David Foley is a financial advisor at EMA SMA LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Graybeard BTC Management, Covalent Partners LLC, and Equity Management Associates, LLC. Foley also serves as a managing partner for the Bitcoin Opportunity Fund and provides advisory services to the EMA GARP Fund, LP. EMA SMA LLC offers discretionary portfolio management and investment advisory services primarily to qualified high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and charting analysis, utilizing both long- and short-term strategies across a range of instruments including equities, fixed income, and precious-metal equities.

Matthew Slaney is a CFA® charterholder with 24 years of industry experience. He has been with Finarc Investments, Inc. since 2012. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses, providing discretionary and non-discretionary portfolio management, pension consulting, and financial planning. Finarc Investments employs a blend of fundamental and technical analysis and maintains a small advisory team managing a substantial asset base with a focused client roster.

Stephen Geremia is a financial advisor with Ashwood Advisors who holds Series 63 and Series 65 registrations and has 35 years of industry experience. He has been with Ashwood Advisors since 1999 and has a longstanding association with Commonwealth Financial Network dating back to 1997. Outside of his advisory work, he is co-owner of Juniper Rock Farm and owns Portsmouth Stonework, a consulting business focused on historic home restoration. Ashwood Advisors serves individual and high-net-worth clients as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment approach integrates economic and fundamental analysis with quantitative screening, employing the fi360 Fiduciary Score™ to evaluate funds and ETFs, and offers portfolio management on both discretionary and non-discretionary bases.

Caleb Smith is a financial advisor at Richardson Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at J.W. Cole Financial, Inc. and J.P. Morgan Securities LLC, among other roles. Richardson Financial Services provides financial planning and portfolio management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm uses third-party managers on AssetMark and Envestnet platforms and emphasizes tailored investment strategies to align with clients’ risk profiles.

John Lynch is a Series 65-licensed financial advisor with Reciprocal Wealth, LLC, based in Medfield, MA. He has held positions at TRIA Capital Partners, LLC and RWA Wealth Partners, LLC (formerly Adviser Investments, LLC) over the past several years. Lynch joined Reciprocal Wealth in 2026 and has one year of industry experience. Reciprocal Wealth is a state-registered advisory firm that provides discretionary wealth management, investment management, and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term investment approach combining fundamental analysis with an efficient market hypothesis-based asset-allocation framework, managing portfolios through low-cost mutual funds and ETFs with discretionary, continuous oversight.

Anthony Salotto is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Delphinus Financial Advisors, LLC since 2010. He holds a Series 65 license and works out of Mansfield, MA. Delphinus Financial Advisors, LLC provides holistic financial planning and investment advisory services to individuals and families, offering ongoing planning, discretionary investment management, and optional tax planning including individual tax return preparation. The firm operates on a fee-only basis with fixed annual fees and emphasizes personalized portfolio structuring based on clients’ tax situations, risk tolerance, and goals.

Ethan Brown is a financial advisor at iQvestment, LLC with a Series 65 designation and 14 years of industry experience. He previously worked at Copeland Capital Management for seven years before joining iQvestment in 2019. Brown also provides support services to FusionIQ LLC, a FinTech firm offering back and middle office solutions to financial companies. iQvestment offers discretionary investment management and advisory services through model portfolios to independent advisory firms, institutional clients, and individual investors. The firm operates an internet-only platform featuring risk-based portfolio allocation, quarterly rebalancing, and multiple wrap fee programs.

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 Moses is a CFP® professional with 10 years of industry experience, currently affiliated with Statera Financial, LLC in Walpole, MA. He has worked at several financial firms, including Norfolk Community Credit Union and The O.N. Equity Sales Company. Outside of his advisory work, he serves on the finance and audit committees of the Massachusetts Hockey Association and is a member of the Finance Committee for the Town of Franklin, MA, as well as a board member of Norfolk Community Credit Union. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients, with an emphasis on portfolio management, risk assessment, and estate-planning coordination. The firm employs asset-allocation frameworks and periodic reviews based on market or life-event changes, focusing on maintaining clients’ purchasing power over the long term.

Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.

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.

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.

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.

Joshua Gould is a financial advisor and managing partner at RMW Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Equitable Advisors, and Mass Mutual Life Insurance Company. Outside of his advisory practice, he is involved with Common Time Pathways, an online recruiting portal connecting musicians and higher education institutions for scholarships. RMW Wealth Management provides personalized wealth management and financial planning services to individuals, trusts, foundations, retirement plan sponsors, and corporations. The firm offers discretionary investment management, financial planning, and specialized business exit planning, with a focus on fundamental analysis and customized asset allocation.

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.