William Stott is a Series 65-licensed financial advisor with Marshfield Associates, where he has worked since 1990, totaling 36 years of industry experience. Marshfield Associates is a registered investment adviser managing approximately $8.12 billion for a diverse client base that includes high-net-worth individuals, state and municipal government entities, investment companies, and sovereign wealth funds. The firm employs a long-only value investment approach through a concentrated Core Value Equity Strategy and an optional Balanced Strategy that includes fixed income, emphasizing quality and a strict margin-of-safety buy discipline.

Samuel Smith is a financial advisor at AlphaStar Capital Management with two years of industry experience. He holds a Series 66 designation and has worked at firms including Advent Financial Planners, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory role, he also works as a retirement specialist involved in insurance sales. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm offers both model and custom investment strategies, combining strategic asset allocation with quantitative and tactical analysis, and provides services such as portfolio management, financial planning, and retirement consulting.

Michael Houssan is a financial advisor with The AmeriFlex Group in Worcester, MA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Cambridge Investment Research, Integrated Wealth Concepts, LPL Financial, and Mass Mutual Investors Services. Outside of his advisory work, he owns and operates Houssan & Ojerholm, PC, a certified public accounting firm. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through various model allocations and discretionary manager relationships.

Cameron Mac Koul is a financial advisor at Prosperity - An EisnerAmper Company with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including MassMutual Life Insurance Company and Commonwealth Financial Network. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, managing approximately $5 billion in client assets across a multi-team structure.

Harold Kirkpatrick is a CFP® professional with 11 years of industry experience and is currently with Procyon Advisors, LLC. His prior roles include positions at Connectus Wealth Advisors, Purshe Kaplan Sterling Investments, Facet, and Pinnacle Financial Group. He also provides strategic advice to fintech startups and consults firms within the financial services and technology industries. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a primarily long-term, fundamental-analysis driven investment process, offering both discretionary and non-discretionary portfolio management along with specialized services such as model-portfolio signal delivery and advisory roles for pooled investment vehicles and private funds.

Krista Piazza is a financial advisor at AlphaStar Capital Management with five years of industry experience. She holds a Series 65 designation and has worked previously at Worcester Advisors and Quinsigamond Community College. Prior to her financial career, she was employed at Seven Hills Charter Public School for 15 years. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm uses a combination of strategic and tactical investment approaches through proprietary model portfolios and third-party technology tools.

Jeffrey Monfette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He holds a Series 65 credential and has worked at Consolidated Portfolio Review Corp since 2022, following prior roles at The Patriot Financial Group and his own firms, Sharry & Monfette, LLP and The Visper Group, LLC. Outside of his advisory work, he practices law as an attorney at Sharry & Monfette, LLP. Consolidated Portfolio Review Corp provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm emphasizes an advisor-driven investment process tailored to each client, utilizing strategic asset allocation combined with fundamental and technical analysis across various securities.

Bruce Rellstab is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Broker Dealer Financial Services Corp. and Community Investment & Retirement Services, where he also serves as president of an independent insurance agency focusing on fixed and index annuities, long-term care, and life insurance. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented strategies, combining fundamental and technical analysis with active portfolio management and third-party manager allocations.

Christopher Sharry is a CFP® with 10 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. He has held roles at multiple firms including Patriot Financial Group and Gradient Advisors, and is a partner at Sharry & Monfette LLP, where he represents clients in estate planning and Social Security Disability matters. He is also involved in fixed insurance sales, focusing on annuity and life insurance products. Consolidated Portfolio Review Corp provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Joseph Macmunn is a financial advisor at Simplicity Wealth with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management and AE Wealth Management, and he has been the owner of College Funding Solutions Inc. dba Macmunn Financial Management since 2002, focusing on college expense financial planning. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a range of advisory, technology, and operational services for advisers.

Jennifer Siraco is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Prosperity - An EisnerAmper Company and previously held roles at Mass Mutual and Minnesota Life Insurance Company. Prior to entering the financial industry, she worked at Walnut Street Center for 18 years. Prosperity - An EisnerAmper Company serves individuals, high-net-worth clients, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and consulting services. The firm manages approximately $5 billion in client assets, emphasizing asset allocation and diversification through both discretionary and non-discretionary management often in partnership with third-party independent managers and technology platforms.

Alfred Boutiette is a financial advisor at Consolidated Portfolio Review Corp with six years of industry experience. He also manages The Visper Group LLC, which focuses on retirement income planning using fixed annuity and life insurance products. Prior to joining Consolidated Portfolio Review Corp in 2022, he worked at The Patriot Financial Group from 2019 to 2022. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients, including high net worth individuals, trusts, estates, and retirement plans. The firm uses an advisor-driven investment process tailored to each client, combining strategic asset allocation with fundamental and technical analysis across various asset classes.

Gerard Dougherty is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has worked at CreativeOne Wealth since 2017 and is also affiliated with Boston Independence Group, where he offers insurance products including disability, annuities, and life insurance. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to support tailored investment solutions and ongoing portfolio management.

James Miller is a Series 65 licensed advisor at Integrity Advisory Solutions with 11 years of experience in the financial industry. Prior to joining Integrity Advisory Solutions, he operated Abundance Financial Coaching, LLC for eight years and has maintained a law practice since 1994. In addition to his advisory work, he owns a law office licensed to sell insurance and is involved in life insurance sales. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, utilizing fundamental and technical analysis along with various asset-allocation strategies.

Andrew Jensen is a financial advisor with Eagle Strategies (NY Life) in Holden, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been associated with Eagle Strategies since 2017 and has prior experience at NYLIFE Securities LLC and New York Life Insurance. Outside of his advisory role, Jensen serves on the board of the Wachusett Area Chamber of Commerce and the Oriol Foundation and volunteers for local community events such as Holden Day’s. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Mark Smiley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with The Guardian Life Insurance Company and Park Avenue Securities since 2014, and has been with Primerica Advisors since 1999. Smiley serves on the Board of Corporators at Bay Savings Savings Bank, providing feedback on customer service. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Drew Stratton is a CFP® with over 31 years of industry experience, currently affiliated with Commonwealth Financial Network in Waltham, MA. He has worked at Commonwealth since 2014 and is also a co-owner of Stratton & Son Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Prior to and alongside his advisory roles, he has been employed by IBM Corp since 1989. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in constructing client portfolios.

David Rampello is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 35 years of industry experience. He has been with Commonwealth since 2012. In addition to his advisory role, he is involved in fixed insurance sales as an agent under the name Park View Wealth Management. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions, while offering operational, trading, compliance, and practice-management resources to affiliated advisors.

Gregory Freeman is a financial advisor with Integrated Wealth Concepts LLC in Worcester, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing customized portfolios with a long-term approach supplemented by shorter-term trades for rebalancing or cash needs.

Stephanie Rivas is a financial advisor with Equity Services, Inc. holding Series 63 and Series 66 licenses and over 20 years of industry experience. Her prior work includes roles at National Life Group, Mass Mutual Life Insurance Company, and Prudential Insurance Company of America. She serves as Chair Elect on the Board of Directors for Finseca and is also an owner and speaker at a financial speaking engagement business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, and charitable organizations. The firm uses multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading.