Alice Finn is a CFP® professional with 27 years of experience in the financial advisory industry. She has been with PowerHouse Assets LLC since 2011. PowerHouse Assets manages individualized, discretionary portfolios primarily for high-net-worth individuals, focusing on global asset-class allocation and low-cost, tax-efficient funds. The firm maintains a small team of three advisors and oversees approximately $207 million, emphasizing diversified portfolios aligned with clients’ time horizons and risk tolerances.

Susan Dahl is a financial advisor at Levatus LLC in Boston, MA, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Levatus since 2017. Prior to that, she was with Bainco International and Newbury Street Capital LP. Levatus LLC serves individuals, high net worth clients, trusts, and estates by providing wealth advisory and investment management services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating a structured risk-tolerance assessment and detailed reviews of tax and estate considerations to guide portfolio construction.

Jay Warner is a CFA® charterholder and financial advisor at Epogee Capital Management, LLC with over 15 years of industry experience. He previously worked at Balter Capital Management, Invenomic Capital, Method Advisors, and Port One Investments. Outside of Epogee, he serves as a Strategic Advisor and controller for Advanced Visibility, a company providing safety garments to the utility industry, and as a Senior Advisor on the investment committee of Port One Equities, a private real estate fund. Epogee Capital Management offers portfolio management and customized investment policy statements primarily for high-net-worth individuals and charitable organizations. The firm manages a concentrated client roster and employs a broad range of investment strategies, including alternative assets, with a blend of fundamental, quantitative, and technical analysis.

Taylor Thomas is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with South Shore Capital Advisors since 2006. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm employs fundamental security analysis and a buy-and-hold investment approach, incorporating customized portfolios and ESG integration through third-party metrics and a structured questionnaire process.

Russell Obrien is a financial advisor at Nu Paradigm Investment Partners L.L.C. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aberdeen Standard Investments, Inc. and Wall Street Access Asset Management. He has been with Nu Paradigm since 2014. Nu Paradigm Investment Partners is a small registered investment adviser that offers discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios and provides fiduciary 3(38) services alongside plan-sponsor support such as investment policy development and benchmarking.

Duncan Perry is a financial advisor at Smarter Bear Financial Advisory with a Series 65 designation and two years of industry experience. Before joining Smarter Bear LLC, he worked at Numerated Growth Technologies, Klaviyo, and Charles River Development. He also provides executive management consulting for high-tech companies. Smarter Bear Financial Advisory offers Financial Life Planning and investment advising for individuals, trusts, and estates, focusing on clients with complex asset situations such as private company stock and business ownership stakes. The firm uses an asset-allocation framework that includes non-public and non-securities assets and typically operates on a largely non-discretionary basis.

Richard Losanno Jr. is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Single Track Financial, Inc. and holds Series 63 and Series 65 licenses. He has worked at Rosebud Capital, LLC since 2000. Single Track Financial provides portfolio management, investment advisory, tax compliance, and wealth planning services to individuals, trusts, estates, corporations, and other business entities. The firm manages approximately $34 million across a small client base and employs a combination of fundamental, technical, and cyclical analysis to tailor portfolios to clients’ objectives and risk tolerances.

Sharlene Wolf is a CFP®-designated financial advisor with 23 years of industry experience. She has been with The Sher Wealth Management Group since 2015 and also has a longstanding affiliation with LPL Financial dating back to 2003. Outside of advisory work, she provides tax preparation services as a CPA. The Sher Wealth Management Group serves individual retail clients, including high-net-worth individuals, IRAs, trusts, estates, and corporate entities. The firm offers comprehensive, fee-based wealth management and portfolio management services, implementing client strategies on a discretionary basis while utilizing a combination of fundamental, valuation, and technical analysis across a variety of investment vehicles.

John Smitka Jr. is a financial advisor at Signal Ridge Capital Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Signal Ridge since 2013. His prior experience includes roles at Tiedemann & Associates Investment Advisors Inc. and Penguin Global Wealth Management LLC. He serves on the investment committee of the Crotched Mountain Foundation, a nonprofit special needs educational facility. Signal Ridge Capital Partners provides financial planning, consulting, and investment management to individuals, trusts, estates, business entities, and qualified plans. The firm employs a proprietary strategic asset-allocation approach and offers customized portfolios using a diverse range of investment instruments.

