Theodore Svirbly is a financial advisor and founder of T.S. Financial Planning in Derry, NH, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Mass Mutual prior to establishing his independent practice. In addition to advisory services, he maintains a fixed insurance agency. T.S. Financial Planning offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and corporate plan sponsors. The firm provides both discretionary and non-discretionary portfolio management and is notable for its pension consulting and fiduciary services for workplace retirement plans.

Jonathan Rogers is the principal and sole advisor at Clearview Financial Strategies LLC in Atkinson, NH, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at Gradient Advisors, Inspire Advisors, and operating as a sole proprietor under Clearview Financial Strategies. Outside of financial advising, he owns Horizon Properties LLC, a residential property management business. Clearview Financial Strategies provides discretionary asset management, qualified retirement plan advice, and hourly financial planning to individual clients, typically serving households with a minimum of $500,000 in assets. The firm customizes investment programs based on client goals and risk tolerance and incorporates insurance services through the owner’s independent insurance agency.

Kannan Ramasamy is the principal advisor at Garch Capital LLC, an independent firm based in Andover, MA. He holds a Series 65 designation and has eight years of industry experience. His prior work includes roles at Vay Network Services Private Limited, Clayfin Technologies Private Limited, and Adarsh LLC. Garch Capital manages separately managed accounts for individual and corporate clients, focusing on long-only US equities through a model-driven investment process based on technical analysis and relative price performance. The firm emphasizes transparency in fee arrangements and supports business accounts with a corporate-level operational structure.

Steven Caron is the principal advisor at Old School Capital LLC, an independent investment advisory firm based in Andover, MA. He holds a Series 65 designation and has 24 years of industry experience. Caron has led Old School Capital since 2001. He is also a practicing CPA, and his firm has an operational affiliation with a separately owned accounting practice that results in reciprocal recommendations. Old School Capital primarily serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, banking institutions, and other businesses. The firm provides portfolio management, financial planning, pension consulting, and general advisory services, using fundamental, quantitative, and qualitative analysis methods to develop personalized investment policies and monitor third-party managers.

Holly Colvin is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. She has been the principal of Helm Financial Planning LLC since 2015. Helm Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, diversification-focused investment approach grounded in modern portfolio theory and fundamental analysis, with portfolios tailored to client objectives, tax considerations, and liquidity needs.

Rhonda Murray is the principal of Murray Financial Advisors LLC in North Chelmsford, MA, with 23 years of industry experience. She holds the Series 66 designation and has led her firm since 2002. Murray Financial Advisors serves individuals, families, trusts, estates, and small businesses with financial planning, investment management, tax preparation, and consulting services. The firm uses a customized strategic asset allocation approach combining actively managed and passive funds, ETFs, and select individual equities, managing approximately $50.4 million in discretionary assets for about 52 client households.

Eric Cooper is a financial advisor at Sooner Private Financial LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Belpointe Asset Management, LLC, MML Investor Services, and MassMutual Life Insurance Company, among others. Outside of financial advising, Cooper is the owner and CEO of Sooner Business Advisors & Co., a firm providing business coaching and strategic planning services, and serves as a high school basketball coach. Sooner Private Financial LLC is an SEC-registered independent investment adviser managing approximately $9 million for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, and small businesses. The firm offers discretionary asset management, fee-based financial planning, and access to third-party money managers and turnkey portfolio platforms, employing active, tailored portfolio management with fundamental, technical, and cyclical analysis.

Michael Caputo is a financial advisor at Vitale & Caputo Wealth Management LLC in Middleton, MA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Mass Mutual Investors Services and Baystate Wealth Management. In addition to his advisory role, Caputo is the owner of Caputo & Company, PC, a CPA firm, and a managing member of S.M. Equipment LLC, a leasing company. Vitale & Caputo Wealth Management provides one-time financial planning and solicitation services primarily to individuals and high-net-worth clients, referring them to third-party advisers for ongoing portfolio management. The firm does not maintain client accounts or manage assets directly.

