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.

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 four years of industry experience. He has worked at several firms including Anchor Capital Advisors and New England Investment & Retirement Group prior to joining First Light. First Light Investment Advisors provides fee-based, discretionary portfolio management primarily to individual investors, trusts, estates, charitable organizations, and business entities. The firm employs a tactical asset allocation strategy that incorporates fundamental, technical, and cyclical analyses, managing approximately $12.4 million in assets across about 41 client relationships.

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® professional with 23 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, Synergy, and Northwestern Mutual Investment Management. He is the sole owner of Right Hand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting. The firm employs a strategic, diversified asset allocation approach tailored to client objectives and risk tolerance, with additional services including qualified-plan advising and educational seminars.

Eric Henderson is a CFA® and CFP® with 14 years of industry experience. He is a founding member of East Horizon Investments, where he has worked since 2011, and previously worked at Plum Pointe Wealth Management from 2018 to 2023. Outside of his advisory role, he owns and operates a commercial real estate business in Massachusetts. East Horizon Investments serves individuals, families, and smaller institutions such as nonprofits and foundations, providing fee-only discretionary investment management and financial planning. The firm employs a fundamental, intrinsic-value approach combined with diversified asset allocation and manages approximately $63.5 million in client assets.

Matthew Pierce is a PFS™ credentialed financial advisor at Kastel Capital Advisors, LLC, with 17 years of industry experience. His prior roles include positions at Asset Strategy Consultants LLC, Island Light Capital Corp, and New Frontier Advisors, LLC. He also serves as President of Island Light Capital and holds treasurer roles in several private realty companies and nonprofit organizations. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients such as endowments and foundations. The firm emphasizes long-term investing with selective short-term trading, employing fundamental, technical, and quantitative analysis, and offers integrated services including portfolio management, financial planning, institutional asset management, estate planning, and tax planning.

Stephen Doucette is a CFP® with 26 years of experience in financial advising. He has been with Proctor Financial since 2005 and previously worked at Lexington/Bridgewater Wealth Management, Lexington Advisors, and Wingate Planning Corp. Proctor Financial serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, focusing on clients at or near retirement. The firm provides comprehensive investment management and integrated financial planning, employing a proprietary Time-weighted Cash-flow Methodology to create customized, globally diversified portfolios that include alternative exposures and structured notes.

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes risk control and disciplined diversification through active and passive strategies, incorporating independent managers and institutional trading resources.

Owen Hyland is a financial advisor at Family Partners Capital, LLC with one year of industry experience. Prior to joining Family Partners Capital, he worked at Empaxis Data Management and Portolan Capital. He has also been involved with Faraday West Indies Rum, a business that is currently winding down operations. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Joseph Rosano is a financial advisor at R.A.I. Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Rosano Associates, Inc. since 1998. R.A.I. Financial Services is a fee-only advisory firm that provides comprehensive financial planning and investment management to individuals, retirement accounts, trusts, and small businesses. The firm follows asset-allocation principles based on Modern Portfolio Theory, emphasizing global diversification through no-load and low-load funds and ETFs, primarily managing accounts on a discretionary basis.

Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at firms including Pear Tree Partners LP and Winslow Wealth Management, LLC. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.

Shawn Young Eagle is a financial advisor at Vista Way Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services Inc and Columbia Management Investment Distributors. Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm constructs tailored portfolios using both passive and active strategies and offers educational seminars and business consulting alongside retirement plan management.

Xiaowan Tian is a financial advisor at Atlas Capital Investment LLC with two years of industry experience. She holds a Series 65 designation and previously co-founded Bridge Point Capital, a venture capital firm focused on deep tech, where she remains a passive partner involved in post-investment management. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities, utilizing a strategy informed by cyclical, fundamental, and quantitative analysis with a focus on equities and diversified instruments. The firm accepts performance-based fees for qualified clients and employs institutional custody relationships and advanced trading tools.