Melinda Davis is a CFP® and holds a Series 66 license with 17 years of industry experience. She has worked at Davis Wealth Advisors since 2017 and previously spent four years at Northstar Financial Planning, Inc. Davis Wealth Advisors serves individuals, including high net worth clients, as well as pension and profit-sharing plans, offering wealth management, comprehensive financial planning, and business and pension consulting. The firm employs tailored investment strategies that incorporate mutual funds, ETFs, fundamental analysis, and modern portfolio theory, and is known for its educational seminar program and ERISA 3(38) fiduciary services for employee benefit plans.

William Cox is a financial advisor at Cox Capital Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Mason Capital Partners since 2002 and U.S. Securities, International Corp. since 1998. Cox Capital Management LLC serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and quantitative analysis methods with a long-term investment approach and offers advisory services covering a broad range of asset types, including institutional mutual funds, ETFs, and alternative investments.

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.

Daniel Carman is a CFA® charterholder with two years of industry experience. He is currently an advisor at Park State Asset Management LLC and also serves as a portfolio manager at Alapocas Investment Partners. His background includes roles at Bank of America, Boston College Carroll School of Management, and State Street Bank. Park State Asset Management provides discretionary and non-discretionary investment management and consulting to individuals, charitable organizations, profit-sharing plans, trusts, and other entities. The firm focuses on fundamental, business-oriented analysis and long-term ownership, typically managing concentrated global equity portfolios alongside conservative and balanced strategies tailored to client needs.

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.

Kenneth Doerr is a financial advisor at Auour Investments LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Keystone Capital Corporation and Auour Advisory LLC since 2014. Auour Investments provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, family offices, trusts, estates, and charitable organizations. The firm uses proprietary asset-allocation models and a multi-factor quantitative framework to guide its investment strategies, combining direct management with broad third-party distribution through sub-advisory and signal service arrangements.

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.

Robert Guy is a financial advisor with Tax & Investment Advisors in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes leadership roles with the American Financial Education Alliance, where he serves as Chapter President, and involvement with the Society of Financial Awareness. He is also an author of financial education books. Tax & Investment Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, emphasizing asset allocation and evidence-based indexing tailored to clients’ time horizons and risk tolerances. The firm manages over $100 million in discretionary assets and serves more than 300 clients as a solo practitioner, integrating a comprehensive planning process called the “Retirement Freedom Roadmap.”

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.

Kaitlyn Carlson is a CFP® with 12 years of industry experience and currently works at Theory Planning Partners. Her prior experience includes roles at Civitas, Minot Wealth Management, and UBS Financial Services. Theory Planning Partners serves small- to mid-size business owners and their executives, as well as individual clients, trusts, and estates. The firm combines executive financial planning and corporate consulting with investment portfolio management, emphasizing long-term, diversified portfolios and coordination with clients’ other professional advisors.

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.

Matthew Carpenter is a financial advisor with CFS Financial, LLC in Salem, MA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at CFS Financial since 2021 and is also associated with Truth Capital, LLC and College Funding Services. He owns a consulting firm that assists families with college admission and financial aid processes without receiving commissions. CFS Financial provides ongoing portfolio management primarily to individual and high-net-worth clients, focusing on investment policy development, portfolio monitoring, and asset allocation using modern portfolio theory and a long-term trading horizon. The firm operates with a small client base and manages portfolios on a nondiscretionary basis.

Christopher McDonald is a financial advisor with US Advisory Group in Beverly, MA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years at Private Client Services LLC. US Advisory Group provides investment advisory services to individual and high-net-worth clients, including discretionary portfolio management, financial planning, and family office/wealth planning. The firm manages approximately $65.8 million across about 105 client relationships, using model portfolios primarily composed of exchange-traded funds and mutual funds.

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.

Frederick Mcdonald is a financial advisor with US Advisory Group, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at LPL Financial, LLC since 2022 and previously spent six years with Private Client Services. Mcdonald is president of US Advisory Group, an independent registered investment advisor he has been involved with since 2013. US Advisory Group serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, consulting, and family office services. The firm manages approximately $61 million across about 100 client accounts and uses a combination of mutual funds, ETFs, model portfolios, and third-party sub-advisers within a framework that incorporates fundamental, technical, and cyclical analysis along with modern portfolio theory.

Marcel Quiroga is a financial advisor at TQM Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has been with TQM Wealth Partners since 2016. Outside of his advisory role, he serves on the Board of Trustees Overseer at Salem State University and is president and founder of The Legacy Dialogues, a nonprofit providing educational programs on philanthropy. TQM Wealth Partners is a supported registered investment adviser managing approximately $124 million for about 65 clients, including individuals, small businesses, foundations, and charitable organizations. The firm employs a globally diversified, long-term investment approach that integrates fundamental, technical, and cyclical analysis, offering both financial planning and investment management services.