Jeremy Stefanik is a financial advisor at Bond Financial Group, Inc. He holds a Series 65 designation and has been with Bond Financial Group since 2021. Prior to his current role, he worked at Kohl's and Bob's Stores. In addition to his advisory work, he is also licensed as an insurance agent, focusing on fixed annuities, life insurance, and long-term care insurance. Bond Financial Group, Inc. provides financial planning and discretionary investment management to individual and high-net-worth clients, managing approximately $43.9 million on a discretionary basis. The firm uses approved sub-advisers to implement portfolios and offers comprehensive planning services that include retirement, estate, tax, cash flow, insurance, and business planning.

Michael Trombley is a financial advisor with Trombley Wealth Management in Wilbraham, MA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at LPL Financial since 2016 and has been involved with Ray Trombley Associates since 2009. Trombley is also co-owner of A&C Business Services. Trombley Wealth Management serves individual clients across various wealth levels, as well as retirement plans, trusts, estates, and institutional and charitable clients. The firm provides tailored portfolio management and comprehensive financial planning, utilizing multiple methods of analysis and implementing strategies through third-party managers and model platforms.

V. Laflam is a Series 65 licensed financial advisor with over 21 years of industry experience. He has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at Laflam and Haggerty, CPAs, an accounting firm he has been affiliated with since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans. The firm focuses on fundamental security analysis and asset allocation across stocks, REITs, and fixed income, offering fully discretionary trading and ongoing portfolio reviews, with an affiliation to a local CPA practice providing additional tax and financial planning services.

Valerie Haggerty is a financial advisor with Laflam and Haggerty Investment Advisers Corp. She holds a Series 65 designation and has 21 years of industry experience. Haggerty has been with Laflam and Haggerty Investment Advisers Corp. since 1999 and is also a partner at the affiliated accounting firm Laflam and Haggerty, CPAs, where she has worked since 1992. Laflam and Haggerty Investment Advisers Corp. is a fee-only registered investment adviser managing approximately $49.7 million in discretionary assets for about 67 clients. The firm serves individuals, trusts, estates, partnerships, corporations, and pension or profit-sharing plans, using fundamental security analysis and asset allocation with a focus on common stocks, publicly traded REITs, and fixed-income securities. The firm is affiliated with a local CPA practice, providing integrated tax and financial planning services and serving a diverse client base including institutional and governmental entities.

Edward Heaphy is the principal advisor at Heaphy Investments, LLC, with 16 years of industry experience and a total of 38 years working at the firm. He has served as a private trustee since 1989. Heaphy Investments provides discretionary investment management and portfolio supervision to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm develops individualized investment policies using both fundamental and technical analysis and manages accounts on a discretionary basis with regular reviews and direct custodian statements.

David Fernandes is a financial advisor at Zenith Investment Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Zenith in 2021, he worked at TD Ameritrade Investment Management, LLC and Scottrade. Zenith Investment Management is a boutique firm with three advisors managing approximately $89 million, providing goals-based financial planning, discretionary portfolio management, and consultation services to individuals, trusts, estates, and charitable organizations. The firm also manages a private fund using a quantitative strategy and offers access to retirement savings accounts through an aggregation platform.

Barbara Trombley is a financial advisor with Trombley Wealth Management in Wilbraham, MA, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has worked at LPL Financial and operates Trombley Associates, an independent investment advisor firm. Trombley is also a board member of the Minnechauq Scholarship Foundation and owns a small business, A&C Business Services. Trombley Wealth Management serves individual clients across various wealth levels as well as retirement plans, trusts, estates, and other institutional and charitable clients. The firm offers tailored portfolio management and comprehensive financial planning, using multiple methods of analysis and typically holding positions for longer-term objectives with necessary shorter-term adjustments.

Gabriella Ahern is a financial advisor at Beaulieu & Associates, LLC with five years of industry experience. She holds a Series 65 designation and has worked at Beaulieu Financial Services and other firms since 2016. Beaulieu & Associates is a fee-based advisory firm serving individuals, high-net-worth clients, and businesses with discretionary portfolio management and financial planning. The firm manages assets through a two-advisor team, employing strategies guided by fundamental, technical, charting, and cyclical analysis, and coordinates with outside professionals when required.

James Beaulieu is a financial advisor with Beaulieu & Associates, LLC in Somers, CT, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He previously worked at Purshe Kaplan Sterling for 11 years and has been involved with Beaulieu & Associates since 2000. In addition to his advisory role, he operates as an independent insurance agent offering fixed life, long-term care insurance, and fixed annuities. Beaulieu & Associates provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. The firm manages approximately $35.5 million across 55 client relationships, employing a combination of fundamental, technical, and cyclical investment methods and offering comprehensive planning programs.

