Daniel Williams is a CFP® and ChFC® with 24 years of industry experience. He has been with Williams Advisory Services, LLC since 2010 and is also associated with The Dover Group. Outside of advisory work, he teaches adult education classes at various local high schools. Williams Advisory Services primarily serves individual and high-net-worth clients, providing comprehensive financial planning, retirement and estate planning, tax analysis, and asset management. The firm uses an iterative planning process supported by proprietary software and applies asset allocation and Modern Portfolio Theory in its investment approach.

Keith Corbett is a CFP® professional with 15 years of industry experience, currently serving at Bluebird Wealth Management LLC since 2020. Prior to joining Bluebird, he worked at Fisher Investments and Fidelity Investments. He is a member of the finance committee at Haverhill Country Club, where he contributes to financial oversight and budgeting. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management focused on client objectives, risk tolerances, and ongoing advisory relationships.

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.

Anna Byrne is a financial advisor at Kendall Wealth LLC with 21 years of industry experience and holds a Series 65 credential. She has worked at Eckert Byrne LLC since 2009 and Kendall Wealth LLC since 2001. In addition to her advisory role, she serves as of counsel at a law firm where she provides legal advice on tax and small business issues. Kendall Wealth LLC offers investment advisory services to individuals, trusts, and estates, focusing on long-term, diversified portfolios using low-cost mutual funds and ETFs. The firm integrates financial planning with discretionary portfolio management and leverages a turnkey asset management platform while maintaining personalized oversight.

Mark Kaizerman is a CFP®, ChFC®, and PFS™ with 39 years of industry experience. He is the principal of Kaizerman & Associates, LLC, where he has worked since 1994, and he also owns Beneficiary Directory, a business providing materials and systems to help individuals organize important documents for heirs. Kaizerman serves as a trustee on the board of a residential condo association. Kaizerman & Associates, LLC is a small, supported firm serving individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, consulting, and a Beneficiary Directory service, managing assets primarily through non-discretionary individual accounts using fundamental, technical, and asset-allocation analysis.

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.

Sean Whalen is a CFP® with 25 years of industry experience, currently serving as Managing Director and Wealth Manager at Strategic Wealth Management LLC. His prior experience includes roles at Concorde Investment Services, Asset Strategy Advisors, Santander Securities, Sovereign Bank, and others. Outside of his advisory work, he manages a multi-family rental property in Natick, MA. Strategic Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning, applying a long-term investment approach that combines cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Joshua Singer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones for 12 years before joining South Shore Investment Services LLC, where he has been since 2026. In addition to his advisory role, he is also a licensed insurance agent involved in the sale of various insurance products. South Shore Investment Services LLC provides portfolio management and financial planning to individual and high-net-worth clients, utilizing both modern portfolio theory and technical analysis. The firm manages primarily discretionary accounts, prepares customized Investment Policy Statements, and employs third-party managers and model allocations to support its client services.

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.

Henry Place Jr. is a CFA® charterholder with 15 years of industry experience. He has been with Diversified Financial Management since 2014. Diversified Financial Management is an independent, fee-only SEC-registered adviser serving individuals, trusts, businesses, and retirement plans. The firm offers customized portfolio management and financial planning, employing both quantitative and fundamental analysis with a tax-aware approach.

Thomas Snow is a CFP® with 22 years of industry experience, currently serving as an advisor at Righthand Capital, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Lincoln Financial Advisors, and Synergy. In addition to his advisory work, he is the sole owner of RightHand International, LLC, where he provides leadership coaching and professional development consulting. Righthand Capital serves individuals, high-net-worth clients, families, trusts, estates, businesses, charities, and qualified retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a strategic, diversified asset allocation approach supported by various analytical methods to deliver customized investment and planning services.

Eric Henderson is a CFP® and CFA® with 14 years of experience in financial advising. He is a principal at East Horizon Investments and has worked at Plum Pointe Wealth Management, Ltd. since 2018. Outside of his advisory work, he owns and operates a commercial real estate business through Banyan Land, LLC in Massachusetts. East Horizon Investments serves individuals, families, trusts, and smaller institutions such as non-profits, offering discretionary portfolio management along with financial planning and consulting. The firm emphasizes a fundamental, intrinsic-value investment approach with a long-term horizon and manages approximately $42 million for about 30 clients.

Matthew Pierce is a financial advisor at Kastel Capital Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation and has worked at Kastel since 2020. Prior to that, he was with Asset Strategy Consultants LLC and has served as president of Island Light Capital Corp, an MA registered investment advisor. Pierce also acts as treasurer for several private realty companies and nonprofit organizations. 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 offers discretionary portfolio management and institutional asset management, utilizing a combination of long-term investing and selective short-term trading with diverse asset allocations, and integrates estate-planning services through a partnership with Wealth, Inc.

Stephen Doucette is a CFP® with 25 years of industry experience. He has been with Proctor Financial since 2005 and also has longstanding roles at Lexington/Bridgewater Wealth Management and Lexington Advisors. Proctor Financial serves individual clients, particularly those at or near retirement, as well as trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers discretionary investment management and financial planning, using a proprietary Time-weighted Cash-flow Methodology to create customized asset-allocation plans that are globally diversified and may include alternative exposures and structured notes.

George Pope is the sole advisor at Patriot Mullare Associates, Inc., an independent firm based in Hingham, MA. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, having been with Patriot Mullare Associates since 1998. In addition to his advisory role, he has been affiliated with U Mass Boston since 1996. Patriot Mullare Associates provides discretionary investment management to a diverse client base, including institutional and individual clients such as foundations, endowments, corporations, unions, and pension or profit-sharing plans. The firm’s investment approach focuses on fundamental, value-oriented equity analysis and investment-grade fixed income with diversification and risk controls, managing accounts without margin, short sales, or derivatives.

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with Series 66 credentials and approximately two years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. Outside of his advisory work, he has experience working at Yates Field House and Nobles Day Camp. M3 Advisory Group, LLC is an SEC-registered investment adviser managing about $310 million for a diverse client base including individuals, high-net-worth investors, trusts, estates, retirement plans, charitable organizations, and corporations. The firm uses a risk-controlled asset allocation approach combining active and passive strategies, integrates Independent Managers into its offerings, and provides discretionary investment management alongside financial planning and retirement plan advisory services.

John Ollquist is a financial advisor at Exchange Place Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Exchange Place Advisors since 2003. Exchange Place Advisors, LLC is an SEC-registered investment adviser serving individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm focuses on asset allocation and diversification, using mutual funds, ETFs, and individual securities, and conducts ongoing account monitoring with formal quarterly reviews.

Joshua Gould is a financial advisor and managing partner at RMW Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Equitable Advisors, and Mass Mutual Life Insurance Company. Outside of his advisory practice, he is involved with Common Time Pathways, an online recruiting portal connecting musicians and higher education institutions for scholarships. RMW Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plan sponsors, and corporations. The firm offers discretionary investment management, financial planning, and specialized business exit planning, with a focus on fundamental analysis and customized asset allocation.