Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

Christopher Carelli is a financial advisor at Carr Financial Group with 22 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Private Advisor Group, LLC and LPL Financial. He also acts as an independent insurance agent, periodically selling life insurance and fixed annuity products. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, with discretionary account management and a family office practice under a separate fee arrangement.

Michael Preston is a CFP® with 26 years of experience in the financial services industry. He has been with New Harbor Financial Group, LLC since 2005 and previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of his advisory role, he is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets through a range of investment vehicles, including ETFs, equities, bonds, mutual funds, and options strategies.

Jonathan Bloom is a CFP® with 19 years of experience in the financial industry. He is currently with AAF Wealth Management, LLC, where he has worked since 2016, and previously held positions at Santander Securities LLC, Merrill, and Asset Strategy Advisors, LLC. AAF Wealth Management serves individual and high-net-worth clients, as well as trusts, pension plans, non-profits, and other institutions, providing asset management, financial planning, and pension consulting. The firm employs a rules-based, quantitative and qualitative investment approach with emphasis on asset allocation, and offers unique operational features such as a proprietary manager-ranking system and held-away account management through the Pontera® platform.

Christopher Mongeon is a financial advisor at Warner Wealth with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at LPL Financial LLC and Nfp Securities Inc. He has been with Warner Wealth since 2026. Warner Wealth advises individuals, families, and business owners, including entrepreneurs, with comprehensive financial planning and discretionary wealth management. The firm employs a core-and-satellite investment approach and coordinates planning with clients’ accounting and legal professionals, integrating advanced tools such as artificial intelligence for research and communication.

Shawn Tesoro is a financial advisor with Prentice Wealth Management LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Prentice Wealth Management since 2013. Prentice Wealth Management serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm offers portfolio management, financial planning, and model-subscription services, including pension consulting, divorce planning, and insurance consulting, with a focus on discretionary account management and structured model portfolios.

Pedro Silva is a financial advisor with APEX Investment Group, holding a Series 66 credential and 22 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, LPL Financial, and Osaic FS, Inc. Outside of his advisory work, he is also a musician involved in writing, performing, and recording music. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning, focusing on long-term, customized portfolios primarily consisting of diversified mutual funds and ETFs.

Kathlyn Scheel is a financial advisor at New Harbor Financial Group, LLC in Worcester, MA, holding a Series 66 designation with 13 years of industry experience. Her prior roles include positions at Baystate Financial and Commonwealth Financial Network. New Harbor Financial Group is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis across various asset classes and options strategies, and may incorporate derivatives and digital asset ETFs in client portfolios.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.

Bryan Amandolare is a CFP® professional with 26 years of industry experience. He is affiliated with Financial Foundations, Inc., where he has worked since 2004, and has prior experience at Commonwealth Financial Network over the same period. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax-efficient strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer wrap fee programs and includes in-house tax preparation services through an affiliated tax professional.

Benjamin Cauley is a CFP® with 10 years of industry experience. He has been with Carr Financial Group since 2022 and previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory role, he is an independent agent selling life insurance and fixed annuity products through ASH Brokerage. Carr Financial Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, offering wealth management, retirement plan consulting, and a family office practice. The firm focuses on strategic asset allocation using diversified mutual funds and ETFs, with selective use of other securities, and manages approximately $744 million in discretionary assets.

Andrew Hammond is a CFP®-certified financial advisor with 24 years of industry experience. He has worked at AAF Wealth Management, LLC since 2017 and previously spent 17 years at Fidelity Investments. Hammond holds Series 63 and Series 66 licenses. AAF Wealth Management provides investment advisory, financial planning, and pension consulting services to individuals, trusts, retirement plans, non-profits, and business entities. The firm employs a formal manager-selection process combining quantitative and qualitative analysis and offers discretionary asset management across a range of investment types.

Grigoriy Grinshteyn is a financial advisor at Cadence Wealth Management LLC with 20 years of industry experience. He holds the Series 66 designation and has been with Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. In addition to his advisory role, he is licensed to sell fixed insurance products, including term life, disability, and long-term care insurance. Cadence Wealth Management is an SEC-registered, team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from ETFs, mutual funds, individual securities, and option strategies.

Jason Reesey is a CFP® professional with 24 years of experience in the financial industry. He has been affiliated with Commonwealth Financial Network since 2000 and has operated Financial Foundations since 2005, where he provides financial planning and consulting services. He is also a co-owner of Financial Foundation Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational, trading, compliance, and practice-management support to its affiliated advisors.

Michael Downey is a financial advisor at Cadence Wealth Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Cadence Wealth Management since 2010, as well as at Purshe Kaplan Sterling Investments since 2012. At Cadence, he serves as Vice President of Client Experience, focusing on back-office operations and advisor business tracking. Cadence Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and trusts. The firm employs a long-term core asset allocation approach combined with tactically managed, technically driven strategies using proprietary rule-based models.

John Maher is a Series 65-licensed financial advisor with New Harbor Financial Group, LLC in Worcester, MA, with two years of industry experience. His prior work includes roles at Gordon Brothers LLC and The TJX Companies Inc. New Harbor Financial Group is a team-based registered investment adviser serving individuals, trusts, estates, charities, and business entities with discretionary and non-discretionary investment management and financial planning. The firm utilizes a blend of fundamental, technical, and cyclical analysis across various asset classes and employs options strategies and digital asset ETFs in certain cases.

Matthew Licata is a financial advisor at Grimes & Company with a Series 65 designation and one year of industry experience. Prior to joining Grimes, he worked briefly at Fidelity Investments and has experience in educational and sports-related roles. Grimes & Company provides discretionary portfolio management and financial planning to a range of individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs proprietary research and portfolio-management systems to build customized investment strategies across various asset classes and also serves other advisers and sub-advisory clients.

Paul Bertrand is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked previously at Nationwide Investment Services, Brookstone Wealth Advisors, Municipal Retirement Solutions, LLC, and serves as President of Lighthouse Wealth Management, LLC, an insurance and investment sales firm. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team approach. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of managed models and third-party platforms.

Maureen Pasciucco is a CFA® charterholder and Series 65 license holder with 12 years of experience in the financial industry. She has been with Grimes & Company, Inc. since 2013. Grimes & Company provides discretionary portfolio management and financial planning to a diverse client base including individuals, institutions, estates, and government entities. The firm emphasizes customized investment strategies using proprietary research and serves other investment advisers as clients, while also offering affiliated trustee services.