Matthew Lasker is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Wingate Capital Corporation and Wingate Financial Group, Inc. since 1999. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies through model portfolios tailored to various risk objectives.

Vincenzo Stuto is a financial advisor with Alta Wealth Advisors LLC in Woburn, MA, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior firms include LPL Financial, Pinnacle Private Wealth, Santander Securities, and Sovereign Bank. Alta Wealth Advisors LLC serves individual and high-net-worth clients as well as business entities, managing approximately $665 million across several hundred accounts. The firm offers discretionary portfolio management, financial planning, and pension/401(k) consulting, using a combination of fundamental, quantitative, technical, and modern portfolio theory analyses tailored to each client’s goals and risk tolerance.

Alex Ranere is a CFA® charterholder with four years of industry experience. He is currently with LiveLife Capital Partners LLC, where he has worked since 2021, following five years at Wilmington Trust Corporation. LiveLife Capital Partners provides discretionary and non-discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, and retirement plans. The firm offers a primarily long-term, customized investment approach using low-cost mutual funds and ETFs, along with other investment vehicles, and provides family-office style services and retirement plan advice.

Brendan Herlihy is a CFP® with 26 years of industry experience. He has been with Excalibur Management Corp since 2019 and also operates The Herlihy Company, which he founded in 2001. Excalibur Management Corporation provides discretionary investment management and integrated financial planning to high-net-worth clients, including families, trusts, and foundations. The firm employs a research-based investment process combining macroeconomic analysis with fundamental and technical security evaluation, tailoring portfolios to individual client needs.

Kirk Chisholm is a financial advisor at Innovative Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Innovative Advisory Group since 2008. Outside of his advisory role, he is a non-compensated manager of a personal estate planning company and has ownership interests in the office space leasing entity used by his firm. Innovative Advisory Group provides investment management and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored plan participants. The firm employs a multi-strategy investment approach integrated with comprehensive financial planning, serving roughly 298 clients with an eight-advisor team managing about $194 million in discretionary assets.

Cash Armstrong is a CFP® professional with two years of industry experience at Armstrong Advisory Group Inc. He is a co-host of the firm’s podcast, "Make it Make Cents," where he discusses financial topics and educational content. Armstrong Advisory Group is an SEC-registered wealth management firm serving individuals, trusts, estates, and small businesses. The firm manages approximately $1.67 billion through a team of 14 advisors across 12 offices, employing a primarily long-term, macroeconomically driven investment approach with tactical adjustments.

Christopher Tilden is a Certified Financial Planner® with 18 years of industry experience. He has worked at Montis Financial since 2024 and previously spent seven years at Financial Navigators Inc and ten years at Fidelity Investments. 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 multi-team approach that combines discretionary portfolio management with the use of unaffiliated managers, tailoring investment strategies to client objectives and risk tolerance.

Casey Clarke is a CFP® and ChFC® with 27 years of industry experience, currently serving as an advisor at Cadence Wealth Management LLC since 2010. He holds a Series 63 license and is based in Westborough, MA. Cadence Wealth Management is a team-based advisory firm that offers discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth families, trusts, and estates. The firm employs a long-term, core asset-allocation philosophy combined with tactical overlays using technical analysis and proprietary rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Brendan Ryan is a CFA® charterholder with 13 years of industry experience. He has worked at Algorithmic Investment Models, LLC since 2020 and previously spent seven years at Beaumont Financial Partners, LLC. He serves on the DWS RIA Advisory Board, participating in networking and idea sharing within the national RIA community. Algorithmic Investment Models provides ETF-based model portfolios and sub-advisory services to a variety of clients, including RIAs, institutional investors, and government entities. The firm employs a quantitative, technology-driven investment process that utilizes machine learning and behavioral finance concepts to generate daily ETF rankings and tactical allocations.

Brian Sylvia is a financial advisor at BTS Asset Management, Inc. with nine years at the firm and a total of two years in the industry. He holds a Series 66 designation and previously worked at First Citizens Federal Credit Union for four years. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, providing discretionary portfolio management across various model portfolios and serving as sub-advisor or strategist to third-party platforms. The firm combines quantitative and fundamental analysis to guide investment decisions and manages multiple affiliated registered mutual funds.

Kevin Hodson is a financial advisor at AAF Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at AAF Wealth Management and Fidelity Brokerage Services. 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 various investment types.

John Wanvig is a CFP® professional with eight years of experience at White Lighthouse Investment Management, Inc., where he has worked since 2016. He is based in Bedford, MA, and part of a six-advisor team. White Lighthouse serves individuals, families, small business owners, trusts, and retirement plans, including multinational families and clients with cross-border U.S. issues. The firm provides customized, diversified portfolios focusing on tax-efficient, low-cost investments and offers specialized planning for expatriation and foreign trust beneficiaries.

Edmond Griffin is a CFA® charterholder at APEX Investment Group with over 18 years of industry experience, including a long tenure at Wellington Management. He joined APEX Investment Group in 2026, where he is part of a six-advisor team based in Hudson, MA. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm focuses on long-term, customized portfolios using diversified mutual funds, ETFs, and selective individual securities, providing discretionary investment management and comprehensive financial planning.

Olga Okaty is a financial advisor with Centerpoint Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at Centerpoint Advisors since 2006 and previously spent five years at Arthur W. Wood Company, Inc. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions, offering discretionary investment management alongside financial planning and family office consulting services. The firm emphasizes customized fixed-income strategies, integrates formal family office functions, and manages approximately $731.9 million in client assets.

Martin Baker is a CFP® with 22 years of experience in the financial services industry. He is currently with Canby Financial Advisors, joining their five-advisor team in 2025. Prior to that, he held positions at Commonwealth Financial Network and Fidelity. Canby Financial Advisors is an SEC-registered firm managing approximately $729.4 million in client assets. The firm offers personalized financial planning and investment management to a diverse client base, including retirement plans and institutional accounts, using a long-term approach with a range of investment vehicles such as mutual funds, ETFs, and individual securities.

James Boyd is a CFA® charterholder and holds a Series 63 license with two years of industry experience. He has worked at Pension & Wealth Management Advisors since 2023 and previously spent 17 years at Newton Investments. Pension & Wealth Management Advisors provides discretionary portfolio management and financial planning to individual, high-net-worth, and institutional clients. The firm employs a customized investment approach combining fundamental, technical, top-down, and bottom-up analysis, managing all portfolios in-house on a discretionary basis.

Jonathan Lachowitz is a CFP® professional with 15 years of industry experience. He has been with White Lighthouse Investment Management, Inc. since 2006 and also owns and operates a registered financial advisory firm in Lausanne, Switzerland, where he provides financial planning and investment management services. White Lighthouse Investment Management serves individuals, families, and small-business owners, including many non-U.S. clients, with a focus on discretionary investment management and comprehensive wealth planning. The firm emphasizes a cross-border approach, offering services tailored to complex international tax and estate planning needs.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 19 years of experience in financial advising. She has worked at Milestone Financial Planning, LLC since 2021 and previously spent 14 years at Mosaic Financial Advisors, LLC. In addition to her advisory role, she operates a CPA practice providing tax preparation and non-investment-related financial services for small businesses. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.

Carol Newman is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 65 designation with 12 years of industry experience. She has been with Wingate Wealth Advisors since 2013. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment process combining active and passive fund selections and third-party money managers, managing over a billion dollars in client assets within a multi-advisor practice.