Dustin Latham is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Alternative Capitalis, LLC and has prior experience at Manulife Investment Management (US) LLC, Allspring Funds Management, LLC, and Queues Enforth Development, Inc. Outside of his advisory role, he owns a seasonal rental property on Cape Cod. Alternative Capitalis, LLC, operating as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, utilizing model portfolios and diverse investment strategies, including leveraged and derivative approaches.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has a background that includes operating his own sole proprietorship and involvement with All Star Staffing, LLC. Outside of advisory work, he concurrently runs an accounting and tax-preparation practice. Proactive Financial Solutions 360 offers discretionary asset management, financial planning, consulting, and ERISA retirement-plan advisory services to individuals and businesses. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, utilizing fundamental, technical, charting, and cyclical analysis, with quarterly reviews that include rebalancing and tax-loss harvesting.

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.

Christopher Gauthier is a CFP® professional with seven years of industry experience, currently serving at Proactive Financial Solutions 360, LLC in North Attleboro, MA. He has prior experience at firms including Corrigan Financial and Castro, Thresher and Oliviera P.C., and also owns and directs a tax and accounting services business. Proactive Financial Solutions 360 provides discretionary asset management, financial planning, retirement-plan advisory services, and consulting to individuals and businesses. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in tailoring investment programs, incorporates quarterly portfolio reviews, and offers comprehensive financial planning for clients managing $250,000 or more in assets.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Georgia Bruggeman is a CFP® professional with 24 years of industry experience, currently serving at Meridian Financial Advisors, LLC since 1990. She holds the position of Vice Chair and serves as a trustee at Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, a two-advisor firm, provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm operates as a fiduciary, tailoring portfolios based on clients’ objectives and risk tolerances with ongoing rebalancing and annual reviews.

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.

Brian Sokolowski is a CFA charterholder with eight years of experience at Bluebird Wealth Management LLC and 14 years previously at Cambridge Trust Company. He is based in Medfield, MA. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships, integrating financial planning with portfolio oversight, and employs a mix of modern portfolio theory, fundamental and quantitative analysis.

Barnet Goverman is a CFP® with over 32 years of experience in financial advising. He has been with Financial Solutions Associates since 1993. Financial Solutions Associates is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, small businesses, retirement plan participants, and charitable organizations. The firm manages approximately $172 million in discretionary assets using a strategic asset allocation approach that includes both active and passive mutual funds and ETFs, supplemented by tactical allocations and global diversification.

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.

Sean Walsh is a financial advisor with Scarsdale Investment Group, Ltd. He holds Series 63 and Series 65 designations and has 34 years of industry experience. His prior work includes a long tenure at Fidelity Investments from 1993 to 2021 and more recent roles at Purkiss Capital Advisors, LLC and Scarsdale Investment Group. Scarsdale Investment Group provides fee-only, non-discretionary investment advice and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm focuses on fixed-income securities and brokered certificates of deposit, emphasizing long-term purchases, bond ladder construction, and requiring client approval for each trade.

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 one year of industry experience. He holds a Series 65 designation and previously worked at Copeland Capital Management for seven years. He occasionally provides client servicing support to FusionIQ LLC, a FinTech firm servicing financial companies. iQvestment, LLC offers discretionary investment management, advisory, and sub-advisory services through online model portfolios targeting independent advisory firms, institutional clients, and individual investors. The firm uses a digital platform for client interaction and account management, emphasizing an internet-only delivery model and serving banking and thrift institution clients.

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.