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.

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.

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.

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 CFA® and CFP® with 14 years of industry experience. He is a founding member of East Horizon Investments, where he has worked since 2011, and previously worked at Plum Pointe Wealth Management from 2018 to 2023. Outside of his advisory role, he owns and operates a commercial real estate business in Massachusetts. East Horizon Investments serves individuals, families, and smaller institutions such as nonprofits and foundations, providing fee-only discretionary investment management and financial planning. The firm employs a fundamental, intrinsic-value approach combined with diversified asset allocation and manages approximately $63.5 million in client assets.

Matthew Pierce is a PFS™ credentialed financial advisor at Kastel Capital Advisors, LLC, with 17 years of industry experience. His prior roles include positions at Asset Strategy Consultants LLC, Island Light Capital Corp, and New Frontier Advisors, LLC. He also serves as President of Island Light Capital and holds treasurer roles in several private realty companies and nonprofit organizations. Kastel Capital Advisors provides investment advice and wealth management to individuals, business retirement plans, and institutional clients such as endowments and foundations. The firm emphasizes long-term investing with selective short-term trading, employing fundamental, technical, and quantitative analysis, and offers integrated services including portfolio management, financial planning, institutional asset management, estate planning, and tax planning.

Stephen Doucette is a CFP® with 26 years of experience in financial advising. He has been with Proctor Financial since 2005 and previously worked at Lexington/Bridgewater Wealth Management, Lexington Advisors, and Wingate Planning Corp. Proctor Financial serves individuals, trusts, estates, retirement plans, charitable organizations, and small businesses, focusing on clients at or near retirement. The firm provides comprehensive investment management and integrated financial planning, employing a proprietary Time-weighted Cash-flow Methodology to create customized, globally diversified portfolios that include alternative exposures and structured notes.

Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes risk control and disciplined diversification through active and passive strategies, incorporating independent managers and institutional trading resources.

William Herbert is a Series 66-licensed advisor at Balanced Wealth Management, LLC with three years of industry experience. He previously worked at Guardian Life and has been involved in insurance sales and implementation of insurance recommendations. Balanced Wealth Management provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages customized, primarily long-term portfolios using mutual funds, ETFs, and occasional third-party managers, and offers retirement plan advisory services including ERISA fiduciary support and participant education.

Joseph Rosano is a financial advisor at R.A.I. Financial Services, Inc. with 25 years of industry experience. He holds a Series 65 designation and has operated Rosano Associates, Inc. since 1998. R.A.I. Financial Services is a fee-only advisory firm that provides comprehensive financial planning and investment management to individuals, retirement accounts, trusts, and small businesses. The firm follows asset-allocation principles based on Modern Portfolio Theory, emphasizing global diversification through no-load and low-load funds and ETFs, primarily managing accounts on a discretionary basis.

Alina Monisov is a financial advisor at U.S. Boston Capital Corporation with 12 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Pear Tree Partners LP and Winslow Wealth Management. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with services such as portfolio construction, ongoing investment management, and financial planning. The firm focuses on customized asset allocation through mutual funds, ETFs, and alternative investments, managing nearly all assets on a non-discretionary basis with client approval.

Shawn Young Eagle is a financial advisor at Vista Way Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services Inc and Columbia Management Investment Distributors. Vista Way Advisors provides investment management, financial planning, business consulting, and retirement plan services to individuals, high-net-worth clients, business owners, and nonprofit organizations. The firm constructs tailored portfolios using both passive and active strategies and offers educational seminars and business consulting alongside retirement plan management.

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. He holds the ChFC® designation and Series 63 license and has 43 years of industry experience. Prior to his current firm, he worked at Independent Financial Group, AFA Advisor Services LLC, and Sentra Securities Corporation. Outside of advising, he is CEO of Almar Productions Inc., a company that produces live theater internationally, and has a business interest in 253 Organic LLC. Investment Advisor Associates, Inc. provides fee-only investment management and financial planning primarily to individual clients, including high-net-worth households. The firm customizes portfolios through written investment policy statements and uses a broad range of strategies, including leveraged and derivatives approaches, to pursue client objectives.

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 with Nefpg, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James Financial Services Advisors and Mass Mutual Investors Services, among other firms. Outside of advisory work, he is an owner of a business unrelated to investments and serves as an executor and successor trustee for a family trust. Nefpg serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm provides asset management, investment advisory consulting, and financial planning, utilizing a variety of analytical methods and strategies, and participates in multiple Raymond James wrap-fee programs.

Brian Kenney is an investment advisor with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Alignment Financial Group. Kenney is also a licensed independent insurance agent providing fixed and indexed annuity solutions. AFG Fiduciary Services offers discretionary wealth management, comprehensive financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a primarily long-term, fundamental analysis approach to build customized portfolios and also provides ERISA-related services and investment oversight for plan sponsors.