advisory firm providing non-discretionary investment advice and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes diversified, asset-allocation portfolios using efficient-frontier optimization, mutual funds, ETFs, and fundamental research, managing approximately $131.6 million on a non-discretionary basis.