Emmanuel Sabiiti is a CFP® and CFA® affiliated with Emma Research LLC, where he has worked since 2024. He has over 15 years of industry experience, including a 16-year tenure at Boston Common Asset Management and a concurrent role at MassMutual as Head of Sustainable Investment Strategy. In this latter position, he leads ESG investment initiatives. Emma Research LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and charitable organizations. The firm emphasizes passive investment management with index funds and ETFs, supplemented by active management and fundamental analysis for larger accounts, and also provides financial planning on an hourly basis.

Carl Goodman is the principal of Goodman Asset Management, Inc. in Framingham, MA, holding the PFS™ designation and Series 65 license with 31 years of industry experience. He has operated his independent advisory firm since 1993 and maintains a separate CPA practice as a sole proprietor. Goodman divides his professional time between financial advisory and accounting services. Goodman Asset Management provides fee-only financial planning and investment management to individuals, trusts, and estates, focusing on fundamental analysis and strategic asset allocation. The firm employs non-discretionary, broadly diversified portfolios and manages approximately $33.6 million in client assets.

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.

Yuri Iozzo is a financial advisor with Oltarion Capital LLC and holds a Series 65 designation. He has professional experience primarily outside of finance, including roles at OPKO Health, Sanofi, and the University of Massachusetts Medical School. Oltarion Capital provides non-discretionary investment advisory services and limited-scope financial planning to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses model portfolios focused on mutual funds and ETFs, customizing recommendations to client objectives while excluding cryptocurrencies and leveraged or inverse ETFs.

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.

Elizabeth McVittie is a CFP® with 21 years of industry experience, currently serving at OSAIC since 2023. She has operated McVittie Financial Advisors since 2008 and previously worked at FSC Securities Corporation for 18 years. Outside of her advisory roles, she serves as Treasurer and Finance Committee Member for the United Parish of Auburndale, overseeing the church’s endowment fund and financial records. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a large network of financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, utilizing a range of investment strategies and technology-driven portfolio management tools.

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.

Peter Berenson is the sole advisor at CPAsset Management, Inc., an independent firm based in Newton, MA. He holds the PFS™ and Series 65 designations and has 29 years of industry experience, having worked at CPAsset Management since 1997. In addition to his advisory role, he provides bookkeeping and general business consulting through his CPA practice, including coordinating family meetings and working with independent accountants. CPAsset Management serves high net worth individuals, trusts, and estates, managing separately managed accounts with tailored investment strategies that combine fundamental and technical analysis. The firm emphasizes individualized client objectives and maintains a distinctive operational profile through its affiliation with accounting services and limited client authority practices.

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.

Jennifer Reid is a financial advisor at Base with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as self-employment. She has been engaged in insurance sales and related coaching activities. Base is an independent firm providing investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes personalized asset allocation using a combination of passive and active strategies and incorporates financial coaching with behavioral techniques alongside educational seminars.