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.

Jason Clary is a financial advisor with Clary Financial, Inc., holding Series 65 and Series 63 designations and bringing 19 years of industry experience. He has worked at Clary Financial, Inc. since 2014 and has been affiliated with related financial and insurance planning firms since 2006. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations with retirement and financial planning as well as discretionary portfolio management. The firm manages approximately $92.9 million in assets for 439 clients, using investor profiles to guide portfolio construction focused on no-load mutual funds and ETFs with a long-term, fundamental analysis approach.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked in financial and tax-related roles since 2012, including founding a sole proprietorship and involvement with All Star Staffing, LLC. Sao is also active in providing accounting and tax preparation services through a related business. Proactive Financial Solutions 360, LLC offers discretionary asset management, financial planning, and ERISA plan services to individual and business clients. The firm customizes investment strategies based on client goals and risk tolerance, provides regular account reviews, and integrates accounting and tax services for clients with significant managed assets.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

Christopher Gauthier is a CFP® with seven years of industry experience, currently serving as an advisor at Proactive Financial Solutions 360, LLC. He has held roles at PFS Tax, Inc., where he is also owner and director of tax services, and has prior experience at Castro, Thresher and Oliviera P.C. and Corrigan Financial. Proactive Financial Solutions 360, LLC provides discretionary asset management, financial planning, and ERISA plan services to individual and business clients. The firm emphasizes client-specific strategies and integrates accounting and tax services through its principal’s tax preparation practice.

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.

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

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 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.

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.

Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.

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.