Patrick Randall is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Bulldog Financial Planning LLC. He previously worked at Fidelity Investment and Fidelity Brokerage Services over a combined 14-year period. Bulldog Financial Planning provides fee-only financial planning, ongoing advice, group seminars, and discretionary portfolio management to individuals, families, trusts, and small businesses. The firm emphasizes tailored investment strategies supported by fundamental and technical analysis, offers educational outreach, and manages a sponsor-style wrap fee program that includes comprehensive performance reporting.

Robert Dossett is a CFP® certificant and Series 65 license holder with 14 years of industry experience. He has been the principal of Waypoint Financial Planning LLC since 2011. Outside of financial advising, he is a minority investor in a medical device patent-holding LLC, iTKR Software LLC, though he does not materially participate in that business. Waypoint Financial Planning LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and trusts and estates across multiple states. The firm follows a long-term, fundamental-analysis approach to building diversified portfolios tailored to clients’ tax situations, time horizons, and risk tolerances.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

John Drohan Jr. is a financial advisor with Main Effort Financial, Inc. in Holliston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. and Sagepoint Financial, Inc. Outside of his advisory role, he is involved in several community organizations, including serving as president of the Holliston Community Action Fund and as a board member for the Department of Youth and Family Services and Holliston Cable Access TV. He is also co-host of the educational radio show Money & The Law. Main Effort Financial serves individuals, trusts, estates, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, diversified investment approach focused on exchange-traded funds and individual equities, incorporating both fundamental and technical analysis.

Charles Consentino is the sole advisor at NestEgg Financial in North Attleboro, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NestEgg since 1991. Outside of advising, he operates a tax preparation service as a sole proprietor during tax season. NestEgg Financial provides portfolio management and financial planning primarily for individual clients, focusing on equities, mutual funds, bonds, and money market instruments. The firm emphasizes client education and uses fundamental analysis and third-party research to guide investment decisions, managing accounts on a largely non-discretionary basis.

Kevin Nulton is a CFP® with 15 years of industry experience and has been the sole advisor at Titanium Advisors, LLC since 2010. He holds the Series 63 designation and operates out of Franklin, MA. Titanium Advisors is a fee-only, SEC-registered independent investment adviser serving individuals, pension and profit-sharing plans, foundations, charitable organizations, and business entities. The firm employs a long-term, passive, tax-aware asset allocation approach using broadly diversified mutual funds and ETFs, including institutional products, and provides discretionary portfolio management along with qualified plan advisory services under ERISA.

Matthew Lurvey is a CFA charterholder and the principal advisor at PnL Investments, an independent firm based in Dover, MA. He has seven years of experience at Santander Bank N.A. and three years as a self-employed advisor before founding PnL Investments in 2025. PnL Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses an active, tactical investment approach that incorporates charting, fundamental, technical, and cyclical analysis, emphasizing short-term trading and hedging strategies including inverse ETFs.

Felix Betro is the principal of Betro Mileszko & Company with 18 years of experience in financial advising. He also serves as president of Betro and Company, P.C., a certified public accounting firm, and operates the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm emphasizes individualized strategies developed through personal consultations and fundamental analysis, typically using no-load mutual funds and exchange-traded funds.

Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc. and Axa Advisors, LLC. Outside of his advisory role, he is involved in youth sports as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital serves individual and institutional clients through discretionary portfolio management and financial planning, employing a value-oriented investment process that combines bottom-up stock selection with top-down macro analysis. The firm offers diversified portfolios across equities, fixed income, and alternative assets, along with specialized hedged strategies and performance-based fee arrangements for eligible clients.

Andrew Sokol is a financial advisor at Bluebird Wealth Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Bluebird Wealth Management in 2025, he worked at Darling Consulting Group for seven years and Putnam Investments for three years. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships and uses a mix of modern portfolio theory, fundamental and quantitative analysis to guide investment decisions.

Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.

Jessica Scola is a CFP® and holds a Series 65 license with two years of industry experience. She is currently an advisor at Sound View Financial Advisors and previously worked at Montis Financial, LLC. Prior to her financial career, she spent over a decade with Mary Kay Cosmetics. Sound View Financial Advisors serves individuals, families, trusts, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach using passive and actively managed no-load mutual funds and ETFs, emphasizing written investment policies and regular account reviews.

Steven Richardson is a financial advisor at Richardson Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Financial, Inc. since 2020 and First Allied Securities, Inc. from 1998 to 2020. In addition to his advisory role, Richardson manages a CPA practice, serves as a director of Charles River Bank, and is involved in several other business and community activities. Richardson Financial Services, Inc. is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using third-party managers on platforms such as AssetMark and Envestnet, with ongoing due diligence and quarterly reviews of managers and asset allocation.

Liam Timmons is a CFP® with 18 years of industry experience and the sole advisor at Timmons Wealth Management, a firm he has led since 2012. Based in Attleboro, MA, he holds a Series 65 license and focuses on comprehensive financial planning and investment management. Timmons Wealth Management provides discretionary investment management and integrated financial planning to individuals, small businesses, and charitable organizations. The firm manages approximately $145 million in discretionary assets and emphasizes customized asset allocations combined with fundamental and macroeconomic analysis, integrating individualized financial planning into its wealth management services.

Edward Pitts is a CFP® professional with 31 years of industry experience. He is currently with Richardson Financial Services and previously worked at J.W. Cole Financial, Edward Jones, and TIAA. Outside of his advisory role, he serves as an independent ice hockey referee. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, utilizing third-party managers through wrap platforms such as AssetMark and Envestnet.

James Mayer is a Series 65-licensed financial advisor with five years of industry experience. He is currently with FamilyWealth Asset Management and has previously worked at Voya Financial. Mayer is also president of Freedom America Retirement Services of New England, an insurance agency offering fixed insurance products. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, and institutional clients. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a platform-centric structure that includes proprietary technology and model portfolio implementation.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Dustin Latham is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He has worked at Queues Enforth Development, Inc., CBOE Vest Financial LLC, and First Dominion Capital Corp. before joining Alternative Capitalis, LLC, where he has been an advisor for 10 years. Outside of advisory work, he owns and manages a seasonal rental property on Cape Cod. Alternative Capitalis, LLC, operating as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides portfolio management, financial planning, and pension consulting with a range of investment strategies, including leveraged and derivative approaches, and emphasizes transparency by disclosing historical performance results.