Kaitlyn Smith is a financial advisor at Personal CFO Solutions LLC with a Series 65 credential. She has two years of experience in financial advising and six years in design-related roles prior to joining the firm. Personal CFO Solutions serves individuals, retirement plans, trusts, estates, and business clients with comprehensive financial planning and discretionary portfolio management. The firm focuses on ongoing fiduciary financial planning and uses a combination of independent managers and tactical trading within its wrap-fee program.

Kyle Swaim is a financial advisor at Bartholomew & Company Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Commonwealth Financial Network, Granite Financial Partners, and Ten Broeck Insurance Group. Outside of his advisory role, he owns New England Trapper, an online clothing sales business, and operates an auto detailing service in Pepperell, MA. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm employs an institutional research process and model portfolios that combine active, passive, and core-satellite strategies, with emphasis on fixed income, municipal bonds, and ESG-oriented approaches.

Michael Mallon is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Bridgeport Financial Solutions and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved in tax preparation through the Law Offices of Richard T. Mallon Jr. Bridgeport Financial Solutions serves individual and institutional clients by offering investment management, financial planning, retirement-plan advisory, and related consulting services. The firm manages portfolios through an Investment Committee and provides discretionary management with access to third-party and affiliated investment strategies.

Joseph Charles is a financial advisor at APEX Investment Group with one year of industry experience. He has been the owner of Rock City Pizza, a restaurant in Boston, since 2013. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios primarily using diversified mutual funds and ETFs, and provides discretionary investment management, financial planning, and retirement-plan advisory services.

Christopher Laura Tenecela is a financial advisor with Bartholomew & Company Wealth Management, LLC in Worcester, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Bartholomew, he gained experience at Commonwealth Financial Network and Northeast Bank. Bartholomew & Company Wealth Management provides discretionary and non-discretionary asset management and financial planning to institutional clients and individual investors. The firm uses a combination of active, passive, and core-satellite investment strategies, with an emphasis on fixed income, municipal bonds, and ESG-oriented approaches.

James Laite is a financial advisor at Cadence Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has been associated with both Cadence Wealth Management and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory role, he serves as a commissioner on the Town of Lancaster’s Board of Public Works and assists with ski equipment sales and maintenance at Wachusett Mountain Ski Area during the winter season. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates. The firm employs a long-term core asset-allocation strategy combined with tactically managed overlays using technical analysis and rule-based modeling, constructing portfolios from a range of investment vehicles including ETFs, mutual funds, individual securities, and option strategies.

William Peng is a Series 66–licensed financial advisor with Capital Markets IQ, LLC, based in Sudbury, MA, and has 14 years of industry experience. His career background includes roles at Millennial Pharmaceutical and SA Stone Wealth Management, and he serves as an adjunct professor teaching finance at Suffolk University. Beyond his advisory work, he owns and manages AVIVANT, LLC, a business consulting firm, and is president of AVIVANT (Nanjing) Information Technologies Co. Ltd, involved in educational consulting and consumer product business development. Capital Markets IQ provides investment advisory and sub-advisory services to retail and institutional clients, including high-net-worth individuals and pension/profit-sharing plans. The firm offers portfolio management, financial planning, and business consulting across a range of asset classes, employing a multi-branch model with centralized supervision and coordinating with external professionals for comprehensive client advice.

Steven Deboth is a CFP® professional with 24 years of experience in the financial advisory industry. He has been with Cadence Wealth Management LLC since 2011 and is also associated with Purshe Kaplan Sterling Investments. Cadence Wealth Management is a team-based advisory firm serving individuals, high-net-worth families, trusts, and estates, employing a long-term core asset allocation approach combined with tactical overlays using technical analysis and proprietary rule-based modeling. The firm manages a diverse range of portfolios and provides goal-based financial planning and rollover advice.

Andrew Sohn is a financial advisor at Bridgeport Financial Solutions with 28 years of industry experience. He holds the ChFC® designation and a Series 63 license. Prior to joining Bridgeport Financial Solutions in 2024, he worked at Cambridge Investment Research, Inc. and CAMBRIDGE INVESTMENT RESEARCH Advisors, INC for over a decade, and also spent three years at Ameriprise. He serves on the Board of Trustees Investment Sub-Committee at The Fenn School and is a corporator for Emerson Hospital. Bridgeport Financial Solutions serves individual clients, including high-net-worth households, and institutional clients such as retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, and constructs model portfolios supervised by an Investment Committee. BridgePort also provides discretionary management through its Wrap Program and Advisor Managed Portfolios, with access to affiliated and unaffiliated third-party strategists.

Nicholas Cosentino is a CFP® with 36 years of industry experience, currently serving at Financial Foundations, Inc. since 1999. He also has a long tenure with Commonwealth Equity Services, Inc. dating back to 1991. Outside of his advisory roles, he acts as a trustee for an irrevocable life insurance trust. Financial Foundations provides standalone, fee-for-service financial planning to retail clients, focusing on detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm does not manage client assets or offer discretionary services, instead coordinating with outside professionals and offering in-house tax preparation through an affiliated enrolled agent.

