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.

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.

Ian Mahmud is a financial advisor at West Branch Capital LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked 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 using both fundamental and technical analysis, while maintaining flexibility for active trading and portfolio rebalancing.

Renae Ransdell is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Diversified, LLC and has held prior roles at firms including Cetera Advisors LLC, Sageview Advisory Group, and Cambridge Investment Research. Ransdell is also an independent licensed insurance agent specializing in life and annuities. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and utilizes third-party managers and platforms to tailor asset allocation and diversification strategies to client objectives and risk tolerances.

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.

Wayne Wetzel Jr. is a financial advisor with Excalibur Management Corp, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Excalibur Management Corp since 1993. Outside of his advisory role, he serves on the board of the Pine Grove Condominium Association. Excalibur Management Corporation provides discretionary investment management and integrated financial planning primarily for high-net-worth clients, including individuals, families, trusts, and foundations. The firm employs a combined top-down and bottom-up investment approach focused on risk assessment and long-term, risk-adjusted returns through disciplined asset allocation and tactical rebalancing.

Christina Light is a financial advisor at Emissary Wealth with eight years of industry experience. She holds a Series 65 designation and has worked at Emissary Wealth since 2020, following five years at Bell Investment Advisors, Inc. Emissary Wealth serves individuals, trusts, estates, business entities, charitable organizations, pooled investment vehicles, and retirement plans, providing comprehensive financial planning and investment management. The firm’s investment approach emphasizes fundamental analysis and goal-driven planning, with a focus on real estate-related investments for its pooled vehicle business.

Andrew Bellak is a financial advisor with Perigon Wealth Management, LLC in Amherst, MA. He holds a Series 65 designation and has 17 years of industry experience. Prior to joining Perigon in 2023, he spent 15 years at Stakeholders Capital, Inc. Bellak serves as an advisory board member and investor at Elateq, LLC and is involved in multiple nonprofit organizations, including serving on investment committees and boards for charitable and community groups. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops client portfolios based on individual objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.

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 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.

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.

Kelly Selkirk is a CFP® and Series 65 licensed financial advisor with St. Germain Investment Management in Springfield, MA, where she has worked since 2018. She has seven years of industry experience, including four years at the Jewish Community Centers of Greater Boston prior to joining St. Germain. 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 businesses. The firm employs a model-based asset allocation approach that combines quantitative and qualitative analysis, focusing on long-term investment strategies and personalized financial planning.

Douglas Wheat is a CFP® professional with 19 years of industry experience. He is currently with Perigon Wealth Management, LLC and previously worked for nine years at United Capital Financial Advisers, LLC. He serves on the Audit Committee of the United Way of Franklin Hampshire Region. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management while maintaining oversight and conducting formal annual reviews.

Matthew Smith is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Santander Securities LLC. He has worked at Santander Securities since 2014 and is also affiliated with Santander Bank, NA. In addition to his advisory role, Smith is an adjunct faculty member for the MBA program at Elms College. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various advisory programs and integrates third-party investment managers through its FMAX managed-account platform, delivering discretionary portfolio management supported by ongoing compliance and suitability oversight.