Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

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.

Daniel Hawthorne is a financial advisor at Lighthouse Financial, LLC with 11 years of industry experience. He holds a Series 65 designation and has been associated with Hawthorne Financial Advisors, LLC since 2014. In addition to his advisory work, he provides bookkeeping and business support services on a part-time basis. Lighthouse Financial serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, financial planning, and retirement-plan advisory services. The firm manages approximately $95.6 million on a discretionary basis and employs a long-term, diversified investment approach primarily using ETFs, mutual funds, and individual equities.

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.

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.

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.

Stephen Cote is a CFP® and Series 66 holder with 22 years of experience in financial advising. He has been leading Cote Financial Management since 2010. Cote Financial Management is a fee-only advisory firm providing non-discretionary investment advice and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes diversified, asset-allocation portfolios using efficient-frontier optimization, mutual funds, ETFs, and fundamental research, managing approximately $131.6 million on a non-discretionary basis.

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.

William Rabbitt is a financial advisor at CFS Financial, LLC in Salem, MA, holding a Series 65 designation with 10 years of industry experience. He has worked at CFS Financial since 2021 and concurrently serves as a college financial aid consultant at College Funding Services. Rabbitt also has experience with Truth Capital, LLC and the City of Bayonne. CFS Financial provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on building customized Investment Policy Statements and applying modern portfolio theory with a long-term trading horizon. The firm manages client portfolios on a non-discretionary basis and emphasizes documented risk tolerances and quarterly reviews.

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.

Cayla Orris is a financial advisor at Theory Planning Partners with a Series 65 credential and one year of industry experience. Prior to joining Theory Planning Partners in 2025, she worked at KPMG US for four years and held positions at Duff & Phelps, Sofer Advisors, and Voya Financial. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm offers executive financial planning, corporate consulting, and investment portfolio management using diversified mutual fund and ETF-based model portfolios with a focus on strategic asset allocation and tax-aware management.

Kevin Nunes is a financial advisor with Rocky Hill Advisors Inc. in Peabody, MA, holding 23 years of industry experience. He has worked with Rocky Hill Advisors since 2002 and also consults with Navis Group, where he assists in drafting internal procedures and controls. Rocky Hill Advisors provides investment management and expert witness consulting to a range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation approach with an emphasis on rebalancing and downside risk management, primarily managing client relationships on a non-discretionary basis.

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.