Samuel Cohen is a CFP® and CFA® with four years of industry experience. He is currently an advisor at Park State Asset Management LLC and has previously worked at firms including Securities America Advisors, Alpha IR Group, Santander Securities, BlackRock Investments, and Raymond James Financial. Park State Asset Management LLC provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm’s investment approach emphasizes fundamental, business-oriented analysis and long-term ownership, typically focusing Global Equity portfolios on 15–20 high-quality companies with strategies tailored to client time horizons, liquidity needs, and risk tolerance.

Alan Shorr is a financial advisor at Investment Advisor Associates, Inc. in Boston, MA, holding the ChFC® and Series 63 designations with 44 years of industry experience. His prior work includes positions at Independent Financial Group, AFA Advisor Services LLC, and Sentra Securities Corporation. Outside of his advisory role, he is involved as a 20% owner of 253 Organic LLC and serves as CEO of Almar Productions Inc., which produces live theater globally. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $37 million across about 70 clients, employing customized portfolios that utilize fundamental and technical analysis, global diversification, and a range of trading strategies including derivatives and leverage.

Irwan The is a financial advisor at Battle Green Advisors with a Series 65 credential and four years of industry experience. Prior to founding Battle Green Advisors, he worked at Epsilon for nine years. Battle Green Advisors provides discretionary investment management and retirement rollover advice to individuals, high-net-worth investors, and businesses. The firm uses a combination of fundamental analysis, quantitative models, machine learning, and technical indicators to construct portfolios and employs an articulated margin policy that restricts borrowing in downward or flat markets.

Bradford Nichols is a financial advisor with Nefpg, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James Financial Services Advisors and Mass Mutual Investors Services, among other firms. Outside of advisory work, he is an owner of a business unrelated to investments and serves as an executor and successor trustee for a family trust. Nefpg serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm provides asset management, investment advisory consulting, and financial planning, utilizing a variety of analytical methods and strategies, and participates in multiple Raymond James wrap-fee programs.

Brian Boswell is a CFP® professional at Newbridge Wealth Management in Malden, MA, with 13 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, 529 Expert, LLC, and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser serving individuals and a variety of institutional clients. The firm offers comprehensive financial planning and a macro-tactical investment approach that emphasizes asset-class allocation, using a mix of index funds, active managers, and non-traditional assets, with a client base that includes several specialized institutional segments.

Albert Mason is a financial advisor at Mason Capital Partners with 14 years of industry experience. He has been affiliated with U.S. Securities, International Corp. since 1970 and has served as a registered investment advisor since 1977. Mason Capital Partners serves a diverse clientele, including high-net-worth individuals, corporate pension and profit-sharing plans, foundations, and other institutional clients. The firm focuses on discretionary portfolio management with an investment approach centered on “income with growth,” typically allocating two-thirds to three-quarters of assets to common stocks and the remainder to fixed income, guided by fundamental research and disciplined position limits.

Elizabeth Johnson is a financial advisor with Flagship Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Flagship Private Wealth since 2015 and LPL Financial since 2010. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations. The firm manages approximately $447 million across nearly 600 client relationships, providing discretionary portfolio management, financial planning, and specialized account offerings tailored to clients’ goals and risk tolerance.

Ryan Nagle is a financial advisor at Sequentis Capital LLC in Boston, MA, holding a Series 66 designation with 14 years of industry experience. He previously worked at Bank of America N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated from 2012 to 2018 before joining Sequentis Capital in 2018. Sequentis Capital offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, family offices, trusts, foundations, and endowments. The firm applies a combination of strategic asset allocation, fundamental analysis, and risk monitoring to construct diversified portfolios, and also provides ERISA-focused services and written financial plans.

Ousmane Diagne is a CFP® and CFA® with 21 years of industry experience. He is the sole advisor at Timbuktu Capital Management, LLC, where he has worked since 2013. Outside of his advisory role, he is involved in real estate as a licensed salesperson and property manager, and he provides consulting services related to the EB-5 Immigrant Investor Program. Timbuktu Capital Management is a boutique wealth management firm serving individuals, families, entrepreneurs, and entities such as corporations, trusts, and estates. The firm offers comprehensive financial planning and discretionary portfolio management, employing a combination of fundamental and technical analysis within a Modern Portfolio Theory framework, and provides educational seminars, including sessions tailored to immigrant audiences.

Beata Dragovics is a CERTIFIED FINANCIAL PLANNER™ professional with 23 years of industry experience. She has worked with Commonwealth Financial Network for 13 years and currently operates as the sole advisor at Freedom Trail Financial. Dragovics is also involved in selling fixed insurance products and serves as trustee of the firm's 401(k) retirement plan. Freedom Trail Financial is a boutique wealth management consulting firm based in Boston that serves individuals and families with financial planning on topics including retirement income, estate planning, and tax strategies. The firm conducts educational seminars and provides advice on an hourly, fixed-fee, or retainer basis, focusing on client-directed implementation without discretionary portfolio management.

