Jarod Bloom is a CFP® with 26 years of industry experience and has been with Sechrest Financial Services since 2005. He is also a partner in Sechrest & Bloom, LLC, a CPA firm offering tax planning, preparation, accounting, and bookkeeping services. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment policies implemented primarily with no-load mutual funds and ETFs, and it operates largely on a non-discretionary basis.

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.

Nancy Von Stackelberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Radius Wealth Management, Inc. in Boston, MA. She has been with Radius Wealth Management since 2014. Radius Wealth Management is an SEC-registered firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, foundations, endowments, and charitable organizations. The firm uses a combination of fundamental research, quantitative and technical screening, and client interviews to create long-term portfolios with tactical flexibility.

Iwona Cholewa is a CFA® charterholder with 25 years of industry experience. She is currently a financial advisor at PowerHouse Assets LLC and has held prior roles at Dimensional Fund Advisors LP and Hemington Wealth Management. Outside of her advisory work, she is involved in adventure travel. PowerHouse Assets LLC provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on broadly diversified portfolios constructed with low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes global asset-class allocation and long-term risk/return tradeoffs, managing discretionary accounts with a high concentration of assets per advisor.

Paula Chauncey is a CFA® charterholder with 23 years of experience in the financial advisory industry. She has been with Etre LLC (formerly Redwood Group LLC) since 1999, serving as the firm's sole advisor. Based in Boston, MA, she leads the firm's financial planning and investment management services. Etre LLC provides fee-only financial planning and discretionary investment management to individuals, families, and trusts. The firm emphasizes a documented Investment Policy Statement with a strategic, diversified, and long-term approach, combining passive and active strategies tailored to client goals.

Jennifer Morrell is a CFP® professional at Wakely Investment Management with 10 years of industry experience. She previously worked at Nevils Financial, LLC for 12 years before joining J Wakely Advisors, LLC. Wakely Investment Management provides ongoing portfolio management and financial planning advice to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses a tailored, goal-based process and a combination of fundamental, technical, and cyclical investment analysis to manage approximately $83 million in client assets.

Brendan O’Rourke is a CFP® professional with nine years of industry experience, currently serving at Greenway Financial Advisors LLC since 2021. His prior roles include positions at Monograph Wealth Advisors, LLC and Aurora Financial Advisors, LLC. Greenway Financial Advisors serves individual and high-net-worth clients as well as employer-sponsored retirement plans, providing discretionary portfolio management and financial planning services. The firm emphasizes asset-allocation driven strategies focused on diversification, cost and tax efficiency, and tailors portfolios based on clients’ time horizons and human capital.

Amy Mccoy is a financial advisor at Lincoln Management with 21 years of industry experience. She has been with Lincoln Management since 1996. Lincoln Management advises individuals, trusts, charitable organizations, and business entities, focusing on continuous investment supervisory services for a small client roster. The firm employs a fundamental analysis and buy-and-hold investment approach while also using short-term trades and other strategies as appropriate, with a distinctive two-advisor structure serving longstanding trustee relationships.

Michael Kautz is a financial advisor at Righthand Capital, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Financial Advisors Corporation and Righthand International, LLC. Outside of his advisory role, he serves as a board member of the nonprofit Hera, Inc. and provides leadership coaching and professional development consulting at Righthand International, LLC. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified investment approach using a proprietary methodology and provides specialized qualified-plan services alongside customizable client solutions.

John Osbon is a financial advisor at Osbon Capital Management, LLC in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osbon Capital Management since 2005. Osbon Capital provides discretionary and non-discretionary portfolio management and consulting primarily for high-net-worth individual investors, as well as investment management for private funds and pooled investment vehicles. The firm uses indexed exchange-traded funds for individual accounts and offers a quantitative, rules-based absolute-return program that rebalances daily.

Charles Butler III is a financial advisor at Sequentis Capital LLC in Boston, MA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Vision 4 Fund Distributors, LLC, and Advisors Asset Management, Inc., as well as self-employment. Sequentis Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm combines strategic asset allocation and fundamental analysis with ongoing risk monitoring to construct diversified, primarily long-term portfolios, and also offers ERISA-focused services for retirement plans.

Robert Ploder is a CFA® charterholder with 12 years of industry experience. He is affiliated with Boston Harbor Investment Management and has been involved with Ploder Capital Management, L.L.C. since 2006. Boston Harbor Investment Management provides discretionary portfolio management services to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through separately managed accounts. The firm utilizes proprietary quantitative models based on a fundamentals-driven theory emphasizing residual earnings and maintains a boutique scale with a selective client base.

Jacqueline Waite is a financial advisor at Atwater Wealth Management, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Fidelity Investments, New World Advisors LLC, Winsor House, and LPL Financial. Atwater Wealth Management is a fee-only, SEC-registered adviser serving primarily individual and high-net-worth clients. The firm manages approximately $248 million across about 98 accounts, offering discretionary portfolio management alongside financial planning and consulting services tailored to each client.

Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.

Susan Dahl is a financial advisor at Levatus LLC in Boston, MA, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Levatus since 2017. Prior to that, she was with Bainco International and Newbury Street Capital LP. Levatus LLC serves individuals, high net worth clients, trusts, and estates by providing wealth advisory and investment management services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating a structured risk-tolerance assessment and detailed reviews of tax and estate considerations to guide portfolio construction.

Jay Warner is a CFA® charterholder and financial advisor at Epogee Capital Management, LLC with over 15 years of industry experience. He previously worked at Balter Capital Management, Invenomic Capital, Method Advisors, and Port One Investments. Outside of Epogee, he serves as a Strategic Advisor and controller for Advanced Visibility, a company providing safety garments to the utility industry, and as a Senior Advisor on the investment committee of Port One Equities, a private real estate fund. Epogee Capital Management offers portfolio management and customized investment policy statements primarily for high-net-worth individuals and charitable organizations. The firm manages a concentrated client roster and employs a broad range of investment strategies, including alternative assets, with a blend of fundamental, quantitative, and technical analysis.

Taylor Thomas is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with South Shore Capital Advisors since 2006. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm employs fundamental security analysis and a buy-and-hold investment approach, incorporating customized portfolios and ESG integration through third-party metrics and a structured questionnaire process.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Charles Lawson is a CFP® with 32 years of experience in the financial advisory industry. He has been with Heritage Financial Network, Inc. since 1986. Outside of his advisory work, Lawson is an ice skating instructor, dedicating several hours per week to teaching. Heritage Financial Network, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to a variety of clients including individuals and institutions. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse asset classes to manage risk and pursue performance improvements.

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.