Charles Beresford is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with Long Game Financial, LLC since 2017 and previously worked at Ocean Road Advisors and as a self-employed investor. Long Game Financial provides discretionary investment management and consulting services to individuals, trusts, corporations, and other business entities. The firm employs a combination of top-down macroeconomic and industry analysis with bottom-up fundamental research to build concentrated portfolios, utilizing a CAM framework and incorporating selective use of leverage and covered options.

Danielle Barbato is a CFP® and Series 66 license holder with five years of experience in financial advising. She is currently with Milestone Asset Management Group, LLC and previously worked at New England Private Wealth Advisors, Amon & Associates, Charles Schwab, and other firms. Outside of advising, she is a commissioned notary public. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, offering discretionary investment management and 401(k) advisory services, with integration of Betterment’s platform for portfolio management.

Dylan Bond is a financial advisor with Bond Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has been associated with Global Financial Private Capital, LLC since 2014 and has worked at Bond Financial Services since 2000. In addition to advisory services, he sells and services 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 in assets. The firm develops individualized investment policies and implements portfolios through selected sub-advisers, offering comprehensive planning that includes retirement, estate, tax, cash flow, insurance, and business planning.

Timothy Giguere is a financial advisor with Richard P. Doleva & Associates, holding a Series 66 designation and 12 years of industry experience. He also owns a tax preparation and accounting firm, Timothy M Giguere, CPA, where he provides tax planning and accounting services. His background includes work with Richard P. Doleva, CPA, and Osaic Wealth, Inc. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, as well as trusts, non-profit endowments, and small business owners. The firm’s approach centers on strategic asset allocation through a mutual-fund program administered by SEI, with an emphasis on long-term holdings and integrated tax and brokerage services.

Richard Lo Presti is a CFP® professional with 21 years of industry experience. He has been with Milestone Asset Management Group, LLC since 2018 and briefly worked at Edward Jones the same year. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a strategic asset-allocation approach focused on passive index mutual funds and ETFs, complemented by individualized investment planning and regular account reviews.

Lois Heaphy is a Series 65-licensed advisor with 17 years of experience at Heaphy Investments, LLC in Springfield, MA. She serves as president of Executive Administrative Services, Inc., a company that provides bill paying and tax return preparation for clients, though she does not perform the preparation herself. She also acts as trustee or co-trustee for several clients in a limited capacity. Heaphy Investments offers 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 provides supplemental administrative and trust-related services through affiliated companies.

Timothy Baker is a CFA® charterholder with 28 years of industry experience. He has been with Metric Financial, LLC since 2018 and previously worked at Northern Lights Distributors, LLC and Symmetry Partners, LLC. Metric Financial serves individual and high-net-worth clients, as well as charitable organizations, family offices, foundations, and endowments, providing investment management, financial planning, and educational seminars. The firm emphasizes passive investment management through diversified portfolios of index mutual funds and ETFs, offering discretionary portfolio management and ongoing plan monitoring tailored to clients’ objectives and risk tolerance.

Robert Ignagni is a financial advisor with Strategic Financial, LLC and holds the Series 63 and Series 65 designations. He has 25 years of industry experience and is co-owner of Walston & Ignagni, P.C., a Certified Public Accounting firm providing tax and accounting services. His prior work includes long-term roles at Absolute Concepts & Solutions, LLC, FFP Advisory Services, Inc., FFP Securities, Inc., and Walston & Ignagni, P.C. Strategic Financial offers financial planning, consulting, and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis supported by a proprietary market assessment model to guide tactical portfolio adjustments, managing assets primarily on a discretionary basis with quarterly reviews.

Richard Doleva is the principal of Richard P. Doleva & Associates, an independent registered investment adviser based in East Longmeadow, MA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to founding his firm, Richard has worked at Osaic Wealth, Inc. and Sagepoint Financial, Inc., and he also operates a CPA practice providing tax preparation and planning services. Richard P. Doleva & Associates provides investment advisory and financial planning services primarily to individual investors, trusts, non-profit endowments, and small business owners. The firm emphasizes strategic asset allocation through a mutual-fund asset-allocation program administered by SEI, focusing on long-term mutual fund holdings with monthly account reviews and annual consultations.

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.

Michael Mezheritskiy is a financial advisor at Milestone Asset Management Group, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Milestone since 2016, as well as Visionary Private Wealth Management Group since 2014. He hosts and writes for the podcast "Fresh Perspective Planning," which discusses general financial topics. Milestone Asset Management Group serves individual clients, including high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm follows a strategic asset-allocation approach focused primarily on passive index funds and ETFs, tailoring investment plans to each client’s objectives, time horizon, tax considerations, and risk tolerance.

Richard Villeneuve is a financial advisor at Pasco Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked at Pasco Advisors since 2016, following a four-year tenure at Scranton Advisors, LLC. In addition to his advisory role, he operates as an insurance broker specializing in fixed annuities, life, Medicare, health, and long-term care insurance, and owns a tax preparation business, Pasco Tax Advisory Group LLC. Pasco Advisors primarily serves individual clients, including many high-net-worth households, as well as business and corporate clients and small pension plans. The firm offers discretionary portfolio management and financial planning services with a conservative, low-turnover investment approach focused on general securities, mutual funds, and government securities, while assisting clients in selecting third-party managers for alternative strategies.

Christopher Stevenson is a CFA® charterholder with three years of industry experience. He is currently with Telos Partners LLC and has previously worked at Evolve Investing LLC and Forrest Financial Partners LLC. Outside of advisory roles, he is involved in start-up consulting through Mad Forrest LLC. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 client relationships. The firm offers investment management and financial planning services utilizing long-term, growth-oriented strategies that incorporate ESG and impact screening upon client request.

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.

Jay Spivak is the sole advisor and managing owner of Spivak Asset Management, LLC, with 29 years of industry experience. He has led the firm since its founding in 1996 and holds a Series 65 designation. Spivak Asset Management provides discretionary portfolio management to individuals, trusts, estates, pension and profit-sharing plans, and charitable and corporate clients. The firm employs a diversified, asset-allocation approach focused on passive, low-expense mutual funds and ETFs, operating on a strict fee-only basis without accepting commissions or voting client proxies.

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.

Brian Benson is a CFP® and PFS™ credentialed advisor at Hoskin Capital with five years of industry experience. He previously worked at St Germain Investment Management and Myers Brothers Kalicka, PC. In addition to his advisory role, Benson serves as an adjunct professor at Elms College, teaching courses related to his CFP certification. Hoskin Capital serves individual clients, trusts, estates, and business entities, offering discretionary portfolio management alongside financial planning, tax preparation, bookkeeping, and estate-planning guidance. The firm employs a tactical allocation strategy combined with a predominantly passive asset allocation and offers flexible fee arrangements including fixed, subscription, and hourly options.

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.

Matthew Dreier Jr. is a financial advisor at Wellspring Financial, LLC with seven years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wellspring Financial in 2018, he worked at Aetna from 2012 to 2018. Wellspring Financial serves individual clients, including high-net-worth households, offering discretionary and non-discretionary portfolio management alongside financial planning. The firm uses a model-driven investment approach based on modern portfolio theory, emphasizing diversification, long-term holdings, and periodic rebalancing.