James Laite is a financial advisor at Cadence Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been associated with both Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory role, he serves as a commissioner on the Town of Lancaster’s Board of Public Works and assists with ski equipment sales and maintenance at Wachusett Mountain Ski Area during the winter season. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from a range of investment vehicles including ETFs, mutual funds, individual securities, and option strategies.

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.

Steven Deboth is a CFP® professional with 24 years of experience in the financial advisory industry. He has been with Cadence Wealth Management LLC since 2011 and is also associated with Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates, employing a long-term core asset allocation approach combined with tactical overlays using technical analysis and proprietary rule-based modeling. The firm manages a diverse range of portfolios and provides goal-based financial planning and rollover advice.

Andre Fernandes is a CFP® with 22 years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked for Weston Financial Group and Weston Securities Corporation for 18 years. Outside of his advisory role, he is an owner and partner in GBH Partners LLC, which is involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive strategies with active management and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

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.

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.

Andrew Sohn is a financial advisor at Bridgeport Financial Solutions with 28 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Bridgeport Financial Solutions in 2024, he worked at Cambridge Investment Research, Inc. and CAMBRIDGE INVESTMENT RESEARCH Advisors, INC for over a decade, and also spent three years at Ameriprise. He serves on the Board of Trustees Investment Sub-Committee at The Fenn School and is a corporator for Emerson Hospital. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, and constructs model portfolios supervised by an Investment Committee. BridgePort also provides discretionary management through its Wrap Program and Advisor Managed Portfolios, with access to affiliated and unaffiliated third-party strategists.

Erik Beck is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with Beck Bode Wealth Management since 2016. Outside of his advisory role, Beck works as a trainer for Sugar Hill Fit Body Bootcamp in Georgia. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans with portfolio management, financial planning, and pension consulting. The firm also provides subadviser services to third-party advisers and offers accounting and tax preparation as ancillary services. Its investment approach involves fundamental analysis across multiple strategies, including growth, income growth with dividends, and a short-term options strategy, managing accounts mostly on a discretionary basis under a fiduciary duty.

Cameron Gast is a CFP® with six years of industry experience, currently associated with Montis Financial, LLC. He has previously worked at EP Wealth Advisors, Charles Schwab, Prudential, and Eastern Bank. Montis Financial, LLC provides comprehensive financial planning and investment management services to individual and high-net-worth clients, as well as retirement plan sponsors. The firm uses a broad range of investment instruments and employs specialized strategies while maintaining operational practices such as approval of Dimensional Fund Advisors funds and restrictions on discretionary cryptocurrency purchases.

Alexander Sauer Budge is a financial advisor at Savvi Financial LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. His prior roles include positions at Dynamic Ideas LLC and Alpha Dynamics LLC. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs. The firm offers tiered online services focused on goal-based financial planning, investment recommendations, and retirement income planning, combining proprietary quantitative models with human support in higher service levels.

Maxwell Miller is a financial advisor at Johnson Brunetti with a Series 65 designation and two years of industry experience. His prior work experience includes roles at Keenan Financial, The Bulfinch Group, Bentley University, and Avon Old Farms School. Johnson Brunetti is a multi-adviser firm that provides discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in client assets and offers portfolio advice based on fundamental analysis tailored to clients' financial situations and risk tolerances.

Christopher Moran is a financial advisor with Savvi Financial LLC in Waltham, MA, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Savvi Financial since 2013, Alpha Dynamics LLC from 2011 to 2019, and as a self-employed insurance agent since 2020. Savvi Financial provides technology-driven financial advice primarily to individuals and employees through employer-sponsored programs, offering goal-based planning and investment recommendations via an interactive website. The firm combines proprietary quantitative models with tiered service levels that include human support, focusing on employer delivery and hybrid online/human service.

Nicholas Cosentino is a CFP® with 36 years of industry experience, currently serving at Financial Foundations, Inc. since 1999. He also has a long tenure with Commonwealth Equity Services, Inc. dating back to 1991. Outside of his advisory roles, he acts as a trustee for an irrevocable life insurance trust. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer discretionary services, instead coordinating with outside professionals and offering in-house tax preparation through an affiliated enrolled agent.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation for two years. Lefavor is also a partner in GBH Partners LLC, a company involved in insurance sales distinct from his advisory role. Stage Harbor Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies and manages over $1.09 billion in client assets.

Glenn Caldicott is a financial advisor at Empirical Asset Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Merrill and Bank of America Corporation. He has been with Empirical Asset Management since 2021. Empirical Asset Management provides discretionary investment management services to a diverse client base, including individuals, high-net-worth investors, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using its proprietary Rules Based Investing® methodology to create diversified portfolios with low-cost ETFs, mutual funds, and select individual securities.

Paul Dio is a financial advisor at Innovative Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advising, he is also a licensed independent insurance producer in Massachusetts. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a range of analysis methods and investment strategies while generally avoiding uncovered option writing and routine use of margin, serving nearly 300 clients with about $194 million in discretionary assets through an eight-advisor team.

Gary Pomerantz is a CFP® professional with 22 years of experience in financial advising. He has worked at Wingate Wealth Advisors, Inc. since 2017 and previously held roles at East Coast Asset Management, LLC, Lexington Wealth Management, Inc., and Wingate Planning Corp. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a blend of active and passive strategies, uses model portfolios tailored to client objectives, and operates under a fee-only business model.

Daniel Traub is a financial advisor at Montis Financial, LLC with 21 years of industry experience. He holds a Series 63 designation and previously worked at Tempo Financial Advisors, LLC for 16 years before joining Montis Financial in 2024. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that incorporates unaffiliated managers and a range of investment strategies tailored to client objectives and risk tolerance.

Christopher Borden is a financial advisor at Canby Financial Advisors in Framingham, MA, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked at Commonwealth Financial Network and Canby Financial Advisors for over 26 years. Canby Financial Advisors is an SEC-registered investment adviser managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts using a personalized financial planning approach and a generally long-term investment strategy.

Brandon Krol is a financial advisor at Prota Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for three years. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, employing model-based portfolio management with both conventional and Sharia-compliant options. The firm manages $270 million in assets and operates exclusively on a discretionary basis through a team of registered advisers.