Andrew Silverman is a Series 65-licensed financial advisor with 21 years of industry experience. He has worked at the Ellison Foundation since 2000 and operated as a CPA from 1980 to 2020. His background includes accredited business valuation credentials alongside his CPA designation. Silverman, CPA, ABV, RIA provides investment advisory services to individuals, retirement accounts, and trusts, focusing on customized asset allocation and access to institutional money managers and ETF-based platforms. His firm combines accounting and tax expertise with a fundamental analysis approach, often coordinating outside financial advisors rather than maintaining custody or direct investment discretion.

John Foley is a financial advisor at Harvest Capital Management, LLC in Quincy, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 2.0 Capital Management, LLC since 2014. Harvest Capital Management provides wealth management and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm employs a combination of a dynamic Global All Asset ETF strategy and a catalyst-driven Health Care/Biotech equity strategy, incorporating the routine use of options to generate income and manage portfolio positions.

Brian McGivern is a financial advisor with Stonestreet Financial, Inc., holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonestreet Financial in 2017, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also president of CFO Strategies Inc., which provides QuickBooks training, and serves as a business development consultant and accountant for Brenda J. McGivern, P.C., a CPA firm. Stonestreet Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm utilizes a goals-based investment process with both discretionary and non-discretionary arrangements, and it has a focus on pension consulting and employer plans.

David Trott is the sole advisor at Aragorn Ltd., an independent firm based in Milton, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his financial advisory work, he is the president and owner of a law firm that provides tax, business, and estate planning services. Aragorn Ltd. offers financial planning, consulting, and discretionary investment management to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm customizes portfolios based on clients’ risk tolerance and time horizon, employing fundamental, technical, and cyclical analysis to allocate assets across multiple categories.

Stephen Gorman is the principal advisor at Gorman Financial Management in Hingham, MA, with 32 years of industry experience. He has served at his firm since 1992. Gorman Financial Management provides fee-only comprehensive personal financial planning, investment monitoring, and financial consulting for individual clients and families. The firm focuses on a Modern Portfolio Theory approach using pooled investment vehicles and does not accept discretionary authority over client accounts.

Matthew Lurvey is a CFA charterholder and the sole advisor at PnL Investments, an independent firm based in Dover, MA. He has seven years of prior experience at Santander Bank and three years as a self-employed professional before founding his current firm. PnL Investments manages approximately $1.5 million in discretionary assets for seven clients, offering actively managed, tactical portfolio management alongside financial planning and consulting services. The firm serves a diverse client base including trusts, estates, charitable organizations, and family offices, employing a range of techniques such as technical and fundamental analysis and utilizing equity securities, ETFs, and hedging strategies.

William O'Neill is a financial advisor at Strategic Wealth Management LLC in South Natick, MA. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at Concorde Investment Services, LLC and Asset Strategy Advisors LLC. Strategic Wealth Management serves individual and high-net-worth clients by providing portfolio management, individualized Investment Policy Statements, and complimentary financial planning. The firm employs a long-term investment approach integrating cyclical, fundamental, and quantitative analysis to build diversified portfolios.

Felix Betro is the principal of Betro Mileszko & Company with 18 years of experience in financial advising. He also serves as president of Betro and Company, P.C., a certified public accounting firm, and operates the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm emphasizes individualized strategies developed through personal consultations and fundamental analysis, typically using no-load mutual funds and exchange-traded funds.

Charles Hoilman is a financial advisor with MHA Financial Corp in Westwood, MA, holding Series 63 and Series 65 credentials and over 55 years of industry experience. He has been with MHA Financial Corp since 1977 and is also involved with Four Points Capital Partners LLC, New Frontier Partners LLC, and M&A Counselors and Fiduciaries LLC. Outside of his advisory work, he serves as an attorney at M&A Counselors and Fiduciaries LLC and is involved in managing real estate investments through New Frontier Partners LLC. MHA Financial Corp provides personalized financial planning and portfolio management to individuals, trusts, estates, and small businesses. The firm employs a core-and-satellite investment approach combining passively managed index and ETF core holdings with actively managed funds and individual securities, and offers both discretionary and non-discretionary advisory services.

