Paul Litchfield is a financial advisor at Claro Advisors Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Claro Advisors since 2017, after four years at Ferris Capital. Litchfield serves as a board member of the Miss Massachusetts Scholarship Foundation and the University of Massachusetts Lowell Accounting Advisory Board. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with investment management, financial planning, and consulting services. The firm employs a fundamental analysis and long-term investment approach, incorporates AI tools, and offers specialized strategies and portfolio overlays, including management of pooled investment vehicles for qualified investors.

Are you a Young Professional… …in your 20’s or 30’s, making good income, who wants to start life out on a smart financial footing? …who would like a coach to hold you accountable to your financial commitments? …who could use help creating goals, paying down debt, and starting a savings and investing plan? …who wants to make the most of your salary and company benefits? …who would like direction on how best to protect you and your loved ones with insurance and wills? What is SAGEbroadview Wealth Management for a Young Professional? As a young professional, investing in your future is the single most important financial step you can take. This is why we, at SAGEbroadview Wealth Management, created a service offering specifically for Young Professionals — to provide customized advice to high income young professionals looking for guidance and accountability as they navigate the various stages of life, and all that comes with it. Everyone wants to ‘live the dream’. Thing is, everyone’s idea of that dream is different. Through conversation, questions and analysis, we help you clearly define your dream so together we can create a working plan to achieve it. Our wealth management process is ongoing, and integrates financial planning and portfolio management, with tax planning carefully woven throughout. Professional Background I joined SAGEbroadview Wealth Management as an associate adviser in 2011 and achieved my CFP® credentials in 2014. In 2016, I became a wealth manager and broadened our ability to serve clients throughout the northeast by opening our Burlington, Massachusetts office to complement our offices in Morristown, NJ and Farmington, CT. In July 2021, I was promoted to Partner. I understand the complexities of a growing career and family because I’m there too! So, in 2019, I kicked off our Young Professionals program, because I wanted to help motivated professionals make well-informed decisions in the early stages of their career through lifelong financial planning and portfolio management, with tax planning carefully woven throughout. I hold a bachelor’s degree in business administration from Bryant University. I am a member of the National Association of Personal Financial Advisors (NAPFA) and am active in NAPFA’s Genesis networking group for supporting professional growth and development among next- generation NAPFA advisors. Personal Background I am a family man at heart. My wife Lindsay and I welcomed our daughter Avery Grace to the world in 2016, and son Landon in 2019; things have never been the same since. Read Christopher’s blog here: https://sagebroadview.com/blog-2/

Daniel Lester is a CFP®-designated financial advisor with six years of industry experience, currently at SageBroadview Wealth Management, LLC. His background includes roles at Bentley University and Barnum Financial Group. SageBroadview Wealth Management is a team-based advisory firm serving individuals, trusts, and estates with integrated financial and tax planning, discretionary portfolio management, and a Young Professionals Program. The firm emphasizes a long-term, diversification-driven investment approach using Modern Portfolio Theory, with portfolios incorporating strategies from Dimensional Fund Advisors, mutual funds, and ETFs.

Paul Stancs is a financial advisor at Sandhill Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fisher Investments from 2013 to 2020. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, offering portfolio management, model delivery for UMA programs, sub-advisory services, and retirement plan consulting. The firm’s research-driven investment process focuses on fundamental analysis and long-term equity positions, and it provides access to alternative investments for accredited clients.

Jordan Brandon is a financial advisor with Blue Jean Financial LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. from 2018 to 2024 and at Autumn Transport Inc. from 2013 to 2017. He is also a licensed insurance agent, spending part of his time on insurance sales and implementation. Blue Jean Financial LLC is a seven-person team providing discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios with a long-term orientation that incorporates both fundamental and technical analysis.

John Poitras is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including at Integrity Marketing/Stateline Senior Services and public schools. Outside of financial advising, he is involved in insurance sales through Integrity Marketing/Stateline Senior Services. William Joseph Capital Management, Inc. offers investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and provides ERISA plan consulting and fee-based insurance product services.

William Mccloskey is a financial advisor with William Joseph Capital Management, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He also serves as Managing Partner and full-time employee at Integrity Marketing Group, LLC, focusing on insurance sales including annuities, disability, health, life, and long-term care. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses with wealth management services that integrate financial planning and portfolio management. The firm employs a combination of customized portfolio construction and third-party sub-advisors through the AssetMark platform, utilizing quantitative, fundamental, technical, cyclical, and qualitative analysis methods.

Darren Tapley is a financial advisor at New England Capital Financial Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Purshe Kaplan Sterling for 10 years. Tapley serves on the board of directors for the Beat the Street Community Center, a nonprofit organization. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and offers educational programs and pension consulting through an active seminar series.

Christopher Beale is a CFP® with 42 years of experience in the financial services industry. He has been with New England Capital Financial Advisors LLC for over two decades and previously spent ten years at Purshe Kaplan Sterling Investments. Beale serves on the board of National Advisors Trust Company and is chairman of the distribution committee for the CUNO Foundation, a charitable organization. New England Capital Financial Advisors is an SEC-registered firm managing approximately $768 million for a diverse client base that includes individual and high-net-worth households, pension plans, trusts, and charitable organizations. The firm combines fundamental and technical analysis with strategic asset allocation and offers an active seminar and workshop program alongside comprehensive financial planning and consulting services.

Richard Knudsen is a financial advisor at William Joseph Capital Management, Inc. with nine years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Advantage Capital Corporation for 20 years. Outside of investment advisory, he is president and owner of Health Insurance Quote Services, Inc., a business specializing in life and health insurance and annuities, which he has operated since 1996. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management and financial planning into comprehensive wealth management, offering services that include ERISA plan consulting and fee-based insurance product support.

