Jillian Brooks is a financial advisor at Cox Capital Management LLC with a Series 65 credential and two years of industry experience. Prior to joining Cox Capital Management, she worked at Centers for Learning UMASS Lowell and has experience in entrepreneurship through Cowabunga's Indoor Inflatable Playground. 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 proprietary quantitative analysis with a long-term investment orientation.

Jack Donius is an Investment Consultant at Fidelity Investments. He partners with clients to build, implement, and monitor comprehensive financial plans. He joined Fidelity Investments in 2021 and has held several roles including Customer Relationship Advocate, High Net Worth Service Associate, Financial Representative, and currently, Planning Consultant. This progression reflects his experience in client service and financial planning within the firm. Outside of his professional work, Jack enjoys social events with friends, playing golf, watching movies, and reading.

Jason Haviland is a CFA® charterholder with 10 years of industry experience. He has been with Cottage Street Advisors since 2017, following a year at J. Bradford Investment Management. The firm serves individuals, trusts, estates, charitable trusts, and business entities, providing discretionary investment management, financial planning, and consulting. Cottage Street Advisors employs a fundamental, value-oriented investment approach combined with top-down macro assessments to manage portfolios using a variety of asset classes and strategies.

Patrick Dichter is a financial advisor at Appletree Financial Services LLC with a Series 65 credential and one year of industry experience. He has previously worked at Cultivate Advisors and RevLocal, and since 2021 has been involved with Appletree Business Services. Appletree Financial Services 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 discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing both passive and active strategies guided by Modern Portfolio Theory and tailored client preferences.

Jeffrey Kutz is a CFP® and CFA® with 33 years of industry experience. He is currently an investment advisor representative at ArborStone Financial, LLC and also serves as a registered representative with Purshe Kaplan Sterling Investments, Inc. Prior to joining ArborStone and PKS in 2026, he spent over three decades at Ameriprise. ArborStone Financial provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm follows a fundamentals-driven, primarily long-term investment approach using model portfolios composed of ETFs, mutual funds, and individual securities, and incorporates independent managers when appropriate.

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

David Lanzillo is a financial advisor at Robbins Farley LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors from 2013 to 2017. Lanzillo has been with Robbins Farley since 2017. Robbins Farley LLC provides wealth planning, financial planning, and portfolio management services to individuals, trusts, charitable organizations, and businesses. The firm employs a top-down, macro-driven investment approach and utilizes model portfolios alongside options and derivative strategies tailored to clients’ objectives and risk tolerances.

Rosemarie Connolly is the principal advisor at Connolly Financial Advisors, Inc. in Havertown, PA, holding CFP® certification and Series 63 and 65 licenses, with 23 years of experience in financial advising. She also operates a CPA practice providing tax and accounting services to individuals and various business entities. Connolly Financial Advisors offers wealth management, investment advisory, and comprehensive financial planning primarily for individual clients, as well as trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages client portfolios on a non-discretionary basis through a manager-of-managers structure using the SEI Private Trust Company platform.

Allie Henke is a financial advisor at Robbins Farley LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at Saltbox Financial LLC and RBC Wealth Management. Robbins Farley advises individuals, trusts, charitable organizations, and businesses, providing wealth planning, financial planning, and portfolio management services. The firm employs a top-down, macro-driven investment process and uses model portfolios alongside options and derivative strategies tailored to client objectives and risk tolerance.

Robert Bartley is a CFP® and CPA with 26 years of experience in financial advisory services. He is the principal at Bartley Financial Advisors, LLC and also owns a CPA firm in Bedford, NH, where he dedicates a portion of his professional hours. He has been providing advisory and accounting services since 1997. Bartley Financial Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and small businesses with fee-only financial planning and discretionary investment management. The firm combines strategic and tactical asset allocation using value and momentum methods alongside passive and actively managed investments, and employs specific custody-related procedures to manage client accounts.

