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.

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.

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.

Gary Coon is a financial advisor at Finer Wealth Management, Inc. in Salem, MA, holding a Series 65 designation with 14 years of industry experience. He has been with Finer Wealth Management since 2011. Finer Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides financial planning, discretionary portfolio management, and integrated wealth management with a focus on tailored risk tolerance and liquidity needs.

Douglas Moon is a CFA® charterholder with 25 years of industry experience. He has worked at O.F.O. Partners, LLC since 2018 and previously spent 11 years at J.P. Morgan Securities Inc. He serves as a volunteer member of the investment committee for the South Shore Chamber of Commerce, a nonprofit organization focused on regional business development. O.F.O. Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, charitable organizations, corporations, and estates. The firm employs a long-term, fundamental analysis-based approach with customized portfolios that may include mutual funds, ETFs, individual bonds, and derivative instruments, offering individualized oversight through a small, concentrated client roster.

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.

Caitlin Appleton is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA. She holds Series 65 and Series 66 designations and has 11 years of industry experience, including eight years at South Shore Capital Advisors. 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 emphasizes fundamental security analysis and globally diversified portfolios, offering integrated financial planning without a separate planning fee and incorporates a formal ESG evaluation process for clients who request it.

Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Eaton Vance and the University of Pennsylvania. In addition to his advisory role, he partners with Artus Capital, LLC as an independent sponsor focused on private growth equity investments and serves as a licensed life insurance agent. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a variety of investment techniques and offers educational resources and impact investment research.

Philip Sher is a Certified Financial Planner® with 27 years of experience in the financial services industry. He has worked at LPL Financial LLC since 1998 and founded The Sher Wealth Management Group in 2014, where he currently practices. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, employing a mix of fundamental, valuation, and technical analysis across various asset classes with discretionary account management.

Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.

Grant Parisi is a financial advisor with Liberty Forge LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Purshe Kaplan Sterling Investments. Liberty Forge LLC d/b/a Civic Financial provides discretionary investment management, financial planning, and retirement plan consulting to high-net-worth individuals, trusts, business entities, and plan sponsors. The firm employs an allocation-driven, long-term investment approach primarily using ETFs, third-party model portfolios, and limited satellite positions, with portfolios managed on a discretionary basis and overseen by an internal investment committee.

Sandra Geller is a CFP® professional with 11 years of industry experience. She is affiliated with The Family Financial Group in Newton Centre, MA, and has been associated with Geller & Lehmann LLC since 1998. The Family Financial Group provides comprehensive financial planning, investment advisement, tax preparation, estate and trust planning, and small-business consulting. The firm serves a diverse client base including high-net-worth individuals, families, institutional clients, and related entities, delivering advisory services on a non-discretionary, fee-only basis while coordinating clients’ broader professional teams.

James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Kimball Halsey is a financial advisor with Radius Capital Advisors in Concord, MA, holding a Series 65 designation and 23 years of industry experience. He previously worked at Commons Capital, LLC and Radius Capital Management, LLC. 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 based on technical analysis, dynamic allocation, and risk management.

Donald Gustafson is a financial advisor at DJG Financial Services, Inc. with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Gustafson has worked at DJG Financial Services since 2003 and also maintains a longstanding role at D.J. Gustafson & Co, CPA PC since 1986. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis supported by third-party tools and offers a performance-based fee option through the Dunham asset allocation program.

Brian O'Connor is a financial advisor at Sterling Oak Advisors in Boston, MA, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Sterling Oak Advisors since 2009. O'Connor is also a partner and equity analyst at Sterling Oak Asset Management, a small investment management company specializing in equity portfolio management. Sterling Oak Advisors serves primarily high-net-worth individuals and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm focuses on concentrated portfolios of dividend-paying and dividend-growing blue-chip equities and low-cost ETFs, using a long-term investment approach informed by various analytical methods.