John Wolfsberg is a financial advisor at Centerpoint Advisors, LLC in Needham, MA, holding a Series 65 credential with eight years of industry experience. He previously worked at GW&K Investment Management from 2015 to 2017 before joining Centerpoint Advisors in 2017. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with discretionary investment management, financial planning, family office, and consulting services. The firm employs a diversified investment approach including ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Leonid Berline is a financial advisor with Armstrong Advisory Group Inc. in Needham, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at National Securities Corporation, National Asset Management, Inc., and Winslow Wealth Management. He is also the owner and manager of B1 Insurance Agency, LLC, a licensed property and casualty insurance agency. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses, managing approximately $1.67 billion across 14 advisors and 12 offices. The firm employs a primarily long-term investment approach driven by macroeconomic asset allocation with tactical adjustments and offers services including financial planning, retirement advice, and donor-advised fund management.

Isaac Braley is a financial advisor at BTS Asset Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BTS Securities Corporation and BTS Asset Management since 1999. Outside of his advisory role, he is the sole member of Resolute Capital, LLC, through which he invests his own capital in real estate and real estate development projects. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients including pension plans and endowments. The firm provides discretionary portfolio management using a combination of quantitative and fundamental analysis, employing proprietary technical indicators and both tactical and strategic investment approaches.

Anthony Gillaizeau is a financial advisor at Strategic Wealth Partners, Ltd. He holds Series 65 and Series 66 designations and has two years of industry experience. Prior to joining Strategic Wealth Partners, he worked at Andra Global and US Bank. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm uses a diverse investment approach that includes individual stocks, bonds, ETFs, options, mutual funds, and alternative investments, with ongoing monitoring and rebalancing tailored to client objectives and risk tolerances.

David Gatti is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with RPG Family Wealth Advisory and its affiliated Risk Paradigm Group, LLC since 2011, where he is also a partner in the non-investment related entity Risk Paradigm Group. 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 that incorporates fundamental and technical analysis, internal due diligence, and the use of both proprietary and third-party managers.

William Eaton II is a financial advisor with RPG Family Wealth Advisory, LLC, holding Series 63 and Series 65 designations and having 18 years of industry experience. He has worked at RPG Family Wealth Advisory since 2015 and previously at Detwiler Fenton Investment Management LLC and UBS Financial Services. Eaton serves as a board member and investment committee member for the North Shore United Way. RPg Family Wealth Advisory provides customized wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charities, businesses, and retirement plans. The firm uses a long-term, outcome-focused investment approach incorporating equities, fixed income, mutual funds, ETFs, and limited partnerships, and combines fundamental and technical analysis with internal due diligence.

Malik Smith is a financial advisor at Commons Capital, LLC with 14 years of industry experience. He holds a Series 66 credential and has previously worked at Raymond James & Associates, Morgan Stanley, and Merrill. Outside of his advisory role, he served as a board member and treasurer of the Urban League of Eastern Massachusetts. Commons Capital is a team-based investment adviser that provides wealth management, portfolio management, and financial planning services to individuals, high-net-worth families, trusts, and estates. The firm uses a long-term investment process grounded in Modern Portfolio Theory and employs quantitative, fundamental, and technical analysis alongside a risk management discipline that includes position-size limits and explicit hedging strategies.

Adrian Becker is a financial advisor at Savvi Financial LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. Becker is also a partner at LRMS LLC, a consulting firm. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using a tiered online platform that combines automated recommendations with human support. The firm focuses on goal-based financial planning and delivers its services mainly via employers and benefit administrators.

Ralph Wetmore II is a CFA® charterholder with seven years of industry experience. He is currently with Fiduciary Wealth Partners, LLC, where he has worked since 2021. His prior experience includes roles at Beacon Pointe Advisors and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, and institutions. The firm emphasizes customized planning and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.

Matthew Lasker is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Wingate Capital Corporation and Wingate Financial Group, Inc. since 1999. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies through model portfolios tailored to various risk objectives.

Brendan Herlihy is a CFP® with 26 years of industry experience. He has been with Excalibur Management Corp since 2019 and also operates The Herlihy Company, which he founded in 2001. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including families, trusts, and foundations. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to individual client needs.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Cash Armstrong is a CFP® professional with two years of industry experience at Armstrong Advisory Group Inc. He is a co-host of the firm’s podcast, "Make it Make Cents," where he discusses financial topics and educational content. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, employing a primarily long-term, macroeconomically driven investment approach with tactical adjustments.

Christopher Tilden is a Certified Financial Planner® with 18 years of industry experience. He has worked at Montis Financial since 2024 and previously spent seven years at Financial Navigators Inc and ten years at Fidelity Investments. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a multi-team approach that combines discretionary portfolio management with the use of unaffiliated managers, tailoring investment strategies to client objectives and risk tolerance.

Robert Richard is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Cetera Investment Advisers LLC and Silver Oak Securities, Inc., and is also the owner of Assabet Financial Group, which provides tax planning, preparation, and fixed insurance services. In addition to his advisory roles, he serves as a member of the Affordable Housing Committee in Boylston, MA. Bright Futures Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to a range of clients including individuals, trusts, and retirement plans. The firm uses multiple analytical methods and investment strategies, providing both discretionary and non-discretionary services tailored to non-high-net-worth and high-net-worth clients.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

John Wanvig is a CFP® professional with eight years of experience at White Lighthouse Investment Management, Inc., where he has worked since 2016. He is based in Bedford, MA, and part of a six-advisor team. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides customized, diversified portfolios focusing on tax-efficient, low-cost investments and offers specialized planning for expatriation and foreign trust beneficiaries.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.

Olga Okaty is a financial advisor with Centerpoint Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Centerpoint Advisors since 2006 and previously spent five years at Arthur W. Wood Company, Inc. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, offering discretionary investment management alongside financial planning and family office consulting services. The firm emphasizes customized fixed-income strategies, integrates formal family office functions, and manages approximately $731.9 million in client assets.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.