Gina Szigety is a CFP® with five years of industry experience, currently serving as a financial advisor at Sound View Financial Advisors. She has been with the firm since 2014. Sound View Financial Advisors serves individuals and families, trusts, estates, charitable organizations, small businesses, and employer plan sponsors with personalized financial planning and investment management. The firm employs a strategic asset-allocation approach that combines passive and actively managed no-load mutual funds and ETFs, emphasizing global diversification and fundamental analysis.

Jessica Scola is a CFP® and holds a Series 65 license, with three years of industry experience. She has worked at Sound View Financial Advisors since 2024 and previously spent two years with Montis Financial, LLC. Prior to her financial career, she spent over a decade with Mary Kay Cosmetics. Sound View Financial Advisors serves individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, offering comprehensive financial planning and discretionary investment management. The firm utilizes a strategic asset allocation approach with a blend of passive and active funds and operates on a fee-only basis without account minimums.

Steven Richardson is a financial advisor at Richardson Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.W. Cole Financial, Inc. since 2020 and First Allied Securities, Inc. from 1998 to 2020. In addition to his advisory role, Richardson manages a CPA practice, serves as a director of Charles River Bank, and is involved in several other business and community activities. Richardson Financial Services, Inc. is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using third-party managers on platforms such as AssetMark and Envestnet, with ongoing due diligence and quarterly reviews of managers and asset allocation.

George Noyes is a CFP® and CIC certified financial advisor with 17 years of industry experience. He has been with Hanover Strategic Management, LLC since 2008. Hanover Strategic Management, LLC provides discretionary and non-discretionary investment management services to individuals, trusts, charitable organizations, and other entities. The firm employs a value-oriented investment approach that combines fundamental research with quantitative analysis, utilizing globally diversified portfolios and sector-level positioning to manage risk.

Nathan De Gregorio is a financial advisor at PenFacs Financial Services holding a Series 66 designation. He has recently entered the industry and has been associated with several related entities including PenFacs Financial Services, The New PenFacs Insurance Agency, and The PenFacs Group. His background includes roles outside traditional advisory positions, such as work with The New Woodshed and BJ's Brewhouse. PenFacs Financial Services, Inc. is a small SEC-registered investment adviser serving individuals and business clients with portfolio management and financial planning. The firm manages approximately $23 million in assets and employs a variety of analytical approaches and trading techniques, primarily implementing strategies through model portfolios and sub-advisers.

Michael Mc Dermott is a financial advisor with Polaris Financial, LLC in Wellesley, MA, holding a Series 65 designation and nine years of industry experience. He has worked at Richr Money LLC, Douugh Wealth, Polaris Portfolios, LLC, and concurrently at Oracle as a Staff Solutions Consultant in a non-investment role. Polaris Financial provides investment advisory and financial planning services to individuals, businesses, non-profits, and credit unions, utilizing a combination of model portfolios and customized strategies. The firm employs a disciplined investment approach involving macroeconomic, tactical, and fundamental analysis, and serves a large client base primarily composed of smaller accounts and institutional relationships.

Edward Pitts is a CFP® professional with 31 years of industry experience. He is currently with Richardson Financial Services and previously worked at J.W. Cole Financial, Edward Jones, and TIAA. Outside of his advisory role, he serves as an independent ice hockey referee. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, utilizing third-party managers through wrap platforms such as AssetMark and Envestnet.

Gregory Clifford is a Series 66-registered financial advisor with 13 years of industry experience. He is the CEO of The Clifford Group LLC, where he has worked since 2022, and previously held roles at Triad Advisors LLC, NewEdge Advisors, Bank of America, and Merrill. Clifford contributes articles as a member of the Forbes Finance Council. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach based on fundamental analysis, utilizing ETFs, mutual funds, stocks, and bonds, supported by third-party AI tools with human oversight.

Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice. Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice." When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.

Dustin Latham is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Alternative Capitalis, LLC and has prior experience at Manulife Investment Management (US) LLC, Allspring Funds Management, LLC, and Queues Enforth Development, Inc. Outside of his advisory role, he owns a seasonal rental property on Cape Cod. Alternative Capitalis, LLC, operating as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, utilizing model portfolios and diverse investment strategies, including leveraged and derivative approaches.

