Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.

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 with Merrimack Valley Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has eight years of experience in the industry. His prior work includes roles at Edward Jones and FIDELITY Brokerage Services LLC. Merrimack Valley Financial Advisors serves both individual and institutional clients, offering discretionary portfolio management, model portfolios, pension consulting, and comprehensive financial planning. The firm uses a process based on client objectives and risk tolerance, employing fundamental, quantitative, and qualitative research with ongoing monitoring and rebalancing.

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.

Justin Gaudino is a CFP® professional with 11 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. Gaudino is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on fundamental analysis and strategic asset allocation, delivering primarily ETF and mutual fund model portfolios alongside tailored portfolio construction, and offers retirement and estate planning support through third-party specialists.

Kyle Gavin is a financial advisor at Merrimack Valley Financial Advisors, Inc. with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Merrimack Valley Financial Advisors, he worked at McLarney & Company LLC for five years and completed full-time education at Merrimack College. Merrimack Valley Financial Advisors serves individual and institutional clients, offering discretionary portfolio management, model portfolios, pension consulting, and comprehensive financial planning. The firm combines customized and model-based investment solutions with an investment process that includes fundamental, quantitative, and qualitative research, and maintains an affiliation with an accounting firm for client referrals.

James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.

Stephanie Griebel is a CFP® professional with 15 years of industry experience. She has been with Davis Wealth Advisors since 2022, following five years at Resolute Financial, LLC. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, financial planning, and business consulting. The firm utilizes a tailored investment approach incorporating mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services.

Harrison Oakes is a financial advisor at Cox Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at MFS Investment Management. Cox Capital Management LLC serves individual and high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and proprietary quantitative methods with a long-term investment approach.

Melinda Davis is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Davis Wealth Advisors since 2017 and previously spent four years at Northstar Financial Planning, Inc. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering wealth management, comprehensive financial planning, and business and pension consulting. The firm employs tailored investment strategies that incorporate mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services for employee benefit plans.

William Cox is a financial advisor at Cox Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Mason Capital Partners since 2002 and U.S. Securities, International Corp. since 1998. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis methods with a long-term investment approach and offers advisory services covering a broad range of asset types, including institutional mutual funds, ETFs, and alternative investments.

Robert Leonard is a CFA charterholder with nine years of industry experience. He has been with Simpson Leonard Investment LLC since 2016. Simpson Investment Counsel provides investment management and general financial advice to individual clients, managing approximately $17.6 million across three client relationships. The firm uses a top-down investment approach, constructing portfolios from stocks, bonds, and mutual funds tailored to client-specific guidelines, and manages accounts primarily on a discretionary basis.

Patrick Xavier is a financial advisor at Davis Wealth Advisors in Salem, NH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boston College, Sentinel Group, Align Credit Union, and Wilmington Public Schools. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, comprehensive financial planning, business and pension consulting, and education-oriented services. The firm uses fundamental analysis and modern portfolio theory to tailor investment advice, offers both discretionary and non-discretionary portfolio management, and is known for its educational seminar program and ERISA 3(38) fiduciary services.

Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.

Bradford Greenleaf is a CFA® charterholder with nine years of industry experience. He has been with Trinexus Capital, LLC since 2018 and previously worked at Beaconcrest Capital Management from 2014 to 2017. Trinexus Capital provides investment management services to individuals and institutional investors, including family offices, endowments, foundations, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market sectors.

Kaitlyn O'Neill is a financial advisor with Massachusetts Wealth Management, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Barclays Capital Inc and also has experience at the College of the Holy Cross. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm employs a tactical asset allocation approach with a long-term orientation and constructs customized portfolios typically combining equities, fixed income, and ETFs.

Zachary Gibbons is a financial advisor at Davis Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Putnam Investments. His background includes roles outside the financial industry, including four years at Merrimack College and three years at Black Water Grill. Davis Wealth Advisors serves individual clients, high-net-worth households, and employer retirement plans, offering comprehensive wealth management, financial planning, pension consulting, and educational seminars. The firm provides tailored portfolio management, fiduciary services, and assists with securities-backed lines of credit while maintaining an educational program for retirement plan participants.

Paul Fortin is a financial advisor with Harbor Island Capital LLC in Topsfield, MA, holding 27 years of industry experience. He has been with Harbor Island Capital since 1999. Harbor Island Capital provides discretionary, personalized portfolio management to high-net-worth individuals, associated trusts, and other legal entities, focusing on direct equity investments along with mutual funds or ETFs. The firm employs a fundamental, value-oriented stock-selection process with concentrated portfolios and emphasizes hands-on oversight for a small client base.

Nicholas Shea is a financial advisor at Catalyst Investment Management LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fidelity Investments and Charles Schwab and Co. Outside of advising, he is also involved in real estate as a licensed realtor and assists senior clients with healthcare insurance solutions through an affiliated insurance agency. Catalyst Investment Management LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fiduciary investment approach using low-cost mutual funds, ETFs, and other securities, and offers a wrap fee program that consolidates various costs into a single asset-based advisory fee.