Malik Smith is a financial advisor at Commons Capital, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Smith has served as a board member and treasurer of the Urban League of Eastern Massachusetts. Commons Capital is a team-based investment adviser managing approximately $307 million in assets for individuals, high-net-worth families, trusts, and estates. The firm employs a long-term investment process incorporating Modern Portfolio Theory alongside quantitative, fundamental, and technical analysis, supported by risk management practices that include hedging strategies uncommon among similar firms.

Thomas Mullen is a CFP® with 23 years of industry experience, currently serving at Breakwater Capital Group since 2023. He previously worked at Fidelity Brokerage Services LLC from 2015 to 2023. Breakwater Capital Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios and employs a range of strategies including options writing and margin transactions, tailoring allocations to clients’ objectives and risk tolerance.

Adrian Becker is a financial advisor at Savvi Financial LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Savvi Financial since 2013. Becker is also a partner at LRMS LLC, a consulting firm. Savvi Financial provides technology-driven financial advice primarily to individual users and employees through employer-sponsored programs, using a tiered online platform that combines automated recommendations with human support. The firm focuses on goal-based financial planning and delivers its services mainly via employers and benefit administrators.

Adam Cefalo is a CFA® charterholder with 26 years of industry experience. He is currently with LiveLife Capital Partners LLC, a firm he joined in 2025, and has prior experience with Goehring & Rozencwajg Associates, Aberdeen Standard, and O'Shares Investments. Outside of finance, he is involved as a buying and listing agent in real estate through Today Real Estate. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans, offering family-office style services and retirement plan advice. The firm employs a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with individual securities and alternative investments when appropriate.

Evan Fischthal is an advisor at Finivi Inc. with a Series 65 credential and one year of industry experience. Prior to joining Finivi, he worked at Keenan Financial and held various roles including positions at The Quiet Zone and Newport Harbor Island Resort. Finivi serves individual and business clients by providing discretionary investment management, financial planning, estate-planning facilitation, and financial education. The firm employs an active, core-satellite investment approach and offers specialized services such as portfolio management for business clients and family-meeting facilitation.

John Russell is a CFA® charterholder with six years of industry experience. He has worked at Peak Asset Management, LLC since 2020 and previously held roles at Health Warrior, Inc. and the University of Denver. He maintains a personal blog called "Equinimity," where he shares non-compensated observations on financial markets and the economy. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for over 300 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, typically employing long-term strategies based on client-specific investment policy statements and a blend of fundamental, technical, and qualitative analysis.

Andrew Martone is a financial advisor at Beck Bode LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beck Bode Wealth Management since 2016. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including a focus on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

Ralph Wetmore is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Fiduciary Wealth Partners, LLC since 2021. His prior experience includes roles at Beacon Pointe Advisors, LLC and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management solutions with a focus on family governance and access to alternative investments.

Alex Ranere is a CFA® charterholder with four years of industry experience. He is currently with LiveLife Capital Partners LLC, where he has worked since 2021, following five years at Wilmington Trust Corporation. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with other investment vehicles, and provides family-office style services and retirement plan advice.

Brendan Herlihy is a CFP® with 26 years of industry experience. He has been with Excalibur Management Corp since 2019 and also operates The Herlihy Company, which he founded in 2001. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including families, trusts, and foundations. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to individual client needs.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Cash Armstrong is a CFP® professional with two years of industry experience at Armstrong Advisory Group Inc. He is a co-host of the firm’s podcast, "Make it Make Cents," where he discusses financial topics and educational content. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, employing a primarily long-term, macroeconomically driven investment approach with tactical adjustments.

Christopher Tilden is a Certified Financial Planner® with 18 years of industry experience. He has worked at Montis Financial since 2024 and previously spent seven years at Financial Navigators Inc and ten years at Fidelity Investments. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a multi-team approach that combines discretionary portfolio management with the use of unaffiliated managers, tailoring investment strategies to client objectives and risk tolerance.

Casey Clarke is a CFP® and ChFC® with 27 years of industry experience, currently serving as an advisor at Cadence Wealth Management LLC since 2010. He holds a Series 63 license and is based in Westborough, MA. Cadence Wealth Management is a team-based advisory firm that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a long-term, core asset-allocation philosophy combined with tactical overlays using technical analysis and proprietary rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Robert Richard is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at several firms including Cetera Investment Advisers LLC and Silver Oak Securities, Inc., and is also the owner of Assabet Financial Group, which provides tax planning, preparation, and fixed insurance services. In addition to his advisory roles, he serves as a member of the Affordable Housing Committee in Boylston, MA. Bright Futures Wealth Management, LLC offers portfolio management, financial planning, and pension consulting to a range of clients including individuals, trusts, and retirement plans. The firm uses multiple analytical methods and investment strategies, providing both discretionary and non-discretionary services tailored to non-high-net-worth and high-net-worth clients.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

Kevin Hodson is a financial advisor at AAF Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AAF Wealth Management and Fidelity Brokerage Services. 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 various investment types.

Ryan Bouchey is a CFP® professional with four years of industry experience. He is currently affiliated with Bouchey Financial Group, Ltd., where he has worked since 2012, including a period from 2012 to 2021 and again from 2022 to the present. He also consults for New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, utilizing a primarily long-term investment approach complemented by tactical adjustments and oversight of independent managers.

Benjamin Beck is a CFP® with 20 years of industry experience, currently serving at Beck Bode LLC. He has held roles at Compass Rose Private Investment Management since 2023 and has been involved with Beck Bode Wealth Management, LLC and Boston Retirement Advisors, LLC since 2015 and 2016 respectively. Beck also acts as a FINRA arbitrator in Boston. Beck Bode LLC provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm uses fundamental analysis and proprietary Growth and Income Growth strategies, emphasizing dividend-paying equities, and offers tailored asset allocation based on client goals and risk tolerance.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.