Robert Tamkin is a Chartered Financial Consultant (ChFC®) with 24 years of experience at Shrier Associates, LLC and over 40 years as a sole proprietor providing life, health, and related insurance advisory services. He has been with Shrier Associates since 2002 and maintains an independent insurance advisory practice alongside his advisory role. Shrier Associates provides investment management, financial planning, and pension consulting services to individuals, trusts, estates, businesses, and qualified retirement plans, managing approximately $85.9 million in client assets. The firm emphasizes long-term, client-specific strategies through customized asset allocations and employs a range of investment vehicles and third-party model portfolios.

Charles Butler III is a financial advisor at Sequentis Capital LLC in Boston, MA, holding Series 63 and Series 66 licenses with 25 years of industry experience. His prior roles include positions at Vision 4 Fund Distributors, LLC, and Advisors Asset Management, Inc., as well as self-employment. Sequentis Capital provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm combines strategic asset allocation and fundamental analysis with ongoing risk monitoring to construct diversified, primarily long-term portfolios, and also offers ERISA-focused services for retirement plans.

Douglas Soons is a financial advisor with Revolution Capital, Inc in Salem, MA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Revolution Capital since 2000. Outside of his primary role, he co-owns Sanderling Expat Advisors, a financial advisory firm serving American citizens and green card holders living in France. Revolution Capital provides financial planning and discretionary investment management to individuals, business owners, and trusts, managing approximately $44 million in discretionary assets. The firm serves a small client base with portfolios built from diversified allocations of index funds, ETFs, mutual funds, and individual equities, emphasizing tailored financial plans and periodic rebalancing.

Robert Ploder is a CFA® charterholder with 12 years of industry experience. He is affiliated with Boston Harbor Investment Management and has been involved with Ploder Capital Management, L.L.C. since 2006. Boston Harbor Investment Management provides discretionary portfolio management services to high-net-worth individuals, family offices, and institutional clients, focusing on U.S. large-cap equities through separately managed accounts. The firm utilizes proprietary quantitative models based on a fundamentals-driven theory emphasizing residual earnings and maintains a boutique scale with a selective client base.

Jacqueline Waite is a financial advisor at Atwater Wealth Management, Inc. in Boston, MA, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior roles include positions at Fidelity Investments, New World Advisors LLC, Winsor House, and LPL Financial. Atwater Wealth Management is a fee-only, SEC-registered adviser serving primarily individual and high-net-worth clients. The firm manages approximately $248 million across about 98 accounts, offering discretionary portfolio management alongside financial planning and consulting services tailored to each client.

Susan Dahl is a financial advisor at Levatus LLC in Boston, MA, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Levatus since 2017. Prior to that, she was with Bainco International and Newbury Street Capital LP. Levatus LLC serves individuals, high net worth clients, trusts, and estates by providing wealth advisory and investment management services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating a structured risk-tolerance assessment and detailed reviews of tax and estate considerations to guide portfolio construction.

Jay Warner is a CFA® charterholder and financial advisor at Epogee Capital Management, LLC with over 15 years of industry experience. He previously worked at Balter Capital Management, Invenomic Capital, Method Advisors, and Port One Investments. Outside of Epogee, he serves as a Strategic Advisor and controller for Advanced Visibility, a company providing safety garments to the utility industry, and as a Senior Advisor on the investment committee of Port One Equities, a private real estate fund. Epogee Capital Management offers portfolio management and customized investment policy statements primarily for high-net-worth individuals and charitable organizations. The firm manages a concentrated client roster and employs a broad range of investment strategies, including alternative assets, with a blend of fundamental, quantitative, and technical analysis.

Taylor Thomas is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with South Shore Capital Advisors since 2006. 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 employs fundamental security analysis and a buy-and-hold investment approach, incorporating customized portfolios and ESG integration through third-party metrics and a structured questionnaire process.

Russell Obrien is a financial advisor at Nu Paradigm Investment Partners L.L.C. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Standard Investments, Inc. and Wall Street Access Asset Management. He has been with Nu Paradigm since 2014. Nu Paradigm Investment Partners is a small registered investment adviser that offers discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios and provides fiduciary 3(38) services alongside plan-sponsor support such as investment policy development and benchmarking.

Duncan Perry is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Before joining Smarter Bear LLC, he worked at Numerated Growth Technologies, Klaviyo, and Charles River Development. He also provides executive management consulting for high-tech companies. Smarter Bear Financial Advisory offers Financial Life Planning and investment advising for individuals, trusts, and estates, focusing on clients with complex asset situations such as private company stock and business ownership stakes. The firm uses an asset-allocation framework that includes non-public and non-securities assets and typically operates on a largely non-discretionary basis.

