Richard Wojcik is a financial advisor at Nefpg with 56 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial Services and New England Financial Planning Group since 1979 in various roles. Outside of his advisory work, he serves as a personal representative in probate proceedings for a deceased cousin’s estate. New England Financial Planning Group serves individuals, including high-net-worth clients, as well as institutional entities such as pension plans, trusts, estates, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a range of strategies from long-term holdings to option writing and short sales, and participates in multiple Raymond James wrap-fee programs.

Anthony Gates is a CFP® and PFS™ with 20 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor, Farrar Gates & Green LLC, since 2008. FG&G Financial Services, LLC provides investment advisory and financial planning services to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a passive, asset-class investment approach grounded in Modern Portfolio Theory and primarily uses Dimensional Fund Advisors funds, with ongoing monitoring and periodic reviews.

Michael Gallugi is the principal of Gallugi Wealth Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has operated his own CPA practice offering tax and accounting services since 1989. He has also worked with Purshe Kaplan Sterling Investment since 2014. Gallugi Wealth Management provides discretionary investment management to individuals, including high-net-worth clients, and charitable organizations. The firm combines investment advice with in-house accounting and tax services, emphasizing fundamental analysis and a primarily long-term investment strategy using diversified mutual funds and ETFs.

Stephen Taylor is a financial advisor at New England Schooner, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with New England Schooner since 1998. Outside of his advisory role, he is a licensed agent selling fixed and long-term care insurance. New England Schooner, Inc. provides portfolio management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes fundamental analysis tailored to clients' goals and risk tolerance, managing portfolios that include mutual funds, ETFs, equities, options, and debt securities.

Christopher Demeo is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He is a co-founder of Nu Paradigm Investment Partners L.L.C. and has previously worked at Fulcrum Asset Management, Aberdeen Standard Investments, and Wall Street Access Asset Management. Nu Paradigm Investment Partners L.L.C. provides discretionary investment management and retirement-plan advisory services to institutional and individual clients. The firm focuses on customized, long-term portfolios using fundamental analysis and internal due diligence, offering services including fiduciary 3(38) roles, ongoing account monitoring, and plan-sponsor support.

Peter Ferriero is the founder and president of Rocky Hill Advisors Inc., where he has worked since 2002. He holds Series 63 and Series 66 designations and has 23 years of industry experience. Outside of his advisory role, Ferriero is involved in youth hockey through founding and leading Top Gun Youth Hockey, Top Gun Arena Management, and the New England Fall Prep Hockey League. Rocky Hill Advisors provides investment management and expert witness consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and Native American tribes. The firm employs a customized tactical allocation strategy with a focus on rebalancing and downside risk management, operating primarily on a non-discretionary basis.

William Gaudino II is a CFP® with 33 years of industry experience, currently serving as an investment advisor representative at ArborStone Financial, LLC. He previously worked at Ameriprise for 34 years and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. In addition to his advisory role, he is a licensed insurance agent. ArborStone Financial provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, long-term investment approach using model portfolios, ETFs, mutual funds, and individual securities, and oversees client strategies that may include independent managers.

Barbara Maitland is a financial advisor with Rothwell Investment Advisors and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at Flagship Harbor Advisors and LPL Financial. Outside of her advisory work, she is involved in several music-related activities in Salem, MA, including organizing group and family music instruction, and she is a certified pickleball coach. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm manages accounts on a discretionary basis and uses various analytical methods and investment vehicles tailored to client goals and risk tolerance.

Miguel Barron is a CFA charterholder and Series 63 licensee with three years of industry experience. He has been with First Light Investment Advisors since 2021. Barron serves as a non-executive independent director on the boards of two London-based hedge funds, Pelham Capital Management and Glenernie Capital Management. First Light Investment Advisors provides fee-based, discretionary portfolio management and custom investment advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage portfolios across multiple offices with a small team of three advisors.

Mark Maitland is a financial advisor at Rothwell Investment Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Flagship Harbor Advisors. Maitland serves as a board member of the nonprofit Mettafore. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with comprehensive financial planning. The firm manages accounts on a discretionary basis using various analytical methods and serves approximately 695 clients with two advisors.

