Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. 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, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

Anthony Gillaizeau is a financial advisor at Strategic Wealth Partners, Ltd. He holds Series 66 and Series 65 designations and has one year of industry experience. His prior work includes six years at Andra Global and three years at US BANK. Strategic Wealth Partners serves individuals, retirement plans, foundations, and corporate accounts by providing asset management, financial planning, retirement plan consulting, and OCIO services. The firm employs a diversified investment approach that combines various asset classes and analysis methods while maintaining a fiduciary role tailored to client objectives and risk tolerances.

David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

William Ryan is a CFP® professional with 19 years of experience in the financial industry. He is currently with Fox Hill Wealth Management and has held roles at Beck Bode Wealth Management, MetLife Securities Inc., and New England Securities. In addition to his advisory work, he serves as a tax preparer through his own firm, Ryan Financial Strategies. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers investment management, financial planning, and retirement plan consulting, combining passive and active strategies with fundamental and quantitative analysis to develop client-specific investment policies.

Dimitri Rodrigo is a financial advisor at Frec with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including M1 Finance and Ustocktrade Securities before joining Frec. Frec Advisers is an SEC-registered investment adviser that provides automated, software-based portfolio management through its web and mobile platform to retail and entity clients. The firm uses a model-driven investment process with personalized direct indexing and offers strategies including factor-tilt, leveraged long-short, and hedging, requiring clients to open margin brokerage accounts with its affiliate Frec Securities.

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 25 years of industry experience, currently serving at Excalibur Management Corp since 2019. He has also been involved with The Herlihy Company since 2001. Excalibur Management Corporation serves high-net-worth individuals, families, foundations, business entities, and endowments by providing customized multi-asset discretionary portfolio management and integrated financial planning. The firm combines top-down macroeconomic research with bottom-up fundamental and technical analysis, focusing on preserving irreplaceable assets and managing risk through ongoing due diligence and tactical rebalancing.

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.

James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial 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 individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.

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.