Jennifer Simes is a Certified Financial Planner® (CFP®) with 22 years of industry experience. She has been with Carl P. Sherr & Co., LLC since 2007, where she is part of a three-advisor team in Worcester, MA. Carl P. Sherr & Co. provides investment management and comprehensive financial planning to individuals, including high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation, mutual fund and ETF analysis, and long-term holdings, managing most assets on a discretionary basis with a team approach and centralized oversight.

Eric Jansen is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Signator Investors, Inc. and Triad Advisors. Outside of his advisory work, he is involved in insurance brokerage activities as president and part owner of several related entities. Finivi serves individual clients ranging from non‑high‑net‑worth to high‑net‑worth households, as well as business clients and retirement plan participants. The firm uses an active, core‑satellite investment approach tailored to client risk tolerance and objectives, and offers a range of services including discretionary portfolio management, financial planning, estate-planning facilitation, and financial education.

Leah Michalowski is a financial advisor at Carr Financial Group in Worcester, MA, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Leominster Credit Union, Stonehill College, and other local organizations. Outside of advising, she coaches volleyball for CMASS Junior Volleyball. Carr Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using diversified mutual funds and ETFs, managing approximately $744 million in discretionary assets across a small team of advisors.

Anthony Veloso is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Financial Foundations, Inc. and has previously worked at Commonwealth Financial Network, Cetera Advisor Networks LLC, and Sbia. Veloso also engages in fixed insurance sales as a secondary business activity. Financial Foundations provides standalone, fee-for-service financial planning focused on retail clients, delivering detailed written plans covering budgeting, tax strategies, retirement, education, estate matters, and investment analysis. The firm emphasizes a planning-only model without managing or custody of client assets and offers in-house tax preparation services through an affiliated enrolled agent.

Nancy Scott is a CFP® professional with 19 years of industry experience. She is currently with Bartholomew & Company Wealth Management, LLC and has been associated with Bartholomew and Company, Inc. and Commonwealth Financial Network since 2006 and 2007, respectively. Her other business activity includes providing fixed insurance services through Bartholomew and Company as an agent. Bartholomew & Company Wealth Management, LLC offers discretionary and non-discretionary asset management and financial planning services to institutional clients and individual investors. The firm uses an institutional research process and model portfolios combining active, passive, and core-satellite strategies, with emphasis on short-term, high-grade fixed income, municipal bonds, and ESG-oriented approaches.

John Malone III is an advisor at APEX Investment Group with one year of industry experience. Prior to joining APEX, he worked at Anomaly CPA and Tetzel Law LLC. APEX Investment Group is an SEC-registered wealth management firm serving individuals, trusts, estates, retirement plans, corporations, and charities. The firm offers discretionary investment management and comprehensive financial planning with a focus on customized, long-term portfolios primarily composed of diversified mutual funds and ETFs.

Marc Berman is a Certified Financial Planner® with 22 years of industry experience, currently serving as an advisor at Colman Knight Advisory Group, LLC since 1999. He holds the Series 63 designation and works within a team of five advisors based in Acton, MA. Colman Knight Advisory Group provides financial planning, investment management, and consulting services to individuals—including high-net-worth clients—charitable organizations, and corporations. The firm employs a fundamental, global buy-and-hold investment approach supplemented by technical and cyclical analysis, offering both discretionary and non-discretionary portfolio management along with in-house tax preparation and non-investment consulting.

Adam Waitkevich is a financial advisor at Concord Wealth Partners with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Coppertree, LLC. He is also the principal owner of Divorce Financial Solutions, LLC, providing financial forecasting reports for divorcing couples. Additionally, he serves as a board member of the nonprofit Kevin Youkilis Hits for Kids. Concord Wealth Partners is a team-based registered investment adviser managing over $1 billion for individuals, corporations, trusts, estates, and charitable organizations. The firm offers tailored financial planning, discretionary portfolio management, and retirement plan consulting, utilizing a range of investment strategies including mutual funds, ETFs, alternatives, and structured products.

David Manteau is a CFP® and CFA® charterholder with 16 years of experience in the financial services industry. He currently works at Colman Knight Advisory Group, LLC, where he has been since 2022, and has prior experience with firms including Prudential Insurance Company of America and MassMutual. Outside of his advisory role, Manteau serves as an adjunct professor at Boston University Center for Professional Education, teaching CFP courses. Colman Knight Advisory Group serves individuals, charitable organizations, and corporations with comprehensive financial planning, investment management, and consulting. The firm employs a fundamental, global buy-and-hold investment approach supplemented by technical and cyclical analysis, constructing diversified portfolios tailored to client objectives and using fixed retainers and project fees rather than percentage-of-assets fees.

Christina Mitkonis is a CFP® and Series 66 credentialed advisor with 14 years of industry experience. She is currently with Financial Foundations, Inc., a team-based firm located in Southborough, MA, and has been associated with Commonwealth Financial Network and Bentley University’s McCallum Graduate School of Business since 2011. Outside of financial advising, she is involved with Jumbo Donuts, a business she has been connected with for over 20 years. Financial Foundations provides comprehensive financial planning and non-securities advice focused on budgeting, tax and retirement planning, education funding, estate analysis, and benefit reviews. The firm does not manage client assets or maintain custody of funds, emphasizing individualized, planning-only services with coordination of tax and estate recommendations alongside outside professionals.