Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

John Shreenan Jr. is a financial advisor at Empirical Asset Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA-CREF and Tiaa, as well as involvement with Uber Technologies, Inc. and Amada Senior Care. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, institutions, and other advisers. The firm employs a rules-based, long-term investment approach using diversified portfolios composed of low-cost ETFs, mutual funds, and select securities.

Andrew Hammond is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at AAF Wealth Management, LLC since 2017 and previously spent 17 years at Fidelity Investments. Hammond holds Series 63 and Series 66 licenses. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Grigoriy Grinshteyn is a financial advisor at Cadence Wealth Management LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. In addition to his advisory role, he is licensed to sell fixed insurance products, including term life, disability, and long-term care insurance. Cadence Wealth Management is an SEC-registered, team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Jason Reesey is a CFP® professional with 24 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network since 2000 and has operated Financial Foundations since 2005, where he provides financial planning and consulting services. He is also a co-owner of Financial Foundation Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Michael Downey is a financial advisor at Cadence Wealth Management LLC with 17 years of industry experience. He holds the Series 66 designation and has worked at Cadence Wealth Management since 2010 and Purshe Kaplan Sterling Investments since 2012. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates with discretionary and non-discretionary investment management and financial planning. The firm combines a long-term core asset allocation approach with tactically managed overlays using technical analysis and proprietary rule-based models, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

Michael Gurney is a financial advisor with Johnson Brunetti and holds a Series 65 designation. He has worked in the industry since 2022, including roles at JB Capital, Morgen Camp Care, and Doble Lebranti Financial Group. His prior experience includes positions outside the financial sector, such as at Bryant University and various municipal roles. Johnson Brunetti is a multi-advisor firm offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and uses fundamental analysis to tailor portfolio strategies according to client needs and risk tolerance.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Matthew Licata is a financial advisor at Grimes & Company in Westborough, MA, holding a Series 65 designation. He joined the firm in 2025 and has prior experience with Fidelity Investments. His background includes positions at Villanova University and involvement with the NH Tomahawks. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, providing discretionary investment management and financial planning. The firm uses proprietary research to build customized strategies across various investment vehicles and is notable for its affiliated private investment vehicle and work with other advisers and government clients.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Philip Dubuque is a CFA® charterholder with 15 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works out of their Needham, MA office. Dubuque is part of a 14-advisor team at Beaumont Financial Partners. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm’s investment approach centers on its Dominant Benefit Theory of Investing, utilizing low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with personalized portfolio management tailored to clients’ objectives and risk tolerance.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Maureen Pasciucco is a CFA® charterholder and holds a Series 65 license with 12 years of industry experience. She has been with Grimes & Company since 2013. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and government entities, offering discretionary investment management and financial planning. The firm creates customized investment strategies using proprietary research and manages portfolios across a range of securities, employing advanced techniques such as options and third-party long/short strategies when appropriate.

Brendan Shea is a CFP® professional with two years of industry experience, currently with Grimes & Company. He previously worked at Heritage Financial Services and FP Solutions RI, and has academic experience at Bryant University. Grimes & Company Wealth Management serves individuals, families, trusts, estates, pension and profit-sharing plans, and state or municipal entities. The firm offers discretionary investment management and financial planning, using proprietary research to build customized portfolios that may include mutual funds, ETFs, individual securities, and alternative strategies, and also acts as a sub-adviser to other registered investment advisers.

Alyson Basso is a CFP® and ChFC® with 19 years of industry experience. She is currently with The Patriot Financial Group, LLC and has held previous roles at Cetera Financial Specialists LLC, Santander Securities, LLC, and Santander Bank, NA. Outside of her advisory work, she serves on the Board of Directors for the Tri Town Council and works as an adjunct faculty member for the College for Financial Planning, delivering CFP® education courses. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, and retirement plans. The firm constructs customized portfolios using a variety of securities and employs a combination of fundamental, technical, and charting analysis, managing approximately $2.4 billion across 37 advisors.

Alexandre Oliveira is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2008. Oliveira serves as president of Olive Tree Wealth Management, a corporation he uses for managing his wealth management practice’s accounting and tax purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.