Kristina Nissen is a CFA® charterholder with eight years of experience at Trinexus Capital, LLC. She began her career independently before joining Trinexus in 2018 and also worked with Ellie and June, LLC from 2016 to 2018. Trinexus Capital provides investment management services to individuals and institutional clients, including family offices, endowments, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market segments.

Anthony Zanetti is a financial advisor with Mardin Capital Group in Rye, NH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Eaton Vance Management, and LPL Financial. Mardin Capital Group provides integrated wealth management services to individuals and families with a focus on discretionary investment management and financial planning. The firm employs a planning-driven, goals-based investment approach that segments assets by time horizon and risk profile, emphasizing long-term discipline and incorporating tax-aware strategies.

Joshua Massey is a financial advisor based in Ipswich, MA, with 21 years of industry experience. He holds a Series 65 designation and has been working as an advisor since 1994. Outside of his advisory role, he is a member of Cameron-Elmwood Realty, LLC, where he provides input on lease negotiations and extraordinary issues. His firm offers discretionary investment management services to individuals, high-net-worth clients, trusts, and estates, managing approximately $97 million in client assets. The firm focuses on closed-end fund event opportunities and utilizes borrowing strategies to actively manage portfolios.

Sean Connolly is a CFP®-designated financial advisor with over 31 years of industry experience. He has been with ArborStone Financial, LLC and Purshe Kaplan Sterling Investments, Inc. since 2026, following a 31-year tenure at Ameriprise. Connolly is also a licensed insurance agent, spending approximately 10% of his time on insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services primarily to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach focuses on fundamental analysis and strategic asset allocation through model and tailored portfolios, offering long-term strategies with occasional rebalancing or trading to address client-specific needs.

Jillian Brooks is a financial advisor at Cox Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Cox Capital Management, she worked at Centers for Learning UMASS Lowell and has experience in entrepreneurship through Cowabunga's Indoor Inflatable Playground. 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 proprietary quantitative analysis with a long-term investment orientation.

Robert Wofchuck is a CFP® professional at Ledgewood Wealth Advisors, LLC with 23 years of industry experience. He has been with Ledgewood Wealth Advisors since 2005. Ledgewood Wealth Advisors serves individuals, trusts, estates, and business entities with portfolio management and financial planning services. The firm employs fundamental analysis and continuous monitoring, using both discretionary and non-discretionary accounts, and may incorporate active investment techniques based on client objectives and risk tolerance.

Jeffrey Kutz is a CFP® and CFA® with 33 years of industry experience. He is currently an investment advisor representative at ArborStone Financial, LLC and also serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. Prior to joining ArborStone and PKS in 2026, he spent over three decades at Ameriprise. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm follows a fundamentals-driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, and individual securities, and incorporates independent managers when appropriate.

Kathryn Chase is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mardin Capital Group. Her prior experience includes roles at LPL Financial and Liberty Mutual Group. She is also a licensed insurance agent and serves as a public notary for her former firm. Mardin Capital Group provides integrated wealth management services to individuals and families, focusing on discretionary investment management and financial planning that align with clients’ goals and risk tolerance. The firm employs a planning-driven, goals-based approach with tax-aware strategies and retains discretionary authority to manage client portfolios.

Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.

Barry Dyke is a financial advisor at Castle Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including pension consulting and life insurance since the early 1980s. Outside of advisory services, he is involved in life, disability insurance, and annuity sales. Castle Asset Management, LLC provides financial planning, portfolio management, pension consulting, and financial consulting to individuals and institutional clients such as pension and profit-sharing plans, trusts, estates, and small businesses. The firm employs long-term, income-focused strategies using fundamental and technical analysis within a modern portfolio theory framework.

Ethan Brown is a financial advisor at Cox Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Cox Capital Management since 2015. 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.

Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.

Jasmine Gautam is a financial advisor at Launch Financial Planning with five years of industry experience. She holds a Series 65 designation and has worked at Launch Financial Planning since 2020, following eight years at New England Financial Planning Group. Launch Financial Planning is a small firm managing approximately $49.8 million in client assets, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. The firm provides investment management, financial planning, and pension consulting services, combining fundamental research with technical and cyclical analysis to support both long-term and short-term investment strategies.

Jonathan Hahn is a financial advisor at NorthStar Capital Inc with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2022. Prior to his advisory career, he worked briefly in the automotive industry with BMW and Toyota. NorthStar Capital advises wealthy individuals, families, and selected institutions, primarily through separately managed, long-only equity portfolios. The firm emphasizes fundamental research and a long-term investment approach, supported by institutional-style governance and a small team structure.

Lawrence Sarkozy is a financial advisor at Ledgewood Wealth Advisors, LLC in Exeter, NH, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Ledgewood Wealth Advisors since 2010. Ledgewood Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and business entities by providing portfolio management and financial planning services. The firm employs a fundamental analysis-driven investment process with options strategies and alternative securities when suitable, and maintains a small team managing over $200 million in regulatory assets.

Patrick Parisi is a financial advisor at Elyxium Wealth LLC with 21 years of industry experience. He holds a Series 65 designation and previously worked for 13 years at BMO Family Office before joining Elyxium Wealth in 2026. Elyxium Wealth LLC provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and other entities. The firm employs a multifaceted investment process incorporating fundamental, quantitative, technical, and credit analysis across traditional and alternative assets, including private equity and structured products, while managing a concentrated client base with over $1.3 billion in regulatory assets under management.

Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Katherine Adams is a financial advisor with Summit Wealth Group LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Summit Wealth Group since 2016. Summit Wealth Group LLC provides personalized financial life planning and wealth management services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. The firm integrates portfolio management with ongoing financial planning, tax preparation, and consulting, employing client-specific investment policies and occasionally using tactical investment tools and artificial-intelligence platforms for research.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Kathleen Cefalu is a financial advisor at Downtown Wealth Studios, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Merrill from 2019 to 2023. Downtown Wealth Studios, LLC provides customized wealth management and financial planning services to individuals, families, trusts, estates, businesses, and endowments. The firm combines fundamental and technical analysis with a long-term investment approach, managing portfolios with individual equities, ETFs, mutual funds, and bonds, and typically includes financial planning as part of its engagements.