Michael Graham is a financial advisor with Mayport Wealth Management in Newton, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at State Street Bank & Trust, Oakview Group, and the Massachusetts Small Business Development Center. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by providing comprehensive financial planning alongside discretionary investment management. The firm emphasizes low-cost, broadly diversified investments with a goals-based, long-term approach and manages approximately $695 million in client assets across two advisors.

James Fonzi is a CFA® charterholder and an advisor with Breakwater Capital Group, where he has worked since 2025. He has one year of industry experience and previously worked at Deloitte & Touche LLP for four years, as well as roles at US Financial Technology and Morgan Stanley & Company. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm constructs diversified portfolios using fundamental analysis and employs active strategies such as margin transactions and options, tailoring allocations to client objectives and risk tolerance.

Kyle Dandurand is a CFA® charterholder with 20 years of industry experience. He is currently with Chemistry Wealth Management LLC, where he has worked since 2021, following 16 years at Ameriprise Financial Services, Inc. Chemistry Wealth Management is a team-based advisory firm managing over $1 billion for individuals, families, trusts, estates, and businesses. The firm provides discretionary investment management and financial planning, constructing customized portfolios using ETFs, mutual funds, individual securities, and options with a blend of fundamental and technical analysis.

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 seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm offers both discretionary and non-discretionary portfolio management and tailors its recommendations through a consultative process that considers risk tolerance, time horizon, and client objectives.

Brian Gasbarro is a financial advisor at Pension & Wealth Management Advisors with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Outside of his advisory role, he is the owner of Belenus Farms LLC and serves as Director of Sales at MassPay, where he manages a team selling HR and payroll services. Pension & Wealth Management Advisors provides portfolio management and financial planning to individuals, high-net-worth clients, institutions, and various organizations. The firm manages approximately $530 million, offering customized investment strategies across traditional and alternative assets, with most accounts managed directly and often 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 in Waltham, MA, holding Series 65 and Series 63 credentials with three years of industry experience. His prior roles include 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, employing a range of investment strategies and specialized instruments.

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.

Michael Mallon is a financial advisor at Bridgeport Financial Solutions with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of his advisory role, Mallon is involved as a tax preparer with the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and tax preparation services. The firm manages model portfolios through an Investment Committee and provides discretionary management via various programs, including affiliated and third-party strategist models.

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.

Richard Etling is a financial advisor at Davinci Capital Management, Inc. with 26 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Davinci in 2025, he spent 23 years at L.M. Kohn & Company and has operated a third-party administration business serving small businesses since 1988. Davinci Capital Management provides advisory services primarily to individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, retirement plan consulting, and utilizes various analytical techniques to develop investment strategies, operating largely on a non-discretionary basis.

Shaun Thompson is a CFP®, CFA®, and Series 65 credentialed advisor with 18 years of industry experience. He has worked at Peak Financial Management, Inc. since 2017 and previously spent five years at The Colony Group, LLC. Peak Financial Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and businesses. The firm manages $534.4 million in discretionary assets through model-based investment policies and operates a multi-office structure despite its seven-advisor team size.

Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Mass Mutual and Fidelity, among other firms. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement consulting. The firm employs a long-term investment approach with customized portfolios and offers fiduciary services including plan design consulting and ongoing investment monitoring.

Paul Lane III is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Armstrong Advisory Group Inc. He has prior experience at Morgan Stanley, Merrill, and Securities America Advisors. Outside of advisory work, Mr. Lane is a co-host of both the radio program "The Financial Exchange" and the podcast "Make It Make Cents," where he discusses market trends and financial education. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm employs a primarily long-term, macro-driven investment approach and manages approximately $1.67 billion across 14 advisors and 12 offices.

Michele Cropley is a financial advisor at Armstrong Advisory Group Inc. with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Voya Financial and Voya Retirement Advisors for ten years. Outside of advising, she is a yoga instructor and Merit Badge Counselor for Boy Scouts of America, and she hosts the firm’s podcast, "Make it Make Cents," focusing on financial education. Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a long-term, macroeconomic-driven investment approach and operates a multi-office model with a team of 14 advisors managing approximately $1.67 billion in assets.

William Peng is a Series 66–licensed financial advisor with Capital Markets IQ, LLC, based in Sudbury, MA, and has 14 years of industry experience. His career background includes roles at Millennial Pharmaceutical and SA Stone Wealth Management, and he serves as an adjunct professor teaching finance at Suffolk University. Beyond his advisory work, he owns and manages AVIVANT, LLC, a business consulting firm, and is president of AVIVANT (Nanjing) Information Technologies Co. Ltd, involved in educational consulting and consumer product business development. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and business consulting across a range of asset classes, employing a multi-branch model with centralized supervision and coordinating with external professionals for comprehensive client advice.

Mitchell Goldfeld is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at RPG since 2015 and previously held roles at Detwiler Fenton Investment Management LLC and UBS Financial Services. Outside of finance, he serves as chairman of the North Shore Jazz Project and participates in music and band promotions, activities unrelated to his advisory work. RPG Family Wealth Advisory offers customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm employs a long-term, outcome-focused investment approach incorporating equities, fixed income, mutual funds, ETFs, and limited partnerships, and uses both fundamental and technical analysis along with internal due diligence to select securities and managers.

Jeremiah Gallington is a financial advisor at Northstar Asset Management, Inc. in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cable Hill Partners, Fisher Investments, and Natixis Global Asset Management. Northstar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios focused on socially responsible objectives. The firm employs a six-pillar ESG framework combined with a core-satellite investment strategy that includes ETFs, direct indexing, and a concentrated global equity sleeve, managing approximately $806 million in client assets.

George Platt III is a financial advisor at BTS Asset Management, Inc. with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with BTS Securities Corporation and BTS Asset Management since 2006. BTS Asset Management serves individual, high-net-worth, and institutional clients, including pension plans and endowments. The firm offers discretionary portfolio management through various model portfolios and provides model recommendations as a sub-advisor to third-party platforms, utilizing both quantitative and fundamental analysis alongside proprietary technical indicators.