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.

Meghan Waclawsky is a CFP® with nine years of industry experience, currently serving as a financial planner at Kaizerman & Associates, LLC. She previously worked at Wellington Management Advisers, Inc. and Wellington Management Company LLP. In addition to her advisory role, she is an enrolled agent providing tax-related services. Kaizerman & Associates, LLC is a small, supported firm managing approximately $24.6 million in assets for individuals, trusts, pension plans, charitable organizations, and small businesses. The firm operates on a non-discretionary basis and employs fundamental, technical, and asset-allocation analysis when recommending investments.

David Taylor is a financial advisor with Cambridge Trustee Advisors Inc in Sterling, MA, holding 32 years of industry experience. The firm provides discretionary investment management primarily to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million across a small client base, using a combination of fundamental, technical, cyclical, and charting methods within a range of investment strategies. The firm is attorney-owned and formally affiliated with a law firm, offering integrated legal and portfolio management services, particularly for trusts and estates.

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.

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.

Rodney Hass is a financial advisor with RF&L Wealth Management, LLC, holding a Series 65 credential and 22 years of industry experience. He has been with RF&L Wealth Management since 2006. Outside of his advisory work, he is a partner in BREAKING EIGHTY, LLC, an investment-related business involving real estate, equities, and other securities. RF&L Wealth Management provides advisory services to individuals, retirement plans, trusts, charitable organizations, and small businesses, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a diversified, evidence-based investment approach grounded in Modern Portfolio Theory and integrates third-party solutions to support its client services.

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.

John McClellan is a financial advisor at U.S. Boston Capital Corporation with nine years of industry experience. He holds the Series 66 designation and has been with the firm since 2016. Mr. McClellan is also Principal of Pear Tree Partners LP and serves as a board member or observer for several companies in technology and life sciences fields. U.S. Boston Capital Corporation provides investment management, financial planning, and retirement advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes customized asset allocation with diversified exposure across mutual funds, ETFs, and alternative investments, managing most assets on a non-discretionary basis.

Caleb Powers is a financial advisor with U.S. Boston Capital Corporation, holding Series 63 and Series 66 licenses and having four years of industry experience. His background includes roles at Green Banana SEO, Pear Tree Partners LP, Mansfield Sales Partners, and other firms dating back over a decade. U.S. Boston Capital Corporation serves individuals, trusts, estates, charitable organizations, and retirement plans with portfolio review, investment management, financial planning, and strategic business consulting. The firm focuses on customized asset allocation and diversified exposure across mutual funds, ETFs, and alternative investments, typically managing assets on a non-discretionary basis with client approval for trades.

Michael Mc Dermott is a financial advisor at Polaris Financial, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Richr Money LLC, Douugh Wealth, and Polaris Portfolios, LLC. In addition to his advisory role, he works part-time as a Staff Solutions Consultant at Oracle in a non-investment capacity. Polaris Financial provides discretionary investment management to retail individuals, families, employer-sponsored retirement plans, and credit unions. The firm employs a model-driven approach with an in-house Investment Advisory Committee and offers a range of portfolios including biblically responsible allocations, thematic satellites, and fixed-income strategies, serving a high volume of clients through remote delivery.

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.

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.

Robert Rodriguez is a financial advisor at Concordia Wealth Management, LLC in Concord, MA, with 20 years of industry experience. He holds a Series 65 credential and has been with Concordia Wealth Management since 2012. Outside of his advisory role, Rodriguez serves as treasurer and director of the Lookout Foundation, a nonprofit focused on sustainable agriculture, forests, and youth at risk. Concordia Wealth Management is a fee-only advisory firm serving individuals, trusts, and corporations, including high-net-worth clients. The firm offers tailored wealth management, financial planning, and family office services, emphasizing client-specific strategies, fundamental analysis, and attention to cross-border and currency risk considerations.