Chris grew up working alongside his father, uncles, and cousins in their family-owned manufacturing business in Michigan. This familial proximity provided Chris with a unique perspective on hard work and sacrifice, while exposing him to the challenges and opportunities that often occur with closely-held family-owned businesses. A self-professed financial theory geek, Chris has a strange need to prove out financial models for himself in an Excel spreadsheet before accepting them as gospel. This passion for knowledge started with an economics degree from Vassar College, followed by a Master’s in Economics from Cambridge University in England. Chris then went on to serve as an adjunct professor at the Brandeis Graduate School of International Economics and Finance. Chris spent much of his professional career leveraging his knowledge, experience, and insight for the betterment of large institutions. He authored several chapters in “The Handbook of Fixed Income Securities,” including one that was selected for the Chartered Financial Analyst Level III curriculum. Professionally, he has served as an institutional portfolio manager with Fidelity as well as a portfolio advisor with Wellington Management, Putnam Investments, and Zurich Scudder Investments. With Chris, our clients are receiving world class portfolio management, critical thinking, and problem-solving strategies. Through his decades of institutional investment experience, Chris has gained valuable insight that he is now bringing to his individual clients at Impact Advisors Group. In his personal life, Chris is an avid pilot. He frequently flies for Above the Clouds, a nonprofit organization that provides flight experiences for underprivileged or sick children, and for Pilot AirLift Services, a nonprofit that provides non-emergency medical transportation. When he is not airborne, his feet are firmly planted in his wine cellar collecting single malt scotch and fine wine.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Sharlene Wolf is a CFP®-designated financial advisor with 23 years of industry experience. She has been with The Sher Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial dating back to 2003. Outside of advisory work, she provides tax preparation services as a CPA. 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, implementing client strategies on a discretionary basis while utilizing a combination of fundamental, valuation, and technical analysis across a variety of investment vehicles.

Andrew Chan is a CFP® and holds a Series 65 license with 22 years of industry experience. He has worked at Locker Financial Services, LLC since 2017 and previously spent nine years at Integrative Financial Advisors LLC. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and some professionals sponsoring retirement plans. The firm provides comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with custody and execution commonly through Charles Schwab. Their planning process features an integrated, scenario-based approach and ongoing investment supervision guided by Modern Portfolio Theory.

Jeremy Vaille is a financial advisor with Arsenal Financial, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial, LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Outside of his advisory role, he is involved in a family landscape construction business, assisting with labor, truck driving, and business consulting. Arsenal Financial, doing business as Arsenal Planning, provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers written plans and ad hoc consultations without accepting custody of client assets, and investment management services are provided separately through dually registered advisors.

Adam Neves is a financial advisor at First Light Investment Advisors in Manchester, MA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Citizens Inn, New England Investment & Retirement Group, ECCF, and Anchor Capital Advisors. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios, including trading listed securities and options.

Mark Nowak is a financial advisor at McCarter Private Wealth Services LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Burns & Levinson LLP since 2004. McCarter Private Wealth Services LLC provides discretionary and non-discretionary portfolio management and cash management services to individuals, trusts, estates, charitable organizations, and corporations. The firm collaborates with unaffiliated sub-advisers to tailor investment strategies based on client objectives and risk tolerance, while also offering personalized administrative services including financial reporting and tax preparation.

Corinne Fond is a financial advisor with MKT Advisors LLC in Belmont, MA, holding a Series 66 designation and 24 years of industry experience. She previously worked at Laurel Wealth Advisors, Inc. for nine years before joining MKT Advisors in 2022. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and uses a range of investment strategies including individual stocks, bonds, mutual funds, ETFs, and options, with an emphasis on combining fundamental, technical, cyclical, and charting analysis.

Melissa Flynn is a financial advisor at McCarter Private Wealth Services LLC in Boston, MA, holding a Series 65 designation with 14 years of industry experience. She has been with Burns & Levinson Asset Management, LLC since 2002. McCarter Private Wealth Services LLC provides discretionary and non-discretionary portfolio management and cash management services to individuals, trusts, estates, charitable organizations, and corporations. The firm collaborates with unaffiliated sub-advisers to tailor investment policies to client objectives and risk tolerance, while also offering personalized administrative services including financial reporting and assistance with tax materials.

Thomas Snow is a CFP® with 22 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and Synergy. In addition to his advisory work, he is the sole owner of RightHand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified asset allocation approach supported by various analytical methods to deliver customized investment and planning services.