Robert Leonard is a CFA charterholder with nine years of industry experience. He has been with Simpson Leonard Investment LLC since 2016. Simpson Investment Counsel provides investment management and general financial advice to individual clients, managing approximately $17.6 million across three client relationships. The firm uses a top-down investment approach, constructing portfolios from stocks, bonds, and mutual funds tailored to client-specific guidelines, and manages accounts primarily on a discretionary basis.

Victor Kester, Jr. is an investment advisor representative with Essex Private Wealth Management LLC and holds Series 63 and Series 66 credentials. He has three years of industry experience, including prior roles at Mass Mutual Investors Services and Deloitte. Outside of financial services, he is also active as a real estate salesperson with Keller Williams. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management, comprehensive wealth management, and financial planning services, employing a portfolio strategy centered on mutual funds and ETFs with both fundamental and technical analysis.

Richard Boretti is a financial advisor at Collaborative Wealth Advisors, LLC with 25 years of industry experience. He holds a Series 63 designation and has worked at New England Securities since 2000. Boretti is also a licensed CPA. Collaborative Wealth Advisors provides discretionary portfolio management, modular financial planning, and retirement plan advisory services to individuals, trusts, estates, and other entities. The firm manages approximately $76.4 million in discretionary assets and employs a range of investment strategies including mutual funds, ETFs, individual equities, fixed income, and certain leveraged or derivative instruments.

Patrick Xavier is a financial advisor at Davis Wealth Advisors in Salem, NH, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boston College, Sentinel Group, Align Credit Union, and Wilmington Public Schools. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, providing wealth management, comprehensive financial planning, business and pension consulting, and education-oriented services. The firm uses fundamental analysis and modern portfolio theory to tailor investment advice, offers both discretionary and non-discretionary portfolio management, and is known for its educational seminar program and ERISA 3(38) fiduciary services.

Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.

Bradford Greenleaf is a CFA® charterholder with eight years of industry experience, currently serving at Trinexus Capital, LLC since 2018. Prior to that, he worked independently for one year and was retired for one year. Trinexus Capital provides investment management to individuals and institutional investors through separately managed accounts, employing a combination of quantitative and fundamental analysis with proprietary factor models to actively manage equity strategies across various market segments.

Kaitlyn O'Neill is a financial advisor with Massachusetts Wealth Management, LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Barclays Capital Inc and also has experience at the College of the Holy Cross. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm employs a tactical asset allocation approach with a long-term orientation and constructs customized portfolios typically combining equities, fixed income, and ETFs.

Zachary Gibbons is a financial advisor at Davis Wealth Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Putnam Investments. His background includes roles outside the financial industry, including four years at Merrimack College and three years at Black Water Grill. Davis Wealth Advisors serves individual clients, high-net-worth households, and employer retirement plans, offering comprehensive wealth management, financial planning, pension consulting, and educational seminars. The firm provides tailored portfolio management, fiduciary services, and assists with securities-backed lines of credit while maintaining an educational program for retirement plan participants.

Paul Fortin is a financial advisor with Harbor Island Capital LLC in Topsfield, MA, holding 27 years of industry experience. He has been with Harbor Island Capital since 1999. Harbor Island Capital provides discretionary, personalized portfolio management to high-net-worth individuals, associated trusts, and other legal entities, focusing on direct equity investments along with mutual funds or ETFs. The firm employs a fundamental, value-oriented stock-selection process with concentrated portfolios and emphasizes hands-on oversight for a small client base.

Nicholas Shea is a financial advisor at Catalyst Investment Management LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fidelity Investments and Charles Schwab and Co. Outside of advising, he is also involved in real estate as a licensed realtor and assists senior clients with healthcare insurance solutions through an affiliated insurance agency. Catalyst Investment Management LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fiduciary investment approach using low-cost mutual funds, ETFs, and other securities, and offers a wrap fee program that consolidates various costs into a single asset-based advisory fee.

