Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at firms including Pear Tree Partners LP and Winslow Wealth Management, LLC. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.

Alan Shorr is a financial advisor at Investment Advisor Associates, Inc. in Boston, MA, holding the ChFC® and Series 63 designations with 44 years of industry experience. His prior work includes positions at Independent Financial Group, AFA Advisor Services LLC, and Sentra Securities Corporation. Outside of his advisory role, he is involved as a 20% owner of 253 Organic LLC and serves as CEO of Almar Productions Inc., which produces live theater globally. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $37 million across about 70 clients, employing customized portfolios that utilize fundamental and technical analysis, global diversification, and a range of trading strategies including derivatives and leverage.

Samuel Chud is a financial advisor at Reciprocal Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he held positions at Keurig Dr Pepper Inc. and its predecessor companies from 2015 to 2026. Reciprocal Wealth is a state-registered advisory firm providing discretionary wealth management, investment management, and financial planning services to individuals, including high-net-worth clients. The firm employs an investment approach combining fundamental analysis with an efficient market hypothesis-based asset allocation, typically focusing on low-cost mutual funds and ETFs while allowing the use of individual securities and short-term trades when appropriate.

Brian Kenney is an investment advisor with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. Kenney is also a licensed independent insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services offers discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a primarily long-term, fundamental analysis approach to build customized portfolios and also provides ERISA-related services and investment oversight for plan sponsors.

Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.

Ousmane Diagne is a CFP® and CFA® with 21 years of industry experience. He is the sole advisor at Timbuktu Capital Management, LLC, where he has worked since 2013. Outside of his advisory role, he is involved in real estate as a licensed salesperson and property manager, and he provides consulting services related to the EB-5 Immigrant Investor Program. Timbuktu Capital Management is a boutique wealth management firm serving individuals, families, entrepreneurs, and entities such as corporations, trusts, and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, and provides educational seminars, including sessions tailored to immigrant audiences.

Beata Dragovics is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. She has worked with Commonwealth Financial Network for 13 years and currently operates as the sole advisor at Freedom Trail Financial. Dragovics is also involved in selling fixed insurance products and serves as trustee of the firm's 401(k) retirement plan. Freedom Trail Financial is a boutique wealth management consulting firm based in Boston that serves individuals and families with financial planning on topics including retirement income, estate planning, and tax strategies. The firm conducts educational seminars and provides advice on an hourly, fixed-fee, or retainer basis, focusing on client-directed implementation without discretionary portfolio management.

Terry Wells is a CFP® and ChFC® with 34 years of industry experience. He is the managing principal of TSW Wealth Management, a firm he has been affiliated with since 1996, and previously worked at Triad Advisors Inc and Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management, retirement and variable annuity oversight, as well as standalone financial planning and consulting. The firm employs a primarily long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

David Wiech is a financial advisor at Statera Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Statera Financial, LLC provides investment advisory and financial planning services to individual clients, offering portfolio management, risk assessment, and estate-planning coordination. The firm’s investment approach is tailored to client objectives and risk tolerance, using asset allocation, dollar-cost averaging, and periodic reviews, with attention to tax considerations and specific risks such as those related to cryptocurrency.

Daniel Ollquist is a CFP® with six years of industry experience, currently serving as a financial advisor at Exchange Place Advisors, LLC since 2019. Prior to this role, he worked at CreditSights for nine years. Exchange Place Advisors, LLC is an SEC-registered investment adviser providing financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual securities tailored to clients’ risk tolerance and time horizon.

John Choe is a financial advisor at Finarc Investments, Inc. in Norwood, MA, holding a Series 65 designation with 11 years of industry experience. He has been with Finarc Investments since 2014. Finarc Investments is an SEC-registered investment adviser serving individuals, pensions, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and financial planning, using fundamental and technical analysis across various asset classes with ongoing supervision and client reviews.

Drasko Kovrlija is a financial advisor at Kastel Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kastel since 2015. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm combines long-term investing with selective short-term trading, uses a variety of analysis methods, and integrates estate-planning services through a partnership with Wealth, Inc.

Lowell Thomas III is a CFA® charterholder with 18 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, and businesses by managing discretionary and non-discretionary portfolios totaling approximately $273 million. South Shore Capital Advisors employs a fundamental security analysis approach to build globally diversified, customized portfolios and incorporates a documented ESG process using third-party metrics for clients who request ESG integration.

Douglas Hart is a financial advisor at Penobscot Investment Management Company, Inc. with 31 years of industry experience. He has been with Penobscot since 1988, including his current tenure since 2021. Hart serves as a director of the Wildlands Trust of Southeastern Massachusetts and is an honorary trustee of the Emma Willard School. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with five years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 11 years. Catalyst Financial Partners offers discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, and various institutional clients. The firm focuses on long-term, diversified investment strategies using a range of asset types and provides access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Nicholas De Peyster is a CFP® and CFA® with 15 years of experience in the financial industry. He has been with Genesis Wealth Advisors, LLC since 2011. Outside of his advisory role, he serves as Managing Director of Surge Ventures, LLC, a family-oriented limited partnership. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm’s investment approach centers on fundamental analysis and long-term portfolio construction, using model and custom portfolios with ongoing monitoring and periodic rebalancing.

Lauren Fakonas is a CFP®, ChFC®, and Series 66 licensed advisor with four years of industry experience. She is currently with Rise North Capital Investment Advisors and previously worked at MML Investors Services, MassMutual Life Insurance, and Northwestern Mutual. Outside of her advisory role, she is active as an insurance broker, selling life, fixed annuities, disability, long-term care, and health insurance. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm operates with a co-advisor model, offering customized portfolio proposals, ongoing reviews, and public educational workshops.

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

Colby Snyder is a financial advisor at Clear Brook Advisors, Inc. in Boston, MA, holding a Series 65 designation with six years of industry experience. He has worked at Clear Brook Advisors since 2018 and previously was affiliated with the University of Vermont from 2014 to 2018. Clear Brook Advisors provides investment advisory services to high net worth individuals, family offices, corporations, other investment advisers, and trusts, focusing on private investment partnerships, alternatives, and specific securities. The firm emphasizes manager due diligence, client decision authority, and active portfolio monitoring, working primarily on a non-discretionary basis.

Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.