Richard Bowers is the principal advisor at Venture Partners Wealth Management, LLC in Natick, MA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Silverwood Partners LLC. Outside of his advisory role, Mr. Bowers co-founded Partners on Prospect, a nonprofit forum for business visionaries and investors, and serves as a board member and paymaster for The Corinthians Association, Inc. Venture Partners Wealth Management is a small, independent advisory firm serving individuals, trusts, estates, businesses, and retirement plans, including pension and profit-sharing clients. The firm emphasizes fundamental analysis and constructs diversified, low-cost portfolios using mutual funds, ETFs, individual securities, and Independent Managers, while providing fiduciary investment management, financial planning, and pension consulting services.

Sergey Agres is a CFA® charterholder affiliated with AMA Office Solutions LLC in Needham, MA. He has seven years of experience at Cambridge Associates, LLC and three years at Aon. AMA Office Solutions operates primarily as an accounting and bookkeeping practice while also functioning as a state-registered investment adviser serving corporations, families, and small institutions. The firm combines proprietary quantitative models with qualitative adjustments to manage diversified portfolios, with particular expertise in retirement plan consulting and pension strategy.

Katie Macdonald is a CFP® professional with 17 years of industry experience. She is the sole advisor at MacDonald Wealth Management, LLC, where she has worked since 2016 following prior experience at Beck Bode Wealth Management. MacDonald Wealth Management provides portfolio management, financial planning, and related services to individuals, high-net-worth clients, and charitable organizations. The firm offers specialized tax preparation and a Sports & Entertainment division, delivering financial planning, investment management, and career counseling tailored to athletes and their support networks.

Stuart Nagode is a CFA® charterholder with 23 years of experience in the financial industry. He has been the sole advisor at Dover Investment Advisory Corporation since 2001. Dover Investment Advisory Corporation provides discretionary portfolio management to individuals, trusts, and corporations, managing approximately $135 million across about 45 client relationships. The firm employs broadly diversified, low-cost investment strategies primarily using index mutual funds and ETFs, with selective active management in specific market segments.

Christa Canavan is a financial advisor at Norton Financial Consultants with 40 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Norton Financial Consultants since 1984 and Commonwealth Financial Network since 1999. In addition to financial planning, she also provides tax preparation services. Norton Financial Consultants offers fee-based financial planning and wealth management consulting to individuals, high-net-worth households, trusts, estates, and small businesses. The firm focuses on customized, methodical financial plans aligned with clients’ goals, tax situations, and risk tolerance, providing implementation assistance through broker-dealer and insurance channels without discretionary portfolio management or custody of assets.

Michael Gross is a CFP®, PFS™, and Series 65-registered financial advisor with ten years of industry experience. He is the principal of Rising Tides Financial, LLC, an independent firm based in Needham, MA. Gross dedicates part of his time to an affiliated CPA practice that coordinates tax preparation and accounting services for his clients. Rising Tides Financial provides ongoing financial planning and portfolio management to individuals, trusts, estates, and charitable organizations. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers both discretionary and non-discretionary management arrangements.

Kimberly Howard is a CFP® with 19 years of experience in the financial services industry. She is the principal advisor at KJH Financial Services in Needham, MA, and has worked at CitiStreet since 2004, where she also serves as a project manager for third-party retirement plan administration. KJH Financial Services offers fee-only financial planning for individuals, couples, high-net-worth clients, trusts, small businesses, and retirement plans. The firm provides consultative, educational investment guidance without portfolio management or custody of assets, focusing on long-term, diversified, buy-and-hold strategies and charging fees on an hourly, project, or retainer basis.

Patrick Randall is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Bulldog Financial Planning LLC. He previously worked at Fidelity Investment and Fidelity Brokerage Services over a combined 14-year period. Bulldog Financial Planning provides fee-only financial planning, ongoing advice, group seminars, and discretionary portfolio management to individuals, families, trusts, and small businesses. The firm emphasizes tailored investment strategies supported by fundamental and technical analysis, offers educational outreach, and manages a sponsor-style wrap fee program that includes comprehensive performance reporting.

Robert Dossett is a CFP® certificant and Series 65 license holder with 14 years of industry experience. He has been the principal of Waypoint Financial Planning LLC since 2011. Outside of financial advising, he is a minority investor in a medical device patent-holding LLC, iTKR Software LLC, though he does not materially participate in that business. Waypoint Financial Planning LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and trusts and estates across multiple states. The firm follows a long-term, fundamental-analysis approach to building diversified portfolios tailored to clients’ tax situations, time horizons, and risk tolerances.

Paul Cloonan is a CFP® and CFA® with over 25 years of experience in the financial industry. He is the principal advisor at Pathways Financial Consulting LLC, where he has worked since 2023. Prior to founding Pathways, he spent 24 years at Amundi Distributor US, Inc. Pathways Financial Consulting LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on discretionary wealth management and financial planning, constructing diversified portfolios primarily using low-cost mutual funds and ETFs, with the ability to include individual stocks or bonds as needed.