Joseph McCarthy is a CFP® with 43 years of industry experience, currently serving as an advisor at AFG Fiduciary Services. He has worked at Purshe Kaplan Sterling Investments, Inc. and Wells Fargo Advisors Financial Network, LLC. In addition to his advisory role, he is involved in selling fixed income annuities and insurance. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis investment approach and offers tailored, holistic engagement solutions.

Meghan Waclawsky is a CFP® professional with 10 years of industry experience, currently serving as a financial planner at Kaizerman & Associates, LLC. She has previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. In addition to her advisory role, she is an enrolled agent. Kaizerman & Associates, LLC is a state-registered advisory firm that serves individuals, high-net-worth clients, trusts, charitable organizations, and small businesses. The firm provides non-discretionary portfolio management alongside comprehensive financial planning and consulting services, emphasizing client involvement in transaction approval.

Susan Skahan is an Investment Advisor Representative with AFG Fiduciary Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Purshe Kaplan Sterling Investments, Inc. since 2021 and was previously with Wells Fargo Advisors Financial Network from 2015 to 2021. AFG Fiduciary Services provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, fundamental-analysis approach to portfolio construction while maintaining flexibility for shorter-term adjustments and leverages various investment tools as appropriate.

Andrew Sokol is a financial advisor with Bluebird Wealth Management LLC in Medfield, MA. He holds the Series 65 and Series 63 designations and has four years of industry experience. His prior roles include positions at Darling Consulting Group and Putnam Investments. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, providing fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships and integrates financial planning with portfolio oversight, using a mix of modern portfolio theory and both fundamental and quantitative analysis.

Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. 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 process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Brett Goverman is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience, currently serving at Financial Solutions Associates since 2016. He holds the Series 65 designation and works out of Dedham, MA. Financial Solutions Associates is an SEC-registered advisory firm that provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, trusts and estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets, employing a strategic asset allocation approach that combines actively and passively managed funds, tactical allocations, and periodic portfolio rebalancing.

Robert Clary is a financial advisor at Clary Financial, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes roles at McNeish, Delorey Inc., North Easton Savings Bank, and his own insurance planning business. He is also a director at North Easton Savings Bank. Clary Financial, Inc. is an independent registered investment adviser that provides retirement and financial planning as well as discretionary portfolio management to individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets and serves 439 clients, focusing on long-term, fundamental-analysis-based portfolios primarily composed of no-load mutual funds and ETFs.

Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.

Jessica Scola is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Sound View Financial Advisors since 2024 and previously spent two years with Montis Financial, LLC. Prior to her financial career, she spent over a decade with Mary Kay Cosmetics. Sound View Financial Advisors serves individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering comprehensive financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with a blend of passive and active funds and operates on a fee-only basis without account minimums.

Steven Richardson is a financial advisor at Richardson Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Financial, Inc. since 2020 and First Allied Securities, Inc. from 1998 to 2020. In addition to his advisory role, Richardson manages a CPA practice, serves as a director of Charles River Bank, and is involved in several other business and community activities. Richardson Financial Services, Inc. is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using third-party managers on platforms such as AssetMark and Envestnet, with ongoing due diligence and quarterly reviews of managers and asset allocation.

Akhil Shah is an advisor at Holmes Investment Management, Inc. with a Series 65 designation. He has been with Holmes Investment Management since 2023. Prior to his current role, Akhil’s background includes positions at Boston University, Bansal Infraprojects Private Limited, Atharva Real Infra Pvt. Ltd., Avenues Payments Ltd., Angel One Pvt., and studies at the London School of Economics. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines individualized asset-allocation advice with factor-based equity model portfolios and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.