S. Mittelman is a CFP® and CFA® with four years of industry experience, currently serving as the sole advisor at Mittelman Wealth Management since 2021. Prior to founding the firm, Mittelman worked for six years at Fiduciary Trust Company. Mittelman Wealth Management offers discretionary investment management and comprehensive wealth-planning services to individuals, high-net-worth clients, endowments, foundations, and other entities. The firm employs a variety of investment strategies including fundamental and cyclical analysis and modern portfolio theory, while also providing specialized nonprofit and philanthropic advisory services.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.

Laura Mok is a financial advisor at Park State Asset Management LLC with two years of industry experience. She holds the CFP® designation and Series 63 license. Prior to joining Park State, she worked at Alapocas Investment Partners, Inc. for seven years and East Coast Asset Management for eight years. Mok serves as Chief Compliance Officer and Head of Operations at Alapocas Investment Partners, where she is also involved in trading. Park State Asset Management provides discretionary and non-discretionary investment management and consulting services to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm focuses on fundamental, business-oriented analysis with a long-term ownership approach, typically concentrating Global Equity portfolios into 15–20 high-quality companies, and offers Conservative and Balanced strategies tailored to client needs.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He has 11 years of industry experience and serves as president of Healthview Services, Inc., a firm specializing in healthcare cost projections for the financial services industry. He is also a board member of the Retirement Income Industry Association. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers customized portfolio construction using both fundamental and technical analysis, with specialized programs focused on retirement and healthcare expenses.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.

Steven Roge is a CFP® with 12 years of industry experience and has been with R.W. Rogé & Company, Inc. since 1996. He serves as an Adjunct Clinical Instructor at the New York Institute of Technology College of Osteopathic Medicine, where he teaches a class on personal finance topics on a pro-bono basis. R.W. Rogé & Company, Inc. is a fee-only wealth management firm serving individuals, small businesses, pension and profit-sharing plans, foundations, and institutional clients. The firm combines strategic asset-allocation modeling based on Modern Portfolio Theory with bottom-up, value-oriented equity selection through its proprietary ResearchEdge process, offering a range of services including discretionary portfolio management, comprehensive financial planning, and a concentrated value equity strategy.

Lisa Morgan is a CFP® with 20 years of experience in financial advising. She is currently with Amara Financial, LLC and has previously worked at firms including RW Baird and Janney Montgomery Scott. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed with ETFs and mutual funds, and offers specialized planning in areas such as estate, tax, education, and charitable giving.

William Rich is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital advises wealthy individuals, families, and select institutions through separately managed, long-only equity portfolios managed on a discretionary basis. The firm emphasizes fundamental research to identify well-managed growth stocks bought at reasonable valuations and incorporates institutional-style governance within a small, two-advisor team.

Garrett Burgess is a financial advisor at Cote Financial Management with a Series 65 designation and no prior industry experience. Before joining Cote Financial Management in 2024, he worked at the Massachusetts Commission for the Blind and the Polus Center for Social and Economic Development, and spent seven years at the University of Massachusetts at Lowell. Cote Financial Management is a fee-only advisory firm that provides non-discretionary investment advice and integrated financial planning to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and business entities. The firm emphasizes diversified, asset-allocation portfolios and treats client accounts as a single integrated portfolio, managing approximately $131.6 million on a non-discretionary basis.

Stephen Farrar is a CFP® and PFS™ with 26 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor Farrar Gates & Green, LLC since 2008. The firm provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. FG&G Financial Services employs a passive, asset-class investment approach grounded in Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers ongoing portfolio monitoring and retirement plan consulting.

Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.

David Belisle is a financial advisor with Paramount Financial in Danvers, MA, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management and Brookstone Capital Management, and is involved in tax planning and preparation through his ownership of DWB Tax and Insurance Services LLC and Tri-Point Tax and Accounting Services LLC. Paramount Financial offers discretionary asset management and financial planning to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm also provides financial plans at no extra charge and conducts public educational seminars.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Randall Tavilla is a financial advisor at MWA Asset Management with 23 years of industry experience. He has held the Series 66 designation and has worked at MWA Asset Management since 2013, previously working at Triad Advisors, Inc. and engaging in insurance sales for 17 years. MWA Asset Management provides discretionary and non-discretionary asset management and financial planning services to individuals, including high-net-worth clients, as well as pensions, trusts, estates, and charitable organizations. The firm customizes portfolios and asset allocation based on client objectives and uses both internal and third-party research to guide investment decisions.

Samuel Conte is a financial advisor at Massachusetts Wealth Management, LLC with 19 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 designations. Massachusetts Wealth Management provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, charitable foundations, and endowments. The firm employs a tactical asset allocation strategy with a long-term orientation and custom-constructed portfolios that typically combine equities, fixed income, and cash equivalents.

Michael Stuart is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Clark & Stuart, Inc. since 1994. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, low turnover, and long-term holdings, with tailored portfolio construction based on client-specific factors.

Renato Mastrogiovanni is a financial advisor with Healthview Asset Management, Inc. He holds a Series 65 designation and has two years of industry experience. He has been involved with HealthView Services since 2012. Healthview Asset Management provides fee-based investment management primarily to individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and institutions. The firm offers a range of services including discretionary portfolio management, automated portfolio options, and retirement- and healthcare-focused programs, utilizing actuarial-style algorithms in some offerings to project life expectancy and related expenses.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 credential and one year of industry experience. Her prior roles include positions at MBA Builders and as a self-employed advisor at KLD Management. She also worked for Jumpstart for Young Children for five years. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions, managing approximately $195.6 million in client assets. The firm employs a conservative-growth, long-term equity strategy focused on high-quality companies with steady profit and dividend growth, managing separate, concentrated portfolios for each client.

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.