John Boyd is a CFP® with 29 years of industry experience and has been with Boyd Financial Strategies, Inc. in Worcester, MA since 2005. He holds a Series 63 license and is one of three advisors at the family-owned firm. Boyd Financial Strategies serves individuals, couples, and related trusts, typically with assets between $500,000 and $20 million, providing comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a top-down, risk-conscious investment approach that blends fundamental, technical, and charting analysis, and requires a documented financial or investment plan before making recommendations.

John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.

Adam Bortolussi is a financial advisor with Bortolussi Wealth Management, Inc. and holds a Series 66 credential. He has 20 years of industry experience, including prior roles at Merrill, UBS Financial Services, and Columbia Management Investment Advisers. Outside of advising, he serves as president of the 200 Foundation and is a director at Fitts Insurance Agency. Bortolussi Wealth Management serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses, providing investment management and financial planning. The firm employs a long-term, fundamental analysis approach, constructing diversified portfolios with ETFs, stocks, bonds, and mutual funds, while integrating fiduciary oversight with outsourced platforms.

Michael Aragao is the principal of M. W. Aragao Investment Advisors, LLC and holds a Series 66 designation with 24 years of industry experience. He has worked with M.W. Aragão Investment Advisors since 2005 and has a background at Investors Diversified Management Corp. since 2001. In addition to advisory work, he is involved in insurance sales and tax preparation. M.W. Aragao Investment Advisors offers personalized financial planning and portfolio management to individuals, families, and various institutional clients. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with active management when appropriate, utilizing multiple analytical methods and a range of investment instruments.

David Rhee is a CFP® with 22 years of industry experience and is currently a principal at RheeCo, Inc. He has worked at SWS Financial Services since 2007 and operates a tax preparation and planning business. Outside of his advisory roles, he serves as treasurer and board director for both Hope for Children of Haiti and the Rotary Club of Natick. RheeCo, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages tax-aware, diversified portfolios with a long-term focus and offers retirement advice, as well as tax and accounting services through an affiliated accounting practice.

Daniel Snyder is a financial advisor with 18 years of industry experience currently with 3D Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Freedom Investment Management, Inc., 3D/L Capital Management, LLC, 3D Asset Management, Inc., and Santander Securities LLC. 3D Advisor Group is a fee-only registered investment adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm employs a long-term, fundamental analysis approach using low-cost, diversified mutual funds and ETFs, managing a substantial asset base with a small advisory team.

David Girard is the founder of Girard Capital Management and holds a Series 65 designation. He has been working in the financial advisory field since 2024, following a period as a student from 2011 to 2024. Prior to establishing his firm, he was associated with The Fix in 2022. Girard Capital Management is a registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach using index mutual funds and ETFs within a Modern Portfolio Theory framework, supplemented by fundamental and technical analysis when appropriate.

Scott Hawley is a financial advisor at 3D Advisor Group, Inc. in Hopkinton, MA, holding a Series 65 designation with 10 years of industry experience. His prior work includes roles at Freedom Investment Management, Inc., 3D/L Capital Management, LLC, and 3D Asset Management, Inc. Outside of his advisory work, he is a part-time golf instructor in Shrewsbury, MA. 3D Advisor Group provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using low-cost mutual funds and ETFs and manages a relatively large asset base with a small, two-person advisory team.

Tracy Galloway is a financial advisor at Holmes Investment Management, Inc. with nine years of industry experience. She has been with Holmes since 2017 and also practices domestic relations law through her own firm, Galloway Law & Consulting, which she has operated since 2013. Additionally, she serves as a fiduciary and representative payee for individual veterans through the Department of Veterans Affairs. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines factor-based model portfolios with individualized asset allocation and employs advanced trading strategies, including derivatives and margin techniques, for approved clients.

Dennis Chandler is a financial advisor at Strategic Wealth Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Fairway Consulting, Concorde Investment, and BNY Mellon. Strategic Wealth Management serves individual and high-net-worth clients, offering portfolio management, investment policy statement preparation, and financial planning. The firm employs a long-term investment approach combining cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Daniel Williams is a CFP® and ChFC® with 24 years of industry experience. He has been with Williams Advisory Services, LLC since 2010 and is also associated with The Dover Group. Outside of advisory work, he teaches adult education classes at various local high schools. Williams Advisory Services primarily serves individual and high-net-worth clients, providing comprehensive financial planning, retirement and estate planning, tax analysis, and asset management. The firm uses an iterative planning process supported by proprietary software and applies asset allocation and Modern Portfolio Theory in its investment approach.

Keith Corbett is a CFP® professional with 15 years of industry experience, currently serving at Bluebird Wealth Management LLC since 2020. Prior to joining Bluebird, he worked at Fisher Investments and Fidelity Investments. He is a member of the finance committee at Haverhill Country Club, where he contributes to financial oversight and budgeting. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management focused on client objectives, risk tolerances, and ongoing advisory relationships.

Sean Whalen is a CFP® with 25 years of industry experience, currently serving as Managing Director and Wealth Manager at Strategic Wealth Management LLC. His prior experience includes roles at Concorde Investment Services, Asset Strategy Advisors, Santander Securities, Sovereign Bank, and others. Outside of his advisory work, he manages a multi-family rental property in Natick, MA. Strategic Wealth Management serves individual and high-net-worth clients with portfolio management and financial planning, applying a long-term investment approach that combines cyclical, fundamental, modern portfolio theory, and quantitative analysis to build diversified portfolios.

Rana Choubah is a CFP® with 14 years of experience in financial advising, currently with Meridian Financial, LLC since 2021. She previously worked at Parsons Capital Management, Inc. and Finivi. Outside of her advisory role, she serves in several financial and leadership positions within local religious organizations, including advisory board member and finance council member roles. Meridian Financial Advisors, LLC provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, families, and small businesses. The firm manages portfolios using fundamental analysis tailored to client objectives and risk tolerance, with an emphasis on minimizing expenses and updating plans as circumstances change.

Samuel Chud is a financial advisor at Reciprocal Wealth, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he held positions at Keurig Dr Pepper Inc. and its predecessor companies from 2015 to 2026. Reciprocal Wealth is a state-registered advisory firm providing discretionary wealth management, investment management, and financial planning services to individuals, including high-net-worth clients. The firm employs an investment approach combining fundamental analysis with an efficient market hypothesis-based asset allocation, typically focusing on low-cost mutual funds and ETFs while allowing the use of individual securities and short-term trades when appropriate.

Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.

Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

Jennifer Simes is a Certified Financial Planner® (CFP®) with 22 years of industry experience. She has been with Carl P. Sherr & Co., LLC since 2007, where she is part of a three-advisor team in Worcester, MA. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, mutual fund and ETF analysis, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.

Robert D Amico is a Series 66 licensed advisor with three years of industry experience. He is currently with NCU Investment Solutions and has prior experience at Citizens Securities, Inc. and the Strive D'Amico Group. His background also includes roles outside of finance, such as work with the Allan Fung for Governor Committee and Sturbridge Village. NCU Investment Solutions provides a range of investment advisory and planning services to individuals, retirement plans, trusts, and other entities. The firm’s approach involves firm-developed model portfolios, fundamental analysis, and long-term strategies, with options for discretionary or non-discretionary account management.