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.

Joseph Digiammo Jr. is a CFP®-certified financial advisor at JMD Financial Planning Inc. in Somerset, MA. He has prior experience at Valtech and Publicis Sapient, spanning roles over several years before founding his independent firm. In addition to advising, he maintains an external IT consulting practice. JMD Financial Planning Inc. serves individual and high-net-worth clients by providing discretionary portfolio management alongside hourly financial planning and consulting services. The firm uses a blend of fundamental and technical analysis to tailor portfolios with equities, fixed income, mutual funds, ETFs, and limited options strategies according to client objectives and risk tolerance.

Jeffrey Brown is a CFP® and ChFC® with 38 years of industry experience. He is the owner and Investment Advisor Representative of Brown Advisory Group, LLC, where he has worked since 2006. Prior to and concurrent with his role at Brown Advisory Group, he has been associated with Triad Advisors, Inc. and Vanderbilt Securities, LLC. Outside of his advisory work, he manages a realty group and serves as president and building manager of a commercial office park. Brown Advisory Group provides investment management, retirement and comprehensive financial planning, and consulting to individuals, trusts, estates, and retirement plans. The firm employs a dynamic, tactical asset allocation approach using a five-profile risk framework and offers access to multiple wrap-fee programs and select private placements.

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 the sole advisor at Clary Financial, Inc., an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has 48 years of industry experience. Clary has worked at McNeish, Delorey Inc. and North Easton Savings Bank, where he also serves as a director. He is involved in an insurance planning business providing life, disability, and health coverage. Clary Financial, Inc. offers retirement and financial planning along with discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

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.

Ilda O'Brien is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Delta Wealth Management, LLC since 2016. Based in Hanover, MA, she is part of a two-advisor team at the firm. Delta Wealth Management primarily serves high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and corporations, offering fee-based investment management, financial planning, and consulting. The firm utilizes a fundamental analysis and long-term asset allocation approach, combining internally selected equities and fixed-income instruments with third-party asset managers, and manages client relationships through master household agreements and multiple sub-accounts.

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 with Clary Financial, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Clary Financial since 2014 and has a background that includes roles at Clary Investment and Insurance Planning Corp., MML Investor Services, Inc., and MassMutual 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 with a client base of 439, using a long-term, fundamental-analysis approach focused on 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.

Christopher Gauthier is a CFP® professional with seven years of industry experience, currently serving at Proactive Financial Solutions 360, LLC in North Attleboro, MA. He has prior experience at firms including Corrigan Financial and Castro, Thresher and Oliviera P.C., and also owns and directs a tax and accounting services business. Proactive Financial Solutions 360 provides discretionary asset management, financial planning, retirement-plan advisory services, and consulting to individuals and businesses. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in tailoring investment programs, incorporates quarterly portfolio reviews, and offers comprehensive financial planning for clients managing $250,000 or more in assets.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.

Richard Sentnor is a financial advisor at Advisory Resource Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Advisory Resource Group and LPL Financial since 2015. Outside of advisory services, he is involved in non-variable insurance sales, including disability, fixed annuities, life, and long-term care insurance. Advisory Resource Group, LLC provides financial planning and consulting to individuals, high-net-worth clients, and businesses, focusing on written plans and ad-hoc consultations rather than ongoing discretionary investment management. The firm typically offers engagements on an hourly or fixed-fee basis and supports implementation through affiliated broker-dealer and insurance channels.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.