Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

Xiaowan Tian is a financial advisor at Atlas Capital Investment LLC with two years of industry experience. She holds a Series 65 designation and previously co-founded Bridge Point Capital, a venture capital firm focused on deep tech, where she remains a passive partner involved in post-investment management. Atlas Capital Investment LLC provides portfolio management and financial planning services primarily to high-net-worth individuals and business entities, utilizing a strategy informed by cyclical, fundamental, and quantitative analysis with a focus on equities and diversified instruments. The firm accepts performance-based fees for qualified clients and employs institutional custody relationships and advanced trading tools.

Alan Shorr is a financial advisor with Investment Advisor Associates, Inc. in Boston, MA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has been with Investment Advisor Associates since 2011, also working with Independent Financial Group since 2010. Outside of finance, he is involved as a part owner of 253 Organic LLC and serves as CEO of Almar Productions Inc., which produces live theater internationally. Investment Advisor Associates primarily serves individual and high-net-worth clients, offering discretionary asset management, manager-selection programs, and limited-scope hourly financial consultations. The firm employs a combination of fundamental and technical analysis across a range of strategies, including active approaches such as option writing and short sales.

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 at Nefpg with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Raymond James Financial Services since 2007. Nichols is also the owner of New England Financial Planning Group, where he serves as CEO and compliance officer. Outside of advisory work, he is involved in insurance sales and acts as an executor and successor trustee for a family trust. New England Financial Planning Group serves individuals—including high-net-worth clients—and institutional entities such as pension plans, trusts, estates, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a range of strategies from long-term holdings to shorter-term trading, and participates in multiple Raymond James wrap-fee programs.

Brian Boswell is a CERTIFIED FINANCIAL PLANNER™ with 13 years of industry experience. He is currently an advisor at Newbridge Wealth Management and has worked at MML Investors Services and Mass Mutual Life Insurance Company. His prior roles include positions at 529 Expert, LLC and Savingforcollege.com. Newbridge Wealth Management is an independent, fee-only registered investment adviser that provides wealth consulting and portfolio management to individuals and institutional clients. The firm employs a “macro-tactical” investment approach focused on asset-class allocation and incorporates both traditional and non-traditional asset classes, serving a diverse client base including pension plans, corporations, and government entities.

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.

James Daron is a financial advisor at Concordia Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Concordia Wealth Management since 2013. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm provides tailored wealth management, financial planning, investment management, and family office services, emphasizing fundamental analysis and client-specific strategies, with particular expertise in cross-border considerations and currency risk.

Terry Wells is a CFP® and ChFC® with 34 years of industry experience. He is the managing principal of TSW Wealth Management, a firm he has been affiliated with since 1996, and previously worked at Triad Advisors Inc and Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management, retirement and variable annuity oversight, as well as standalone financial planning and consulting. The firm employs a primarily long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

Maureen Zock is a financial advisor with Robert A. Zock & Co., Inc. in Boston, MA, holding 24 years of industry experience. She operates as the sole advisor at the independent firm. Robert A. Zock & Co., Inc. provides discretionary investment advisory services primarily to individuals, trusts, estates, and charitable organizations, offering portfolio management tailored to each client’s financial situation. The firm follows a long-term investment approach focused on fundamental analysis and avoids short-term trading strategies, with a notable emphasis on serving charitable organizations and providing trusteeship and administrative services.

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 17 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, corporations, and other businesses through customized separate account management and financial planning without a separate planning fee. South Shore Capital Advisors employs fundamental analysis and a buy-and-hold investment approach, integrating ESG factors for clients who request it and managing approximately $217 million in assets as of December 31, 2024.

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.