Kevin Nulton is a CFP® with 15 years of industry experience and has been the sole advisor at Titanium Advisors, LLC since 2010. He holds the Series 63 designation and operates out of Franklin, MA. Titanium Advisors is a fee-only, SEC-registered independent investment adviser serving individuals, pension and profit-sharing plans, foundations, charitable organizations, and business entities. The firm employs a long-term, passive, tax-aware asset allocation approach using broadly diversified mutual funds and ETFs, including institutional products, and provides discretionary portfolio management along with qualified plan advisory services under ERISA.

Andrew Silverman is a Series 65-licensed financial advisor with 21 years of industry experience. He has worked at the Ellison Foundation since 2000 and operated as a CPA from 1980 to 2020. His background includes accredited business valuation credentials alongside his CPA designation. Silverman, CPA, ABV, RIA provides investment advisory services to individuals, retirement accounts, and trusts, focusing on customized asset allocation and access to institutional money managers and ETF-based platforms. His firm combines accounting and tax expertise with a fundamental analysis approach, often coordinating outside financial advisors rather than maintaining custody or direct investment discretion.

Alan Hoffman is the sole advisor at Hoffman, Alan N. Investment Management, holding a Series 65 license with 24 years of industry experience. He has worked at Pearson since 2011 and served as a tenured professor and textbook author at Bentley University for 32 years. His outside activities include authoring textbooks for Pearson. Hoffman, Alan N. Investment Management is an independent, single-advisor firm founded in 1995 that provides discretionary asset management to individuals and high-net-worth clients. The firm focuses on large-cap growth equity investing using fundamental analysis and long-term purchase strategies tailored to client objectives and risk tolerance.

Annette Sun is a financial advisor at SW Private Wealth, LLC with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Livingston & Haynes Investment Advisors, Inc. since 2003. She joined SW Private Wealth in 2017, where she is the sole advisor. SW Private Wealth is an independent registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers tailored investment management and financial planning, using both passive and active strategies, with a focus on non-discretionary client relationships and assets-under-advisement services.

John Foley is a financial advisor at Harvest Capital Management, LLC in Quincy, MA, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 2.0 Capital Management, LLC since 2014. Harvest Capital Management provides wealth management and discretionary investment management to individuals, high net worth clients, trusts, and estates. The firm employs a combination of a dynamic Global All Asset ETF strategy and a catalyst-driven Health Care/Biotech equity strategy, incorporating the routine use of options to generate income and manage portfolio positions.

Brian McGivern is a financial advisor with Stonestreet Financial, Inc., holding a Series 66 designation and 18 years of industry experience. Prior to joining Stonestreet Financial in 2017, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also president of CFO Strategies Inc., which provides QuickBooks training, and serves as a business development consultant and accountant for Brenda J. McGivern, P.C., a CPA firm. Stonestreet Financial serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting services. The firm utilizes a goals-based investment process with both discretionary and non-discretionary arrangements, and it has a focus on pension consulting and employer plans.

David Trott is the sole advisor at Aragorn Ltd., an independent firm based in Milton, MA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his financial advisory work, he is the president and owner of a law firm that provides tax, business, and estate planning services. Aragorn Ltd. offers financial planning, consulting, and discretionary investment management to individuals and a variety of institutional clients, including pension plans, trusts, and charitable organizations. The firm customizes portfolios based on clients’ risk tolerance and time horizon, employing fundamental, technical, and cyclical analysis to allocate assets across multiple categories.

Matthew Lurvey is a CFA charterholder and the principal advisor at PnL Investments, an independent firm based in Dover, MA. He has seven years of experience at Santander Bank N.A. and three years as a self-employed advisor before founding PnL Investments in 2025. PnL Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm uses an active, tactical investment approach that incorporates charting, fundamental, technical, and cyclical analysis, emphasizing short-term trading and hedging strategies including inverse ETFs.

Joseph Degrazia Jr. is a CFP® with 31 years of industry experience, currently serving at LMC Investments, Inc. since 1990. He also maintains a CPA practice through Degrazia & Company CPAs. LMC Investments, Inc. is a small, fee-only investment management firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages portfolios primarily for capital appreciation with tailored growth or income objectives, using a blend of fundamental, technical, charting, and cyclical analysis across various securities.