Matthew Priore is the sole advisor at Priore Investments, holding a Series 65 designation with 11 years of industry experience. He has worked at Priore Investments since 2015 and has been employed at Perficient, Inc. since 2010. Priore Investments is a sole-proprietorship investment adviser that serves both non-high-net-worth and high-net-worth individual clients. The firm provides customized investment management focused on risk-adjusted returns tailored to client needs, using traditional securities analysis and discretionary trading authority under client agreements.

Bruce Kaufman is a financial advisor with BDKMarketGroup Investment Management LLC in Wellesley, MA. He holds a Series 65 credential and has 14 years of industry experience. In addition to his advisory role, Kaufman serves in strategic planning and leadership positions for several web-based marketing organizations, including Teenfreeway Inc., RewardsGold.com, and LettCharityRing.org. BDKMarketGroup provides fee-based discretionary investment management primarily for high-net-worth individual investors, offering customized portfolios across various securities. The firm employs a market-timing approach that integrates technical, cyclical, and fundamental analysis, and is noted for its use of performance-based fees and regular client communications such as newsletters and real-time market model outputs.

Jingsong Xu is the principal advisor at Growth Vision Asset Management LLC, an independent firm based in Sharon, MA. He holds a Series 65 designation and has 11 years of industry experience. Since founding Growth Vision Asset Management in 2013, he has focused on managing portfolios specializing in small- and mid-cap biotechnology equities. Growth Vision Asset Management provides discretionary portfolio management to qualified clients, including high-net-worth individuals, investment clubs, and institutional investors such as fund-of-funds and family offices. The firm employs a fundamental-analysis-driven strategy with long-term positions, low turnover, and no use of derivatives or short sales.

Michael Widlake II is an investment manager at Commonwealth Guardians with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Advisors LLC and Simplicity Wealth. In addition to his advisory role, he is an independent licensed insurance agent involved in fixed insurance sales. Commonwealth Guardians provides discretionary asset management services primarily to individuals, high-net-worth clients, trusts, and estates. The firm utilizes the Orion Portfolio Solutions platform, applying fundamental and cyclical analysis alongside modern portfolio theory, and oversees third-party strategists to implement investment models.

John Drohan Jr. is a financial advisor with Main Effort Financial, Inc. in Holliston, MA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Inc. and Sagepoint Financial, Inc. Outside of his advisory role, he is involved in several community organizations, including serving as president of the Holliston Community Action Fund and as a board member for the Department of Youth and Family Services and Holliston Cable Access TV. He is also co-host of the educational radio show Money & The Law. Main Effort Financial serves individuals, trusts, estates, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a long-term, diversified investment approach focused on exchange-traded funds and individual equities, incorporating both fundamental and technical analysis.

Kathy O'Connor is a CFA® charterholder and the sole advisor at KJ Capital Management LLC, where she has worked since 2008. She has 14 years of industry experience. KJ Capital Management provides fee-only investment advisory services to individuals, trusts, charitable organizations, municipalities, corporations, banks, and employee benefit plans. The firm offers discretionary portfolio management, pension plan consulting, participant education, and licenses model portfolios exclusively to other investment advisers.

Charles Consentino is the sole advisor at NestEgg Financial in North Attleboro, MA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with NestEgg since 1991. Outside of advising, he operates a tax preparation service as a sole proprietor during tax season. NestEgg Financial provides portfolio management and financial planning primarily for individual clients, focusing on equities, mutual funds, bonds, and money market instruments. The firm emphasizes client education and uses fundamental analysis and third-party research to guide investment decisions, managing accounts on a largely non-discretionary basis.

Kevin Nulton is a CFP® with 15 years of industry experience and has been the sole advisor at Titanium Advisors, LLC since 2010. He holds the Series 63 designation and operates out of Franklin, MA. Titanium Advisors is a fee-only, SEC-registered independent investment adviser serving individuals, pension and profit-sharing plans, foundations, charitable organizations, and business entities. The firm employs a long-term, passive, tax-aware asset allocation approach using broadly diversified mutual funds and ETFs, including institutional products, and provides discretionary portfolio management along with qualified plan advisory services under ERISA.

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.

Alan Hoffman is the sole advisor at Hoffman, Alan N. Investment Management, holding a Series 65 license with 24 years of industry experience. He has worked at Pearson since 2011 and served as a tenured professor and textbook author at Bentley University for 32 years. His outside activities include authoring textbooks for Pearson. Hoffman, Alan N. Investment Management is an independent, single-advisor firm founded in 1995 that provides discretionary asset management to individuals and high-net-worth clients. The firm focuses on large-cap growth equity investing using fundamental analysis and long-term purchase strategies tailored to client objectives and risk tolerance.