Ethan Brown is a financial advisor at Cox Capital Management LLC with 10 years of industry experience. He holds the Series 65 designation and has been with Cox Capital Management since 2015. 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.

John Garrity is a CFP® professional with 23 years of industry experience. He has been with Peak Wealth Management LLC since 2015. Peak Wealth Management LLC serves individual and high-net-worth clients, offering wealth management, investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs primarily ETF-based strategies developed through fundamental analysis with a long-term focus, while allowing tactical adjustments for rebalancing and tax management.

Jonathan Hahn is a financial advisor at NorthStar Capital Inc with two years of industry experience. He holds a Series 65 designation and has served in the United States Army since 2022. Prior to his advisory career, he worked briefly in the automotive industry with BMW and Toyota. NorthStar Capital advises wealthy individuals, families, and selected institutions, primarily through separately managed, long-only equity portfolios. The firm emphasizes fundamental research and a long-term investment approach, supported by institutional-style governance and a small team structure.

Michael Panico is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at GWN Securities Inc. from 2011 to 2016. Outside of his advisory role, Mr. Panico is the principal owner of Arcadia Tax, LLC, which provides tax preparation and planning services, and he is also actively licensed as an insurance agent representing various carriers through Arcadia Financial Group, LLC. Arcadia Wealth Management, LLC is a team-based firm serving individuals, high-net-worth clients, and pension plans by providing portfolio management, financial planning, and pension consulting. The firm applies a combination of fundamental, technical, and quantitative analysis within diversified investment strategies and offers ongoing client reviews and support across discretionary and non-discretionary arrangements.

Rachel Decarolis is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has worked at Northstar Financial Planning, LLC since 2020 and previously at Northstar Financial Planning, Inc. and Perennial Advisors Group, LLC. Northstar Financial Planning advises individual clients, including high-net-worth households, and provides consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation approach combining passive ETFs with selected active managers and integrates technology such as Betterment Advisor Solutions to support automated portfolio management and reporting.

Robin Young is a CFP® professional with 22 years of experience in financial advising. He has been with Northstar Financial Planning since 2003, working first at Northstar Financial Planning, Inc. and then at Northstar Financial Planning, LLC since 2020. Northstar Financial Planning serves individual clients, including high-net-worth households, and provides advisory and consulting services to employer-sponsored retirement plans. The firm employs a strategic asset-allocation, core-and-satellite approach that combines passive ETFs with selected active managers, and integrates third-party technology such as Betterment Advisor Solutions to support automated rebalancing and tax-loss harvesting.

Kyle Labelle is a CFP® with five years of industry experience, currently serving as a financial advisor at Milestone Financial Planning, LLC. His prior work includes roles at Freeman Company and Benchmark Senior Living. Milestone Financial Planning provides financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofits, and small businesses. The firm manages approximately $590 million in assets across five offices with a team of 12 advisors, focusing on disciplined asset allocation, tax efficiency, and low-cost, broadly diversified mutual funds and ETFs.

Ryan Callaghan is a CFP®, CFA®, and Series 65 credentialed financial advisor with 13 years of industry experience. He has been with The Harbor Group, Inc. since 2012, contributing to the firm’s team of nine advisors in Bedford, NH. The Harbor Group provides personalized financial planning and investment supervisory services to a broad client base including individuals, high-net-worth clients, and various institutional entities. The firm employs a strategic, long-term asset allocation approach utilizing no-load mutual funds and ETFs, supported by a weekly Investment Committee and integrated tax planning and preparation services.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Michael Doyle is a CFP® with 23 years of industry experience, currently serving as an advisor at The Harbor Group, Inc. since 2022. He previously worked at Fidelity Investments and Fidelity Personal and Workplace Advisors from 2000 to 2022. The Harbor Group, Inc. provides personalized financial planning and investment supervisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic, long-term asset allocation using no-load mutual funds and ETFs, with integrated tax planning and preparation services offered through a designated representative.