Daniel Sullivan is the principal of Sullivan Retirement Resources, LLC in Wrentham, MA, holding Series 63, 65, and 66 licenses with 41 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory work, he owns a consulting business that advises prospective students and parents on the college admission process. Sullivan Retirement Resources, LLC is a fee-based registered investment adviser serving individuals, high-net-worth clients, families, related entities, and small businesses. The firm provides comprehensive financial planning and discretionary investment advisory services through unaffiliated sub-advisors and third-party managers, employing a mosaic approach to portfolio analysis.

Philip Stockton is a CFP® with 16 years of industry experience and has been the sole advisor at Techgen Financial since 2008. He holds a Series 65 license and operates out of Sharon, MA. Techgen Financial is an independent firm offering fee-only holistic financial planning and advisory services to individuals and families. The firm focuses on long-term, globally diversified investment guidance that emphasizes tax efficiency and appropriate asset allocation, delivering services through comprehensive retainers or targeted project agreements.

Cindy Foster is the sole advisor at Foster Strategic Wealth Partners, LLC in Rehoboth, MA. She holds a Series 65 designation and has 12 years of experience in tax accounting at Norman, Graham & DiGangi, a certified public accounting firm. In her role there, she prepares individual and small business tax returns and oversees bookkeeping functions. Foster Strategic Wealth Partners provides discretionary portfolio management and financial planning services primarily to individuals and small business owners, using a long-term, goals-based approach with low-cost ETFs and mutual funds. The firm incorporates structured client discovery and risk-tolerance assessments, applying fundamental and technical analysis along with Modern Portfolio Theory.

Katie Macdonald is a CFP® professional with 17 years of industry experience. She is the sole advisor at MacDonald Wealth Management, LLC, where she has worked since 2016 following prior experience at Beck Bode Wealth Management. MacDonald Wealth Management provides portfolio management, financial planning, and related services to individuals, high-net-worth clients, and charitable organizations. The firm offers specialized tax preparation and a Sports & Entertainment division, delivering financial planning, investment management, and career counseling tailored to athletes and their support networks.

Patrick Randall is a CFP® with 16 years of industry experience, currently serving as the sole advisor at Bulldog Financial Planning LLC. He previously worked for Fidelity Brokerage Services and Fidelity Investment for a combined 14 years. Bulldog Financial Planning is an independent firm providing fee-only financial planning, discretionary portfolio management, and educational seminars to individuals, families, trusts, and small businesses. The firm uses written investment policy statements and a mix of fundamental, strategic, economic, and technical analysis to guide its investment decisions, offering regular client communications and performance reporting as part of its advisory services.

James Horton is the sole advisor at James Horton, LLC, an independent firm based in Rehoboth, MA. He holds Series 63 and Series 65 designations and has 26 years of industry experience, having operated his own firm since 2000. Horton is also a licensed insurance agent offering life, disability, long-term care products, annuities, and health insurance. James Horton, LLC provides discretionary investment supervisory services and individual portfolio management to individuals, including high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a mix of fundamental and technical analysis with strategies ranging from long-term buy-and-hold to short-term trading, managing approximately $45.3 million for about 66 clients.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

Charles Consentino is the sole advisor at NestEgg Financial in North Attleboro, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NestEgg since 1991. Outside of advising, he operates a tax preparation service as a sole proprietor during tax season. NestEgg Financial provides portfolio management and financial planning primarily for individual clients, focusing on equities, mutual funds, bonds, and money market instruments. The firm emphasizes client education and uses fundamental analysis and third-party research to guide investment decisions, managing accounts on a largely non-discretionary basis.

Kevin Nulton is a CFP® with 15 years of industry experience and has been the sole advisor at Titanium Advisors, LLC since 2010. He holds the Series 63 designation and operates out of Franklin, MA. Titanium Advisors is a fee-only, SEC-registered independent investment adviser serving individuals, pension and profit-sharing plans, foundations, charitable organizations, and business entities. The firm employs a long-term, passive, tax-aware asset allocation approach using broadly diversified mutual funds and ETFs, including institutional products, and provides discretionary portfolio management along with qualified plan advisory services under ERISA.

