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® credentialed financial advisor at The Invictus Collective, LLC in Boston, MA, with one year of industry experience. Prior to joining Invictus, he worked at MFS Investments for five years and held teaching positions at Lawrence Academy and Vermont Academy. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, other advisers, and institutional investors through financial planning, consulting, and portfolio management. The firm manages pooled investment vehicles and offers institutional structured-note strategies, combining a small advisory team with a concentrated client base and a diverse range of services.

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.

Jon Osbon is a Series 65-credentialed advisor with 13 years of industry experience. He is the founder of Osbon Capital Management, LLC, where he has worked since 2012, and has also been associated with Unifimoney RIA QOZB, LLC since 2023. Osbon Capital serves high-net-worth individuals and manages several private funds and pooled investment vehicles. The firm employs individualized, asset-allocation portfolios primarily using indexed ETFs, along with specialized quantitative strategies, and offers performance-based fee arrangements to qualified clients.

Daniel Kraft is a financial advisor at Cambridge Trustee Advisors Inc with 32 years of industry experience. He has held positions at Cambridge Trustee Advisors since 1992 and Winslow, Evans & Crocker, Inc. since 1994. He holds a Series 63 designation. Cambridge Trustee Advisors provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. The firm manages approximately $55.7 million, tailoring investment policies to each client and employing a mix of fundamental, technical, cyclical, and charting methods across various strategies. Its attorney ownership and affiliation with a law firm distinguish it, particularly in serving legal clients such as trusts and estates.

Pamela Varriale is a financial advisor at Bounty Management Corporation in Boston, MA, with 21 years of industry experience. She holds a Series 65 designation and has been with Bounty Management Corporation since 1985. Bounty Management Corporation is a small, fee-only investment manager serving individuals, families, trusts, and charitable organizations with separately managed portfolios. The firm focuses on long-term capital growth and preservation through macroeconomic sector analysis and fundamental metrics, tailoring portfolios to client-specific constraints and providing individualized account management.

William Durkin is a financial advisor at Monadnock Capital Partners, LLC in Peterborough, NH, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC, Santander Bank, NA, and MKM Partners. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined investment approach focusing on business fundamentals and a quantified margin of safety, offering performance-based compensation arrangements for eligible clients alongside asset-based fees.

Thomas Ouellette is the principal of Ouellette Wealth Advisory LLC in Lexington, MA, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Triad Advisors, Inc., OSAIC, and Private Client Services. Outside of advisory services, he is involved in insurance sales as a producer and broker specializing in fixed life, disability, and long-term care insurance. Ouellette Wealth Advisory provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on long-term, fundamental analysis-based portfolio management using primarily low-cost mutual funds and ETFs, managing assets on a non-discretionary basis while working with clients to establish investment policies and asset allocations.

Cheryl Costa is a CFP® certificant with 20 years of experience in financial advising. She has been with Woodside Wealth Management since 2015. The firm serves individual clients, including high-net-worth households, and certain businesses, providing comprehensive wealth management through discretionary portfolio management and financial planning. Woodside Wealth Management employs an investment approach based on Modern Portfolio Theory, using diversified no-load mutual funds and ETFs tailored to client objectives and risk tolerance.

Scott Leabman is a financial advisor at Harbor Asset Planning, Inc. in Belmont, MA, holding a Series 65 credential with 18 years of industry experience. He has been with Harbor Asset Planning since 2007. Outside of advising, Mr. Leabman is involved in consulting and bookkeeping for corporations and sole proprietors. Harbor Asset Planning provides fee-only financial planning and discretionary investment management to individuals, retirement plans, trusts, and estates. The firm applies Modern Portfolio Theory and non-proprietary modeling software to develop diversified, low-cost portfolios tailored to clients’ risk tolerance and time horizon.

Helen Jamieson is a CFA® charterholder with seven years of industry experience. She is currently with Radius Capital Advisors, where she has worked since 2026, following prior roles at Commons Capital, LLC, and Radius Capital Management. She also worked in education and spent time as a stay-at-home parent. 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 that emphasize technical analysis, dynamic allocation, and risk management.

Mark Cunningham is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Epogee Capital Management, LLC in Boston, which he joined in 2024. His prior roles include positions at Port One Investments, Method Advisors, Invenomic Capital Management, Balter Capital Management LLC, and ALPS Alternative Investment Services. Cunningham also serves on a private real estate fund investment committee and acts as a strategic advisor/controller to an industrial supplier. Epogee Capital Management provides portfolio management services primarily to high-net-worth individuals and charitable organizations, offering customized Investment Policy Statements and a range of investment options including mutual funds, equities, fixed income, ETFs, private equity, real estate funds, and options strategies. The firm uses fundamental, quantitative, and technical analysis to tailor three model allocations—conservative, balanced, and aggressive growth—to clients’ goals and risk tolerances, managing mostly non-discretionary accounts for a small client base.

Gregory Clinton is a CFA® charterholder with 28 years of industry experience. He is currently with Kraematon Investment Advisors, Inc., where he has worked since 2002, and has also been associated with Polaris Advisors, LLC since 2018. His prior experience includes 14 years at Donegal Securities, Inc. Kraematon Investment Advisors, Inc. provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis approach with a long-term orientation, incorporating mutual funds, ETFs, and individual equities, and utilizes derivative strategies for hedging and tactical adjustments.