Harold Zazula is a financial advisor with Crystal Capital Management Corporation in Saugus, MA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles at GWFS Equities, Stratos Wealth Partners, LPL Financial LLC, and New York Life Securities. Crystal Capital Management Corp. provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, and small businesses. The firm manages approximately $35 million for about 90 clients, focusing on a non-discretionary, core-and-satellite investment approach using low-cost mutual funds and ETFs, with services that include comprehensive and hourly financial planning.

Ronald Giunta is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Flagship Private Wealth since 2015 and concurrently associated with LPL Financial since 2010. Giunta provides investment advisory services through Flagship Private Wealth, an independent registered investment advisor firm based in Woburn, MA. Flagship Private Wealth serves individuals, corporations, and charitable organizations, managing approximately $447 million across about 597 client relationships. The firm offers discretionary portfolio management and financial planning, employing strategies that incorporate modern portfolio theory, fundamental and quantitative analysis, and long-term trading.

William Burton is a CFP® with 26 years of industry experience and has operated Wm L. Burton CPA since 1980. He is associated with Crystal Capital Management Corporation, a firm where he combines his accounting background with financial advisory services. Crystal Capital Management provides financial planning and investment management primarily to individual clients, pension and profit-sharing plans, and small businesses. The firm employs a non-discretionary investment approach focused on strategic asset allocation using low-cost, no-load mutual funds and ETFs within a core-and-satellite framework.

Todd Brisbois is the principal of Brisbois Capital Management LLC in Wilmington, MA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network, Inc. In addition to his advisory role, he is also a producer of fixed insurance products, offering life, long-term care, and disability insurance. Brisbois Capital Management provides investment advisory and portfolio management services primarily to individual clients. The firm combines tax planning, financial planning, investment management, and insurance reviews, serving a large client base with a distinctive dual registration as both a registered representative and licensed insurance agent.

Michael Mccully is a financial advisor with Nefpg, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2020 and previously spent six years at Sun Life Financial. Nefpg serves individual clients, including high-net-worth individuals, as well as institutional entities such as pension plans, trusts, and charitable organizations. The firm offers asset management, investment advisory consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client objectives.

Justin Gaudino is a CFP® with 10 years of industry experience, currently serving as an advisor at ArborStone Financial, LLC. His prior roles include positions at Ameriprise Financial Services, Mayflower Financial Advisors, Private Client Services, Wells Fargo Advisors, and MFS Fund Distributors. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentals-driven, primarily long-term investment approach, utilizing model portfolios with ETFs, mutual funds, and individual securities, and oversees independent managers when appropriate.

Corrinne Rivers is a CFP® professional with three years of industry experience, currently serving as an advisor at Theory Planning Partners. She has previously worked with Childfree Wealth and Ellevest, and contributed to Kitces.com for five years. Theory Planning Partners works primarily with small- to mid-size business owners and their executives, providing executive financial planning, corporate consulting, and investment portfolio management focused on broadly diversified, tax-aware model portfolios.

Joshua Cahill is a financial advisor at Family Partners Capital, LLC with six years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Portolan Capital Management for 15 years. Cahill has been with Family Partners Capital since 2019. Family Partners Capital provides discretionary portfolio management primarily to high-net-worth individuals, endowments, and foundations. The firm employs a concentrated equity approach combined with active use of options and trading strategies, conducting monthly portfolio reviews under discretionary authority.

Vincent Serratore is president and CEO of Heritage Wealth Management and Heritage Financial Group, Inc., with 29 years of experience in the financial industry. He has worked at Coastal Equities, Inc. since 2015 and has been with Heritage Financial Group since 2001. Outside of his advisory roles, he is involved with Bardown Enterprises Ltd, which owns a girls youth hockey team. Heritage Wealth Management provides personalized investment management and consulting to individuals, including high net worth clients, as well as charitable organizations and small businesses. The firm employs proprietary asset-allocation strategies and offers discretionary and non-discretionary account management, integrating investment and insurance services through an affiliated business.

Harrison Oakes is a financial advisor at Cox Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at MFS Investment Management. Cox Capital Management LLC serves individual and high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and proprietary quantitative methods with a long-term investment approach.