Felix Betro is the principal of Betro Mileszko & Company with 18 years of experience in financial advising. He also serves as president of Betro and Company, P.C., a certified public accounting firm, and operates the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm emphasizes individualized strategies developed through personal consultations and fundamental analysis, typically using no-load mutual funds and exchange-traded funds.

Robert Clary is a financial advisor at Clary Financial, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes roles at McNeish, Delorey Inc., North Easton Savings Bank, and his own insurance planning business. He is also a director at North Easton Savings Bank. Clary Financial, Inc. is an independent registered investment adviser that provides retirement and financial planning as well as discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets and serves 439 clients, focusing on long-term, fundamental-analysis-based portfolios primarily composed of no-load mutual funds and ETFs.

Steven Richardson is a financial advisor at Richardson Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Financial, Inc. since 2020 and First Allied Securities, Inc. from 1998 to 2020. In addition to his advisory role, Richardson manages a CPA practice, serves as a director of Charles River Bank, and is involved in several other business and community activities. Richardson Financial Services, Inc. is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using third-party managers on platforms such as AssetMark and Envestnet, with ongoing due diligence and quarterly reviews of managers and asset allocation.

Akhil Shah is an advisor at Holmes Investment Management, Inc. with a Series 65 designation. He has been with Holmes Investment Management since 2023. Prior to his current role, Akhil’s background includes positions at Boston University, Bansal Infraprojects Private Limited, Atharva Real Infra Pvt. Ltd., Avenues Payments Ltd., Angel One Pvt., and studies at the London School of Economics. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines individualized asset-allocation advice with factor-based equity model portfolios and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Liam Timmons is a CFP® with 18 years of industry experience and the sole advisor at Timmons Wealth Management, a firm he has led since 2012. Based in Attleboro, MA, he holds a Series 65 license and focuses on comprehensive financial planning and investment management. Timmons Wealth Management provides discretionary investment management and integrated financial planning to individuals, small businesses, and charitable organizations. The firm manages approximately $145 million in discretionary assets and emphasizes customized asset allocations combined with fundamental and macroeconomic analysis, integrating individualized financial planning into its wealth management services.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles as a quantitative analyst and positions at Boston University and Sharif University of Technology. Holmes Investment Management serves individuals, trusts, estates, charitable organizations, and other business entities, offering both discretionary and non-discretionary portfolio management and financial planning services. The firm combines factor-based equity model portfolios with individualized asset allocation and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Edward Pitts is a CFP® professional with 31 years of industry experience. He is currently with Richardson Financial Services and previously worked at J.W. Cole Financial, Edward Jones, and TIAA. Outside of his advisory role, he serves as an independent ice hockey referee. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, utilizing third-party managers through wrap platforms such as AssetMark and Envestnet.

James Mayer is a financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

Dustin Latham is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Alternative Capitalis, LLC and has prior experience at Manulife Investment Management (US) LLC, Allspring Funds Management, LLC, and Queues Enforth Development, Inc. Outside of his advisory role, he owns a seasonal rental property on Cape Cod. Alternative Capitalis, LLC, operating as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, utilizing model portfolios and diverse investment strategies, including leveraged and derivative approaches.

Jason Clary is a financial advisor at Clary Financial, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Clary Financial since 2014, as well as with Clary Investment and Insurance Planning Corp., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, focusing on retirement and financial planning and discretionary portfolio management using a long-term, fundamental-analysis approach with primarily no-load mutual funds and ETFs.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has a background that includes operating his own sole proprietorship and involvement with All Star Staffing, LLC. Outside of advisory work, he concurrently runs an accounting and tax-preparation practice. Proactive Financial Solutions 360 offers discretionary asset management, financial planning, consulting, and ERISA retirement-plan advisory services to individuals and businesses. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, utilizing fundamental, technical, charting, and cyclical analysis, with quarterly reviews that include rebalancing and tax-loss harvesting.