James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.

David Foley is a financial advisor at EMA SMA LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Graybeard BTC Management, Covalent Partners LLC, and Equity Management Associates, LLC. Foley also serves as a managing partner for the Bitcoin Opportunity Fund and provides advisory services to the EMA GARP Fund, LP. EMA SMA LLC offers discretionary portfolio management and investment advisory services primarily to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a range of instruments including equities, fixed income, and precious-metal equities.

William Sawyer II is a financial advisor at Sawyer & Co Inc with eight years of industry experience. He has been with Sawyer & Co Inc since 1986. Sawyer & Company provides investment supervisory and trustee services primarily to high-net-worth individuals, pension plans, trusts, estates, and corporations. The firm emphasizes a long-term investment horizon focused on high-quality U.S.-based companies and manages portfolios mainly oriented toward equities on a discretionary basis.

Norman Forness is a financial advisor with Forness Financial LLC in Needham, MA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with Forness Financial since 2014 and has also been associated with IDS Life Insurance Company since 1998. Forness Financial serves individuals, high-net-worth clients, trusts, and estates by providing discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamentals-driven investment approach, constructing diversified portfolios tailored to client goals and risk tolerance, and manages approximately $203 million for around 227 clients.

Kimberly Forness is a CFP® with eight years of industry experience, currently serving as an advisor at Forness Financial LLC since 2017. Prior to joining the firm, she was a homemaker for four years. Forness Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentals-driven approach, constructing diversified portfolios tailored to client goals and risk tolerance.

Christopher Downey is a financial advisor with Downey Capital Management, Inc. in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Downey Capital Management since 1999. Downey Capital Management primarily serves high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm tailors investment advice to client objectives and risk tolerances using a combination of fundamental and technical analysis and manages portfolios through securities baskets or ETF selections.

Connor Gallivan is a financial advisor at Marathon Financial Group with nine years of industry experience. He has previously worked at NewEdge Securities Inc, Guardian Life Insurance Company, Park Avenue Securities, The Bulfinch Group, and Putnam Retail Management. He holds Series 63 and Series 65 licenses. Marathon Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, offering financial planning, consulting, and discretionary wealth management. The firm employs a goals-based, planning-driven investment approach with tax-conscious, actively managed equity portfolios that combine ETFs and direct stock holdings selected through fundamental research and sector analysis.

Henry Tiedemann III is the principal and sole advisor at Tiedemann & Associates Investment Advisors, Inc. He holds the Series 63 designation and has 24 years of industry experience. Since 1998, he has also been associated with Tiedemann & Associates, PC, an accounting and tax practice to which he devotes the majority of his professional time. Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and charitable organizations. The firm’s investment approach is based on modern portfolio theory, emphasizing long-term trading, strategic asset allocation, and periodic rebalancing, with integrated tax and accounting advice due to its affiliation with an accounting practice.

John Verrengia is the sole advisor at Lattanzi Financial Services LLC in Revere, MA, holding Series 63 and Series 65 registrations with 33 years of industry experience. His prior work includes roles at LPL Financial and Heritage Financial Group. Outside of investment advising, he serves as an assessor for the City of Revere and is involved in a family limited partnership, as well as operating a CPA firm. Lattanzi Financial Services provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm customizes portfolios based on risk assessments, diversifies across various asset classes, and monitors accounts daily, managing approximately $8.3 million for about 28 clients.

Stephen Geremia is a financial advisor with Ashwood Advisors who holds Series 63 and Series 65 registrations and has 35 years of industry experience. He has been with Ashwood Advisors since 1999 and has a longstanding association with Commonwealth Financial Network dating back to 1997. Outside of his advisory work, he is co-owner of Juniper Rock Farm and owns Portsmouth Stonework, a consulting business focused on historic home restoration. Ashwood Advisors serves individual and high-net-worth clients as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment approach integrates economic and fundamental analysis with quantitative screening, employing the fi360 Fiduciary Score™ to evaluate funds and ETFs, and offers portfolio management on both discretionary and non-discretionary bases.

Joseph Mcgraw Jr. is a financial advisor with Yankee Advisers, LLC, holding a Series 63 designation and 37 years of industry experience. He has been with Yankee Advisers since 1992. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, focusing on a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.

