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 has been with Bountiful Investment Management since 2015 and also serves as a regional director at Euclid Financial Services, where he focuses on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients by offering asset management through recommended third-party sub-advisers, written financial planning, modular plans, and educational seminars. The firm operates primarily on a non-discretionary basis and uses a mix of analytical methods and both strategic and tactical asset allocation.

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.

John Riley is a financial advisor with Cornerstone Investment Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Cornerstone since 1999 and previously worked at Cantella & Co., Inc. for 20 years. Outside of his advisory role, he serves as president of 1320, Inc., a company involved in non-investment related retail sales. Cornerstone Investment Services provides portfolio management, investment consulting, and financial planning to individual, high-net-worth, pension, and profit-sharing clients. The firm employs a range of analytical techniques and trading strategies, managing approximately $52.8 million for about 86 clients, and sponsors a wrap fee program that utilizes Charles Schwab for execution and custody.

John Lavasseur is a Series 66-licensed financial advisor with Four years of industry experience. He has worked at Commonwealth Financial Network and Ss&C before joining Five Corners Financial Services, where he currently practices. Outside of his advisory role, he is involved with tax preparation services through a related business. Five Corners Financial Services provides discretionary wealth management and financial planning for individuals, high net worth clients, trusts, and estates. The firm manages approximately $292 million in assets, using a mix of ETFs, low-cost mutual funds, and selective individual securities guided by various analytical methods.

Anthony Salotto is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Delphinus Financial Advisors, LLC since 2010. He holds a Series 65 license and works out of Mansfield, MA. Delphinus Financial Advisors, LLC provides holistic financial planning and investment advisory services to individuals and families, offering ongoing planning, discretionary investment management, and optional tax planning including individual tax return preparation. The firm operates on a fee-only basis with fixed annual fees and emphasizes personalized portfolio structuring based on clients’ tax situations, risk tolerance, and goals.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.

Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.

John Teixeira is a CFP® professional with 10 years of industry experience. He has been with Hall Capital Management Company, Inc. since 2014, serving in his current role since 2018. Hall Capital Management Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm uses fundamental analysis and model portfolios to emphasize long-term capital appreciation and dividend income, integrating accounting and tax expertise into its advisory services.

Tracy Galloway is a financial advisor at Holmes Investment Management, Inc. with nine years of industry experience. She has been with Holmes since 2017 and also practices domestic relations law through her own firm, Galloway Law & Consulting, which she has operated since 2013. Additionally, she serves as a fiduciary and representative payee for individual veterans through the Department of Veterans Affairs. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines factor-based model portfolios with individualized asset allocation and employs advanced trading strategies, including derivatives and margin techniques, for approved clients.

John Thompson IV is a financial advisor at J.W. Thompson Investments LLC in Providence, RI, holding a Series 66 designation with 23 years of industry experience. He has been with J.W. Thompson Investments and affiliated with LPL Financial since 2013. J.W. Thompson Investments LLC provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing both discretionary and non-discretionary accounts. The firm employs a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analysis tailored to clients' tax situations, income needs, and risk tolerances, and maintains a significant retirement-plan consulting practice overseeing over $1.8 billion in assets.

Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business 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, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.

Dana Norman is a financial advisor with Dana R. Norman, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously owned and continues to work part-time as a CPA at an accounting firm she founded, Norman, Graham & DiGangi. Her firm provides discretionary, individualized portfolio management and retirement-plan services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental, mutual fund/ETF, and technical/cyclical analysis to develop client-specific policies, with portfolio management tailored to clients’ objectives and ongoing review based on market events and client circumstances.

Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. She previously worked at FG Advisory Services, LLC and The Financial Gym, where she spent eight years. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis investment approach with a long-term orientation and manages diversified portfolios including ETFs, equities, bonds, mutual funds, and alternative investments.

Connor Russ is a CFP® and Series 66-registered financial advisor with Bristol Wealth Group, bringing four years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of finance, he referees youth and high school football games as a football official with the Southeastern MA Football Officials Association. Bristol Wealth Group is a six-advisor team managing nearly $1 billion in discretionary assets, serving individuals, trusts, pension plans, and charitable organizations. The firm provides comprehensive financial planning and portfolio management using fundamental analysis with portfolios tailored to client objectives and risk tolerance.

Dean Larabee is a financial advisor with Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Ricciardi Financial Group. He serves as chairperson of the Berkley Public Library Building Committee, a nonprofit organization. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis tailored to individual investment policies.

Marc Bastien is a CFP® with two years of industry experience, currently serving at Axis Wealth Partners, LLC. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group and has operated Good Counsel Tax Service, Inc., a tax preparation business. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and typically implements asset-class-based portfolios using index mutual funds and ETFs alongside fundamental and technical analysis.

Mark Mcauley is a CFP® with 14 years of experience in the financial services industry. He has been with Great Oak Capital Partners, LLC since 2019 and also serves as president of Great Oak Tax Planning, Inc., a tax preparation firm. Great Oak Capital Partners serves individuals, high-net-worth clients, trusts, estates, and retirement plans with wealth management, portfolio management, financial planning, and retirement-plan advisory services. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and factor integration, and provides coordinated tax, accounting, and investment advice through its affiliated tax practice.

John Lemme is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently a managing partner at Blue Chip Financial Advisors, LLC and has previously worked at Triad Advisors, Inc. for 19 years. Outside of advising, he is involved in insurance sales with multiple carriers. Blue Chip Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm employs a client-directed, non-discretionary investment approach, offering portfolio management and broad financial planning supported by third-party research and custodial trading through Fidelity and a dually registered broker-dealer.

Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.