Bradford Williams is a financial advisor with Lebed Asset Management LLC, holding a Series 65 credential and over 23 years of industry experience. He has worked at Boston Portfolio Advisers, LLC and Boston Investment Advisers, Inc., among other firms. Williams serves as Director of Fund Research at Lebed Asset Management, where he selects and monitors mutual funds and ETFs and provides related recommendations. Lebed Asset Management LLC provides investment advisory services primarily to high-net-worth individuals, trusts, and family partnerships. The firm focuses on fundamental analysis of U.S.-listed common stocks and ADRs, offering both equity-only and diversified portfolios managed on a discretionary basis, and maintains distinctive operational arrangements through its formal affiliation with another registered investment adviser.

Kevin Norwood is a CFP® with 18 years of industry experience, currently serving as an Investment Advisor Representative at New England Schooner, Inc., where he has worked since 2010. He also holds Series 63 and Series 65 licenses and has been affiliated with Royal Alliance Associates, Inc. since 2007. In addition to his advisory role, Norwood provides clients with term, universal, and variable universal life insurance products. New England Schooner, Inc. offers portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s investment approach is based on fundamental analysis and tailored to client goals and risk tolerance, with portfolios that include mutual funds, ETFs, equities, options, and other securities.

Maureen Zock is a financial advisor with Robert A. Zock & Co., Inc. in Boston, MA, holding 24 years of industry experience. The firm provides discretionary investment advisory services to individuals, trusts, estates, and charitable organizations, with a focus on long-term portfolio management based on fundamental analysis. Robert A. Zock & Co., Inc. emphasizes tailored investment strategies and offers administrative support for clients’ non-U.S. multicurrency securities accounts.

Drasko Kovrlija is a financial advisor at Kastel Capital Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kastel since 2015. Kastel Capital Advisors provides portfolio management, financial planning, and wealth-management services to individuals, high-net-worth clients, charitable organizations, and retirement plan sponsors. The firm combines long-term investing with selective short-term trading, uses a variety of analysis methods, and integrates estate-planning services through a partnership with Wealth, Inc.

Lowell Thomas III is a CFA® charterholder with 18 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, and businesses by managing discretionary and non-discretionary portfolios totaling approximately $273 million. South Shore Capital Advisors employs a fundamental security analysis approach to build globally diversified, customized portfolios and incorporates a documented ESG process using third-party metrics for clients who request ESG integration.

Douglas Hart is a financial advisor at Penobscot Investment Management Company, Inc. with 31 years of industry experience. He has been with Penobscot since 1988, including his current tenure since 2021. Hart serves as a director of the Wildlands Trust of Southeastern Massachusetts and is an honorary trustee of the Emma Willard School. Penobscot Investment Management provides discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $1.63 billion through a five-person advisory team, focusing on long-term capital appreciation and income growth with broadly diversified portfolios emphasizing dividend-paying companies with above-average dividend growth.

Michelle Zancanaro is a financial advisor at Catalyst Financial Partners with five years of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for 11 years. Catalyst Financial Partners offers discretionary and non-discretionary investment supervisory and wealth management services to high-net-worth individuals, family offices, businesses, and various institutional clients. The firm focuses on long-term, diversified investment strategies using a range of asset types and provides access to private funds and a wrap-fee program that integrates advisory, execution, custody, and reporting services.

Matthew Malicki is a CFA® charterholder with four years of industry experience. He has worked at Birch Hill Investment Advisors LLC since 2022 and previously held roles at Dolan McEniry Capital Management, Echo Global Logistics, and Badger Mutual Insurance Company. Birch Hill Investment Advisors LLC provides portfolio management and investment advisory services to individuals, trusts, IRAs, endowments, and foundations. The firm employs a fundamental, quality-oriented, long-term investment approach with ESG integration and customizes portfolios based on client objectives and constraints.

Kevin Bonacci is a financial advisor at Riverview Capital Advisers LLC with 11 years of industry experience. He has held prior roles at The O.N. Equity Sales Company, Ohio National Insurance Company, and Fidelity Investments. Outside of his advisory work, he volunteers as a climbing instructor with the Appalachian Mountain Club. Riverview Capital Advisers serves individuals, high-net-worth families, and business owners, providing investment management, wealth management, family office services, and business advisory services. The firm manages portfolios primarily on a discretionary basis using strategic asset allocation and fundamental analysis and offers tailored wealth planning and business consulting for ultra-high-net-worth clients.

Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.