Patricia Konetzny is a CFP® and holds a Series 63 license, with 27 years of industry experience. She has been with The Practical Planner since 1999. The Practical Planner serves individuals and families, including high-net-worth clients, with holistic financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, constructing diversified portfolios tailored to clients’ risk tolerance and goals, and combines investment advisory services with in-house tax preparation.

Hope Canniff is a Series 65 credentialed advisor with Advanced Portfolio Design, LLC, where she has worked for a total of four years. Her background includes positions at Moonstones Restaurant and academic roles at the University of Massachusetts, Lowell and the University of Central Florida. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning, utilizing asset allocation and Modern Portfolio Theory in portfolio construction. The firm offers both active and passive investment approaches and incorporates tax-aware planning, including tax preparation services, while managing accounts on discretionary and non-discretionary bases.

Jarod Bloom is a CFP® with 26 years of industry experience and has been with Sechrest Financial Services since 2005. He is also a partner in Sechrest & Bloom, LLC, a CPA firm offering tax planning, preparation, accounting, and bookkeeping services. Sechrest Financial Services provides fee-only wealth management and comprehensive financial planning to individuals, businesses, trusts, estates, and employer retirement plans. The firm emphasizes customized investment policies implemented primarily with no-load mutual funds and ETFs, and it operates largely on a non-discretionary basis.

Peter Canniff is a CFP® with 28 years of industry experience and has been with Advanced Portfolio Design, LLC since 2006. He holds the Series 63 designation and is based in Westford, MA. Advanced Portfolio Design, LLC is a fee-only asset management and financial planning firm serving individuals, families, business owners, and select institutional clients. The firm employs an asset-allocation approach using modern portfolio theory, combining active and passive investment styles, and often manages accounts on a non-discretionary basis.

Barbara Linnard is a financial advisor at Linnard Financial Management & Planning, Inc. with 23 years of industry experience. She holds a Series 65 designation and has been with the firm since 2002. Linnard Financial Management & Planning serves individuals, families, and trusts with a focus on retirement and comprehensive financial planning. The firm employs a risk-focused investment approach using primarily low-cost exchange-traded funds and no-load mutual funds, offering several management styles tailored to client preferences on a discretionary or non-discretionary basis.

Ronald Dokus is a CFP® with 36 years of industry experience currently serving at Collaborative Wealth Advisors, LLC since 2023. He previously worked at Guardian Life Insurance Co and Park Ave Securities for 18 years. In addition to his advisory work, he provides tax preparation services and owns Dokus Financial Partners, LLC. Collaborative Wealth Advisors, LLC offers portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm manages approximately $84 million in discretionary assets, employing a tailored investment process that includes fundamental, technical, and cyclical analysis.

Kaitlyn Smith is a financial advisor at Personal CFO Solutions LLC with a Series 65 credential. She has two years of experience in financial advising and six years in design-related roles prior to joining the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients with comprehensive financial planning and discretionary portfolio management. The firm focuses on ongoing fiduciary financial planning and uses a combination of independent managers and tactical trading within its wrap-fee program.

Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

Andrew Sohn is a ChFC® with 28 years of industry experience. He is currently with Bridgeport Financial Solutions and has held roles at Cambridge Investment Research Advisors, Inc. for over 15 years. Sohn serves on the Board of Trustees investment sub-committee at The Fenn School and is a member of the advisory board for the Johns Hopkins Alliance for a Healthier World. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and provides discretionary management via its BridgePort Wrap Program and Advisor Managed Portfolios, utilizing both affiliated and third-party strategists.

James Catacchio is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds a Series 66 designation and serves as a member of the Finance Committee for the Town of Carlisle, MA. In addition to his advisory role, he is licensed as an insurance agent affiliated with various insurance companies. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm combines fundamental analysis and a long-term investment approach with access to model portfolios and third-party sub-advisers, while also offering family office and concierge services alongside institutional retirement fiduciary offerings.

Gregory Racki is a financial advisor at Monument Group Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Monument Group since 2021. In addition to his advisory role, he owns and operates an estate planning firm, RackiLaw, providing estate planning advice, trustee services, and probate services. Monument Group Wealth Advisors offers investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing a diversified range of mutual funds, ETFs, and selected securities, with ongoing account monitoring and formal quarterly reviews.

Nicole Piton is a CFP® with five years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. since 2020. She also owns and operates Healthy Pet Care Market Co., a business she has managed since 2004. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized advisory services, employing a range of investment strategies from conservative wrap programs to an actively traded PreActive strategy for sophisticated investors.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

Marc Berman is a CFP® professional with 21 years of industry experience. He has been with Colman Knight Advisory Group, LLC since 1999. The firm is a fee-only, SEC-registered advisory serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. Colman Knight employs a fundamentally oriented, global buy-and-hold investment approach and offers a range of fee structures including fixed project and retainer fees rather than asset-based billing.

Kyle La Sella is a Series 65-registered advisor with Rise North Capital Investment Advisors and has one year of industry experience. Prior to his current role, he worked at Foundations Investment Advisors LLC and has experience as an insurance and annuities agent reviewing and proposing client solutions. He has also worked in the hospitality industry and was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, with a unique co-advisor operating model and a focus on ongoing portfolio reviews and educational workshops.

David Manteau is a CFP® and CFA® with 16 years of industry experience, currently serving as a financial advisor at Colman Knight Advisory Group, LLC. His prior work experience includes roles at Prudential Insurance Company of America, Mass Mutual Investors Services, and MetLife Securities Inc. He also serves as a Subject Matter Expert and adjunct professor at Boston University Center for Professional Education, teaching CFP courses. Colman Knight Advisory Group provides financial planning, investment management, and consulting services to individuals, charitable organizations, and corporations. The firm employs a fundamental, global buy-and-hold investment approach combined with technical and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and other consulting services.

Lee Mcgowan is a CFP® with 21 years of industry experience and has been with Monument Group Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and works from Concord, MA as part of a three-advisor team. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected individual securities, with ongoing account monitoring and formal quarterly reviews.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Evan Welch is a CFP® with 28 years of industry experience, currently serving at Bridgeport Financial Solutions. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a pro bono money mentor for the Financial Planning Association of Massachusetts and acting as a trustee for the Corinthian Masonic Lodge. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and provides discretionary management through various programs and affiliated strategies.