Brian Harrison is a CFP® with 25 years of industry experience, currently serving as an advisor at Savvi Financial LLC in Waltham, MA. His prior experience includes roles at Brooklight Place Securities, Bolster, Inc., Saltzman Associates, and Commonwealth Financial Network. Outside of financial advising, he is the president and owner of Harry Has It, Inc., a company involved in buying and selling goods on auction websites. Savvi Financial LLC delivers technology-driven financial advice primarily to individuals and employees through employer-sponsored programs. The firm offers tiered, goal-based financial planning and investment advisory services via an interactive website, combining online tools with human support for higher service levels.

David Jaeger is a CFP® professional with 13 years of experience in the financial services industry. He has been associated with Canby Financial Advisors since 2014 and also spent time at Commonwealth Financial Network during his career. Canby Financial Advisors is an SEC-registered firm managing approximately $729 million in client assets through a five-advisor team. The firm serves retirement plans, corporations, trusts, estates, private foundations, charitable organizations, and individual accounts, employing a customized financial planning approach with a focus on long-term investment strategies.

Pedro Silva is a financial advisor with APEX Investment Group, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, LPL Financial, and Osaic FS, Inc. Outside of his advisory work, he is also a musician involved in writing, performing, and recording music. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning, focusing on long-term, customized portfolios primarily consisting of diversified mutual funds and ETFs.

Jonathan Straus is a financial advisor with Commons Capital, LLC, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Commons Capital since 2012 and also worked at Mutual Securities, Inc. and Leigh Baldwin & CO., LLC. Straus is a founding principal of Commons Capital, where he remains actively involved in the firm's operations. Commons Capital is a team-based SEC-registered investment adviser serving individuals, high-net-worth families, trusts, and estates with wealth management, portfolio management, and financial planning services. The firm employs a long-term investment approach incorporating Modern Portfolio Theory, various analytical methods, and a formal risk management discipline, including the use of derivatives and margin for hedging purposes.

Anthony Depinto is a financial advisor at Alta Wealth Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including LPL Financial, Pinnacle Private Wealth, and Mass Mutual Investors Services. Outside of advisory activities, he is involved as a business owner and partner in non-investment ventures in Boston. Alta Wealth Advisors LLC serves individual, high-net-worth, and business clients by managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension consulting with tailored investment strategies that incorporate fundamental, quantitative, technical, and modern portfolio theory analyses.

Richard Colman is a financial advisor with Colman Knight Advisory Group, LLC, holding a Series 65 designation and over 31 years of industry experience. He has been with the firm, formerly known as Colman Knight Advisory Group, since 1988. In addition to his advisory role, Mr. Colman practices law through a separate limited liability company and serves on the board of directors for Sammartino Investments LLC. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. The firm employs a fundamentally oriented, global buy-and-hold investment approach, offering both project-based and comprehensive planning through fixed fees or retainers.

Luigi Altieri is a financial advisor with Trust Advisory Group Ltd and holds Series 63 and Series 65 credentials. He has 26 years of industry experience, including roles at Stonex Securities Inc, AGES Financial Services Ltd, and his own CPA firm, Louis Altieri, CPA, LLC. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm uses a variety of investment strategies, including proprietary models and third-party platforms, and is part of StoneX Advisors Inc. following a recent acquisition.

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.

David Khouri is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Wingate Wealth Advisors, Inc., where he has worked since 2024. His prior experience includes roles at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered adviser providing investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and combines active and passive strategies within client-specific Investment Policy Statements.

Michael Cavanaugh IV is an advisor with Armstrong Advisory Group Inc. He holds Series 65 and Series 63 licenses and began his financial advisory career in 2025. Prior to joining Armstrong, he worked at The Heaven Country Club and held roles at the College of the Holy Cross and Lincoln Sudbury Regional High School. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm emphasizes long-term portfolio construction driven by macroeconomic asset allocation and manages approximately $1.67 billion across multiple offices.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

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 two years of industry experience. He holds the Series 65 designation and has prior work experience at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, investment advisory, and financial planning services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm uses a consultative process to tailor recommendations based on risk tolerance, time horizon, and client objectives, offering both discretionary and non-discretionary portfolio management.

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 previously worked at AWH Financial, LLC and has over two decades of experience at his own CPA firms, James R. Potter CPA PC and Potter & Szabo CPA PC. Brock Hill Wealth Management serves individual and high-net-worth clients as well as trusts, estates, and business entities, providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting. The firm employs a multifaceted analytical approach and manages portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

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.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.