Zachary Zwick is a CFP® with seven years of industry experience, currently serving at Three Bearings Fiduciary Advisors, Inc. since 2019. His prior roles include positions at JB Capital, LLC and Johnson Brunetti, as well as a four-year tenure at the University of Connecticut. Three Bearings Fiduciary Advisors offers personalized, fee-only financial planning and discretionary investment management to a diverse client base, including individuals, trusts, municipalities, and small businesses. The firm employs a core-satellite investment approach focused on passively managed index funds and ETFs, provides comprehensive ancillary services such as tax preparation and municipal investment management, and emphasizes detailed, fiduciary-driven reporting.

Lisa Morgan is a CFP® with 20 years of experience in financial advising. She is currently with Amara Financial, LLC and has previously worked at firms including RW Baird and Janney Montgomery Scott. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed with ETFs and mutual funds, and offers specialized planning in areas such as estate, tax, education, and charitable giving.

Paula Parrish is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at BlueLine Advisors. Her career includes roles at Ally Invest Advisors, Clarfeld Financial Advisors, Citizens Securities, AXA Advisors, and Fidelity Brokerage Services. BlueLine Advisors provides fee-based investment advisory and portfolio management to individual and institutional clients. The firm employs a range of strategies including strategic asset allocation and discretionary management, and it also offers consulting and sub-advisory services to other advisers.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Samuel Conte is a financial advisor at Massachusetts Wealth Management, LLC with 19 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 designations. Massachusetts Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, charitable foundations, and endowments. The firm employs a tactical asset allocation strategy with a long-term orientation and custom-constructed portfolios that typically combine equities, fixed income, and cash equivalents.

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.

Eric Giacobba is a financial advisor at BlueLine Advisors with 17 years of industry experience. He holds a Series 65 designation and has worked at BlueLine Advisors since 2022. In addition to his advisory role, Mr. Giacobba is the CEO of Covrd, Inc., a technology company focused on product management, design, and sales and marketing. BlueLine Advisors serves individual and institutional clients, offering fee-based investment advisory, portfolio management, and wealth advisory services. The firm employs a strategic and tactical asset allocation approach with customized management and provides outsourced Chief Investment Officer and consulting services to other advisers and programs.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.

Amy Mastromonaco is a financial advisor at Flying Point Financial, Inc. in North Andover, MA, with 23 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Flying Point Financial in 2020, she spent 22 years at Morgillo Financial Management, Inc. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for a diverse client base that includes individuals, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, designing tailored portfolios using fundamental analysis and managing assets primarily on a discretionary basis across equities, fixed income, mutual funds, and ETFs.

Dennis Wassung Jr. is a CFA® charterholder with 24 years of industry experience. He has worked at Abbot Financial Management, Inc. since 2019 and previously held roles at Huntwicke Securities, LLC, Huntwicke Advisors, LLC, and Cabot Money Management, Inc. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and constructs portfolios using a range of public and private securities, tailoring strategies to each client’s goals and risk tolerance.

Andrew Novelline is a CFA® charterholder with 23 years of industry experience. He has been with Abbot Financial Management, Inc. since 2005. Abbot Financial Management provides discretionary investment management, financial planning, and retirement-plan consulting for individuals, families, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $359 million in client assets and uses both fundamental and technical analysis to tailor portfolios based on client goals, risk tolerance, and time horizon.

Scott French is the owner of French and Skloff Investment Advisors, LLC and holds experience primarily as a CPA with Giardina & French CPAs, LLC since 2011. He is also an owner and investor in Amigo Keeper LLC, a provider of bookkeeping and IT services. French and Skloff Investment Advisors is an independent asset manager serving institutional and individual clients with portfolio management and financial planning through separately managed accounts. The firm employs a value-oriented, fundamental bottom-up research process combined with top-down macro analysis, offering diversified portfolios and specialized strategies including a hedged equity product with a dynamic covered-call overlay.

James Baga is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. He has been affiliated with Huntwicke Securities, LLC and Huntwicke Advisors, LLC since 2016. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million for about 216 clients. The firm’s investment approach primarily utilizes mutual funds and ETFs with a generally long-term orientation, incorporating both fundamental and technical analysis along with internal due diligence.

Joshua Massey is a financial advisor based in Ipswich, MA, with 21 years of industry experience. He holds a Series 65 designation and has been working as an advisor since 1994. Outside of his advisory role, he is a member of Cameron-Elmwood Realty, LLC, where he provides input on lease negotiations and extraordinary issues. His firm offers discretionary investment management services to individuals, high-net-worth clients, trusts, and estates, managing approximately $97 million in client assets. The firm focuses on closed-end fund event opportunities and utilizes borrowing strategies to actively manage portfolios.

Kevin Kennedy is a financial advisor at Flying Point Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Flying Point Financial in 2020, he worked at Morgillo Financial Management, Inc. for 19 years. Flying Point Financial is a privately owned registered investment adviser serving individual investors, high-net-worth households, retirement plans, trusts, estates, and corporations. The firm offers financial planning and wealth management services, managing portfolios largely on a discretionary basis using fundamental analysis across equities, fixed income, mutual funds, and ETFs.

Robert Wofchuck is a CFP® professional at Ledgewood Wealth Advisors, LLC with 23 years of industry experience. He has been with Ledgewood Wealth Advisors since 2005. Ledgewood Wealth Advisors serves individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm employs fundamental analysis and continuous monitoring, using both discretionary and non-discretionary accounts, and may incorporate active investment techniques based on client objectives and risk tolerance.

Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.

Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.