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.

James Ek is a financial advisor with PCM Encore, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior work includes roles at Empower, GWFS Equities, Citizens Securities, and Natixis Investment Managers. PCM Encore provides investment management, financial planning, family-office, and consulting services to a wide range of clients, including individuals, trusts, estates, and charitable organizations. The firm employs a Modern Portfolio Theory-based investment approach with diversified, tax-aware portfolios and offers services such as outsourced Chief Investment Officer and retirement-plan consulting.

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 CFP® professional with six years of industry experience. He is currently an advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, having previously worked at Commonwealth Financial Network and Pioneer Valley Financial Group. Wingate Wealth Advisors provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm uses a blend of active and passive investment strategies, operates on a fee-only basis, and manages the majority of client assets under discretionary authority.

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.

Jason Reesey is a CFP® professional with 24 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network since 2000 and has operated Financial Foundations since 2005, where he provides financial planning and consulting services. He is also a co-owner of Financial Foundation Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Michael Downey is a financial advisor at Cadence Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cadence Wealth Management since 2010, as well as at Purshe Kaplan Sterling Investments since 2012. At Cadence, he serves as Vice President of Client Experience, focusing on back-office operations and advisor business tracking. Cadence Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and trusts. The firm employs a long-term core asset allocation approach combined with tactically managed, technically driven strategies using proprietary rule-based models.

Jason Pisciotta is a financial advisor at Davinci Capital Management, Inc. in Cambridge, MA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Davinci Capital Management since 2012 and The CIP Group, Inc. since 2016. Pisciotta is a founding member of Financial Partners in Sudbury, MA, where he provides investment advice and insurance sales. Davinci Capital Management primarily serves individual investors, including retail and high-net-worth clients, as well as pension and profit-sharing plan sponsors. The firm offers individualized portfolio management, asset allocation services, and retirement plan consulting, operating mainly on a non-discretionary basis with client approval required for trades.

Michael Gurney is a financial advisor with Johnson Brunetti and holds a Series 65 designation. He has worked in the industry since 2022, including roles at JB Capital, Morgen Camp Care, and Doble Lebranti Financial Group. His prior experience includes positions outside the financial sector, such as at Bryant University and various municipal roles. Johnson Brunetti is a multi-advisor firm offering discretionary asset management, financial planning, and consulting services to individuals, corporations, pension plans, and trusts. The firm manages approximately $2.78 billion in assets and uses fundamental analysis to tailor portfolio strategies according to client needs and risk tolerance.

Courtney Summa is a financial advisor at Centerpoint Advisors, LLC with seven years of industry experience. She holds the Series 65 designation and has been with Centerpoint Advisors since 2015. Centerpoint Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing discretionary investment management, financial planning, family office, and consulting services. The firm employs a tailored investment approach combining ETFs, mutual funds, individual securities, and a dedicated fixed-income strategy, while integrating family-office style services and coordinating with external tax, legal, and investment professionals.

Robert Green is a financial advisor at Bay Colony Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Bay Colony Advisory Group since 2014. In addition to his advisory role, Green is a partner at Green & DiMinico, P.C., a public accounting firm specializing in accounting, tax preparation, and consulting, where he has worked since 1975. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm uses a fundamentally driven, long-term investment approach and offers a range of family-office and concierge services alongside its retirement-plan consulting and private-investment programs.

David Bunker is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 65 and Series 63 licenses and 28 years of industry experience. His prior roles include positions at Windsor Wealth Management, Essex Financial Advisors, and Huntwicke Securities. He serves as a trustee for multiple irrevocable trusts and is a partner in a family partnership used as an estate planning tool. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients by providing comprehensive financial planning, portfolio management, and related advisory services. The firm combines fundamental analysis with model portfolios and third-party sub-advisers, offering both family-office and institutional retirement fiduciary services alongside concierge offerings.

Kari Wolfson is a CFP® and holds a Series 65 license with 13 years of industry experience. She has worked at Adviser Investments, LLC from 2011 to 2024 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves a broad client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm emphasizes strategic asset allocation using an open-architecture platform and integrates fundamental and quantitative methods in its investment strategies, alongside offering financial planning, tax services, and retirement plan advisory.

Matthew Licata is an advisor at Grimes & Company with a Series 65 designation and one year of industry experience. His prior experience includes a position at Fidelity Investments and roles outside finance during his time at Villanova University and with the NH Tomahawks. Grimes & Company provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension plans, and government entities. The firm employs customized investment strategies supported by proprietary research and portfolio management systems, offering a range of investment vehicles and acting as a sub-advisor to other investment advisers.

Christopher White is a CFP® professional with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2014. Based in Boston, MA, he is part of a firm with 113 advisors. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory and supplements core strategies with independent managers, private placements, and optional ESG integration.

Holly Dumlupinar is a financial advisor at RWA Wealth Partners in Boston, MA, with six years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at notable firms including J.P. Morgan Securities, First Republic Securities Company, and CitiGroup. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach across an open-architecture platform and offers customized fixed income and cash management strategies supported by internal credit analysis and an extensive dealer network.

Philip Dubuque is a CFA® charterholder with 16 years of industry experience. He has been with Beaumont Financial Partners since 2013 and currently works at Beaumont Financial Advisors, LLC since 2022. The firm provides comprehensive wealth management and family office services to affluent individuals, families, small businesses, and select institutions, integrating portfolio management with financial planning and in-house tax preparation. Beaumont employs a Dominant Benefit Theory investment approach, utilizing diverse asset categories and a range of investment vehicles, with decisions overseen by an Investment Committee and executed by relationship managers.