Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. 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 tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Bryan Amandolare is a CFP® professional with 26 years of industry experience. He is affiliated with Financial Foundations, Inc., where he has worked since 2004, and has prior experience at Commonwealth Financial Network over the same period. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax-efficient strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer wrap fee programs and includes in-house tax preparation services through an affiliated tax professional.

James Potter is a financial advisor at Brock Hill Wealth Management with three years of industry experience. He has worked at AWH Financial, LLC since 2023 and co-owns Potter & Szabo CPA PC, a CPA firm he has been involved with since 2022. Prior to that, he led James R. Potter CPA PC for over 25 years. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in assets and employs a wide range of analytical approaches and investment strategies tailored to client objectives.

Lawrence Miller is a financial advisor at Family Fiduciary Services, Inc. in Newton, MA, holding a Series 65 designation with 17 years of industry experience. He has been with Family Fiduciary Services since 2008 and also serves as president of Mediphase Management, a private equity firm focused on healthcare and life sciences investments. Family Fiduciary Services serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and comprehensive financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, with distinctive services including corporate trustee roles and bill-paying and tax-organization options.

Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

John Shreenan Jr. is a financial advisor at Empirical Asset Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA-CREF and Tiaa, as well as involvement with Uber Technologies, Inc. and Amada Senior Care. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, institutions, and other advisers. The firm employs a rules-based, long-term investment approach using diversified portfolios composed of low-cost ETFs, mutual funds, and select securities.

Andrew Hammond is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at AAF Wealth Management, LLC since 2017 and previously spent 17 years at Fidelity Investments. Hammond holds Series 63 and Series 66 licenses. 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 a range of investment types.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Brendan Scarafone is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at BTS Asset Management since 2016, following a one-year tenure at NYLife Securities, LLC and New York Life Insurance Company. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, including pension plans and endowments. The firm employs a combination of quantitative and fundamental analysis to provide discretionary portfolio management through various model portfolios and also offers sub-advisory services to third-party platforms.

Grigoriy Grinshteyn is a financial advisor at Cadence Wealth Management LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. In addition to his advisory role, he is licensed to sell fixed insurance products, including term life, disability, and long-term care insurance. Cadence Wealth Management is an SEC-registered, team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Jason Reesey is a CFP® professional with 24 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network since 2000 and has operated Financial Foundations since 2005, where he provides financial planning and consulting services. He is also a co-owner of Financial Foundation Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Michael Downey is a financial advisor at Cadence Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cadence Wealth Management since 2010, as well as at Purshe Kaplan Sterling Investments since 2012. At Cadence, he serves as Vice President of Client Experience, focusing on back-office operations and advisor business tracking. Cadence Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and trusts. The firm employs a long-term core asset allocation approach combined with tactically managed, technically driven strategies using proprietary rule-based models.

Michael Gurney is a financial advisor with Johnson Brunetti and holds a Series 65 designation. He has worked in the industry since 2022, including roles at JB Capital, Morgen Camp Care, and Doble Lebranti Financial Group. His prior experience includes positions outside the financial sector, such as at Bryant University and various municipal roles. Johnson Brunetti is a multi-advisor firm offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and uses fundamental analysis to tailor portfolio strategies according to client needs and risk tolerance.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Michael Brown is a financial advisor at Fox Hill Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. for 14 years before joining Fox Hill Wealth Management in 2022. Fox Hill Wealth Management is a fee-only firm serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides investment management, financial planning, retirement plan consulting, and coordinates estate planning through third-party estate planners, using a combination of passive and active management strategies under discretionary authority.

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes & Company, he worked at Fidelity Investments and has a background that includes roles at Villanova University and involvement with the NH Tomahawks. Grimes & Company provides discretionary investment management and financial planning to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and government entities. The firm offers customized investment strategies using proprietary research and manages portfolios across a range of asset types, with a notable breadth of institutional services including sub-advisory roles and affiliated private investment funds.