George Platt is a financial advisor with BTS Asset Management, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, primarily with BTS Securities Corporation and BTS Asset Management since 2006. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and manages registered investment companies. The firm employs proprietary quantitative and fundamental analysis alongside technical indicators to inform tactical and strategic portfolio strategies.

Andrew Sohn is a ChFC® with 28 years of industry experience. He is currently with Bridgeport Financial Solutions and has held roles at Cambridge Investment Research Advisors, Inc. for over 15 years. Sohn serves on the Board of Trustees investment sub-committee at The Fenn School and is a member of the advisory board for the Johns Hopkins Alliance for a Healthier World. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm manages model portfolios through an Investment Committee and provides discretionary management via its BridgePort Wrap Program and Advisor Managed Portfolios, utilizing both affiliated and third-party strategists.

James Catacchio is a financial advisor at Bay Colony Advisors with 17 years of industry experience. He holds a Series 66 designation and serves as a member of the Finance Committee for the Town of Carlisle, MA. In addition to his advisory role, he is licensed as an insurance agent affiliated with various insurance companies. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients, providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm combines fundamental analysis and a long-term investment approach with access to model portfolios and third-party sub-advisers, while also offering family office and concierge services alongside institutional retirement fiduciary offerings.

Sara Gawick is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Illumination Wealth Management since 2022, following prior roles at Ameriprise Financial Services and Wells Fargo Advisors Financial Network. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans with comprehensive financial planning and investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and ongoing portfolio monitoring.

Gregory Racki is a financial advisor at Monument Group Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Monument Group since 2021. In addition to his advisory role, he owns and operates an estate planning firm, RackiLaw, providing estate planning advice, trustee services, and probate services. Monument Group Wealth Advisors offers investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing a diversified range of mutual funds, ETFs, and selected securities, with ongoing account monitoring and formal quarterly reviews.

Nicole Piton is a CFP® with five years of industry experience, currently serving as an advisor at Total Clarity Wealth Management, Inc. since 2020. She also owns and operates Healthy Pet Care Market Co., a business she has managed since 2004. Total Clarity Wealth Management is a multi-advisor firm serving individual and high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans. The firm offers discretionary portfolio management, financial and retirement planning, and specialized advisory services, employing a range of investment strategies from conservative wrap programs to an actively traded PreActive strategy for sophisticated investors.

Pamela Bakos is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Bay Colony since 2013. Outside of her advisory role, she offers public relations consulting and event planning services to companies and nonprofit organizations through her own business. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and fiduciary services. The firm employs a primarily long-term, fundamentally driven investment approach and offers a range of family-office and concierge services alongside a mix of centralized infrastructure and advisor discretion.

Marc Berman is a CFP® professional with 21 years of industry experience. He has been with Colman Knight Advisory Group, LLC since 1999. The firm is a fee-only, SEC-registered advisory serving individual and high-net-worth clients with financial planning, consulting, and portfolio management services. Colman Knight employs a fundamentally oriented, global buy-and-hold investment approach and offers a range of fee structures including fixed project and retainer fees rather than asset-based billing.

Kyle La Sella is a Series 65-registered advisor with Rise North Capital Investment Advisors and has one year of industry experience. Prior to his current role, he worked at Foundations Investment Advisors LLC and has experience as an insurance and annuities agent reviewing and proposing client solutions. He has also worked in the hospitality industry and was a full-time student for eight years. Rise North Capital Investment Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities, with a unique co-advisor operating model and a focus on ongoing portfolio reviews and educational workshops.

David Manteau is a CFP® and CFA® with 16 years of industry experience, currently serving as a financial advisor at Colman Knight Advisory Group, LLC. His prior work experience includes roles at Prudential Insurance Company of America, Mass Mutual Investors Services, and MetLife Securities Inc. He also serves as a Subject Matter Expert and adjunct professor at Boston University Center for Professional Education, teaching CFP courses. Colman Knight Advisory Group provides financial planning, investment management, and consulting services to individuals, charitable organizations, and corporations. The firm employs a fundamental, global buy-and-hold investment approach combined with technical and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and other consulting services.