Joseph Goss is a financial advisor with William Joseph Capital Management, Inc., holding a Series 65 designation and bringing 10 years of industry experience. He has been with William Joseph Capital Management since 2015 and also owns Joseph E. Goss, Ltd. dba The Producers Firm, which sells insurance products. In addition to his advisory role, he is involved in several insurance-related businesses, including Wealth Preservation Specialist, LLC and NBC National Marketing, Inc., as well as a tax advice and preparation firm, William Joseph Tax Strategies, Inc. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management combining financial planning and portfolio management, utilizing customized portfolio construction with third-party sub-advisors and a variety of analytical methods.

Matthew Woods Weber is a CFP® with 19 years of industry experience, currently serving as an advisor at Medallion Wealth Advisors, LLC. He has worked at Medallion Wealth Advisors since 2013 and is also affiliated with Osaic Wealth, Inc. Outside of his advisory role, he is licensed as an insurance agent through Highland Capital Brokerage. Medallion Wealth Advisors serves individuals and families, including high-net-worth clients, as well as pension, profit-sharing, and 403(b) plans for educators and nonprofits. The firm offers portfolio management, financial planning, pension consulting, and third-party manager oversight, employing a long-term investment approach that includes mutual funds, ETFs, equities, and fixed income.

Kara Miller is a Series 66-licensed financial advisor with 10 years of industry experience. She currently works at Macro Advisors, Inc., where she has been since 2024. Miller is also a partner at Professional Investors Life & Annuity, LLC, a business specializing in life insurance, annuities, and health insurance sales. Macro Advisors, Inc. manages approximately $371 million for a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs proprietary model allocations combining equities, hedging strategies, and fixed income, and incorporates fundamental and technical analysis alongside option writing and structured products in its investment approach.

Jeffrey Annello is a financial advisor at SageBroadview Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Founders Capital Management, as well as being self-employed and affiliated with the University of Connecticut. SageBroadview Wealth Management is a team-based advisory firm serving individuals, high-net-worth clients, and trusts with wealth management and consulting services, including a Young Professionals Program. The firm employs a long-term, diversification-focused investment approach using Modern Portfolio Theory, and incorporates Dimensional Fund Advisors strategies, mutual funds, and ETFs within individualized investment policy statements.

Matthew Sweeney is a financial advisor at William Joseph Capital Management, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wealth Preservation Specialists, LLC and William Joseph Capital Management since 2015. He is a part-owner of Wealth Preservation Specialists, LLC, a non-investment insurance revenue-sharing entity, and serves as an advisor to Investipal, Inc., a Toronto-based startup providing advisory services. Additionally, he is a part-owner and managing partner of William Joseph Tax Strategies, Inc., which offers tax advice and preparation services. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans, integrating portfolio management and financial planning into comprehensive wealth management. The firm manages accounts on discretionary and non-discretionary bases, using a range of custodians and third-party models while maintaining supervisory oversight.

Liam Wallace is a CFP® and Series 65-licensed advisor with five years of industry experience. He has worked at New England Capital Financial Advisors LLC since 2023 and previously held roles at Yale University School of Medicine, Fairwater Investments LLC, Gorton's Inc., and Garvey, Steele, & Bancroft, LLP. New England Capital Financial Advisors manages approximately $768 million for a diverse client base, offering discretionary portfolio management, comprehensive financial planning, and pension plan advisory services. The firm emphasizes client-specific investment policies through fundamental and technical analysis and maintains an active seminar and workshop program related to portfolio analysis and pension consulting.

John Principe is a CFP® professional with 16 years of experience in financial advising. He has been with SageBroadview Wealth Management, LLC since 2007, currently working as part of a six-advisor team in Farmington, CT. He is also indirectly associated with SageBroadview Tax, LLC, which provides tax preparation services but is not investment-related. SageBroadview Wealth Management serves individuals, including high-net-worth clients, trusts, and estates with comprehensive wealth management and consulting services. The firm employs a long-term, diversification-focused investment approach utilizing Modern Portfolio Theory and mainly buy-and-hold strategies, combining financial and tax planning with discretionary portfolio management.

Steven Tellar is a financial advisor with Medallion Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Medallion Wealth Advisors since 2016 and previously at American Portfolios Financial Services, Inc., and Merrill. Outside of his advisory role, he is also licensed as an insurance agent. Medallion Wealth Advisors is an SEC-registered firm serving individuals, families, trusts, retirement accounts, and various organizations. The firm provides portfolio management, financial planning, and pension consulting, managing accounts through client-specific investment policies and offering both discretionary and non-discretionary services.

Daphne Roberson is a financial advisor at William Joseph Capital Management, Inc. with seven years of industry experience. She holds a Series 65 designation and has been with William Joseph Capital Management since 2017. In addition to her advisory role, she is a part owner of Roberson Tierney & Associates, LLC, an agency that sells health and life insurance, annuities, and Medicare health plans. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning with portfolio management, using customized portfolio construction and third-party sub-advisors accessed through the AssetMark platform.

Wilder Carnes is a financial advisor at Trust Advisory Group Ltd with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including StoneX Securities Inc, AGES Financial Services Ltd, and Source Capital Management. Trust Advisory Group Ltd serves individual and high-net-worth clients, as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing around $494 million in discretionary assets. The firm employs a range of investment solutions including advisor-managed portfolios, proprietary model strategies, and a manager-of-managers approach.