Kevin Pizzotti is a financial advisor at LTG Capital LLC in Framingham, MA, holding a Series 65 credential with 17 years of industry experience. He has been with LTG Capital since 2008. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a range of security analysis methods, including charting and fundamental techniques, and manages portfolios with both long-term and short-term strategies, typically exercising discretionary trading authority.

Charles Lawson is a CFP® with 32 years of experience in the financial advisory industry. He has been with Heritage Financial Network, Inc. since 1986. Outside of his advisory work, Lawson is an ice skating instructor, dedicating several hours per week to teaching. Heritage Financial Network, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to a variety of clients including individuals and institutions. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse asset classes to manage risk and pursue performance improvements.

Jeremy Vaille is a financial advisor with Arsenal Financial, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial, LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Outside of his advisory role, he is involved in a family landscape construction business, assisting with labor, truck driving, and business consulting. Arsenal Financial, doing business as Arsenal Planning, provides financial planning and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers written plans and ad hoc consultations without accepting custody of client assets, and investment management services are provided separately through dually registered advisors.

Mark Nowak is a financial advisor at McCarter Private Wealth Services LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Burns & Levinson LLP since 2004. McCarter Private Wealth Services LLC provides discretionary and non-discretionary portfolio management and cash management services to individuals, trusts, estates, charitable organizations, and corporations. The firm collaborates with unaffiliated sub-advisers to tailor investment strategies based on client objectives and risk tolerance, while also offering personalized administrative services including financial reporting and tax preparation.

James Jasinski is a financial advisor at Cape Ann Capital, Inc. in Concord, MA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Cape Ann Capital since 2009. Cape Ann Capital provides discretionary portfolio management and financial planning to individuals, trusts, corporations, charities, and employer-sponsored qualified retirement plans. The firm employs a proprietary quantitative screening process for mutual funds and ETFs, constructing portfolios based on multi-factor risk models and maintaining a strict personal trading policy for employees.

Corinne Fond is a financial advisor with MKT Advisors LLC in Belmont, MA, holding a Series 66 designation and 24 years of industry experience. She previously worked at Laurel Wealth Advisors, Inc. for nine years before joining MKT Advisors in 2022. MKT Advisors provides investment advisory and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, businesses, and retirement plans. The firm manages approximately $463.7 million across discretionary and non-discretionary accounts and uses a range of investment strategies including individual stocks, bonds, mutual funds, ETFs, and options, with an emphasis on combining fundamental, technical, cyclical, and charting analysis.

Melissa Flynn is a financial advisor at McCarter Private Wealth Services LLC in Boston, MA, holding a Series 65 designation with 14 years of industry experience. She has been with Burns & Levinson Asset Management, LLC since 2002. McCarter Private Wealth Services LLC provides discretionary and non-discretionary portfolio management and cash management services to individuals, trusts, estates, charitable organizations, and corporations. The firm collaborates with unaffiliated sub-advisers to tailor investment policies to client objectives and risk tolerance, while also offering personalized administrative services including financial reporting and assistance with tax materials.

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Thomas Snow is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, Synergy, and Northwestern Mutual Investment Management. He is the sole owner of Right Hand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, families, trusts, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and pension consulting. The firm employs a strategic, diversified asset allocation approach tailored to client objectives and risk tolerance, with additional services including qualified-plan advising and educational seminars.

Eric Henderson is a CFA® and CFP® with 14 years of industry experience. He is a founding member of East Horizon Investments, where he has worked since 2011, and previously worked at Plum Pointe Wealth Management from 2018 to 2023. Outside of his advisory role, he owns and operates a commercial real estate business in Massachusetts. East Horizon Investments serves individuals, families, and smaller institutions such as nonprofits and foundations, providing fee-only discretionary investment management and financial planning. The firm employs a fundamental, intrinsic-value approach combined with diversified asset allocation and manages approximately $63.5 million in client assets.

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes risk control and disciplined diversification through active and passive strategies, incorporating independent managers and institutional trading resources.