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 at BTS Asset Management, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and 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 offers discretionary portfolio management using a blend of quantitative and fundamental analysis, employing proprietary technical indicators and tactical market-timing strategies alongside longer-term allocations.

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.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.

David Bunker is a financial advisor at Bay Colony Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VestGen Advisors, Windsor Wealth Management, and Essex Financial Advisors. In addition to his advisory role, he serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used for estate planning purposes. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, providing financial planning, portfolio management, retirement consulting, and related advisory services. The firm combines fundamental investment analysis with access to model portfolios and third-party sub-advisers, and offers family-office and concierge services alongside institutional retirement fiduciary solutions.

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes, he worked briefly at Fidelity Investments and has experience in educational and sports-related roles. Grimes & Company provides discretionary portfolio management and financial planning to a range of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also serves other advisers and sub-advisory clients.

Paul Peterson is a CFP® and ChFC® with 21 years of industry experience. He is currently with Principal Advised Services and has previously worked at MassMutual, Facet Wealth, and TIAA. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non‑discretionary recommendations and a discretionary, wrap‑fee investment management program called SimpleInvest. The firm integrates third‑party methodologies with proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and resources.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Philip Dubuque is a CFA® charterholder with 16 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works at Beaumont Financial Advisors, LLC since 2022. The firm provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions, integrating portfolio management with financial planning and in-house tax preparation. Beaumont employs a Dominant Benefit Theory investment approach, utilizing diverse asset categories and a range of investment vehicles, with decisions overseen by an Investment Committee and executed by relationship managers.

Craig Shepard is a financial advisor at Impact Partnership Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Retirement Wealth Advisors, Inc. and Federal Retirement Solutions LLC, where he continues to serve as owner, manager, and president focusing on insurance and retirement income planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating primarily on a discretionary basis through a wrap-fee platform.

Scott Kadish is a CFP® professional with 19 years of industry experience, currently serving at Vanderbilt Advisory Services. His prior experience includes roles at Bank of America and Merrill. Outside of his advisory work, he is active in community and environmental efforts, serving as a board member of the Jewish Climate Action Network of Massachusetts and as National Chairperson for the Shomrei Ha'aretz affinity group of the Federation of Jewish Men's Clubs. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm employs a strategic asset allocation approach that integrates fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services supported by a unique integration with retirement-plan and benefits firms.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. Capital Analysts serves a diverse client base—including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations—offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Maureen Pasciucco is a CFA® charterholder and Series 65 license holder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, and government entities. The firm emphasizes customized investment strategies using proprietary research and serves other investment advisers as clients, while also offering affiliated trustee services.

Brendan Shea is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Grimes & Company. Prior to joining Grimes & Company in 2026, he worked at Heritage Financial Services for four years and FP Solutions RI for one year. He began his career after graduating from Bryant University and has experience that spans advisory roles in different firms. Grimes & Company provides discretionary portfolio management and financial planning to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across mutual funds, ETFs, individual securities, and private funds, and also serves other investment advisers as clients and acts as a sub-adviser.