Brian Bond is a CFP® with seven years of industry experience, currently serving as the sole advisor at Leverage Financial Advisory in Wilmington, Massachusetts. Prior to founding his firm in 2018, he worked at Boston University and Sage Hospitality. He serves on the Board of Trustees for the Lowell House Condominium Trust in Somerville, Massachusetts, a non-compensated volunteer role. Leverage Financial Advisory provides investment supervisory and financial planning services to individuals, couples, business entities, and employer-sponsored retirement plans, with a focus on hospitality professionals and small business owners. The firm employs a structured client process and a mix of strategic and tactical asset-allocation strategies, including active elements such as momentum investing and options, and is notable for its ERISA-aware retirement plan consulting and participant education services.

Anthony Gates is a CFP® and PFS™ with 20 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor, Farrar Gates & Green LLC, since 2008. FG&G Financial Services, LLC provides investment advisory and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a passive, asset-class investment approach grounded in Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds, with ongoing monitoring and periodic reviews.

Michael Gallugi is the principal of Gallugi Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has operated his own CPA practice offering tax and accounting services since 1989. He has also worked with Purshe Kaplan Sterling Investment since 2014. Gallugi Wealth Management provides discretionary investment management to individuals, including high-net-worth clients, and charitable organizations. The firm combines investment advice with in-house accounting and tax services, emphasizing fundamental analysis and a primarily long-term investment strategy using diversified mutual funds and ETFs.

Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

Kelsey Brennan is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. She has been with Perennial Advisors Group, LLC since 2015. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services primarily to individuals, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-class-based investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personal client contact.

William Gaudino II is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at ArborStone Financial, LLC. He previously worked at Ameriprise for 34 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent. ArborStone Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, long-term investment approach using model portfolios, ETFs, mutual funds, and individual securities, and oversees client strategies that may include independent managers.

Brian Mc Larney is a financial advisor at Merrimack Valley Financial Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and FIDELITY Brokerage Services LLC. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, model portfolios, pension consulting, and comprehensive financial planning. The firm emphasizes client-specific investment policies and uses fundamental, quantitative, and qualitative research to guide long-term investment strategies.

Jennifer Murphy is a CFP® and holds a Series 65 license with 10 years of industry experience. She has been with Advanced Portfolio Design, LLC since 2016. Advanced Portfolio Design serves individuals, families, business owners, trusts, and charities with fee-only asset management and comprehensive financial planning. The firm employs portfolio construction based on asset allocation and Modern Portfolio Theory, offering both active and passive options, with adjustments for tax brackets and cash-flow needs.

Laura Schenkel is a CFP® and Series 66 holder at VaMa Oak Wealth, LLC with two years of industry experience. Her prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and PNC. VaMa Oak Wealth serves individuals, trusts, employer retirement plans, and corporate entities, offering portfolio management, financial planning, and consulting services. The firm uses a multifaceted investment approach combining fundamental, quantitative, and technical analysis with strategic and tactical asset allocation.

Todd Brisbois is the principal of Brisbois Capital Management LLC in Wilmington, MA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. In addition to his advisory role, he is also a producer of fixed insurance products, offering life, long-term care, and disability insurance. Brisbois Capital Management provides investment advisory and portfolio management services primarily to individual clients. The firm combines tax planning, financial planning, investment management, and insurance reviews, serving a large client base with a distinctive dual registration as both a registered representative and licensed insurance agent.

Justin Gaudino is a CFP® with 10 years of industry experience, currently serving as an advisor at ArborStone Financial, LLC. His prior roles include positions at Ameriprise Financial Services, Mayflower Financial Advisors, Private Client Services, Wells Fargo Advisors, and MFS Fund Distributors. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, primarily long-term investment approach, utilizing model portfolios with ETFs, mutual funds, and individual securities, and oversees independent managers when appropriate.

Kyle Gavin is a financial advisor at Merrimack Valley Financial Advisors, Inc. with one year of industry experience. He previously worked for McLarney & Company LLC for five years and attended Merrimack College full time for four years. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm uses client-specific investment policies and model portfolios, relying on fundamental, quantitative, and qualitative research with a focus on long-term strategies.