Paul Travis is a financial advisor with Community Financial Group, Inc. in Marlborough, MA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He has been with Community Financial Group since 2003. Community Financial Group, Inc. offers customized investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm manages client assets on a discretionary basis, employing a range of investment vehicles and strategies, often utilizing third-party managers and sub-advisors, while incorporating insurance consulting through its relationship with DPL Financial Partners.

Jeremy Vaille is a financial advisor with Arsenal Financial, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial, LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Outside of his advisory role, he is involved in a family landscape construction business, assisting with labor, truck driving, and business consulting. Arsenal Financial, doing business as Arsenal Planning, provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers written plans and ad hoc consultations without accepting custody of client assets, and investment management services are provided separately through dually registered advisors.

James Jasinski is a financial advisor at Cape Ann Capital, Inc. in Concord, MA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Cape Ann Capital since 2009. Cape Ann Capital provides discretionary portfolio management and financial planning to individuals, trusts, corporations, charities, and employer-sponsored qualified retirement plans. The firm employs a proprietary quantitative screening process for mutual funds and ETFs, constructing portfolios based on multi-factor risk models and maintaining a strict personal trading policy for employees.

Corinne Fond is a financial advisor with MKT Advisors LLC in Belmont, MA, holding a Series 66 designation and 24 years of industry experience. She previously worked at Laurel Wealth Advisors, Inc. for nine years before joining MKT Advisors in 2022. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and uses a range of investment strategies including individual stocks, bonds, mutual funds, ETFs, and options, with an emphasis on combining fundamental, technical, cyclical, and charting analysis.

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Thomas Snow is a CFP® with 22 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and Synergy. In addition to his advisory work, he is the sole owner of RightHand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified asset allocation approach supported by various analytical methods to deliver customized investment and planning services.

Eric Henderson is a CFP® and CFA® with 14 years of experience in financial advising. He is a principal at East Horizon Investments and has worked at Plum Pointe Wealth Management, Ltd. since 2018. Outside of his advisory work, he owns and operates a commercial real estate business through Banyan Land, LLC in Massachusetts. East Horizon Investments serves individuals, families, trusts, and smaller institutions such as non-profits, offering discretionary portfolio management along with financial planning and consulting. The firm emphasizes a fundamental, intrinsic-value investment approach with a long-term horizon and manages approximately $42 million for about 30 clients.

Matthew Pierce is a financial advisor at Kastel Capital Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation and has worked at Kastel since 2020. Prior to that, he was with Asset Strategy Consultants LLC and has served as president of Island Light Capital Corp, an MA registered investment advisor. Pierce also acts as treasurer for several private realty companies and nonprofit organizations. 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 offers discretionary portfolio management and institutional asset management, utilizing a combination of long-term investing and selective short-term trading with diverse asset allocations, and integrates estate-planning services through a partnership with Wealth, Inc.

Stephen Doucette is a CFP® with 25 years of industry experience. He has been with Proctor Financial since 2005 and also has longstanding roles at Lexington/Bridgewater Wealth Management and Lexington Advisors. Proctor Financial serves individual clients, particularly those at or near retirement, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary investment management and financial planning, using a proprietary Time-weighted Cash-flow Methodology to create customized asset-allocation plans that are globally diversified and may include alternative exposures and structured notes.

Barbara Linnard is a financial advisor at Linnard Financial Management & Planning, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with the firm since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm employs a risk-focused investment approach using primarily low-cost exchange-traded funds and no-load mutual funds, offering several management styles tailored to client preferences on a discretionary or non-discretionary basis.

William Herbert is a Series 66-licensed advisor at Balanced Wealth Management, LLC with three years of industry experience. He previously worked at Guardian Life and has been involved in insurance sales and implementation of insurance recommendations. Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages customized, primarily long-term portfolios using mutual funds, ETFs, and occasional third-party managers, and offers retirement plan advisory services including ERISA fiduciary support and participant education.

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

Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

Irwan The is a financial advisor at Battle Green Advisors with a Series 65 credential and four years of industry experience. Prior to founding Battle Green Advisors, he worked at Epsilon for nine years. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm uses a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios and employs an articulated margin policy that restricts borrowing in downward or flat markets.

Bradford Nichols is a financial advisor at Nefpg with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial Services since 2007. Nichols is also the owner of New England Financial Planning Group, where he serves as CEO and compliance officer. Outside of advisory work, he is involved in insurance sales and acts as an executor and successor trustee for a family trust. New England Financial Planning Group serves individuals—including high-net-worth clients—and institutional entities such as pension plans, trusts, estates, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a range of strategies from long-term holdings to shorter-term trading, and participates in multiple Raymond James wrap-fee programs.

Elizabeth Johnson is a financial advisor with Flagship Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Flagship Private Wealth since 2015 and LPL Financial since 2010. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations. The firm manages approximately $447 million across nearly 600 client relationships, providing discretionary portfolio management, financial planning, and specialized account offerings tailored to clients’ goals and risk tolerance.

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.

James Daron is a financial advisor at Concordia Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Concordia Wealth Management since 2013. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm provides tailored wealth management, financial planning, investment management, and family office services, emphasizing fundamental analysis and client-specific strategies, with particular expertise in cross-border considerations and currency risk.

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.

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.