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.

James Ho is a CFA® charterholder with 22 years of industry experience. He has been with West Branch Capital LLC since 2009. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, while maintaining flexibility for active trading as needed.

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.

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.

Ian Mahmud is a financial advisor at West Branch Capital LLC with 12 years of industry experience. His prior work includes roles at Centerview Partners LLC, Credit Suisse Securities (USA) LLC, MIT Sloan, UBS Securities LLC, and Barclays Capital. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, while maintaining flexibility for active trading and portfolio rebalancing.

Renae Ransdell is a CFP®-certified financial advisor with 19 years of industry experience. She is currently with Diversified, LLC, where she has worked since 2024. Her previous roles include positions at Cetera Advisors LLC, Sageview Advisory Group, and Cambridge Investment Research. In addition to advisory work, she is an independent licensed insurance agent specializing in life and annuities. Diversified, LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, and retirement plans. The firm employs a comprehensive planning process supported by both third-party managers and proprietary platforms, managing approximately $2.79 billion in assets.

Ayaz Mahmud is a financial advisor at West Branch Capital LLC with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has been with West Branch Capital since 2004. West Branch Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using both fundamental and technical analysis, with flexibility for active trading and risk management strategies.

Anne Christopulos is a financial advisor at West Branch Capital LLC with 22 years of industry experience. She holds the Series 66 designation and has been with West Branch Capital since 2016, following nine years at Davis Financial Services, LLC. West Branch Capital provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm employs a primarily long-term investment approach using fundamental and technical analysis while maintaining flexibility for active trading as needed.

William Kemple is a financial advisor at Savlan Wealth Partners with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Commonwealth Financial Network and Mass Mutual Investors Services prior to his current role. Outside of advisory work, he is involved in tax preparation through his private entity, Kemple Financial, LLC. Savlan Wealth Partners is an SEC-registered investment adviser providing discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, trusts, estates, tax-exempt organizations, and other entities. The firm employs a strategic asset allocation approach that combines passive and active strategies with tax-sensitive techniques and offers oversight of third-party external managers when applicable.

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.

Peter Wurszt is a financial advisor at Savlan Wealth Partners with one year of industry experience. He holds a Series 66 designation and has worked at Savlan Wealth Partners (dba Kemple Financial) since 2026. His background includes roles at Commonwealth Financial Network and Kemple Financial, as well as various positions in education and club management. Savlan Wealth Partners is an SEC-registered investment adviser providing portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, tax-exempt organizations, qualified retirement plans, and corporations. The firm’s investment approach emphasizes strategic asset allocation, diversification, and a blend of active and passive strategies with tax-sensitive techniques, tailoring portfolios to client needs and overseeing third-party external managers when applicable.

Andrew Bellak is a Series 65 licensed financial advisor with 18 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Stakeholders Capital, Inc. and Team Wealth Planning and Management, Inc. Bellak serves on several nonprofit boards and committees, including as an advisory board member of Elateq, LLC, and as a volunteer managing endowments for organizations such as First Congregational Church UCC Amherst and Common Good, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a notable focus on serving banking and thrift institutions.

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.

Mary Kate Frodema is a CFP® professional with 15 years of industry experience, currently with St. Germain Investment Management since 2022. Her prior work includes roles at Hart & Patterson Financial Group and MassMutual entities spanning from 2011 to 2021. She serves as a board member for Springfield Prep Charter School, a non-investment role involving governance and oversight. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm manages approximately $3.8 billion in assets and employs a long-term, asset-allocation-driven investment approach utilizing both quantitative and qualitative analysis.

Polly Cordle is a financial advisor at St. Germain Investment Management with 20 years of industry experience. She holds Series 63, 65, and 66 licenses. Prior to her current role, she worked at multiple firms including Encompass Financial Advisors and Marriott Securities. Outside of her advisory work, she owns and operates a vintage, collectibles, arts and crafts resale business in Belchertown, MA. St. Germain Investment Management provides discretionary portfolio management and financial planning for individual, high-net-worth, institutional, and charitable clients. The firm manages approximately $3.8 billion in assets, employing a long-term, asset-allocation-driven approach across model portfolios and separately managed accounts.

Christine Andrzejewski is a financial advisor at St. Germain Investment Management with 14 years of industry experience. She has been with St. Germain since 2010 and holds a Series 65 designation. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation using quantitative and qualitative analysis with a long-term investment horizon and offers tailored strategies incorporating various securities and ESG options.

William Balint is a financial advisor at Trustmont Advisory Group, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Sagepoint Financial, Inc., MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory role, Balint is president of Balint Financial Services, LLC, which provides life, disability, and long-term care insurance options along with fixed annuities. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook using public research and adviser judgment, managing approximately $1.1 billion in discretionary assets as of the end of 2024.

Laura Bovino is a financial advisor with St. Germain Investment Management and holds a Series 66 designation. She has six years of industry experience, including prior work at Ameriprise Financial Services from 2009 to 2022. St. Germain Investment Management provides discretionary portfolio management and financial planning to a diverse client base, including individual investors, high net worth clients, pension plans, charitable organizations, and businesses. The firm employs model-based asset allocation with both quantitative and qualitative analysis and integrates personalized financial planning into its advisory services.

Angelo Fiore is a financial advisor at St. Germain Investment Management with one year of industry experience. He holds a Series 65 designation and has prior work experience including six years at Cima Restaurant & Chop House and roles in education and landscaping. 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 employs a model-based asset allocation strategy combining quantitative and qualitative analysis with a long-term investment focus.