Richard Teel is a CFA® charterholder with 15 years of industry experience, currently serving as a portfolio manager at Schwerin Boyle Capital Management, Inc. He has been with Schwerin Boyle since 1999. In addition to his role at the firm, Mr. Teel is a portfolio manager for Eldaro Investors, LLC, which acts as general partner and manager to Double Play Partners Limited Partnership. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles, focusing on value-oriented separately managed accounts and operating an affiliated private fund that employs a broader range of strategies with performance-based economics.

Rory Obrien is a financial advisor at Schwerin Boyle Capital Management, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Schwerin Boyle since 2015. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm focuses on value-oriented separately managed account portfolio management, primarily using free cash flow and net asset value approaches, while also managing an affiliated private fund employing a broader range of strategies including foreign securities and arbitrage.

Mark Zembo is a financial advisor at Elevage Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Investment Services Corporation for 13 years. Outside of his advisory role, he manages rental farm land in Ohio. Elevage Partners serves individual clients, including high-net-worth households, with discretionary portfolio management and comprehensive financial planning, and also advises private pooled investment vehicles using a customized, patient investment approach.

Daniel Boyle is a CFA® charterholder with 32 years of industry experience and serves as a principal at Schwerin Boyle Capital Management, Inc., where he has worked since 1989. He is a managing member of Eldaro Investors, LLC, which acts as a general partner to the Double Play Limited Partnership, and he serves in a research capacity for Eldaro Investors. Schwerin Boyle Capital Management serves individual and high-net-worth clients, as well as institutional and charitable accounts, through discretionary separately managed equity portfolios and related advisory services. The firm employs a value-oriented, equity-focused investment approach and also acts as adviser and sponsor to a privately offered pooled vehicle that utilizes additional strategies such as short selling and arbitrage.

Alan Druckenmiller is a financial advisor at Trust Advisory Group Ltd with 18 years of industry experience. He holds a Series 66 designation and has worked at StoneX Securities Inc and Advisory Group Equity Services. Outside of his advisory role, he is an ordained pastor and adjunct seminary faculty member at Augsburg Lutheran Churches. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, providing portfolio management, financial planning, and consulting through a team of about 30 advisors managing approximately $494 million in discretionary assets. The firm employs a range of investment strategies, including advisor-managed portfolios, proprietary models, and manager-of-managers options, supported by third-party platforms and a recent affiliation with StoneX Advisors Inc.

Thomas Williamson is a financial advisor at Schwerin Boyle Capital Management, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Schwerin Boyle in 2018, he worked at MFS Fund Distributors, Inc. from 2014 to 2018. Schwerin Boyle serves individual clients, pension and charitable accounts, and privately offered pooled vehicles. The firm offers separately managed accounts with a value-oriented investment approach and manages an affiliated private fund employing a broader range of strategies, including arbitrage and distressed debt.

Wayne Wetzel Jr. is a financial advisor at Excalibur Management Corp with 32 years of industry experience. He has held his current role since 1993. Wetzel serves as a board member of the Pine Grove Condominium Association in South Hadley, MA. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth individuals, families, trusts, foundations, endowments, and closely held business entities. The firm employs a research-based investment process that combines macroeconomic analysis with fundamental and technical security evaluation, offering customized multi-asset, equity, and fixed-income strategies tailored to clients’ specific needs.

Gregory Prayzner is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Flagship Harbor Advisors since 2017 and also maintains a longstanding association with LPL Financial. Flagship Harbor Advisors serves individuals, charitable organizations, corporations, and retirement plans by providing investment management, financial planning, and retirement-plan consulting. The firm manages approximately $3.42 billion in discretionary assets and employs a range of investment strategies across mutual funds, ETFs, individual securities, and separately managed accounts.

James Anza is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes roles at LPL Financial, Begley & Associates, and several insurance companies. Outside of advising, he is involved in tax preparation and accounting through Begley & Associates, LLC. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Shawn Wrisley is a financial advisor at CreativeOne Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and has previously worked at AE Wealth Management LLC, Dale Frank Financial Group, and Total Business Solutions NE. Outside of his advisory work, he is involved in public speaking on financial education. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing ETFs, mutual funds, options strategies, and select private investments.

Polly Cordle is a financial advisor with St. Germain Investment Management in Springfield, MA, holding Series 63, Series 65, and Series 66 licenses and with 20 years of industry experience. Her prior roles include positions at Encompass Financial Advisors, Resurgent Financial Advisors, and Marriott Securities. Outside of her advisory work, she owns and operates Oh the Pollybilities, a vintage, collectibles, and arts and crafts resale business in Belchertown, MA. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven investment approach.