Matthew Pasts is a financial advisor at BTS Asset Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Bond Timing Securities Corporation and related entities since 1989. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative and fundamental analysis combined with technical indicators to generate tactical buy/sell signals and offers multi-strategy portfolios including mutual funds, ETFs, and individual equities.

Matthew Soucy is a financial advisor at Family Fiduciary Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Family Fiduciary Services, he worked at Northwestern Mutual in various roles from 2023 to 2025. Outside of his advisory career, he has experience in the hospitality industry, having worked at Daniellas Ristorante from 2022 to 2024. Family Fiduciary Services, Inc. serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management, financial planning, and 401(k) plan advisory services. The firm constructs portfolios aligned with client risk profiles and target allocations, emphasizing long-term asset allocation, diversification, and tax sensitivity.

Eva Howland is a CFP® with eight years of industry experience, currently serving as a financial advisor at White Lighthouse Investment Management, Inc. She previously worked at Moseley Investment Management and Edward Jones. White Lighthouse Investment Management serves individuals, families, and small-business owners, including multinational and non-U.S. clients, offering discretionary investment management, financial planning, and comprehensive wealth management services with a focus on long-term, tax-aware portfolio construction and cross-border financial issues.

David Leggett is a Series 65-licensed financial advisor with 14 years of industry experience. He has worked at Excalibur Management Corp since 2020 and at Sierra Financial Management Corporation since 2010, and has been involved with Leggett & Leggett, PC since 1985. Outside of financial advising, he is the managing member of Electech Systems, LLC, a research and development firm. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, and closely held business entities. The firm employs a research-based investment approach that combines macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to client-specific liquidity, tax, and cash-flow requirements.

Lawrence Welch is a financial advisor with 27 years of industry experience, currently practicing at 93 Financial Group, LLC since 2003. He holds Series 63 and Series 65 licenses and is based in Woburn, MA. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm employs a traditional, one-on-one advisory approach using fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Kimberly Leggett is a financial advisor at Excalibur Management Corp with 14 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Excalibur in 2020, she worked for Sierra Financial Management Corporation for 10 years. She is also a co-owner of Leggett & Leggett, PC, an accounting practice that provides CPA/PFS accounting and tax services. Excalibur Management Corporation offers discretionary investment management and integrated financial planning to high-net-worth clients, including individuals, families, trusts, and business entities. The firm employs a research-based investment process focused on risk assessment and customizes portfolios to suit clients' liquidity, tax, and cash-flow needs.

Michael Quinn is a CFP® and ChFC® professional with 20 years of industry experience. He is currently with Alta Wealth Advisors LLC, where he has worked since 2025, following prior roles at Quinn Wealth Strategies, LPL Financial, Eagle Strategies, NYLife Securities, and New York Life Insurance Company. Quinn Wealth Strategies remains an ongoing business activity for him. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm provides discretionary portfolio management, financial planning, and pension/401(k) consulting, employing a blend of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to client goals and risk tolerances.

Karl Hambrecht is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Royal Alliance Associates, Inc. since 1990. Outside of his advisory role, Hambrecht owns an independent insurance agency primarily selling life, disability, and health insurance, and serves as a trustee for family trusts and retirement plans. Osaic Wealth, Inc. is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with portfolio optimization and offers access to a broad range of investment products and third-party managers.

Kathleen Mealey is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. She has been with Sensible Money, LLC since 2014, working in their Marblehead, MA office. Sensible Money, LLC is an independent SEC-registered advisory firm that serves individual clients, particularly those approaching or in retirement. The firm offers financial planning and discretionary investment management through its Juicing® Plan and Juicing® PLUS services, employing liability-driven investing and diversified portfolios that include mutual funds, ETFs, and fixed-income holdings.

Michael Viti is a financial advisor with Alta Wealth Advisors LLC, holding the ChFC® designation and a Series 63 license. He has 36 years of industry experience, including roles at LPL Financial and Pinnacle Private Wealth. Viti is also involved with several non-variable insurance agencies. Alta Wealth Advisors LLC manages approximately $665 million for individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, providing tailored investment programs with ongoing monitoring, quarterly reviews, and monthly reporting.

Michael Bergeron is a financial advisor at Flagship Wealth Advisors, LLC and has 16 years of experience running the Law Office of Michael Bergeron. He is based in Wakefield, MA. Flagship Wealth Advisors, LLC provides investment advice and financial planning to individuals, trusts, estates, corporations, and employer retirement plans. The firm emphasizes asset allocation and diversified exposure to mutual funds, ETFs, and selected variable annuity sub-accounts, offering portfolio management and retirement plan consulting through its Vision2020 Wealth Management platform.

William Mccance is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc., Trust Advisory Group Ltd, AGES Financial Services, Ltd., and WHM Financial Services. Outside of his advisory role, he serves as managing member of an OSJ management company and as president and chairman of a holding company currently winding down operations. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through approximately 30 advisors. The firm employs a range of investment approaches including advisor-managed portfolios, proprietary models, and manager-of-managers strategies, supported by third-party platforms and a recent acquisition by StoneX Advisors Inc.

Stephen Stabile is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 63 license and bringing 31 years of industry experience. He has been associated with Royal Alliance Associates since 2003. Outside of his advisory role, he serves as a trustee for an irrevocable life insurance trust for a family member. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a long-term investment approach using advisor-managed and model portfolio programs, with an emphasis on mutual funds and ETFs.

Michael Burke Jr. is a financial advisor at Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Alta Wealth Advisors and LPL Financial, he held roles at MassMutual Life Insurance Co, Baystate Financial, and Mass Mutual Investors Services. Outside of finance, his background includes work with Varsity Movers and involvement with Upcycle Inc. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million in assets. The firm offers discretionary portfolio management, financial planning, and pension consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Robert Shepherd is a CFP®-certified financial advisor with 37 years of industry experience. He is affiliated with LPL Financial and leads Shepherd Financial Partners, LLC, an independent registered investment advisory firm. Shepherd also serves as a notary public and is a for-profit board member of a construction company. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Alyson Shaw is a financial advisor at Alliance Private Wealth, LLC with seven years of industry experience. She previously worked for twelve years at Commonwealth Financial Network. Alliance Private Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and businesses, offering discretionary investment management, financial planning, retirement plan advisory, and exit-planning services. The firm employs a primarily long-term, discretionary investment approach using diversified mutual funds, ETFs, individual equities, and bonds, supported by both fundamental and technical analysis.

Susan Big is a financial advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and 26 years of industry experience. She has been affiliated with Royal Alliance Associates since 2007 and serves as an investment advisory representative at Flagship Wealth Advisors. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and both advisor-managed and model portfolio options.

Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.

Paul Welch is a financial advisor at 93 Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm focuses on one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations primarily implemented through mutual funds and ETFs.

Anthony Speziale is a financial advisor at Trust Advisory Group Ltd with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at AGES Financial Services, Ltd and StoneX Securities Inc. Outside of his advisory role, he serves as president of KLP Associates Inc dba Tax Shop & Financial Center, where he manages tax, accounting, and payroll services. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering a range of portfolio management, financial planning, and consulting services through about 30 advisors. The firm employs multiple investment approaches, including advisor-managed portfolios, proprietary model solutions, and manager-of-managers strategies, utilizing third-party platforms and a variety of investment vehicles.