Thomas Padovano is a financial advisor with Exchange Place Advisors, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Exchange Place Advisors since 2004. Exchange Place Advisors, LLC is an SEC-registered investment adviser that provides financial planning, consulting, and discretionary investment management to individuals, corporations, and other entities. The firm emphasizes asset allocation and diversification, implementing portfolios with mutual funds, ETFs, and individual fixed-income and equity securities tailored to clients’ risk tolerance and time horizon.

Marcus Green is a financial advisor at GreenPort Capital Advisors with 18 years of industry experience. He holds a Series 65 credential and previously worked for 11 years at Vodia Capital, LLC. GreenPort Capital Advisors offers personalized investment management and comprehensive financial planning services to individuals, trusts, estates, and charitable entities. The firm manages approximately $115.6 million across about 68 client relationships, emphasizing a long-term investment approach that combines fundamental, technical, and cyclical analysis with tax-conscious portfolio management.

Jonathan Loer is a CFP® with 22 years of industry experience, currently serving as an advisor at Renaissance Wealth Advisors, LLC since 2019. His previous roles include positions at Fieldstone Financial Management Group, Concert Wealth Management, and Fidelity. Renaissance Wealth Advisors provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm manages around $110 million across approximately 93 client relationships, using a combination of fundamental, technical, and cyclical analysis along with AI-supported research to customize portfolios that incorporate ETFs, mutual funds, stocks, and bonds. It has a notable focus on cross-border family planning for a significant non-U.S. client base.

Ryan Carragher is a financial advisor with The Clifford Group LLC in Wayland, MA. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he served in the United States Army for several years. The Clifford Group provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s investment approach emphasizes long-term fundamental analysis supplemented by third-party artificial intelligence tools, with human oversight maintaining all recommendations and trades.

Brian Maxfield is a CFP® with 27 years of industry experience, currently serving at Richardson Financial Services. He has worked at Richardson Financial Services since 2004 and at J.W. Cole Financial, Inc. since 2020. Outside of his advisory role, Maxfield coaches pickleball. Richardson Financial Services is a fee-based registered investment adviser serving individual and high-net-worth clients, managing approximately $213 million in assets. The firm provides comprehensive financial planning and portfolio management through third-party managers on platforms like AssetMark and Envestnet.

Georgia Bruggeman is a CFP® professional with 24 years of industry experience, currently serving at Meridian Financial Advisors, LLC since 1990. She holds the position of Vice Chair and serves as a trustee at Sawin Academy, where she helps manage funds to provide benefits to an elementary school. Meridian Financial Advisors, a two-advisor firm, provides fee-only financial planning and discretionary portfolio management for individuals, high-net-worth clients, families, and small businesses. The firm operates as a fiduciary, tailoring portfolios based on clients’ objectives and risk tolerances with ongoing rebalancing and annual reviews.

Sarah Wells is a CFP® and holds a Series 66 license with 13 years of industry experience. She is a principal at TSW Wealth Management, where she has worked since 2011, and previously worked at Purshe Kaplan Sterling Investments. TSW Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and financial planning. The firm employs a long-term, asset-allocation driven approach using low-cost mutual funds and ETFs, integrating third-party tools and sub-advisers to tailor portfolios to client goals and risk tolerance.

William Yandow is a financial advisor at Monadnock Capital Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at O'neil Securities, Incorporated and William O'neil + Company since 2015 and 2016, respectively. Monadnock Capital Partners provides fee-based portfolio management and occasional pension consulting to individuals, high-net-worth clients, businesses, and institutional clients. The firm employs a fundamental, disciplined, and selective investment approach, managing a small client roster with discretionary authority and ongoing senior team oversight.

Joshua Street is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Signal Ridge Capital Partners, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—as well as trusts, estates, business entities, and qualified plans. Signal Ridge employs a proprietary, strategic asset-allocation methodology and offers customizable model portfolios using a broad range of instruments, with ongoing monitoring and rebalancing.

Ronald Degregorio is a CFP® and ChFC® with 51 years of experience in financial services. He is the sole advisor at Pen Facs Financial Services in Salem, NH, where he has worked since 1977 and also operates related entities focused on insurance and investment advisory services. Degregorio serves as chairman of the board of USA Hockey and is a council member of the International Ice Hockey Federation, dedicating significant time to governance and the development of hockey. Pen Facs Financial Services provides portfolio management to a small, concentrated client base including pension and profit-sharing plans, trusts, estates, corporations, and individuals. The firm uses both fundamental and technical analysis with primarily non-discretionary account management.