Richard Boretti is a financial advisor at Collaborative Wealth Advisors, LLC in Westford, MA, with 25 years of industry experience. He holds a Series 63 designation and worked at New England Securities from 2000 to 2003. Boretti is also a Certified Public Accountant (CPA). Collaborative Wealth Advisors, LLC provides portfolio management, modular financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as various institutional clients. The firm manages approximately $84 million in discretionary assets and combines investment management with in-house accounting and affiliated insurance services.

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 nine years of industry experience. He has been with Trinexus Capital, LLC since 2018 and previously worked at Beaconcrest Capital Management from 2014 to 2017. Trinexus Capital provides investment management services to individuals and institutional investors, including family offices, endowments, foundations, and pensions. The firm employs a combination of quantitative and fundamental analysis using proprietary factor models to actively manage equity strategies across various market sectors.

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.

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.

Alexander Thompson is a financial advisor with Fairscale Capital, LLC in Nashua, NH, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Williams Wealth Management, LLC, Alku, and Elon University. Fairscale Capital provides financial planning and portfolio management services to individuals, including high net worth clients, as well as banking institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, utilizing individualized investment policies and a mix of fundamental, technical, and cyclical analysis to implement diversified, actively managed portfolios.

William Rich is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital advises wealthy individuals, families, and select institutions through separately managed, long-only equity portfolios managed on a discretionary basis. The firm emphasizes fundamental research to identify well-managed growth stocks bought at reasonable valuations and incorporates institutional-style governance within a small, two-advisor team.

Dorothy Cole is a CFP® with 31 years of industry experience, operating her own firm, Dorothy J. Cole, since 1993. She is based in Merrimack, NH, and has served individual and institutional clients through comprehensive financial planning and investment management. Her firm provides fee-only services to individuals, trusts, estates, charitable organizations, and small-to-medium-sized businesses. The firm emphasizes tailored investment recommendations implemented with client consent, using a combination of top-down and bottom-up analysis, diversification, and risk management, all managed on a non-discretionary basis.

David Eliades is a financial advisor with Lincoln Management in Carlisle, MA, holding 22 years of industry experience. He has been with Lincoln Management since 1965. Lincoln Management provides continuous investment supervisory services to individuals, trusts, charitable organizations, and business entities. The firm employs a fundamental analysis-based approach with a buy-and-hold strategy supplemented by tactical trading techniques, serving a small, diverse client base with a majority of assets managed on a non-discretionary basis.

Mark Hideriotis is a financial advisor at Financial Management Associates, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Antaeus Wealth Advisors, LLC, and JP Morgan Chase. Outside of his advisory role, he is also an independent insurance agent for various companies. Financial Management Associates, LLC provides portfolio management and financial planning services to individuals, pension plans, trusts, and business entities, managing over $126 million in client assets. The firm employs a combination of fundamental and technical analysis and typically exercises investment discretion while offering consultative and non-securities advice, including insurance recommendations.

Noah Gauthier is a financial advisor at Peak Wealth Management LLC with Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at Azurity Pharmaceuticals and consulting positions at Boston Consulting Group and Deloitte Consulting LLP. Peak Wealth Management LLC provides advisory services to individual and high-net-worth clients, managing approximately $156 million across about 208 client relationships. The firm focuses on long-term, fundamental investment strategies, primarily utilizing ETF-based portfolios alongside select individual stocks and mutual funds, and offers both discretionary and non-discretionary account management.

Samuel Conte II is a financial advisor at Massachusetts Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Massachusetts Wealth Management since 2012. His prior experience includes roles at Andover Equity Associates, Massachusetts Wealth Management, Inc., and LPL Financial. Massachusetts Wealth Management provides discretionary investment management to individuals, trusts, retirement plans, endowments, and charitable organizations. The firm uses a tactical asset allocation approach with a long-term orientation while allowing shorter-term trades to respond to market conditions.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.

Amanda Lique is a financial advisor at Valor Wealth Partners with six years of industry experience. She holds a Series 65 credential and has worked at Valor Wealth Partners and its predecessor entities since 2019. Prior to that, she spent 15 years at Digital Federal Credit Union. Valor Wealth Partners serves individual and high-net-worth clients, offering fee-only investment management and comprehensive financial planning. The firm uses a mix of passive and active strategies, applying various analytical methods to tailor portfolios according to client objectives and risk tolerance.

Steven Schnobrich is a financial advisor at Peak Wealth Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Peak Wealth Management since 2020. Outside of his advisory role, he is president of Bogey Bag, LLC, a company that creates a novelty golf product designed to help players manage frustration on the course. Peak Wealth Management serves individual and high-net-worth clients by providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm utilizes customized, primarily ETF-based investment strategies developed through fundamental analysis and offers ongoing client consulting and education.

Hi! I’m Brad. I’m originally from Massachusetts and after a short stint in Washington, D.C. and an extended stay in California, I’ve come full circle back to the Bay State. I’m a competitive sprint triathlete, avid boater, music enthusiast, financial planner, and entrepreneur. As a Founding Partner of Launch Financial Planning, I’m committed to deeply understanding clients’ goals, and I lead the process of researching, planning, and implementing to achieve them. I’m also a frequent guest speaker for Fortune 500 companies and often serve as a financial expert for Boston’s ABC affiliate WCVB-TV, and Mix 104-1's New England Lifestyles show. While growing up I was always interested in music and finance (which I recognize now is an interesting combination). I took the radio route to California for two decades, enjoying entertaining and educating listeners and providing an escape from daily life. After successful roles as a television host and on-air personality with ABC, NBC, and CBS Radio, in 2007 I began my transition to financial planning. With the vivid memory of my parents’ differing ideas around money and their limited knowledge about goal-based financial management, I wanted to understand the finance world better and become self-sufficient with my own finances. As television and radio continued to change and feel less fulfilling, I went back to school and completed the Personal Financial Planning curriculum at UCLA and passed the CFP® exam in 2010. Now, instead of helping people escape their lives, I partner to guide people in fully enjoying their lives – their way. My experience and approach enable me to easily connect and build authentic relationships with clients to collaboratively determine and facilitate their path to financial independence. I’m a Past President of the Financial Planning Association of New England and a member of the Television Academy. I enjoy spending quality time in, on, or near the water as much as possible.

Elaine Morgillo is a CFP® with 28 years of industry experience, currently serving at Flying Point Financial, Inc. since 2020. Prior to this, she led Morgillo Financial Management, Inc. for 22 years. Outside of her advisory role, she manages operations and serves as an executive board liaison for a condominium owners' association in York Beach, ME. Flying Point Financial is a privately owned registered investment adviser with three advisors managing approximately $206.7 million for about 191 clients. The firm provides financial planning and wealth management services using fundamental analysis and primarily discretionary management across various asset classes, including equities, fixed income, mutual funds, and ETFs.