Lee Mcgowan is a CFP® with 21 years of industry experience and has been with Monument Group Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and works from Concord, MA as part of a three-advisor team. Monument Group Wealth Advisors provides investment management, financial planning, and family office services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategic asset allocation, utilizing diversified mutual funds, ETFs, and selected individual securities, with ongoing account monitoring and formal quarterly reviews.

Michael Cook is a financial advisor at Bay Colony Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Cook Wealth Management, Bay Colony Advisors, Cook & Associates, and LPL Financial. In addition to his advisory work, he is an insurance agent providing insurance products and services to clients. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach and offers a range of fiduciary and non-fiduciary retirement services, as well as an active private-investment program.

Allison Conlon is a CFP® with 18 years of industry experience. She is currently with Bridgeport Financial Solutions and has prior experience at Cambridge Investment Research Advisors, Inc. and Sohn & Associates. Bridgeport Financial Solutions serves individual and institutional clients, providing investment management, financial planning, retirement-plan advisory, and consulting services. The firm offers discretionary management through model portfolios and access to third-party strategists, including affiliated strategies from Cambridge Investment Research Advisors.

Mark Perkins is a financial advisor with Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 credential and seven years of industry experience. He is also President and Managing Member of Consolidated Life Producers, where he advises producers on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering portfolio management and financial planning services through defined model allocations and proactive asset management. The firm manages a large client base with a multi-office team and maintains a formal referral relationship with Franklin Savings Bank.

Evan Welch is a CFP® with 28 years of industry experience, currently serving at Bridgeport Financial Solutions. He has held roles at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory work, he is involved in community and nonprofit activities, including serving as a pro bono money mentor for the Financial Planning Association of Massachusetts and acting as a trustee for the Corinthian Masonic Lodge. Bridgeport Financial Solutions serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm employs model portfolios managed by an Investment Committee and provides discretionary management through various programs and affiliated strategies.

Michelle Contois is a financial advisor with Colman Knight Advisory Group, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked at Colman Knight Advisory Group since 2024 and previously held positions at Cambridge Investment Research Advisors Inc., Cambridge Investment Research Inc., and GFA Federal Credit Union. Outside of her advisory role, she also works as a pet sitter on a contract basis. Colman Knight Advisory Group is a fee-only, SEC-registered firm serving individual and high-net-worth clients with financial planning, consulting, and portfolio management. The firm employs a fundamentally oriented, global buy-and-hold investment approach with individualized policy statements and offers both project-based and comprehensive planning on fixed-fee or retainer terms.

Stilson Tomita is a financial advisor at Bay Colony Advisors with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Bay Colony Advisors in 2023, he worked at Claro Advisors, LLC and Mutual Securities, Inc, and spent nearly two decades at LPL Financial. Outside of his advisory role, he serves as president and treasurer of Infinity Group, Inc., a marketing firm, and operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans, offering portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual equities, fixed income, options, and alternative investments, and is notable for its broad fiduciary services and developed family-office offerings.

Mitchell Sanford is a financial advisor at Bridgeport Financial Solutions with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research Advisors, Ropes and Gray, Fidelity, and LPL Financial. Bridgeport Financial Solutions serves both individual and institutional clients, offering investment management, financial planning, retirement-plan advisory, and related consulting. The firm employs an Investment Committee to construct model portfolios and provides discretionary management through its wrap programs and access to third-party strategists, including affiliated models from Cambridge Investment Research Advisors.

Mark Bentley is a financial advisor with Bts Asset Management, Inc. in Lincoln, MA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Since 2014, he has worked at both BTS Securities Corporation and Bts Asset Management, Inc. BTS Asset Management is a privately held, SEC-registered investment adviser providing discretionary portfolio management for individuals, including high-net-worth clients, and serving as investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to deliver tactical and strategic portfolio solutions, including multi-strategy and enhanced equity income portfolios.

John Ohl is a financial advisor with Bay Colony Advisors in Concord, MA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Bay Colony Advisors and its predecessor entities since 2000. Outside of his advisory role, he is involved in managing thoroughbred breeding operations in Lexington, Kentucky, and is a co-founder of a search engine optimization company. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds and ETFs, supplemented by individual securities and alternative investments when appropriate.