William O'Neill is a financial advisor at Strategic Wealth Management LLC in South Natick, MA. He holds Series 63 and Series 65 credentials and has five years of industry experience. His prior roles include positions at Concorde Investment Services, LLC and Asset Strategy Advisors LLC. Strategic Wealth Management serves individual and high-net-worth clients by providing portfolio management, individualized Investment Policy Statements, and complimentary financial planning. The firm employs a long-term investment approach integrating cyclical, fundamental, and quantitative analysis to build diversified portfolios.

Felix Betro is the principal of Betro Mileszko & Company with 18 years of experience in financial advising. He also serves as president of Betro and Company, P.C., a certified public accounting firm, and operates the Law Offices of Felix S. Betro, focusing on estate planning and commercial law. Betro Mileszko & Company provides investment advisory and portfolio management services primarily to individuals, high-net-worth clients, profit-sharing plans, and trusts. The firm emphasizes individualized strategies developed through personal consultations and fundamental analysis, typically using no-load mutual funds and exchange-traded funds.

Meghan Waclawsky is a CFP® with nine years of industry experience and is currently a financial planner at Kaizerman & Associates, LLC. She previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. Meghan is also an enrolled agent with the IRS. Kaizerman & Associates serves individual and high-net-worth clients, trusts, charitable organizations, and small businesses by providing non-discretionary portfolio management alongside comprehensive financial planning and consulting. The firm emphasizes client involvement in trade decisions and integrates fundamental, technical, and asset-allocation analysis in its investment approach.

Robert Whitney is a financial advisor at Polaris Investment Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Polaris, he worked at Cetera Advisor Networks and has operated Whitney & Gore Financial since 1984, where he also serves as an enrolled agent providing tax preparation services. Polaris Investment Advisors is a SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and individual stocks.

Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc. and Axa Advisors, LLC. Outside of his advisory role, he is involved in youth sports as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital serves individual and institutional clients through discretionary portfolio management and financial planning, employing a value-oriented investment process that combines bottom-up stock selection with top-down macro analysis. The firm offers diversified portfolios across equities, fixed income, and alternative assets, along with specialized hedged strategies and performance-based fee arrangements for eligible clients.

Caleb Aldrich is a CFA® charterholder with 19 years of industry experience. He has been with Hanover Strategic Management, LLC since 2004. The firm provides discretionary and non-discretionary investment management to individuals, trusts, charitable organizations, and other entities. Hanover employs a value-oriented investment approach that combines fundamental research with quantitative analysis, managing globally diversified portfolios and utilizing both long-term and short-term strategies.

David Rourke Sr. is a financial advisor with Strategic Planning Group, Inc. in Wellesley, MA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Strategic Planning Group since 1995. Strategic Planning Group provides investment advisory and financial planning services to individual clients, including high-net-worth households, using a rules-based investment framework focused on diversification and a targeted debt-to-equity profile. The firm offers customized retirement plans and manages portfolios primarily with mutual funds and ETFs, conducting regular client reviews and employing specialized strategies as needed.

Ariel Acuna is a financial advisor at LTG Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LTG Capital since 2003. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations, employing a combination of charting, fundamental, technical, and cyclical analysis. The firm manages discretionary assets directly, typically for clients with account minimums of $2,000,000, and emphasizes formal continuity planning and transparent performance reporting.

Andrew Sokol is a financial advisor at Bluebird Wealth Management LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Bluebird Wealth Management in 2025, he worked at Darling Consulting Group for seven years and Putnam Investments for three years. Bluebird Wealth Management serves individual and high-net-worth clients as well as charitable organizations, offering fee-only financial planning and discretionary portfolio management. The firm emphasizes ongoing advisory relationships and uses a mix of modern portfolio theory, fundamental and quantitative analysis to guide investment decisions.

Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Jane King is a CFP® professional at Fairfield Financial Advisors with 32 years of industry experience. She has been with Fairfield Financial Advisors, Ltd. since 1993. Fairfield Financial Advisors is a fee-only, SEC-registered investment adviser that provides personalized financial planning and discretionary investment management to individuals, families, trusts, estates, and certain institutional clients. The firm uses a strategic asset allocation approach with primarily no-load mutual funds, individual stocks, fixed income securities, and ETFs, and also advises pension and profit-sharing plans with occasional trustee responsibilities.