S. Mittelman is a CFP® and CFA® with four years of industry experience, currently serving as the sole advisor at Mittelman Wealth Management since 2021. Prior to founding the firm, Mittelman worked for six years at Fiduciary Trust Company. Mittelman Wealth Management offers discretionary investment management and comprehensive wealth-planning services to individuals, high-net-worth clients, endowments, foundations, and other entities. The firm employs a variety of investment strategies including fundamental and cyclical analysis and modern portfolio theory, while also providing specialized nonprofit and philanthropic advisory services.

Tyler Dostie is a CFP® and Series 65 credentialed advisor with four years of industry experience. He is currently with Perennial Advisors Group, LLC and previously worked at McCurdy Investments LLC. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning to individuals, trusts, estates, and charitable organizations. The firm emphasizes a primarily long-term, passive investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personalized portfolio construction.

Renato Mastrogiovanni is a financial advisor at Healthview Asset Management, Inc. with 10 years of industry experience. He is president of HealthView Services, Inc., a firm specializing in healthcare cost projections for the financial services industry. He also serves on the board of the Retirement Income Industry Association. Healthview Asset Management provides fee-based discretionary portfolio management and retirement planning services to individuals and institutional clients. The firm integrates actuarial algorithms to project healthcare costs in retirement and offers customized portfolios with both fundamental and technical analysis, emphasizing healthcare-centered planning.

Ryan Briggs is a Series 65-licensed financial advisor with Paramount Financial in Danvers, MA. He has been with Paramount Financial since 2021 and also has experience at BB LLC and DWB Tax and Insurance Services. Outside of financial advising, he was involved with Pushcart Cafe for five years. Paramount Financial serves individual and high-net-worth clients through discretionary asset management and financial planning. The firm’s investment approach combines strategic and tactical asset allocation with periodic rebalancing and fundamental analysis to align portfolios with client goals and risk tolerance.

Lisa Morgan is a CFP® with 20 years of experience in financial advising. She is currently with Amara Financial, LLC and has previously worked at firms including RW Baird and Janney Montgomery Scott. Amara Financial serves individuals, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed with ETFs and mutual funds, and offers specialized planning in areas such as estate, tax, education, and charitable giving.

William Rich is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital serves wealthy individuals, their families, and selected institutional accounts, focusing on discretionary management of separate long-only portfolios tailored to clients’ objectives. The firm emphasizes fundamental research with a long-term growth equity strategy and incorporates index funds, ETFs, and bond funds where appropriate.

Stephen Farrar is a CFP® and PFS™ with 26 years of industry experience. He has been with FG&G Financial Services, LLC and its predecessor Farrar Gates & Green, LLC since 2008. The firm provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. FG&G Financial Services employs a passive, asset-class investment approach grounded in Modern Portfolio Theory, primarily using no-load mutual funds and ETFs, and offers ongoing portfolio monitoring and retirement plan consulting.

Nancy Bissel is a financial advisor at Paramount Financial with a Series 65 designation and one year of industry experience. She has worked at Paramount Financial since 2022 and is also involved with DWB Tax and Insurance Services LLC as an insurance agent. Prior to her advisory roles, she worked in real estate and spent seven years at the Garden Terrace Alzheimer's Center of Excellence. Paramount Financial provides discretionary asset management and financial planning services to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm offers financial plans at no additional charge and conducts educational seminars, with investment strategies that include periodic rebalancing and a mix of mutual funds, ETFs, and other pooled vehicles.

David Belisle is a financial advisor with Paramount Financial in Danvers, MA, holding a Series 65 credential and six years of industry experience. He has worked at several firms, including AE Wealth Management and Brookstone Capital Management, and is involved in tax planning and preparation through his ownership of DWB Tax and Insurance Services LLC and Tri-Point Tax and Accounting Services LLC. Paramount Financial offers discretionary asset management and financial planning to individual clients, utilizing proprietary portfolios with strategic and tactical asset allocation. The firm also provides financial plans at no extra charge and conducts public educational seminars.

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.