David Khouri is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

Anthony Ciaramitaro is a financial advisor at Shepherd Financial Partners, LLC, holding a Series 66 designation with two years of industry experience. His career includes roles at LPL Financial, Charter Oak Capital Management, Boston Light Financial, Eaton Vance, and Forrester. Shepherd Financial Partners serves individual and high-net-worth clients, as well as business entities, trusts, estates, retirement plan sponsors, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $1.38 billion in assets across roughly 730 client relationships.

Robert Norris is a Series 65-licensed financial advisor at Centerpoint Advisors, LLC in Needham, MA, with seven years of industry experience. He has been with Centerpoint Advisors since 2017 and also worked at Bryant University from 2016 to 2017. Centerpoint Advisors serves individuals, high-net-worth clients, trusts, estates, pension plans, and other institutions by providing discretionary investment management, financial planning, and family office/consulting services. The firm’s investment approach combines fundamental and technical analysis across various asset types, with a particular focus on fixed-income securities and customized portfolio construction tailored to client-specific needs.

Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.

Casandra Johnson is a financial advisor at Montis Financial, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Navigators, Inc. and Tiaa prior to joining Montis Financial. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm employs a tailored investment approach that includes discretionary portfolio management and the use of unaffiliated managers, incorporating a range of strategies such as mutual funds, private funds, and options for hedging or tactical purposes.

Henry Pasts is a financial advisor at BTS Asset Management, Inc. with three years of industry experience. He holds the Series 66 designation and has been with BTS Asset Management since 2019. Henry’s background includes ongoing academic pursuits alongside his advisory role. BTS Asset Management serves individual, high-net-worth, and institutional clients, providing discretionary portfolio management across various model portfolios and acting as a sub-advisor to third-party platforms. The firm employs a combination of quantitative and fundamental analysis, utilizing proprietary technical indicators to guide investment decisions with both tactical market-timing and longer-term strategic approaches.

Bryan Amandolare is a CFP® professional with 26 years of industry experience. He is affiliated with Financial Foundations, Inc., where he has worked since 2004, and has prior experience at Commonwealth Financial Network over the same period. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax-efficient strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer wrap fee programs and includes in-house tax preparation services through an affiliated tax professional.

James Potter is a financial advisor at Brock Hill Wealth Management with three years of industry experience. He has worked at AWH Financial, LLC since 2023 and co-owns Potter & Szabo CPA PC, a CPA firm he has been involved with since 2022. Prior to that, he led James R. Potter CPA PC for over 25 years. Brock Hill Wealth Management serves individual and high-net-worth clients, trusts, estates, and business entities, offering discretionary asset management, portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $87 million in assets and employs a wide range of analytical approaches and investment strategies tailored to client objectives.

Lawrence Miller is a financial advisor at Family Fiduciary Services, Inc. in Newton, MA, holding a Series 65 designation with 17 years of industry experience. He has been with Family Fiduciary Services since 2008 and also serves as president of Mediphase Management, a private equity firm focused on healthcare and life sciences investments. Family Fiduciary Services serves individuals, corporations, trusts, foundations, and retirement plan sponsors, offering discretionary investment management and comprehensive financial planning. The firm emphasizes long-term asset allocation, diversification, and tax sensitivity, with distinctive services including corporate trustee roles and bill-paying and tax-organization options.

Brendan Hayes is a financial advisor with Armstrong Advisory Group Inc. who holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Armstrong Advisory Group in 2022, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2007 to 2022. Outside of advising, he co-hosts multiple financial programs, including the radio show "The Financial Exchange" and the podcasts "Dumb Questions for Smart Money" and "Make it Make Cents." Armstrong Advisory Group is a wealth management firm serving individuals, trusts, estates, and small businesses with investment management and financial planning services. The firm employs a primarily long-term, macroeconomic-driven investment approach and operates through a team of 14 advisors across 12 offices.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.

John Shreenan Jr. is a financial advisor at Empirical Asset Management, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at TIAA-CREF and Tiaa, as well as involvement with Uber Technologies, Inc. and Amada Senior Care. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, institutions, and other advisers. The firm employs a rules-based, long-term investment approach using diversified portfolios composed of low-cost ETFs, mutual funds, and select securities.

Austin Russell is a CFP® professional with three years of industry experience, currently serving at Gray Private Wealth, LLC since 2019. Prior to that, he worked at Lifetime Financial Growth and has experience with Motorcycles of Manchester and Ohio State University. Gray Private Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, pension plans, trusts, estates, corporations, foundations, and charitable organizations. The firm focuses on tailored portfolio management and comprehensive financial planning, emphasizing long-term after-tax, risk-adjusted returns through strategic asset allocations and the use of mutual funds, ETFs, separately managed accounts, and alternative investments.

James Welch is a financial advisor at 93 Financial Group, LLC with 18 years of industry experience. He holds a Series 65 designation and has been with 93 Financial Group since 2003. 93 Financial Group serves individuals, families, business owners, trusts, and estates by providing financial planning, discretionary investment management, retirement planning, and insurance services. The firm emphasizes one-on-one advisory relationships and uses fundamental analysis to create tailored, long-term asset allocations typically implemented with mutual funds and ETFs.

Andrew Hammond is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at AAF Wealth Management, LLC since 2017 and previously spent 17 years at Fidelity Investments. Hammond holds Series 63 and Series 66 licenses. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Jason Sikorski is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation with five years of industry experience. He has worked at Wingate Wealth Advisors since 2020 and previously held roles at Commonwealth Financial Network and Pioneer Valley Financial Group from 2017 to 2020. Prior to his financial services career, Sikorski worked at Best Buy for nine years. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process that combines active and passive fund selections and manages client accounts primarily on a discretionary basis.

Corey Lampman is a financial advisor at BTS Asset Management, Inc. with two years of industry experience. He holds the Series 66 designation and has worked exclusively at BTS Asset Management since 2021. Prior to his advisory role, he spent four years at Florida Gulf Coast University and four years at Dover-Sherborn High School. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm combines quantitative and fundamental analysis with technical indicators to manage tactical and strategic portfolios across various asset types.

Brendan Scarafone is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked at BTS Asset Management since 2016, following a one-year tenure at NYLife Securities, LLC and New York Life Insurance Company. BTS Asset Management serves individual and high-net-worth investors as well as institutional clients, including pension plans and endowments. The firm employs a combination of quantitative and fundamental analysis to provide discretionary portfolio management through various model portfolios and also offers sub-advisory services to third-party platforms.

Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.

Grigoriy Grinshteyn is a financial advisor at Cadence Wealth Management LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. In addition to his advisory role, he is licensed to sell fixed insurance products, including term life, disability, and long-term care insurance. Cadence Wealth Management is an SEC-registered, team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.