Akhil Shah is an advisor at Holmes Investment Management, Inc. with a Series 65 designation. He has been with Holmes Investment Management since 2023. Prior to his current role, Akhil’s background includes positions at Boston University, Bansal Infraprojects Private Limited, Atharva Real Infra Pvt. Ltd., Avenues Payments Ltd., Angel One Pvt., and studies at the London School of Economics. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines individualized asset-allocation advice with factor-based equity model portfolios and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

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.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles as a quantitative analyst and positions at Boston University and Sharif University of Technology. Holmes Investment Management serves individuals, trusts, estates, charitable organizations, and other business entities, offering both discretionary and non-discretionary portfolio management and financial planning services. The firm combines factor-based equity model portfolios with individualized asset allocation and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

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 financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

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 is currently with Alternative Capitalis, LLC and has prior experience at Manulife Investment Management (US) LLC, Allspring Funds Management, LLC, and Queues Enforth Development, Inc. Outside of his advisory role, he owns 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 offers portfolio management, financial planning, and pension consulting services, utilizing model portfolios and diverse investment strategies, including leveraged and derivative approaches.

Jason Clary is a financial advisor with Clary Financial, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. He has been with Clary Financial since 2014 and has a background that includes roles at Clary Investment and Insurance Planning Corp., MML Investor Services, Inc., and MassMutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets with a client base of 439, using a long-term, fundamental-analysis approach focused on no-load mutual funds and ETFs.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has a background that includes operating his own sole proprietorship and involvement with All Star Staffing, LLC. Outside of advisory work, he concurrently runs an accounting and tax-preparation practice. Proactive Financial Solutions 360 offers discretionary asset management, financial planning, consulting, and ERISA retirement-plan advisory services to individuals and businesses. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, utilizing fundamental, technical, charting, and cyclical analysis, with quarterly reviews that include rebalancing and tax-loss harvesting.

Christopher Gauthier is a CFP® professional with seven years of industry experience, currently serving at Proactive Financial Solutions 360, LLC in North Attleboro, MA. He has prior experience at firms including Corrigan Financial and Castro, Thresher and Oliviera P.C., and also owns and directs a tax and accounting services business. Proactive Financial Solutions 360 provides discretionary asset management, financial planning, retirement-plan advisory services, and consulting to individuals and businesses. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in tailoring investment programs, incorporates quarterly portfolio reviews, and offers comprehensive financial planning for clients managing $250,000 or more in assets.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Michael Curtis is a financial advisor at Cornerstone Investment Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vestech Securities, Inc., Cornerstone Investments, and Cantella & Co Inc. since 2008. Cornerstone Investment Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, investment consulting, and financial planning. The firm employs a variety of investment strategies, including long- and short-term trading, ETF investments, and options writing, with portfolio decisions guided by fundamental, technical, charting, and cyclical analysis.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.

Edward Viar is a financial advisor with The Retirement Planning Company of New England, Inc. in Providence, RI, holding 24 years of industry experience. He practices within a firm of three advisors that manages approximately $336 million in client assets across more than 570 client relationships. The Retirement Planning Company of New England provides investment advisory services primarily to individual clients—including high-net-worth and non-high-net-worth—as well as institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm offers discretionary portfolio management tailored to clients’ objectives, using fundamental, technical, charting, and cyclical analysis, and manages diversified portfolios including equities, bonds, mutual funds, ETFs, options, structured products, REITs, and variable annuities.

Vito Capuano is a financial advisor with Signet Investment Advisory Group, Inc., holding a Series 65 credential and one year of industry experience. His prior work includes roles at Liberty University, Roger Williams University School of Law, and the Rhode Island Bulldogs. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs both fundamental and technical analysis to develop individualized investment strategies and serves as a discretionary fiduciary for certain ERISA plans.

Jason Siperstein is a CFP® and CFA® with 14 years of industry experience. He is the sole advisor at Eliot Rose Wealth Management, LLC in Providence, RI, where he has worked since 2011. Eliot Rose Wealth Management serves individuals near retirement, current retirees, and families focused on legacy planning by providing comprehensive financial planning and discretionary asset management. The firm emphasizes a planning-first approach and personalized investment decisions executed through diversified, strategic asset allocation with ongoing monitoring and periodic rebalancing.

William Sempolinski is a CFP® and ChFC® with 32 years of industry experience, currently serving as an advisor at Five Corners Financial Services in Easton, MA. He previously worked at Commonwealth Financial Network for 27 years before establishing his current practice. In addition to his advisory role, he owns a tax and accounting business and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning primarily for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million across about 290 accounts, using a blend of exchange-traded funds, low-cost mutual funds, and selective individual securities, employing fundamental, technical, cyclical, and charting analyses in portfolio construction.

Manuel Rezendes is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at Bountiful Investment Management since 2015 and Euclid Financial Services since 2010, where he serves as Regional Director focusing on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients through asset management by third-party sub-advisers, written financial planning, and educational seminars. The firm typically operates on a non-discretionary basis and combines multiple analytical methods with strategic and tactical asset allocation while monitoring sub-adviser performance.

Joshua Wells is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bountiful Investment Management since 2015. Wells is also the proprietor of Euclid Financial Services LLC, through which he brokers insurance products for clients as needed. Bountiful Investment Management serves individual and high-net-worth clients by offering asset management via third-party sub-advisers, written financial planning, and educational seminars on topics such as retirement and estate planning. The firm primarily operates on a non-discretionary basis while monitoring sub-adviser performance and employs a mix of analytical methods along with strategic and tactical asset allocation.

Caleb Smith is a financial advisor at Richardson Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at J.W. Cole Financial, Inc. and J.P. Morgan Securities LLC, among other roles. Richardson Financial Services provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm uses third-party managers on AssetMark and Envestnet platforms and emphasizes tailored investment strategies to align with clients’ risk profiles.