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.

Jonathan Asher is a financial advisor at Exemplar Wealth Partners LLC with one year of industry experience. He holds a Series 65 designation and has served as a volunteer in Hingham Town Government for 18 years. Exemplar Wealth Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management and standalone fixed-fee financial plans. The firm uses a client-specific Investment Policy Statement and multiple analysis methods combined with a long-term trading orientation to tailor portfolios to clients’ goals and risk tolerance.

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.

Liam Timmons is a CFP® with 18 years of industry experience and the sole advisor at Timmons Wealth Management, a firm he has led since 2012. Based in Attleboro, MA, he holds a Series 65 license and focuses on comprehensive financial planning and investment management. Timmons Wealth Management provides discretionary investment management and integrated financial planning to individuals, small businesses, and charitable organizations. The firm manages approximately $145 million in discretionary assets and emphasizes customized asset allocations combined with fundamental and macroeconomic analysis, integrating individualized financial planning into its wealth management services.

Matthew Di Ruggiero is an investment advisor representative at Generations Retirement Group, LLC with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at AE Wealth Management, Citizens Securities, and MassMutual Life Insurance Company, among others. He serves as a board member and manages social media for My Brother’s Keeper Food Pantry. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, utilizing a goal- and risk-driven investment process that includes asset allocation, dollar-cost averaging, and technical analysis. The firm supports both discretionary and non-discretionary management and may recommend unaffiliated sub-advisors.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc. He holds a Series 65 designation and has been with the firm since 2024. His prior experience includes roles as a quantitative analyst and positions at Boston University and Sharif University of Technology. Holmes Investment Management serves individuals, trusts, estates, charitable organizations, and other business entities, offering both discretionary and non-discretionary portfolio management and financial planning services. The firm combines factor-based equity model portfolios with individualized asset allocation and employs advanced trading techniques such as margin borrowing, short sales, options strategies, and derivatives for approved clients.

Ilda O'Brien is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Delta Wealth Management, LLC since 2016. Based in Hanover, MA, she is part of a two-advisor team at the firm. Delta Wealth Management primarily serves high-net-worth individuals, trusts, estates, retirement accounts, charitable organizations, and corporations, offering fee-based investment management, financial planning, and consulting. The firm utilizes a fundamental analysis and long-term asset allocation approach, combining internally selected equities and fixed-income instruments with third-party asset managers, and manages client relationships through master household agreements and multiple sub-accounts.

Francis Mc Manus is a financial advisor at TruAdvisors Financial, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial, Inc., Downey Insurance Agency, Inc., and Guardian Life Insurance Company. Outside of his advisory role, he serves as a board member and ambassador for the Walpole Chamber of Commerce and is involved with youth basketball tournaments through a local admissions business. TruAdvisors Financial, LLC provides investment advisory and portfolio management services to individuals, including high-net-worth clients, as well as corporations, pension and profit-sharing plans, and various institutions. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment programs and actively incorporates derivatives strategies in client accounts, an approach that distinguishes it within its peer group.

Mark Everett is a financial advisor at Diversified Financial Management with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Raymond James Financial and Fidelity. Everett has been with Diversified Financial Management since 2015. Diversified Financial Management serves individuals, trusts, estates, businesses, and retirement plans by offering portfolio management, financial planning, and trustee services. The firm employs a diversified investment approach combining fundamental and quantitative analysis and provides retirement plan participant education, a service that distinguishes it from many peers.

James Mayer is a financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Colby Hesson is a financial advisor at South Shore Investment Services LLC with five years of industry experience. He previously worked at LPL Financial LLC, Citizens Bank, and Fidelity Brokerage Services LLC, among other firms. South Shore Investment Services provides portfolio management and financial planning to individual and high-net-worth clients. The firm manages approximately $118 million in discretionary assets and combines modern portfolio theory with technical analysis, offering ongoing discretionary management, financial planning, and access to third-party investment managers.

Jason Clary is a financial advisor at Clary Financial, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Clary Financial since 2014, as well as with Clary Investment and Insurance Planning Corp., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, focusing on retirement and financial planning and discretionary portfolio management using a long-term, fundamental-analysis approach with primarily no-load mutual funds and ETFs.

Joseph Sylvia Jr. is a Series 65-registered advisor with Statera Financial, LLC, bringing two years of industry experience. He has held roles at Solid Rock Financial, Legacy Benefit Advisors, and Charter Financial Group since 2016. In addition to advisory work, he is licensed as an insurance agent involved in the sale of various insurance products. Statera Financial, LLC provides investment advisory and financial planning services tailored to individual clients’ objectives, time horizons, and risk tolerance. The firm offers portfolio management, risk assessment, and estate-planning coordination, emphasizing long-term purchasing power and addressing specific risks such as those related to cryptocurrency investing.

John Kasameyer is a CFA® charterholder with 22 years of industry experience. He is currently an advisor at Altar Rock, having joined the firm in 2024 after prior roles at Cresset Capital Partners and Fidelity Investments. Altar Rock serves high-net-worth individuals, families, and trusts, offering discretionary portfolio management and financial planning. The firm employs a blend of qualitative and quantitative analysis with a focus on tax-aware portfolio construction, manager selection, and utilizes proprietary planning tools and advanced investment techniques when appropriate.

Tammy Kaiser is a financial advisor at NorthPointe Financial Advisors LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Lurie Davis Wealth Management and St Xavier University. Outside of her advisory role, she is a partner in Hometown Rental Solutions LLC. NorthPointe Financial Advisors LLC is a fee-only firm serving individual clients, including high-net-worth individuals, with financial planning, investment management, and educational seminars. The firm employs both passive and active strategies and offers project-based and ongoing planning engagements.

David Corman is a financial advisor at Generations Retirement Group, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes two years at AE Wealth Management, LLC before returning to Generations Retirement Group, where he has been involved since 2011, including insurance sales and services. Generations Retirement Group provides investment advisory and managed-account services to individual and high-net-worth clients, using a goal- and risk-driven approach with tailored asset allocation strategies. The firm supports discretionary and non-discretionary management and employs methods such as asset allocation, dollar-cost averaging, and technical analysis.

Sean Pearce is a financial advisor at Leeb Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served six years in the United States Marine Corps and worked at Brent International School Manila. He is also employed at the University of Massachusetts, Boston. Leeb Capital Management provides investment supervisory services to individuals, institutions, trusts, pensions, and profit-sharing plans, managing approximately $111.9 million in assets across about 60 clients. The firm employs a combination of top-down macroeconomic theme identification and bottom-up fundamental security selection in its portfolio management.

John Mileszko is a financial advisor with Betro Mileszko & Company, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Betro Mileszko & Company since 2007. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm focuses on individualized strategies using no-load mutual funds and ETFs, managing accounts on a discretionary, fee-only basis.