Travis Army is a CFA® charterholder based in Boston, MA, currently with The Invictus Collective, LLC. He has experience spanning roles at MFS Investments and educational institutions including Lawrence Academy and Vermont Academy. Army has been with The Invictus Collective since 2026. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional clients with financial planning, consulting, and portfolio management. The firm combines traditional wealth management with advisory services for pooled vehicles and other advisers, tailoring portfolios using a variety of investment vehicles and strategies implemented on both discretionary and non-discretionary bases.

Gita Rao is a financial advisor at East Horizon Investments with 11 years of industry experience. She holds the Series 65 designation and has worked at Plum Pointe Wealth Management and East Horizon Investments since 2016. In addition to her advisory role, she is a Senior Lecturer in Finance at the MIT Sloan School, where she has taught and provided academic advising since 2013. East Horizon Investments serves individuals, families, trusts, and smaller institutions, offering discretionary portfolio management alongside financial planning and consulting. The firm’s investment approach emphasizes fundamental security analysis and intrinsic value, focusing on long-term, long-only strategies without leverage or short positions.

Justin Bruzzese is a financial advisor at New England Schooner, Inc. with five years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, Baystate Financial, and Fidelity Investments. Outside of his advisory role, he also serves as a First Line Supervisor at New England Schooner. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with tailored asset-allocation strategies, integrating financial planning and pension consulting for approximately 320 client accounts.

Traci Johnson is a financial advisor with NorthPointe Financial Advisors LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. She previously worked at Lurie Davis Wealth Management and is a partner in Hometown Rental Solutions LLC, a rental property business. NorthPointe Financial Advisors LLC provides fee-only financial planning, investment management, and educational seminars to a small client base, employing both passive and active investment strategies and emphasizing public and organizational education as part of its services.

Deborah Levenson is a CFP® professional with 18 years of experience in financial planning and investment management. She has worked at Levenson Wealth LLC since 2017 and previously spent 13 years at Braver Wealth Management LLC. In 2017, she also took time to provide caregiving for her parents. Levenson Wealth LLC is a fee-only Massachusetts-registered investment adviser serving individuals, couples, families, and personal trusts. The firm combines comprehensive financial planning with discretionary investment management, focusing on globally diversified, low-cost mutual funds and ETFs, and maintains a small, high-net-worth client base.

Mark Mcgraw is a financial advisor at Yankee Advisers, LLC, holding a Series 65 designation with 12 years of industry experience. He has been with Yankee Advisers since 1995. Yankee Advisers provides discretionary investment management to pooled limited partnership funds for accredited and qualified investors, employing a multi-manager, fund-of-funds approach that allocates to external sub-managers across various hedged strategies. The firm combines portfolio management, manager due diligence, and quantitative risk analysis in its investment process.

Agnes Olshansky is a CFA® charterholder with six years of industry experience. She is part of the team at Traub Capital Management in Needham, MA. Her prior experience includes roles at Acadian Asset Management and the Eliassen Group, as well as periods of self-employment. Traub Capital Management provides portfolio management and financial planning services to individuals, families, corporate retirement and profit-sharing plans, and trusts. The firm employs a value-oriented, quantitatively based investment process combined with fundamental analysis, and it emphasizes the use of closed-end fund premiums and discounts as well as option strategies to manage concentrated client holdings.

Leo Freeman is a Series 65-licensed advisor at Obran Capital Advisors LLC with five years of industry experience. He is the founder, CEO, and co-owner of Chosen Family Office, a platform for integrated financial care teams, and also provides consulting services through his firm, Leo Freeman LLC d.b.a. Capital J Consulting, focusing on social justice organizations and wealth alignment with ancestry and social movements. Freeman holds a director role at Obran Group Capital Holdings LLC. Obran Capital Advisors LLC is a fee-only registered investment adviser serving individuals, businesses, trusts, and charitable organizations. The firm employs a blended investment approach combining asset allocation and Modern Portfolio Theory with passive and active strategies, incorporating tax, estate, and cash-flow considerations, and offers values-based investing options including Social Movement Investing.

Katherine Kiezulas is a financial advisor at Sechrest Financial Services with one year of industry experience. She holds a Series 65 credential and has a background that includes 12 years at Coatings2Go and over two decades associated with Sechrest & Bloom LLC and Sechrest Financial Services, LLC. 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 strategies primarily using no-load mutual funds and ETFs, operates largely on a non-discretionary basis, and is co-located with a CPA/accounting practice that offers tax and bookkeeping services integrated with financial planning.