Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.

James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. Radius Capital Advisors provides investment management and financial planning services to individuals, trusts, retirement plans, and other entities. The firm focuses on diversified ETF portfolios, buffered/defined-outcome ETFs, and short-term U.S. Treasury securities, employing strategies based on technical analysis, dynamic allocation, and risk management.

Raymond Jacques is a CFP® professional with 40 years of experience in the financial industry. He has been with New England Schooner, Inc. since 1998 and also has a long tenure at Royal Alliance Associates, INC. Outside of his advisory work, Jacques is involved in youth hockey programs, serving as a team director and coach for nonprofit and LLC-sponsored girls and boys hockey teams. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is grounded in fundamental analysis and tailored to client goals and risk tolerance, managing portfolios across various asset classes while maintaining limited discretionary authority.

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.

Scott French is the owner of French and Skloff Investment Advisors, LLC and holds experience primarily as a CPA with Giardina & French CPAs, LLC since 2011. He is also an owner and investor in Amigo Keeper LLC, a provider of bookkeeping and IT services. French and Skloff Investment Advisors is an independent asset manager serving institutional and individual clients with portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research process combined with top-down macro analysis, offering diversified portfolios and specialized strategies including a hedged equity product with a dynamic covered-call overlay.

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 at MWA Asset Management with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Raymond James Financial Services, Wells Fargo Clearing, and Triad Advisors. In addition to his advisory role, he owns and directs 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, using a combination of internal analysis and third-party research, and conducts regular portfolio reviews.

Dennis Caulfield is a financial advisor at Boston Harbor Investment Management with 13 years of industry experience. He holds a Series 65 designation and serves as Chairman and CEO of Quantitative Securities Research, Inc., where he develops investment models. Additionally, he is President of Kenmare Capital Inc., advising on aircraft lease structuring. Boston Harbor provides discretionary portfolio management to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through proprietary quantitative models. The firm operates at a boutique scale and emphasizes transparency by publicly presenting audited hypothetical and actual performance data.

Abigail Lowell is a financial advisor with Gallugi Wealth Management, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for three years. In addition to her advisory role, she provides tax and accounting services through Michael J. Gallugi CPA, where she dedicates a majority of her time. Gallugi Wealth Management serves individual and charitable clients with discretionary investment management focused on long-term strategies and fundamental analysis. The firm integrates in-house tax and accounting services and maintains licenses enabling flexible investment implementation.

Joshua Massey is a financial advisor based in Ipswich, MA, with 21 years of industry experience. He holds a Series 65 designation and has been working as an advisor since 1994. Outside of his advisory role, he is a member of Cameron-Elmwood Realty, LLC, where he provides input on lease negotiations and extraordinary issues. His firm offers discretionary investment management services to individuals, high-net-worth clients, trusts, and estates, managing approximately $97 million in client assets. The firm focuses on closed-end fund event opportunities and utilizes borrowing strategies to actively manage portfolios.

Sean Connolly is a CFP®-designated financial advisor with over 31 years of industry experience. He has been with ArborStone Financial, LLC and Purshe Kaplan Sterling Investments, Inc. since 2026, following a 31-year tenure at Ameriprise. Connolly is also a licensed insurance agent, spending approximately 10% of his time on insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services primarily to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation through model and tailored portfolios, offering long-term strategies with occasional rebalancing or trading to address client-specific needs.

Jillian Brooks is a financial advisor at Cox Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Cox Capital Management, she worked at Centers for Learning UMASS Lowell and has experience in entrepreneurship through Cowabunga's Indoor Inflatable Playground. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and proprietary quantitative analysis with a long-term investment orientation.

Andrew Dinuccio is a CFP® professional with experience at First Light Investment Advisors and several prior firms dating back to 2016. He has worked at First Light since 2026 and previously held roles at First Financial Trust, New England Investment and Retirement Group, DMB Financial, and Commonwealth Financial Group. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, employing a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analysis. The firm manages approximately $12.4 million in assets across about 41 client relationships and emphasizes hands-on discretionary management rather than external adviser selection or wrap programs.

Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flying Point Financial in 2020, he worked at Morgillo Financial Management, Inc. for 19 years. Flying Point Financial is a privately owned registered investment adviser serving individual investors, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, managing portfolios largely on a discretionary basis using fundamental analysis across equities, fixed income, mutual funds, and ETFs.

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.

Jeffrey Kutz is a CFP® and CFA® with 33 years of industry experience. He is currently an investment advisor representative at ArborStone Financial, LLC and also serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. Prior to joining ArborStone and PKS in 2026, he spent over three decades at Ameriprise. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm follows a fundamentals-driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, and individual securities, and incorporates independent managers when appropriate.